Commercial Finance Analyst

Location: Hybrid – 3 days in the office (Wilmslow), 2 days remote

At Citation, we offer a unique opportunity for both our colleagues and clients – to grow, thrive, and succeed like nowhere else. As we celebrate 30 years of excellence, our focus remains on growth, investment, and service quality.

We are one of the UK’s biggest providers of Health & Safety, HR, Employment Law, and ISO services. What truly sets us apart is our people; at Citation, we bring our personalities to work, not just our expertise.

With year-on-year double-digit growth, this is your chance to join a fast-moving business that values vision, determination, agility, and relationship building.

We are backed by KKR, Hg Capital, and HarbourVest, three of the world’s most respected private equity investors. Their investment strengthens our position, ensuring stability and providing a solid foundation for even greater success over the next 3–5 years and beyond.

The Role

We are looking for a commercially astute, ambitious finance analyst who wants to enhance and refine their current skillset. This role offers a fantastic opportunity to work across three different brands within the Citation Group and collaborate with senior stakeholders across finance and non-finance functions.

As part of the team, you will be responsible for building dashboards, preparing and automating commercial reporting that will provide key commercial insights and KPIs, and supporting the preparation and maintenance of P&L rolling forecast models. You will analyze P&L performance versus forecast and prior years, underpinning the decision-making process for management teams within the division.

1. Analyze live business performance metrics to improve EBITDA alongside the Head of Commercial Finance.
2. Validate and distribute commercial and customer information within the business promptly.
3. Handle large amounts of data; extract and manipulate data to build and automate KPI reports.
4. Prepare and present information for key leadership meetings alongside the Head of Commercial Finance.
5. Participate in year-end and half-year budgeting, forecasting, and planning processes.
6. Contribute to monthly rolling forecasts to identify opportunities or risks for the business.
7. Calculate commissions, bonuses, and other key cost lines.
8. Review and explain P&L performance versus budget and prior year to identify key trends and areas for improvement.
9. Track and analyze the links between business performance and key cost centers.
10. Business partner with colleagues outside the finance function.

With the full support of colleagues in Citation, you will have the tools and support needed to deliver results as you grow with our company.

About You:

1. Ambition to learn and develop finance skills.
2. Advanced Excel skills.
3. Experience using Tableau, Power Query/Power BI is an advantage.
4. High level of accuracy and a strong eye for detail.
5. Ability to demonstrate objectivity while ensuring financial/data fact is the defining measure.
6. Proactive with a desire to make a difference.
7. Ability and desire to work in a fast-paced and ever-evolving environment.
8. Strong communication skills, with an understanding of how to translate financial information to non-finance stakeholders.

Here’s a taste of the perks we offer our extraordinary team members:

1. 25 Days of Holiday: Enjoy 25 days of holiday plus bank holidays.
2. Birthday Bliss: Take your birthday off to celebrate YOU.
3. Post-Wedding Bliss: Extra weeks of holiday for newlyweds.
4. Growing Families: Vouchers and special perks for expectant parents.
5. Healthcare Cash Plan: Access to private healthcare for your peace of mind.

Working for Citation, you will also have access to childcare vouchers, gym membership discounts, and more.

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