Invoice Financial Analyst in United Kingdom London –Free Word Template Download with AI
14 Finsbury Square, Level 12
London, EC2A 1AH, United Kingdom
Tel: +44 (0)20 7946 0821
Email: [email protected]
VAT Registration No.: GB 987654321
Company Reg. No.: 08765432
Billed To
Thames Capital Partners LLP
Attention: Mr. Jonathan Whitfield, CFO
22 Leadenhall Street
London, EC3V 1AA, United Kingdom
VAT No.: GB 123456789
Email: [email protected]
Service Provider
Meridian Financial Advisory Ltd.
Lead Financial Analyst: Dr. Sarah Pemberton, CFA
14 Finsbury Square, Level 12
London, EC2A 1AH, United Kingdom
Email: [email protected]
Professional Indemnity: £10,000,000
| Ref | Description of Financial Analyst Services | Period | Rate (GBP) | Hours | Amount (GBP) |
|---|---|---|---|---|---|
| 01 | Comprehensive quarterly financial analysis and performance reporting for Thames Capital Partners LLP. The Financial Analyst conducted in-depth variance analysis across all business units, prepared management accounts, and delivered a detailed presentation to the Board of Directors in London. This included reconciliation of general ledger entries and preparation of statutory financial statements in accordance with UK GAAP and IFRS standards. | Apr – Jun 2025 | £185.00/hr | 48.0 | £8,880.00 |
| 02 | Development and implementation of a revised financial forecasting model for the fiscal year 2025/2026. The Financial Analyst built a dynamic three-statement model incorporating sensitivity analysis, scenario planning, and Monte Carlo simulations to support strategic decision-making. All modelling was conducted using advanced Excel and Python-based analytics tools, with findings presented to senior leadership at the client's London headquarters. | May 2025 | £185.00/hr | 36.0 | £6,660.00 |
| 03 | Due diligence financial analysis for proposed acquisition of a mid-market logistics firm based in the United Kingdom. The Financial Analyst performed forensic accounting review, identified material misstatements, assessed working capital adjustments, and produced a comprehensive due diligence report spanning 142 pages. This engagement required on-site visits to the target company's offices in Manchester and London, as well as coordination with external legal counsel. | Jun 2025 | £185.00/hr | 52.0 | £9,620.00 |
| 04 | Regulatory compliance review and preparation of HMRC tax filings for the second quarter of 2025. The Financial Analyst ensured all corporate tax obligations were met in full compliance with United Kingdom legislation, including Corporation Tax, VAT returns, and PAYE reconciliations. A detailed compliance memorandum was issued to the client's audit committee, highlighting areas of potential exposure and recommending remedial actions. | Jun 2025 | £185.00/hr | 24.0 | £4,440.00 |
| 05 | Ad-hoc advisory support and on-call availability for the client's executive team throughout the quarter. This included participation in three strategy meetings held at the client's offices in the City of London, preparation of ad-hoc financial memos, and provision of expert commentary on market conditions affecting the client's portfolio holdings. The Financial Analyst was available for same-day consultation requests during business hours. | Apr – Jun 2025 | £185.00/hr | 16.0 | £2,960.00 |
| Subtotal (Excluding VAT) | £32,560.00 |
| VAT @ 20% (United Kingdom Standard Rate) | £6,512.00 |
| Early Payment Discount (2% if settled within 10 days) | – £651.20 |
| TOTAL AMOUNT DUE | £38,420.80 |
Payment Instructions & Terms
This Invoice must be settled in full within thirty (30) calendar days of the Invoice date, i.e., no later than 15 July 2025. Payment is to be made via BACS transfer to the following United Kingdom bank account:
Bank: Barclays Bank PLC
Sort Code: 20-20-00
Account Number: 55667788
IBAN: GB29 BARC 2020 0055 6677 88
Reference: MFA-2025-0487
Please quote the Invoice number as your payment reference to ensure accurate allocation. Late payments may incur interest charges at the rate of 4% above the Bank of England base rate, in accordance with the Late Payment of Commercial Debts (Interest) Act 1998 as applicable in the United Kingdom.
Notes & Additional Information
This Invoice has been issued by Meridian Financial Advisory Ltd., a company duly registered in England and Wales, operating from its principal office in London, United Kingdom. All Financial Analyst services described herein were performed by qualified professionals holding relevant certifications including CFA, ACCA, and ICAEW designations.
The services rendered under this Invoice are subject to the Master Services Agreement dated 1 January 2025 between the parties. All work products, reports, models, and analyses prepared by the Financial Analyst remain the intellectual property of Meridian Financial Advisory Ltd. unless otherwise agreed in writing. The client is granted a non-exclusive, non-transferable licence to use the deliverables for internal business purposes only.
Should you have any queries regarding this Invoice or the Financial Analyst services provided, please contact our billing department at [email protected] or telephone +44 (0)20 7946 0821 during normal business hours (Monday to Friday, 09:00–17:30 GMT, London time). We trust this Invoice meets your requirements and look forward to continuing our professional relationship.
VAT Registered – United Kingdom
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