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R&D Financial Analyst
SumerR&D Financial Analyst preparing cost schedules and evidence for Sumer’s clients’ R&D tax relief claims. Reconciling financial data and supporting HMRC-compliant claim reporting across multiple client files.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in preparing financial components of R&D tax relief claims, including RDEC, ERIS, and NI-ERIS, while effectively collaborating with R&D Managers and client finance teams. Proficient in financial analysis, data reconciliation, and compliance with HMRC standards.
Highest-signal resume keywords
R&D Tax Relief ClaimsFinancial AnalysisExcel ProficiencyAttention to DetailCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisR&D Tax Relief ClaimsData ReconciliationCost AnalysisExcel ProficiencyPivot TablesStructured Working PapersPayroll Data InterpretationLedger Data InterpretationInvoice Data Interpretation
Soft Skills
Attention to DetailOrganizational SkillsProblem-Solving SkillsProactive ApproachClear Communication
Industry Keywords
R&D Tax ReliefHMRC ComplianceQualifying ExpenditureAudit TrailsClient Finance Teams
About the role
Key responsibilities & impact- Support clients across diverse industries by preparing the financial aspects of R&D tax relief claims
- Prepare the financial components of RDEC, ERIS and NI-ERIS R&D Tax Relief claims
- Collate, analyse, reconcile and present qualifying expenditure
- Develop specialist expertise in a niche and growing area of tax
- Work collaboratively with R&D Managers and client finance teams
- Support multiple client files and complete accurate claim costings within agreed deadlines
Requirements
What you’ll need- Proven experience in finance, accounting, audit, tax, R&D tax support or financial analysis
- Strong Excel skills, including reconciliations, pivot tables, data analysis and structured working papers
- Ability to interpret payroll, ledger, invoice and project cost data
- Strong attention to detail and ability to identify anomalies in financial information
- Understanding of R&D Tax Relief qualifying cost categories, or ability to develop this knowledge quickly
- Ability to work with internal R&D Managers and client finance teams
- Strong organisational skills and ability to manage multiple deadlines
- Clear written communication for documenting assumptions, queries and claim methodologies
- Awareness of evidence, audit trails and HMRC compliance in R&D claims
- Proactive and inquisitive approach, with confidence to question and challenge financial data
- Strong problem-solving skills and ability to work with incomplete or ambiguous information
- Ability to communicate financial concepts clearly to non-specialist stakeholders
- This is a specialist finance support role and is not study-related or academic in nature
Benefits
Comp & perks- Hiring-process support and reasonable support to remove barriers
- Inclusive workplace where diversity is valued and celebrated
- Clear opportunities for career progression within the Innovation Tax team
- Ongoing support and exposure to a broad client portfolio