Financial Analyst, Bookkeeper

Role Overview

• Attend weekly pipeline meetings to stay aware of deal flow and work directly with individual Sales and Consulting leads to extract specific billing details.
• Ensure insertion into relevant client email threads to capture PO numbers and billing contacts.
• Maintain accurate data across HubSpot (Sales), QuickBooks (Finance), and cash flow models to prevent revenue double-counting or forecasting errors.
• Monitor payment deadlines, issue reminders, and escalate to the Finance Director only when necessary.
• Set up new client accounts and maintain up-to-date contact details.
• Prepare and present weekly reports on pipeline status, invoicing, and pending POs to directors.
• Work with admins to ensure all expenditures are accounted for, chasing missing receipts, and uploading them correctly to AutoEntry.
• Reconcile supplier invoices, batch payments, grade them by urgency, and present clean payment runs for the Finance Director's approval.
• Collaborate with the Finance Director to maintain cash flow documents, budgets, and forecasts.
• Monitor ledgers to spot erroneous spending, unused subscriptions, or overspending, and flag these for action.
• Daily reconciliation of bank feeds to ensure real-time accuracy.
• Handle journals, accruals, and prepayments to prepare accounts for accountant's review.
• Generate standard financial reports, including Aged Debtors and P&L snapshots.
• Maintain a pristine digital filing system for audit trails.
• Identify gaps and inefficiencies in existing systems and implement improvements.
• Streamline reporting, forecasting, and billing processes to enhance financial hygiene.
• Take ownership of financial administration tasks to give directors confidence and trust in reporting accuracy.
• Identifies trends, inefficiencies, and opportunities for improvement beyond simply recording numbers.

Requirements

• At least 5 years of experience in financial administration, bookkeeping, or related finance roles.
• Strong understanding of UK/British accounting practices is required.
• Experience in a consulting firm/consultancy environment is preferred.
• Proven experience in financial modelling, forecasting, and budgeting.
• Proficiency with Excel and accounting software such as QuickBooks and AutoEntry.
• Proficiency with HubSpot or similar CRM systems is highly preferred.
• Proven ability to manage multiple stakeholders, including directors, consultants, and clients.
• Excellent written and verbal communication skills.
• Highly organised, detail-oriented, and able to work independently.
• Confident, proactive, and able to take initiative in an evolving, senior role.
• Demonstrated ability to identify and implement process improvements in financial operations.
• With "Finisher Mindset", delivers work that is accurate, graded, and ready for immediate execution, allowing directors to focus on strategy.
• Comfortable working across multiple platforms and understanding how they integrate.

Benefits

• $50 Internet Allowance
• $50 HMO allowance
• 20 days Paid Time Off