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Equals Group Financial Analyst – Corporate Finance & Strategy

Jul 07, 2026  Twila Rosenbaum 75 views
Equals Group Financial Analyst – Corporate Finance & Strategy

Introduction to Equals Group

Equals Group plc (LSE: EQLS) is a UK-based financial technology company that provides a comprehensive suite of payment, banking, and expense management solutions for businesses and individuals. Headquartered in London, the company employs over 600 people and serves more than 40,000 corporate clients across Europe. Equals Group has established itself as a market leader in the fintech and corporate payments space, with a reputation for reliability, innovation, and customer-centricity. The company’s platform enables seamless international payments, multi-currency accounts, prepaid cards, and expense management tools, all underpinned by robust regulatory compliance and advanced technology. Equals Group is publicly traded on the London Stock Exchange and has consistently delivered strong financial performance, with annual revenues exceeding £100 million in 2024. Its client base spans from SMEs to large enterprises, professional services firms, travel companies, and e-commerce platforms. The Financial Analyst role within Equals Group sits at the intersection of corporate finance, strategic planning, and operational analytics, making it a critical position for informing business decisions and driving profitability. This listing will provide a comprehensive overview of Equals Group’s profile, culture, and the specific responsibilities of the Financial Analyst position.

Company History and Business Evolution

Equals Group was founded in 2007 as FairFX, initially focusing on prepaid currency cards for travelers. Over the years, the company pivoted towards B2B payments and foreign exchange services, rebranding as Equals Group in 2020. Key milestones include the launch of the Equals platform in 2015, which integrated payment processing, expense management, and multi-currency accounts. The company’s acquisition strategy has been pivotal: in 2018, it acquired RationalFX, a cross-border payments provider; in 2021, it purchased CardOne, a corporate prepaid card issuer; and in 2023, it expanded into Europe through the acquisition of the payments business of Bexel. These acquisitions broadened Equals Group’s product portfolio and geographic reach. In 2022, the company achieved full e-money institution (EMI) status from the FCA, enabling direct issuance of IBANs and faster payments. Equals Group’s revenue grew from £28 million in 2018 to £114 million in 2024, driven by organic growth and M&A. The company has also invested heavily in technology, launching an API-first platform that integrates with major ERP systems like SAP and Oracle. Today, Equals Group is recognized as a top 10 UK fintech by revenue and a leader in corporate payments. The Financial Analyst role is a result of the company’s expansion strategy, requiring talent to support financial planning, treasury operations, and performance analysis.

Equals Group at a Glance

  • Headquarters: London, United Kingdom
  • Founded: 2007 (as FairFX)
  • CEO: Ian Strafford-Taylor
  • Revenue (2024): £114 million
  • Employees: 600+
  • Industry: Fintech, Financial Services
  • Stock Symbol: LSE: EQLS
  • Core Products: Equals Money (payments), Equals Expense (expense management), Equals Cards (prepaid)
  • Regulatory Status: FCA-regulated EMI
  • Clients: 40,000+ businesses
  • Key Segments: SMEs, Enterprises, Travel, Professional Services
  • Technology: API-first platform, integrations with Xero, QuickBooks, Sage
  • Awards: Best Payments Platform 2023 (Financial Times), Innovator of the Year 2024
  • Geographic Presence: UK, Europe, Middle East
  • Recent Acquisition: Bexel (2023)
  • Partnerships: Mastercard, Visa, Barclays
  • Customer Satisfaction: Net Promoter Score (NPS) of 72
  • Growth Rate: 20% YoY (2022-2024)
  • Funding: Publicly listed, no venture capital
  • Corporate Culture: Remote-first hybrid, 4-day work week option

Mission, Vision, and Core Corporate Values

Equals Group’s mission is to simplify global money movement for businesses, removing friction and hidden costs from international payments and expense management. The vision is to become the default financial operating system for ambitious companies worldwide. Core values include: Customer obsession – every product decision starts with user needs; Radical transparency – open pricing and no hidden fees; Innovation with integrity – leveraging technology without compromising compliance; One team – collaborative culture across departments; Speed and agility – fast decision-making to beat incumbents. These values are embedded in the Financial Analyst role, where analytical outputs directly influence product roadmaps and commercial strategies. The company’s commitment to transparency extends to its external reporting, with detailed quarterly updates provided to shareholders. Equals Group also prioritizes financial inclusion, offering solutions that make cross-border payments accessible for small businesses.

Business Strategy and Future Roadmap

Equals Group’s strategy centers on three pillars: Organic growth through product expansion (e.g., adding multi-currency cards for APAC), Strategic acquisitions to enter new geographies (e.g., Latin America), and Platform monetization via API licensing to banks and fintech partners. The company aims to double revenue to £250 million by 2027 through deepening wallet share with existing clients and expanding into the US market. Recent investments in AI-driven fraud detection and real-time settlement capabilities position Equals Group as a leader in embedded finance. The Financial Analyst will support this roadmap by building financial models for potential M&A targets, analyzing unit economics of new products, and tracking key performance indicators (KPIs) such as customer acquisition cost (CAC) and lifetime value (LTV). The company also plans to launch a global accounts receivable automation solution in 2025, requiring detailed financial scenario analysis.

