Senior Financial Analyst

Ashley Kate HR; Lincoln; On-site; GBP 50,000 - 70,000; Full time

Job summary

A finance recruitment company in Lincoln is seeking an experienced Senior Finance professional to oversee financial planning and analysis. The successful candidate will lead budgeting processes, work closely with business partners, and produce critical management reports using Microsoft Dynamics 365 and Power BI. Strong analytical skills and attention to detail are essential for this role.

Qualifications

• Experience with data analysis, statistical analysis, and modelling.
• Strong analytical and problem-solving skills.
• High attention to detail and accuracy.

Responsibilities

• Lead and facilitate annual budgeting process with key business partners.
• Produce insightful management reports for senior leaders.
• Develop and publish Power BI dashboards and KPIs company-wide.

Skills

Highly analytical

Experience with data analysis

Experience with Microsoft Dynamics 365

Excellent Excel skills

Strong analytical skills

Attention to detail

Sector experience (e.g. agriculture, manufacturing)

Tools

Microsoft Dynamics 365

Power BI

Job description

• Job Reference: JN -092025-63444_1761833213

Location: Lincoln

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

• 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
• High attention to detail and accuracy
• Sector experience (e.g. agriculture, manufacturing)

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.