Financial Analyst

We are seeking a commercially driven Financial Analyst to join our company. This is a new role arising due to continued growth in our business.

Moneycube is an award-winning provider of investment and pensions advice in Ireland. We help individuals and companies take control of their finances through better use of technology, transparent pricing, and straight-talking advice.

Putting people first is at the heart of everything we do, and that extends to our clients as well as our employees. As one of our Financial Analysts, you will be part of our growing team in Dublin.

What we do at Moneycube

Award-winning investment & pensions advice

Moneycube is an award-winning provider of investment and pensions advice in Ireland, trusted by individuals and companies who want expert, straightforward financial guidance.

Helping people to take control of their finances

We help individuals and companies take control of their finances through better use of technology, transparent pricing, and straight-talking advice, because financial clarity shouldn’t be complicated.

What sets us apart?

We empower our customers, from global technology leaders to switched-on individuals, with clear thinking and practical financial advice. Our advisors combine deep technical expertise with modern portfolio thinking and technology-enabled processes. We focus on long-term relationships built on trust, clarity, and professional standards.

Join the Moneycube team

Due to continued growth, we are seeking more people to join our business. Working at Moneycube means being part of a team that takes pride in delivering advice that genuinely improves people’s financial lives.

Skills required

Essential skills & experience

A relevant accounting, finance, economics or analytical qualification. ACA, ACCA, CIMA or CPA qualified or part-qualified candidates are particularly welcome; equivalent practical experience will also be considered.
Strong grounding in management reporting, month-end processes, reconciliations, cash-flow analysis and financial modelling.
Advanced Excel skills, including the ability to structure, test and explain financial models and large data reconciliations.
Excellent analytical judgement and attention to detail, with the ability to identify the cause and significance of a variance rather than simply report it.
Clear written and verbal communication skills and confidence presenting financial information to non-finance colleagues.
A self-motivated, organised approach, with the initiative to work independently while collaborating effectively across the business.

Desirable skills & experience

Experience in financial services, a regulated business, a recurring-revenue model or a commission-based environment.
Experience with Power Query, Power BI, SQL, accounting platforms, CRM systems or workflow-automation tools.
Exposure to acquisition due diligence, business integration, valuation or commercial finance.
Understanding of pensions, investments, mortgages or life-insurance products; a QFA qualification or interest in developing sector knowledge would be an advantage.

Who this role would suit

The role could suit a qualified or part-qualified accountant, an FP&A or management-accounting professional, or an earlier-career analyst who can demonstrate strong technical ability, commercial curiosity and ownership. We place more weight on capability, judgement and potential than on a narrow job-title history.
The right person will enjoy moving between detailed reconciliations and the bigger commercial picture. They will be comfortable building structure where it does not yet exist and will take pride in producing information that people can trust and use.

What success looks like

A reliable monthly reporting pack is delivered to an agreed timetable, with reconciled figures, concise commentary and clear actions.
Commission and revenue differences are visible, investigated promptly and supported by stronger recurring controls.
Management has dependable cash-flow forecasts, balance-sheet reconciliations and financial information for decision-making.
Core financial and operational metrics have agreed definitions and can be produced consistently across the businesses.
Manual reporting and reconciliation work is measurably reduced through practical automation and better processes.
Acquisition opportunities can be assessed quickly and rigorously, and acquired businesses can be brought into a consistent reporting framework.

Key responsibilities

Management reporting, budgeting & forecasting

Design, produce and continually improve a consistent monthly financial and management reporting pack across the businesses.
Report on profit and loss, balance sheet, cash flow, budget versus actual performance, forecasts and agreed management KPIs.
Provide clear commentary on performance drivers, emerging risks, opportunities and actions required.
Support the annual budget process, rolling forecasts and scenario planning, working with budget owners across the business.
Develop financial models for business cases, pricing, margins, resourcing decisions and strategic projects.

Revenue & commission reconciliation

Own or support the reconciliation of provider statements, client revenue, fees and commission receipts to CRM, administration and accounting records.
Validate income accruals, expected receipts, clawbacks and adjustments, and maintain a clear record of unresolved variances.
Investigate discrepancies promptly, coordinate their resolution and improve the controls that prevent recurrence.
Develop analysis of recurring revenue, customer-level profitability, product and service-line contribution, retention and revenue concentration.

Financial control, cash flow & financial statements

Prepare and maintain short- and medium-term cash-flow forecasts, highlighting expected requirements, sensitivities and potential pressure points.
Support the month-end close, including balance-sheet reconciliations, accruals, prepayments, intercompany items and supporting schedules.
Assist with the preparation of annual financial statements and information required by external accountants, auditors and tax advisers.
Maintain clear working papers, control evidence and audit trails so that reported figures can be traced and supported.

