Junior Financial Analyst

Medlock Partners, incorporated; Leigh; On-site; GBP 42,000 - 54,000; Full time

Job summary

Medlock Partners is seeking a Commercial Finance Analyst to provide actionable financial analysis that drives revenue, margin and profitability decisions. You will work with Finance, Sales and Marketing to interpret data beyond reporting and communicate meaningful actions.

You will support budgeting, forecasting and financial planning while developing Power BI dashboards and improving reporting processes. A proactive, collaborative finance professional will thrive here.

Qualifications

• A degree in Finance, Accounting, Economics, Business or a related subject.
• Interest in professional finance qualifications such as CIMA, ACCA or ACA. Candidates willing to commence professional studies will also be considered.
• Strong Excel skills with large volumes of data.
• Experience using Power BI would be advantageous.
• Strong numerical and analytical capabilities with attention to detail.
• Ability to communicate financial information clearly to non-finance colleagues.
• Curious and proactive approach to understand the commercial side of a business.
• Good organisation skills and ability to manage competing priorities and deadlines.
• Collaborative approach and ability to build relationships across Finance and wider business functions.

Responsibilities

• Support the month-end process, including revenue reporting, margin analysis and variance investigations.
• Produce meaningful financial analysis to support commercial and operational decision-making.
• Identify trends, risks and opportunities within business performance.
• Provide clear explanations of financial results to finance and non-finance stakeholders.
• Assist with annual budgets and regular forecasts.
• Contribute to longer-term financial planning and performance modelling.
• Work with commercial teams to understand assumptions, risks and key drivers.
• Support management of trade spend and related financial controls.
• Ensure accruals are accurate and properly recorded.
• Assist with balance sheet reconciliations and month-end controls.
• Collaborate with Sales and Marketing to understand financial impact.

Skills

Analytical mindset

Excel

Power BI

Stakeholder comms

Education

Finance degree

CIMA/ACCA/ACA pursuit

Tools

Power BI

Job description

Reporting to: Senior Commercial Finance Business Partner

The Opportunity

We are currently supporting a successful and established organisation with the appointment of a Commercial Finance Analyst. This is an excellent opportunity for a finance professional looking to develop their commercial experience and play a key role in supporting business performance. Working closely with Finance, Sales and Marketing, you will provide meaningful analysis and insight to help stakeholders understand performance, improve forecasting and identify opportunities to increase revenue, margin and profitability. The role is not simply about producing reports. You will be expected to look beyond the numbers, understand the underlying drivers and clearly articulate what the data means and what action should be taken as a result.

What You'll Be Doing

• Support the month-end process, including revenue reporting, margin analysis and investigation of variances.
• Produce meaningful financial analysis to support commercial and operational decision-making.
• Identify trends, risks and opportunities within business performance.
• Provide clear explanations of financial results to both finance and non-finance stakeholders.

Planning & Forecasting

• Assist with the preparation of annual budgets and regular forecasts.
• Contribute to longer-term financial planning and performance modelling.
• Work with commercial teams to understand assumptions, risks and key performance drivers.

Commercial Finance & Controls

• Support the management of trade spend and related financial controls.
• Take ownership for ensuring accruals are accurate, complete and appropriately recorded.
• Assist with balance sheet reconciliations and other month-end control activities.
• Work closely with Sales and Marketing to understand commercial activity and its financial impact.

Reporting & Business Improvement

• Develop and improve management reporting to provide greater visibility of business performance.
• Help enhance data quality and reporting processes.
• Support the development and improvement of Power BI dashboards.
• Undertake ad hoc analysis and financial modelling in response to commercial requirements.

What We're Looking For

We're looking for someone with a strong analytical mindset who is keen to build their commercial finance career.

You are likely to have:

• A degree in Finance, Accounting, Economics, Business or a related subject.
• An interest in, or existing commitment to, professional finance qualifications such as CIMA, ACCA or ACA. Candidates willing to commence professional studies will also be considered.
• Strong Excel skills and confidence working with large volumes of financial and commercial data.
• Experience using Power BI would be advantageous.
• Strong numerical and analytical capabilities, with excellent attention to detail.
• The ability to communicate financial information clearly to non-finance colleagues.
• A naturally curious and proactive approach, with a genuine desire to understand the commercial side of a business.
• Good organisation skills and the ability to manage competing priorities and deadlines.
• A collaborative approach and the ability to develop strong relationships across Finance and wider business functions.

Why This Role?

This position offers the opportunity to move beyond traditional financial reporting and develop a broader understanding of commercial finance, business performance and decision-making.

You will work alongside experienced commercial finance professionals while gaining exposure to Sales, Marketing, forecasting, trade spend, reporting and business improvement initiatives.

If you are an ambitious finance professional looking for a role where you can develop your commercial understanding and have a genuine impact on business decisions, this could be an excellent next step.

We strive to build an inclusive work environment for all and will consider all candidates without regard to gender, including gender identity, gender expression and gender reassignment, race including colour, nationality, ethnic or national origin, religion, or belief, marital or civil partnership status, disability, age, sexual orientation, pregnancy or maternity or trade union membership.

If you need assistance and/or reasonable accommodation due to a disability during the application or recruitment process, please let us know,