Senior Commercial Financial Planning & Reporting Analyst

Portfolio Group (Canada); Greater London; On-site; GBP 50,000 - 61,000; Full time

Job summary

The Portfolio Group is seeking a Senior Financial Reporting Analyst to join our fast-growing, sales‑led organisation in Blackfriars, London. This on‑site role is paying up to £55,000 depending on experience, with 5 days a week in the office.

You will build new reporting capabilities, deliver high‑quality analysis, and provide senior leadership with actionable insights to drive performance. You’ll report to the Commercial Finance & Reporting Manager and work closely with the CFO, Associate

Qualifications

• Strong Excel skills, including macros and VBA
• Proficiency in PowerPoint and Word
• Recognised accountancy qualification or working towards one
• Proven analytical ability with a proactive problem‑solving mindset
• Ability to manage deadlines with changing priorities
• Desire to understand complex systems, processes and the mechanics of a business
• Can‑do approach and ability to translate multiple data inputs into clear insights

Responsibilities

• Lead the business planning and forecasting processes
• Prepare monthly management reports with clear, actionable insights
• Support annual budgets, quarterly forecasts, KPI tracking and metrics reporting
• Deliver analysis on new business trends, discounting, retention, cancellations and client base changes
• Work with the leadership team on presentations and strategic discussions
• Partner with sales and finance to improve commercial performance

Skills

Excel

Macros

VBA

PowerPoint

Word

Education

Accounting qualification

Job description

The Portfolio Group is seeking a Senior Financial Reporting Analyst to join our fast-growing, sales‑led organisation in Blackfriars, London. This on‑site role is paying up to £55,000 depending on experience, with 5 days a week in the office.

You will build new reporting capabilities, deliver high‑quality analysis, and provide senior leadership with actionable insights to drive performance. You’ll report to the Commercial Finance & Reporting Manager and work closely with the CFO, Associate