Senior Financial Modelling & Data Analyst (Hybrid)

PoloWorks; Cheltenham; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Discretionary annual bonus

Hybrid working

Private health insurance

Pension contributions

Maternity/Paternity pay

Job summary

PoloWorks is seeking a Senior Financial Modelling Analyst in Cheltenham to rebuild and maintain its core financial model and supporting data processes. The role combines advanced Excel modelling with strong management accounting knowledge and the use of approved AI tools to ensure robust planning and reporting.

The 12-month fixed-term contract requires hands-on ability to extract data, allocate costs, and deliver contract-level P&Ls with clear governance and documentation.

Qualifications

• Hands-on technical finance role building and maintaining core financial model.
• Ability to source and validate data from multiple sources.
• Experience with cost allocation, forecasting, budgets and contract-level reporting.
• Familiarity with AI tools in finance workflows.

Responsibilities

• Rebuild and roll forward the Excel model for the new financial year.
• Establish controlled mappings for employees, contracts, SOWs, clients and reporting classifications.
• Load actual costs from Sage Intacct timesheets and general ledger.
• Provide transparent treatment of direct/indirect costs and overheads.
• Produce contract- and SOW-level P&Ls and variance reporting.
• Maintain reconciliations to the GL and timesheet data.
• Train and support Finance Business Partners in controlled inputs/outputs.
• Document calculation logic, data sources and procedures.

Skills

Excel modelling

Financial modelling

Data mapping

Microsoft Copilot / AI tools

Management accounting

P&L knowledge

GL structures

Cost allocation

Budgets and forecasts

Reconciliations

Financial controls

Cross-functional collaboration

Tools

Sage Intacct

Job description

PoloWorks is seeking a Senior Financial Modelling Analyst in Cheltenham to rebuild and maintain its core financial model and supporting data processes. The role combines advanced Excel modelling with strong management accounting knowledge and the use of approved AI tools to ensure robust planning and reporting.

The 12-month fixed-term contract requires hands-on ability to extract data, allocate costs, and deliver contract-level P&Ls with clear governance and documentation.