Job Description

This is an OFFICE-BASED Role

Overview

We are looking for an enthusiastic individual to join our team. The role consists of assessing client's financial information such as P&L statement, accounts, subcontracted invoices, bank statements etc. We assess the documents to determine what aspects can be included in the clients R&D Tax claim (Research & Development).

The successful candidate will receive all relevant training.

Responsibilities - R&D Tax Claim Financial Analyst

Conduct in-depth financial analysis to identify eligible R&D expenditures in line with HMRC guidelines. Collaborate with technical and operational teams to gather data supporting R&D tax claims. Prepare detailed financial reports and supporting documentation for R&D tax submissions. Build and maintain financial models to assess qualifying costs, project profitability, and claim value. Utilise advanced Excel functions to analyse large datasets and ensure accuracy in R&D cost allocations. Interpret financial data and present insights to stakeholders, including recommendations for maximising R&D claim efficiency. Monitor claim-related KPIs and ensure adherence to changing legislation and internal compliance standards. Support the finance team with budgeting and forecasting tasks related to R&D activities. Participate in cross-functional projects to enhance R&D financial processes and reporting.

Skills & Qualifications

Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis tools. Excellent written and verbal communication skills, with the ability to translate complex financial data into clear narratives. Solid understanding of financial planning principles, particularly in relation to R&D accounting. Experience with R&D tax credit schemes and HMRC claim requirements is highly desirable. Knowledge of SQL for data extraction and manipulation is a strong advantage. Familiarity with Power BI or other BI/reporting tools to visualise financial data effectively. Detail-oriented with strong organisational skills; able to manage multiple claims and deadlines simultaneously. Ability to critically analyse financial data and provide actionable insights to optimise claim value. Fluent in English, with strong interpersonal skills to work effectively within cross-departmental teams.

Starting Salary

23,000 per annum

Hours

Working ours are:
9am-5.30pm Monday to Thursday
9am-4pm Friday

Job Types: Full-time, Permanent

Pay: From 23,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Company pension
Schedule:

Monday to Friday No weekends
Experience:

Financial analysis: 2 years (required)
Work Location: In person

Reference ID: FinancialAnalyst2025