Senior Financial Analyst

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

Job summary

A progressive financial consultancy in Lincoln is seeking a Senior Financial Analyst responsible for financial planning and analysis. You will lead budgeting processes, manage forecasting, and provide insights using Microsoft Dynamics 365 and Power BI. The ideal candidate will have strong analytical skills and experience in the financial sector, along with a collaborative mindset. This position offers a salary of £45,000 - £55,000, depending on experience.

Qualifications

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

Responsibilities

• Lead annual budgeting process with business partners.
• Manage planning scenarios within the finance system.
• Produce insightful management reports for senior leaders.
• Develop and publish Power BI dashboards and KPIs.

Skills

Data analysis

Statistical analysis

Excel

Microsoft Dynamics 365/Business Central

Power BI

Scenario modelling

Analytical skills

Problem-solving

Job description

Job Title: Senior Financial Analyst

Job Type: Permanent

Department: Finance

Reports To: Finance Manager

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

Location: Lincoln

Overview

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.

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.