Finance & Strategy Associate

JobsCloseBy Editorial Insights

Finance & Strategy Associate at Wheely is a fast growing role that blends financial analysis budgeting and strategic planning to fuel expansion across Europe the US and the Middle East. Reporting to the Finance Director you will own budgeting forecasting and scenario modelling for new markets and operating model changes, support department heads with financial plans, monitor performance and drive cross functional process improvements with room to automate. The ideal candidate has 1–2 years in corporate finance, a related bachelor degree, strong Excel/Sheets and SQL, and the ability to translate numbers for non finance stakeholders. In your application highlight concrete examples of cost control, forecasting accuracy, and process improvements, show cross functional collaboration and a drive to pursue CIMA ACCA ACA or CFA, and note readiness to work four days on site in West London plus one remote day.

We are looking for a talented Finance & Strategy Associate to join our team. Reporting to the Finance Director, you will play a crucial role in managing the existing budgeting, forecasting, and strategic planning processes.

The role comes with extensive autonomy, and you will be supported to iteratively improve the existing processes by adding automation and your own ideas. Success in 6 months will be command of the existing processes and a thorough understanding of the business. Success in 12 months will be the deployment of new budgeting, forecasting processes featuring improved automation.

Responsibilities

• Conduct financial analysis and provide insights to support decision-making, including modelling the financial impact of new markets and operating model changes, alternative pricing strategies, and cost of sale optimisation initiatives.
• Assist in the budgeting and forecasting process, working with department heads and other stakeholders to develop financial plans that align with strategic objectives.
• Assist with internal OPEX cost management control to ensure alignment with budgets.
• Support financial performance monitoring, analysing variances, and identifying areas for improvement or corrective action.
• Collaborate with cross-functional teams to drive process improvements, streamline financial processes and enhance efficiency and accuracy.

Requirements

• Working understanding of accounting principles, financial analysis, and budgeting/forecasting.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field, with a preference for candidates pursuing or planning to pursue a CIMA, ACCA/ACA, or CFA qualification.
• 1-2 years of experience in corporate finance, financial analysis, or a related field (internships at Big 4 firms or similar environments are a plus).
• Strong Excel/Google Sheets/SQL skills: ability to build well-structured models, work with large datasets and build queries that interpret business data.
• Excellent communication skills, with the ability to present and translate financial information clearly to non-finance stakeholders.

What We Offer 

• Office-based role in West London, four days a week with flexible start and finish times, plus one remote day of your choice
• Competitive salary
• Employee stock options plan
• Private medical and dental insurance
• Life and critical illness cover
• Best-in-class equipment
• Monthly credit towards Wheely journeys
• Cycle to Work scheme
• Professional development stipend