Financial Analyst

Ashley Kate HR & Finance; Lincoln; On-site; GBP 45,000 - 55,000; Full time

Job summary

A financial services company in Lincoln is seeking a Financial Analyst to drive financial planning and analysis. This role involves budgeting, forecasting, and delivering insights to support business decisions. The ideal candidate has strong analytical skills, excellent Excel proficiency, and the ability to interpret complex data. A collaborative and proactive approach is essential, along with strong stakeholder management skills. The compensation ranges from £45,000 to £55,000, based on experience.

Qualifications

• Strong analytical skills with experience in financial analysis, modelling, and scenario planning.
• Ability to interpret complex data and communicate insights clearly.
• High attention to detail with a strong focus on accuracy.

Responsibilities

• Lead and coordinate the annual budgeting process.
• Produce high-quality management reports and financial insights.
• Develop, maintain, and share dashboards and KPIs.

Skills

Analytical skills

Financial analysis

Excel skills

Stakeholder management

Data interpretation

Tools

Microsoft Dynamics 365

Power BI

Job description

Job Title: Financial Analyst

Reports To: Finance Manager

Salary: £45,000 - £55,000 DOE

Location: Lincoln

This Financial Analyst role reports to the Finance Manager and plays a key part in financial planning and analysis within a fast-paced commercial environment. The role focuses on budgeting, forecasting, scenario analysis, and delivering clear, data-driven insights to support effective business decision-making. You'll work closely with stakeholders across the business to challenge assumptions and improve financial performance.

Responsibilities

• Lead and coordinate the annual budgeting process with budget holders and key business partners
• Partner with stakeholders to support, challenge, and refine financial assumptions
• Deliver regular reforecasts, clearly explaining variances against budget, prior forecasts, and year-on-year performance
• Manage and maintain planning scenarios within the finance system to ensure consistency and control
• Produce high-quality management reports and financial insights for senior leadership
• Develop, maintain, and share dashboards and KPIs to support decision-making across the business
• Support the effective use of financial systems and reporting tools, driving continuous improvement in financial reporting

Key Performance Indicators

• Forecast accuracy versus actual results
• Timely delivery of budgets, forecasts, and reforecasts
• Quality, relevance, and clarity of financial insight provided to leadership
• Engagement with and use of financial reports and dashboards

Skills & Experience

Essential:

• Strong analytical skills with experience in financial analysis, modelling, and scenario planning
• Excellent Excel skills and confidence working with financial systems
• Ability to interpret complex data and communicate insights clearlyHigh attention to detail with a strong focus on accuracy

Desirable:

• Experience with Microsoft Dynamics 365 / Business Central and/or Power BI (not essential)
• Sector experience (e.g. agriculture, manufacturing, or similar commercial environments)
• Strong stakeholder management and business partnering skills

What we're looking for

• Proactive, self-motivated, and results-focused
• Clear and confident communicator, able to explain financial information to non‑finance stakeholders
• Collaborative team player with a positive, professional approach
• High levels of integrity and respect for confidentiality
• Adaptable, resilient, and committed to continuous improvement

About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies.