53 Financial Analysts jobs in Ireland

Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning. Key Responsibilities include: Meeting clients / Generating Leads / Project work Providing financial advice to a new and existing client base Managing and continuously building relationships with the Aon client portfolio Developing new business opportunities through internal and external channels Achieving agreed sales targets and team-based goals Adhering to standards/codes/rules set by regulators & Aon Managing local projects that contribute to the overall team proposition. How this opportunity is different We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition. We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits. Skills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagements Acquired or working towards Certified Financial Planner (CFP) qualification Have strong interpersonal skills with the ability to build and maintain solid client relationships Strong history of delivering on agreed sales targets Understanding of relevant regulatory requirements required Have a background in generating leads from a Corporate client base Demonstrate an ability to build strong internal relationships, trust and credibility Excellent presentation and communication skills Be a Team player with a focus on working as one team Possess a full driver's license. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Apply button below to Login/Register.

Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin office.

Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.

Key Responsibilities include: Meeting clients / Generating Leads / Project work Providing financial advice to a new and existing client base Managing and continuously building relationships with the Aon client portfolio Developing new business opportunities through internal and external channels Achieving agreed sales targets and team-based goals Adhering to standards/codes/rules set by regulators & Aon Managing local projects that contribute to the overall team proposition.

How this opportunity is different We can offer you a fun and engaging environment working with some of the best people in our industry.

The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions.

Our Financial Planning solution operate on a team-based approach.

Each member of the team is valued and are encouraged to provide input into overall proposition.

We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits.

Skills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagements Acquired or working towards Certified Financial Planner (CFP) qualification Have strong interpersonal skills with the ability to build and maintain solid client relationships Strong history of delivering on agreed sales targets Understanding of relevant regulatory requirements required Have a background in generating leads from a Corporate client base Demonstrate an ability to build strong internal relationships, trust and credibility Excellent presentation and communication skills Be a Team player with a focus on working as one team Possess a full driver's license.

How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce.

Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon.

Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself.

We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential.

As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.

Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.

To be considered for this role you will be redirected to and must complete the application process on our careers page.

To start the process click the Apply button below to Login/Register.

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Kildare Laois Offaly (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 6th Oct To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Kildare Laois Offaly (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments.

We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets.

Someone who can successfully build, influence, and manage relationships.

Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business.

What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years.

This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network.

The role requires the individual to potentially cover multiple branches in the geography.

The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines.

The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings.

Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions.

Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals.

Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.

Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs.

Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned.

What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA).

Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals.

Technical Skills: Proficiency in Microsoft Office.

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements.

Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You.

Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions.

Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.

Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.

Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others.

Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline.

Converts pipeline, focusing on tailored customer needs.

Nurtures relationships and builds value to develop and grow customer accounts.

Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders.

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation.

AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity.

We are committed to providing reasonable accommodations for applicants and employees.

Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position.

AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

Application deadline: 6th Oct To be considered for this role you will be redirected to and must complete the application process on our careers page.

To start the process, click the Apply button below to Login/Register.

Our client is currently looking to hire a Financial Planning/Cost Analyst to join their team. Title: Financial Planning Analyst - Cost Accountant Location: Drogheda, Co Louth Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives. The successful applicant will be responsible for all costings and product analysis onsite. Full ownership of product costs to monthly gross margin analysis of existing products. Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis. Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives. Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives. Communicate performance across all tiers, from shareholders to factory management. This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency. Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool. Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director. Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc. Overhead Analysis. Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required. Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field. Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles. Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc. Good Numerical Skills & Attention to Detail. Exceptional time management, problem solving, and interpersonal communication skills. Collaborative and metrics driven, with a commitment to process accuracy and results. Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP). Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science. Experience working in an FMCG or food environment would be an advantage. Experience with Software Implementation and automation of reports. The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes. The role will involve a split of time between desk work and floor work. Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres. The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes. For more information, please contact #LI-RW2 Skills: "Cost Accounting" "budget analysis" "Management accounts"

