Senior Financial Analyst

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

Job summary

A leading finance organization in Lincoln is seeking a Financial Analyst / Senior Financial Analyst for a permanent role. This position involves leading the budgeting process and delivering robust financial analysis using Microsoft Dynamics BC and Power BI. Candidates should have strong analytical skills, attention to detail, and experience with data modeling. The ideal candidate will be proactive, a strong communicator, and proficient in financial systems. Competitive salary is offered based on experience.

Qualifications

• Highly analytical with experience in data analysis and modeling.
• Proficiency in Microsoft Dynamics 365 / Business Central and Power BI.
• Excellent financial systems and Excel skills.

Responsibilities

• Lead annual budgeting process with business partners.
• Facilitate regular reforecasts and manage planning scenarios.
• Produce management reports and develop Power BI dashboards.

Skills

Data analysis

Statistical analysis

MS Dynamics 365 / Business Central

Power BI

Excel

Problem-solving

Attention to detail

Job description

Job Title: Financial Analyst / Senior Financial Analyst

Job Type: Permanent

Department: Finance

Reports To: Finance Manager

Salary: 45,000 - 55,000 depending on experience

Location: Lincoln - On-site

Job Purpose

This senior finance role reports into the Finance Manager and is responsible for financial planning and analysis in a fast-moving commercial business. The role focuses on delivering robust budgeting and forecasting processes, scenario management, and providing data-driven insights through Microsoft Dynamics BC and Power BI to support effective decision-making.

Key Responsibilities

• Lead and facilitate annual budgeting process with key business partners and budget holders
• Work closely with budget holders to support and challenge planning assumptions
• Lead and facilitate regular reforecasts, bridging variance vs. key baselines (budget, YoY, previous forecast)
• Manage and control planning scenarios within the finance system (MS Dynamics BC) to ensure consistency and discipline across planning cycles
• Produce insightful management reports for senior leaders
• Develop and publish Power BI dashboards and KPIs company-wide
• Champion the use of technology such as Microsoft Dynamics BC and Power BI

Key Performance Indicators

• Accuracy of forecast vs. actuals
• Timely delivery of budgets and forecasts
• Quality and clarity of financial insights provided to leadership
• Adoption/usage of dashboards and reports

Skills, Knowledge & Experience

Essential:

• Highly analytical; experience with data analysis, statistical analysis, and modelling
• Experience with Microsoft Dynamics 365 / Business Central and Power BI
• Excellent Excel and financial systems skills
• Strong analytical and problem‑solving skills
• Scenario modelling
• High attention to detail and accuracy

Desirable:

• Sector experience (e.g. agriculture, manufacturing)
• Strong stakeholder management skills

Personal Attributes

• Proactive and self‑motivated
• Strong communicator - able to explain financial information clearly
• Team player with collaborative mindset
• High integrity and commitment to confidentiality
• Adaptable, resilient, and continuous improvement focused

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 Privacy Notice.