Operational, quality-control & client reporting analysis

Develop operating-metric reports that help management understand revenue, Assets under Advice, pipeline conversion, client retention, workflow cycle times, service performance and resource utilisation.
Support the analysis that underpins client reports, annual reviews and portfolio reporting, working with advisors and administrators to ensure the information is accurate and useful.
Perform quality-control checks and reconciliations across finance, CRM, BIS, provider and client-reporting data, with material issues assigned an owner and tracked to closure.
Translate complex or inconsistent data into clear analysis for non-finance colleagues, clients and senior management.

Acquisitions & commercial decision support

Support financial due diligence on potential acquisitions, including analysis of historic earnings, recurring revenue, commission persistency, client concentration, cost base, working capital, liabilities, risks and potential synergies.
Build or review acquisition, valuation and scenario models and help coordinate financial information requests.
Support post-acquisition integration, including opening-position validation, revenue and cost tracking, reporting alignment and performance against the acquisition case.
Provide commercial analysis to the Executive Team on new opportunities, investments and business priorities.

Process improvement & automation

Map finance and reporting processes, identify repetitive or error-prone work and prioritise opportunities for automation.
Use tools such as Excel, Power Query, Power BI, SQL and appropriate AI-enabled workflows to reduce manual effort and improve reporting speed, accuracy and scalability.
Establish clear data definitions, process documentation, ownership and controls so that improvements are repeatable and resilient.
Work collaboratively with the Executive Team, advisors, operations, administration and external professional advisers to deliver improvements through to completion.

Key information

This is not a role that simply produces numbers. The analyst will be expected to understand what the numbers mean, explain the drivers clearly, identify risks and opportunities, and improve the underlying processes and controls.

Apply for this role

If this opportunity feels like the right fit, you can apply using our online form or email your CV directly to us. Submit your details through the form, or send your application to [email protected] and our team will be in touch.

Our approach

At Moneycube we believe financial advice should be clear, practical and transparent

Our advisors help clients:

Why people enjoy working at Moneycube

Opportunity to grow alongside a rapidly scaling firm committed to learning, innovation, and excellence.
Access to Moneycube technology, marketing and operational infrastructure.
Exposure to leadership, strategy, and cross-company projects.
Competitive employee benefits offering

Working at Moneycube you will enjoy

Financial reward

Be rewarded for your contribution

We offer competitive compensation and benefits designed to reward professionalism, expertise and contribution to the firm.

Employees benefit from:

We believe the people helping clients build financial security should enjoy strong financial security themselves.

Work life balance

Flexibility and balance

We recognise that great work comes from people who have balance and flexibility in their lives.

Our working environment includes:

We aim to create an environment where people can do their best work while maintaining a healthy balance.

Personal growth

Build a meaningful career in financial advice

Moneycube is committed to helping team members develop long-term careers in financial advice and financial services.

We support development through:

Many of our roles are designed to develop towards senior advisory positions within the Group.

Social

A team that enjoys working together

We believe a strong team culture helps us deliver the best outcomes for clients.

Throughout the year we organise a range of social activities including:

These moments help strengthen the collaborative culture that defines Moneycube.

Health & Wellbeing

Supporting the wellbeing of our team

We want our team members to feel supported both professionally and personally.

Our offices are conveniently located in the heart of Dublin city adjacent to the Harcourt Street Luas stop. With Iveagh Gardens and St.Stephens Green steps away, employees can enjoy taking time out of their day in a relaxing setting.

Employees benefit from:

These supports are designed to help employees and their families when they need it most.

Expsoure to a Growth mindset

Be part of something ambitious

Moneycube is a growing advisory firm with a modern approach to pensions and investment advice.

Joining the team means contributing to a business that is building something meaningful for clients while creating opportunities for its people.

Apply now

Current opportunities

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Senior Mortgage Director

This is a leadership succession role within Moneycube, offering the opportunity to join as a senior revenue-generating leader and progress to Managing Director of an established business recently acquired by the Moneycube group. You will take on responsibility of an existing client base, along with revenue growth, profitability, team leadership, and operational oversight. You will have P&L accountability, budgeting, recruitment, performance management and you will represent the business within the wider Moneycube leadership structure. This role suits someone who is commercially minded, proactive, and looking to step into a leadership position over time.

Senior Financial advisor - Life & Pensions

We’re looking for an experienced Financial Advisor to join a growing advisory business where performance, client outcomes, and long-term relationships matter. This is a role for someone who wants to take ownership — of clients, revenue, and how advice is delivered. You’ll work with an established client base, identifying opportunities to deepen relationships and grow recurring life and pensions business, while maintaining a high standard of advice and compliance. You’ll also play a role in shaping how we operate — contributing to CRM, reporting, and consistent advisory standards across the business.

Don’t see the right role?

We’re always interested in hearing from talented individuals. If there isn’t a suitable position available right now, you can still send us your CV and we’ll keep you in mind for future opportunities as our team continues to grow.