Senior Financial Reporting Analyst

Portfolio Group (Canada); Greater London; On-site; GBP 50,000 - 61,000; Full time

Job summary

The Portfolio Group is seeking a Senior Financial Reporting Analyst to join our fast-growing, sales‑led organisation in Blackfriars, London. This on‑site role is paying up to £55,000 depending on experience, with 5 days a week in the office.

You will build new reporting capabilities, deliver high‑quality analysis, and provide senior leadership with actionable insights to drive performance. You’ll report to the Commercial Finance & Reporting Manager and work closely with the CFO, Associate

Qualifications

• Strong Excel skills, including macros and VBA
• Proficiency in PowerPoint and Word
• Recognised accountancy qualification or working towards one
• Proven analytical ability with a proactive problem‑solving mindset
• Ability to manage deadlines with changing priorities
• Desire to understand complex systems, processes and the mechanics of a business
• Can‑do approach and ability to translate multiple data inputs into clear insights

Responsibilities

• Lead the business planning and forecasting processes
• Prepare monthly management reports with clear, actionable insights
• Support annual budgets, quarterly forecasts, KPI tracking and metrics reporting
• Deliver analysis on new business trends, discounting, retention, cancellations and client base changes
• Work with the leadership team on presentations and strategic discussions
• Partner with sales and finance to improve commercial performance

Skills

Excel

Macros

VBA

PowerPoint

Word

Education

Accounting qualification

Job description

Senior Financial Reporting Analyst

5 days a week on site
Based in Blackfriars, London
Paying up to £55,000 based on experience

We're looking for a commercially minded Senior Financial Reporting Analyst to join a busy, fast-growing sales-led organisation.

Reporting to the Commercial Finance & Reporting Manager, you'll be building new reporting capabilities from the ground up, delivering high-quality analysis, and giving senior leadership the insights they need to drive performance. You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into areas such as new business growth, discount profiles, client retention, and cancellations.

You'll also partner closely with the CFO, Associate Director of Finance, the Sales Team, and Group Finance - so relationship-building skills will be just as important as your technical expertise. This is a great opportunity for someone who enjoys combining data-driven analysis with commercial thinking, and who wants to make a visible impact.

What you'll be doing:

• Leading the business planning and forecasting processes


• Preparing monthly management reports with clear, actionable insights


• Supporting annual budgets, quarterly forecasts, KPI tracking, and metrics reporting


• Delivering analysis on new business trends, discounting, retention, cancellations, and client base changes


• Working alongside the leadership team on presentations and strategic discussions


• Business partnering with sales and finance teams to improve commercial performance

What we’re looking for:

• Strong Excel skills (ideally including macros and VBA), plus confidence in PowerPoint and Word


• A recognised accountancy qualification (or working towards one)


• Proven analytical ability with a proactive, problem-solving mindset


• The ability to manage deadlines while staying adaptable to changing priorities


• An eagerness to understand complex systems, processes, and the mechanics of a business


• A \"can-do\" approach and the confidence to turn multiple data inputs into clear, concise information

If you thrive in a fast-paced environment, enjoy turning numbers into stories, and want to be part of a business on a steep growth trajectory, we'd love to hear from you.

52621CH

INDLON

The Portfolio Group are acting on behalf of our client in recruiting for this position.