Commercial Financial Analyst
Retail, Wholesale / FMCG
Minimum Requirements
- Bachelor's degree in finance, Accounting, Economics or a related field
- Provide financial and business insights to help the team make informed decisions.
- Build and update financial models, forecasts, and scenarios to understand performance, risks and opportunities.
- Monitor business drivers, product performance and financial trends to identify areas for improvement and growth.
- Preparation of executive reporting packs and presentations.
- Provision of data for Group reports.
- Prepare accurate daily, weekly and monthly reports for stakeholders.
- Prepare reporting packs, presentations and commentary that explain financial performance clearly.
- Track KPIs, explain variances and provide reporting that supports business reviews and action planning.
- Support the preparation and consolidation of annual budgets, forecasts and planning cycles across Financial Services.
- Prepare revenue, cost and headcount budgets in line with business plans and targets.
- Ensure budgets are submitted on time and forecasts remain accurate and up to date.
- Work with finance leaders, business owners and operational teams to provide ad hoc analysis and support.
- Maintain and improve reporting tools, models and dashboards so they are easy to use and provide useful insights.
- Improve data quality, reporting efficiency, automation and overall planning processes.
- +5 years’ exposure to financial planning and analysis , commercial finance, financial analysis or a similar role (essential).
- in budgeting, forecasting, financial modelling, variance analysis and management reporting.
- working with large data sets, reporting tools and financial systems.
- Knowledge and Skills
- Advanced Excel skills are essential
- Job Objectives Commercial Insight, Planning & Decision Support
- Performance Reporting & Insight
- Budgeting & Forecasting
- Stakeholder Support, Systems & Continuous Improvement
Responsibilities
- Provide financial and business insights to help the team make informed decisions.
- Build and update financial models, forecasts, and scenarios to understand performance, risks and opportunities.
- Monitor business drivers, product performance and financial trends to identify areas for improvement and growth.
- Preparation of executive reporting packs and presentations.
- Provision of data for Group reports.
- Prepare accurate daily, weekly and monthly reports for stakeholders.
- Prepare reporting packs, presentations and commentary that explain financial performance clearly.
- Track KPIs, explain variances and provide reporting that supports business reviews and action planning.
- Support the preparation and consolidation of annual budgets, forecasts and planning cycles across Financial Services.
- Prepare revenue, cost and headcount budgets in line with business plans and targets.
- Ensure budgets are submitted on time and forecasts remain accurate and up to date.
- Work with finance leaders, business owners and operational teams to provide ad hoc analysis and support.
- Maintain and improve reporting tools, models and dashboards so they are easy to use and provide useful insights.
- Improve data quality, reporting efficiency, automation and overall planning processes.
- Commercial Insight, Planning & Decision Support
- Performance Reporting & Insight
- Budgeting & Forecasting
- Stakeholder Support, Systems & Continuous Improvement
