Commercial Finance Analyst: Budgeting & Forecasting Insight

Aegon UK; Witham; Hybrid; GBP 34,000 - 50,000; Full time

Benefits offered by this job

Pension with employer contribution

Discretionary bonus

34 days leave

Private medical cover

Life assurance

Critical illness cover

Parental leave

Lifestyle benefits

Job summary

Aegon UK in Witham is seeking a Commercial Finance Analyst to support financial planning, forecasting and reporting within a hybrid work model, requiring in-person collaboration at least 40% of the time.

You will partner with senior leaders, deliver robust financial analysis, and contribute to budgeting and forecasting activities to improve profitability. Aegon UK offers pension benefits, bonus potential and extensive leave.

Qualifications

• Experience in a finance function with financial reporting and analysis.
• Management accounting including month-end activities, journals, accruals, prepayments and balance sheet reconciliations.
• Strong Excel skills and the ability to analyse and interpret financial data.
• Good understanding of profit and loss, balance sheet reporting and finance ledgers.
• Excellent analytical skills with strong attention to detail and accuracy.
• Strong communication and stakeholder management skills, with the ability to present financial information clearly.
• Studying towards ACCA, CIMA or ACA or equivalent qualification is preferred though not essential.

Responsibilities

• Support financial planning, budgeting, forecasting and management reporting across the business.
• Analyze financial performance, including variance analysis against budget, forecast and prior periods, identifying trends, risks and opportunities.
• Produce and deliver accurate month-end reporting, ensuring deadlines are met and outputs support effective decision-making.
• Partner with business stakeholders and senior leaders to provide financial insight and challenge where required.
• Support the annual planning process and ongoing forecasting cycle, helping to drive financial performance and profitability.
• Complete key financial control activities, including balance sheet reconciliations, accruals, prepayments and management reporting.

Skills

Financial analysis

Management accounting

Excel skills

Stakeholder management

Financial reporting

Attention to detail

Education

Accounting qualification

Job description

Aegon UK in Witham is seeking a Commercial Finance Analyst to support financial planning, forecasting and reporting within a hybrid work model, requiring in-person collaboration at least 40% of the time.

You will partner with senior leaders, deliver robust financial analysis, and contribute to budgeting and forecasting activities to improve profitability. Aegon UK offers pension benefits, bonus potential and extensive leave.