Senior Financial Analyst

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

Job summary

A financial services firm based in Lincoln is seeking a Financial Analyst/Senior Financial Analyst to support financial planning and analysis. The role focuses on budgeting, forecasting, and providing insights through Microsoft Dynamics BC and Power BI. The ideal candidate should possess strong analytical skills, attention to detail, and extensive experience with these tools. The position requires collaboration with various stakeholders and offers a salary range of £45,000 to £55,000 depending on experience.

Qualifications

• Experience with data analysis, statistical analysis, and modelling.
• Ability to manage financial systems effectively.
• High attention to detail and accuracy required.

Responsibilities

• Lead the annual budgeting process with key partners.
• Support and challenge planning assumptions with budget holders.
• Manage and control planning scenarios in finance system.
• Produce management reports for senior leaders.
• Develop and publish Power BI dashboards company-wide.

Skills

Highly analytical

Experience with Microsoft Dynamics 365

Excellent Excel skills

Strong analytical skills

Scenario modelling

Attention to detail

Tools

Microsoft Dynamics BC

Power BI

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.

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