Commercial Finance Analyst

Card Factory; Wakefield; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

Card Factory is seeking a Commercial Finance Analyst to turn numbers into actionable insights across Sales, margin and stock performance. You will forecast, analyse commercial activity and partner with Commercial, Marketing and Finance teams to drive smarter decisions and improved profitability.

The role is hybrid with 2 days per week in Wakefield, offering exposure to reporting tools and dashboards while supporting business initiatives and performance improvements.

Qualifications

• Strong grounding in Commercial Finance.
• Experience in commercial finance, industry, assurance or advisory.
• Strong analytical and Excel skills.
• Understanding of key retail performance measures: sales, margin, price, volume, mix, stock.
• Commercial curiosity with ability to investigate results and challenge assumptions.
• Ability to translate data into clear conclusions and actions.
• Strong written and verbal communication across finance and non-finance teams.
• Experience of Power BI or Anaplan is advantageous.

Responsibilities

• Analyse sales, margin and stock data to uncover profitability opportunities.
• Support budgeting, forecasting and trading plans.
• Partner with Commercial, Marketing and Finance teams on key decisions.
• Own reporting tools and dashboards; ensure data accuracy and usefulness.
• Continuously seek process improvements to reporting.

Skills

Commercial Finance

Analytical skills

Excel skills

Retail metrics

Commercial curiosity

Data translation

Communication skills

Power BI

Anaplan

Education

Qualified, Part-qualified or experience-based

Tools

Power BI

Anaplan

Job description

We have a new and exciting opportunity! Join us as a Commercial Finance Analyst, supporting our Retail teams. You'll be the go-to person for turning numbers into insights, helping us understand what's really driving sales, margin and stock performance. From forecasting and analysing commercial activity to partnering with Commercial, Marketing and Finance teams, you’ll play a key role in helping the business make smarter decisions and drive performance.

Please note, this is a hybrid role with 2 days per week in our Wakefield office

What you'll do

You’ll use sales, margin and stock data to uncover insights, explain performance and identify opportunities to improve profitability. You’ll support budgeting, forecasting and trading plans, helping to challenge assumptions and drive more accurate decision-making. Working closely with Commercial, Marketing and Finance teams, you’ll provide analysis to support key business decisions, trials and initiatives. You’ll also take ownership of reporting tools and dashboards, ensuring data is accurate, reliable and actionable, while continuously looking for ways to improve processes and make reporting more efficient.

What you'll bring

• Qualified, Part-qualified or qualified by relevant experience, with a strong grounding in Commercial Finance
• Relevant experience gained in commercial finance, industry, assurance or advisory
• Strong analytical and Excel skills, with the ability to produce accurate and robust financial analysis
• Understanding of key retail performance measures, including sales, margin, price, volume, mix and stock
• Commercial curiosity, with the confidence to investigate unexpected results and challenge assumptions constructively
• Ability to translate data into clear conclusions, commercial implications and recommended actions
• Strong written and verbal communication skills, with the ability to build effective relationships across finance and non-finance teams
• Experience of Power BI or Anaplan would be an advantage