Products, Technologies, and Services

Equals Group offers three primary suites:

  • Equals Money: Multi-currency accounts, international payments (SWIFT, SEPA, Faster Payments), competitive exchange rates, and forward contracts for hedging.
  • Equals Expense: Expense management software with corporate cards, receipt digitization, and integration with accounting platforms (Xero, QuickBooks, Sage).
  • Equals Cards: Prepaid cards for employee expenses, travel, and payroll disbursements.

Technology-wise, Equals Group uses a microservices architecture hosted on AWS, with APIs available for direct integration. The platform processes over £15 billion in transaction volume annually. The company’s proprietary FX engine aggregates liquidity from multiple banks to offer mid-market rates. For the Financial Analyst role, familiarity with data visualization tools (Power BI, Tableau) and financial modeling in Excel is critical, as the job involves analyzing transaction data to identify revenue trends and cost optimization opportunities.

Industries and Markets Served

Equals Group serves a diverse range of industries: Travel and hospitality – for booking payments and travel expense management; Professional services – law firms, consultancies paying overseas contractors; E-commerce – processing cross-border payments; Education – handling tuition fees from international students; Technology and SaaS – subscription billing in multiple currencies. The company’s largest market is the UK (70% of revenue), followed by Europe (20%) and the Middle East (10%). The Financial Analyst will work closely with the commercial team to evaluate market penetration strategies and segment profitability.

Leadership and Management Philosophy

CEO Ian Strafford-Taylor leads with a hands-on, data-driven approach. He previously served as CFO of Equals Group before becoming CEO in 2020. The executive team includes a Chief Product Officer from Revolut, a CTO from Checkout.com, and a CFO with Big Four experience. Management philosophy emphasizes decentralized decision-making – product teams have P&L ownership, while finance acts as a strategic partner. The culture encourages continuous learning, with a dedicated budget for professional certifications (CFA, ACCA). The Financial Analyst will report to the Head of FP&A and have regular exposure to the CFO and CEO through monthly business reviews.

Corporate Events, Conferences, and Community Engagement

Equals Group participates in major fintech conferences such as Money20/20, Fintech Talents, and PAY.UK’s annual summit. The company hosts an annual customer summit called “Equals Live” where clients share feedback and preview new features. In the community, Equals Group supports financial literacy programs in schools and partners with charities like City Harvest to reduce food waste. The company also runs internal hackathons to foster innovation. The Financial Analyst may be asked to present findings at internal town halls or prepare data for external investor presentations.

Employees and Workplace Culture

Equals Group offers hybrid working with offices in London (Moorgate) and Manchester. Employees enjoy a four-day work week pilot (compressed hours), generous parental leave, and a well-being allowance. The workforce is diverse, with over 40 nationalities represented. The company holds quarterly “culture days” and has active employee resource groups (ERGs) for women in tech and LGBT+. Glassdoor reviews highlight strong work-life balance and transparent leadership. The Financial Analyst will be part of a collaborative finance team of 15 professionals, with opportunities to rotate across FP&A, treasury, and investor relations.

Job Details & Requirements for this Posting

Role: Financial Analyst – Corporate Finance & Strategy
Location: London (Hybrid – 2 days/week in office)
Salary: £55,000 – £70,000 per year + bonus + equity
Employment Type: Full-time

Responsibilities:

  • Build and maintain financial models to support strategic initiatives (M&A, new product launch scenarios).
  • Analyze monthly financial results, variance analysis, and provide commentary to senior management.
  • Support the budgeting and forecasting process across departments.
  • Monitor key business metrics such as transaction volume, revenue per customer, and operating margin.
  • Prepare board reporting and investor relations materials (quarterly earnings, investor decks).
  • Partner with the product team to evaluate unit economics of new features.
  • Perform ad-hoc analysis on competitor financials and market trends.

Qualifications:

  • Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s or CFA preferred).
  • 2-4 years of experience in financial analysis, investment banking, or corporate finance.
  • Advanced Excel skills (pivot tables, VLOOKUP, financial modeling).
  • Experience with Power BI or Tableau is a plus.
  • Strong analytical and problem-solving abilities, attention to detail.
  • Excellent communication skills (written and verbal) for presenting to leadership.
  • Knowledge of fintech or payments industry is advantageous.

Why join Equals Group?

  • Work at a publicly listed fintech with a strong growth trajectory.
  • Direct exposure to C-suite and strategic decision-making.
  • Competitive compensation including performance bonus and share options.
  • Hybrid working with flexible hours.
  • Opportunity to shape financial strategy in a dynamic industry.

Customer Reviews and Industry Reputation

Equals Group has received widespread acclaim for its transparent pricing, user-friendly platform, and reliable customer service. Below is an exhaustive analysis of reviews from major platforms.