Our client, based in Limerick, is seeking an FP&A Manager to join their finance team on a permanent basis. This is a key role focused on delivering high-quality financial analysis, insightful reporting, and strategic decision support to drive growth and performance. In this position, you will provide strategic financial insights, advanced analysis, and robust planning to guide executive decision-making and operational excellence. By producing accurate forecasts, scenario modelling, and impactful reporting, you will play a critical role in shaping the organisation's growth trajectory. Competitive salary and benefits package with a flexible working arrangement - on-site presence is expected only when business requirements make it necessary. Key Responsibilities: Deliver insightful KPI, market, competitor, and financial analyses to enhance operational and strategic decision-making. Conduct detailed scenario modelling and sensitivity analyses, highlighting potential risks and opportunities. Prepare and present impactful financial reports and presentations for senior leadership, boards, lenders, and investors. Partner with senior management and cross-functional teams, providing clear insights to influence decisions. Manage and enhance financial models and analytical processes, ensuring accuracy and scalability. Support annual budgeting, cash flow forecasting, profitability analysis, and long-term strategic planning. Provide ad-hoc analyses to support investment opportunities, risk assessments, and strategic projects. Drive continuous improvement across FP&A processes, enhancing efficiency and effectiveness. Key Requirements: Qualified Accountant (ACCA, ACA), CFA, or equivalent. Minimum of 3 years' post-qualified experience in a dynamic finance environment. Previous experience within the energy, utilities, renewables or technology sectors is advantageous. Strong background in financial analysis, reporting, forecasting, and scenario modelling. Excellent stakeholder management and communication skills. Highly analytical, detail-focused, and commercially aware, with strong problem-solving ability. Advanced Excel and PowerPoint skills, with proven financial modelling expertise. Skills: Budgeting Forecasting Variance Analysis

360 Search are delighted to be working alongside one of Ireland's leading Financial Advisory and Employee Benefits Advisory Firms in hiring for a newly created position within their Private Clients Division. This position has been created due to current company needs and continued growth plans of the firm. The successful individual will assist in leading and expanding the Private Client Team. You will be responsible for providing high-quality financial advice to Clients whist managing and supporting an experienced team of Private Client Consultants. The Role: Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance) Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance. Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation Develop and implement best practices for financial planning and advisory services within the team Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service Identify training opportunities to keep the team updated on industry trends and regulatory changes Foster a collaborative and accountable team culture focused on excellence Answer and guide team members on their client technical queries, positioning, and financial plans The Requirements: First and foremost, proven success in a Financial Planning Consultant position, providing high quality and technical advice to Clients. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Proven ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Excellent interpersonal, communication, and relationship management skills. Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. Tax qualification is desirable. Full drivers license. The Benefits: Competitive salary Strong earning potential through uncapped commission structure Extensive Benefits package including; Company Pensions, Life & IP, Health Insurance Educational support Hybrid working People First culture Much more!

360 Search are delighted to be working alongside one of Ireland's leading Financial Advisory and Employee Benefits Advisory Firms in hiring for a newly created position within their Private Clients Division. This position has been created due to current company needs and continued growth plans of the firm. The successful individual will assist in leading and expanding the Private Client Team. You will be responsible for providing high-quality financial advice to Clients whist managing and supporting an experienced team of Private Client Consultants. The Role: Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance) Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance. Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation Develop and implement best practices for financial planning and advisory services within the team Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service Identify training opportunities to keep the team updated on industry trends and regulatory changes Foster a collaborative and accountable team culture focused on excellence Answer and guide team members on their client technical queries, positioning, and financial plans The Requirements: First and foremost, proven success in a Financial Planning Consultant position, providing high quality and technical advice to Clients. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Proven ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Excellent interpersonal, communication, and relationship management skills. Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. Tax qualification is desirable. Full drivers license. The Benefits: Competitive salary Strong earning potential through uncapped commission structure Extensive Benefits package including; Company Pensions, Life & IP, Health Insurance Educational support Hybrid working People First culture Much more!

Our client is currently looking to hire a Financial Planning/Cost Analyst to join their team. Title: Financial Planning Analyst - Cost Accountant Location: Drogheda, Co Louth Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives. The successful applicant will be responsible for all costings and product analysis onsite. Full ownership of product costs to monthly gross margin analysis of existing products. Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis. Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives. Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives. Communicate performance across all tiers, from shareholders to factory management. This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency. Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool. Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director. Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc. Overhead Analysis. Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required. Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field. Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles. Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc. Good Numerical Skills & Attention to Detail. Exceptional time management, problem solving, and interpersonal communication skills. Collaborative and metrics driven, with a commitment to process accuracy and results. Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP). Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science. Experience working in an FMCG or food environment would be an advantage. Experience with Software Implementation and automation of reports. The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes. The role will involve a split of time between desk work and floor work. Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres. The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes. For more information, please contact #LI-RW2 Skills: "Cost Accounting" "budget analysis" "Management accounts"