Commercial Finance Manager

Oliver James; Peterborough; On-site; GBP 60,000 - 90,000; Full time

Job summary

Oliver James Group seeks a Commercial Finance Manager to lead where the company makes money by product, customer and channel. You will partner with Sales on pricing, partnerships and performance while staying within Finance to provide independent, evidence-based challenge.

You will shape models, reporting and disciplines, not just run them, and will own profitability reporting and pricing models across multiple products and channels.

Qualifications

• Qualified accountant (CIMA, ACCA or ACA) or part-qualified with equivalent commercial finance experience.
• At least three years in commercial finance, FP&A or business partnering, ideally in a multi-product, high-volume B2B or B2B2C business.
• Demonstrable experience of pricing analysis and of customer and product profitability.
• Advanced Excel and financial modelling skills, and experience of BI tools such as Power BI.
• Confidence to challenge sales and senior colleagues constructively, and to explain financial insight clearly to non-finance audiences.
• Comfortable working with imperfect data, and practical about improving it.

Responsibilities

• Undertake financial planning and analysis within the Finance department.
• Provide finance business partnering support.
• Revenue and profitability - Build and own profitability reporting by product, customer (agent group and branch), channel and brand, with a consistent, agreed approach to allocating direct and shared costs.
• Pricing and margin - Own the pricing models for the Group's referencing, insurance and guarantor products, and assess proposed price changes before and after they are made, including the effect on volumes, conversion and customer retention.
• Data, MI and team - Help define the commercial data and reporting requirements for the Group's new operating platform, and improve data quality and consistency across systems

Skills

Advanced Excel

Financial modelling

Pricing analysis

Profitability analysis

Commercial finance experience

Stakeholder challenge

Data quality improvement

Education

Qualified Chartered Accountant (CIMA/ACCA/ ACA)

Tools

Excel

Power BI

Job description

Commercial Finance Manager

As Commercial Finance Manager you will be the Group's lead on where it makes money, and where it doesn't, by product, customer and channel. You will turn that understanding into better pricing, better deals and better decisions. You will be the key finance business partner to the Sales team, working alongside them on pricing, partnerships and performance, while sitting within Finance so you can give independent, evidence-based challenge. The role suits someone who enjoys building things: you will shape the models, reporting and disciplines, not just run them.

Role and Responsibilities

• Undertake financial planning and analysis within the Finance department.
• Provide finance business partnering support.
• Revenue and profitability - Build and own profitability reporting by product, customer (agent group and branch), channel and brand, with a consistent, agreed approach to allocating direct and shared costs.
• Pricing and margin - Own the pricing models for the Group's referencing, insurance and guarantor products, and assess proposed price changes before and after they are made, including the effect on volumes, conversion and customer retention.
• Data, MI and team - Help define the commercial data and reporting requirements for the Group's new operating platform, and improve data quality and consistency across systems

Key Skills

• Qualified accountant (CIMA, ACCA or ACA), or part-qualified at an advanced stage with equivalent commercial finance experience.
• At least three years in commercial finance, FP&A or business partnering, ideally in a multi-product, high-volume B2B or B2B2C business.
• Demonstrable experience of pricing analysis and of customer and product profitability.
• Advanced Excel and financial modelling skills, and experience of BI tools such as Power BI.
• Confidence to challenge sales and senior colleagues constructively, and to explain financial insight clearly to non-finance audiences.
• Comfortable working with imperfect data, and practical about improving it.