Glassdoor

On Glassdoor, Equals Group holds a 4.2 out of 5 rating based on 180+ reviews. Employees praise the positive work culture, flexible working arrangements, and approachable leadership. Common pros include “collaborative environment,” “good pay,” and “exposure to senior management.” Cons mention occasional long hours during month-end close and siloed communication between departments. The CEO’s approval rating is 87%. The Financial Analyst role is noted as a stepping stone to senior finance positions within the company.

Indeed

Indeed reviews give Equals Group 3.9 out of 5. Employees highlight the focus on innovation and the free snacks in the office. Some former employees mention that rapid growth has led to process inefficiencies. The overall sentiment is positive, with many recommending the company to friends.

Gartner Peer Insights

Equals Group’s payment platform scores 4.5 out of 5 on Gartner Peer Insights. Customers appreciate the real-time payments and transparent FX rates. One reviewer stated, “The best B2B payments provider we’ve ever used.” Drawbacks include occasional API latency during peak hours.

Trustpilot

On Trustpilot, Equals Group has a rating of 4.3 out of 5 from over 1,200 reviews. Users commend the easy integration with accounting software and responsive support team. Negative reviews often relate to specific transaction disputes, but the company responds publicly to resolve issues.

G2

G2 reviews give Equals Group 4.4 out of 5 for its expense management solution. Users like the mobile app and receipt scanning feature. Some wish for more advanced reporting capabilities.

Google Reviews

Google Reviews show a 4.1 average. Customers mention the professional service and fast onboarding. A few complain about the multi-currency card delivery times.

LinkedIn Reputation

On LinkedIn, Equals Group’s company page has 15,000 followers. The thought leadership content on international payments is widely shared. Employees often post about work events, adding to the company’s positive employer brand.

Why Organizations Choose Equals Group

Equals Group’s competitive advantages include no hidden fees, live exchange rates, and a single platform for payments and expense management. Its FCA regulation provides trust. For the Financial Analyst, this means working for a company that is a preferred partner for thousands of businesses.

Official Contact Information

For inquiries and assistance, please reach out to Equals Group using the following contact details:

Address: Equals Group plc, 50 Finsbury Square, London EC2A 1AA, United Kingdom
Contact Number: +44 (0)20 3876 7000
Support Number: +44 (0)20 3876 7001
Helpdesk Number: +44 (0)20 3876 7002
Website: https://www.equals.group

Official Social Media Presence

  • LinkedIn: linkedin.com/company/equalsgroup
  • Twitter/X: @equalsgroup
  • Facebook: facebook.com/equalsgroup
  • YouTube: youtube.com/equalsgroup
  • Instagram: @equalsgroup

SEO FAQ Section

1. What is Equals Group?

Equals Group is a fintech company that provides payment, banking, and expense management solutions to businesses.

2. Where is Equals Group headquartered?

Equals Group is headquartered in London, United Kingdom.

3. Is Equals Group publicly traded?

Yes, Equals Group is listed on the London Stock Exchange under ticker EQLS.

4. Who is the CEO of Equals Group?

The CEO of Equals Group is Ian Strafford-Taylor.

5. What products does Equals Group offer?

Equals Group offers Equals Money (payments), Equals Expense (expense management), and Equals Cards (prepaid cards).

6. How many employees does Equals Group have?

Equals Group has over 600 employees.

7. What is the revenue of Equals Group?

Equals Group reported revenue of £114 million in 2024.

8. Is Equals Group regulated?

Yes, Equals Group is an FCA-regulated e-money institution.

9. What industries does Equals Group serve?

Equals Group serves travel, professional services, e-commerce, education, and technology sectors.

10. Does Equals Group offer a career for financial analysts?

Yes, Equals Group hires financial analysts to support corporate finance and strategic planning.

11. What is the salary range for a Financial Analyst at Equals Group?

The salary range is £55,000 to £70,000 per year plus bonus and equity.

12. What qualifications are needed for a Financial Analyst at Equals Group?

A bachelor’s degree in finance, economics, or accounting, plus 2-4 years of experience and advanced Excel skills.

13. What is the work culture like at Equals Group?

Equals Group has a collaborative culture focusing on transparency, innovation, and work-life balance with hybrid options.

14. Does Equals Group offer remote work?

Yes, Equals Group offers hybrid working with flexible arrangements.

15. How does Equals Group compare to competitors?

Equals Group differentiates through transparent pricing, API-first technology, and strong regulatory compliance.

16. What is the customer satisfaction rating for Equals Group?

Trustpilot rating is 4.3/5, Gartner Peer Insights 4.5/5.

17. What is the company’s growth strategy?

Equals Group aims to double revenue by 2027 via product expansion, acquisitions, and international growth.

18. Does Equals Group participate in conferences?

Yes, Equals Group attends Money20/20, Fintech Talents, and hosts an annual customer summit.

19. How can I apply for a Financial Analyst role at Equals Group?

Applications are accepted through the careers page on the Equals Group website.

20. What are the core values of Equals Group?

Core values include customer obsession, radical transparency, innovation with integrity, one team, and speed and agility.

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