Senior Financial Reporting Analyst

Portfolio Group (Canada); Hinckley and Bosworth; On-site; GBP 50,000 - 61,000; Full time

Job summary

The Portfolio Group in London is seeking a Senior Financial Reporting Analyst to join a fast-growing sales-led organisation. You will build reporting capabilities, deliver high-quality analysis, and provide senior leadership with insights to drive performance.

Reporting to the Commercial Finance & Reporting Manager, you will be hands-on with budgets, forecasts, monthly reporting, and deep-dive analyses of growth, discounts, retention, and cancellations.

Qualifications

• Advanced Excel with macros and VBA.
• Proficient in PowerPoint and Word.
• Qualified accountant or working towards one.
• Proven analytical ability and proactive problem solving.
• Able to meet deadlines with changing priorities.
• Keen to understand complex systems and business mechanics.
• Able to turn data inputs into clear, concise insights.

Responsibilities

• Lead budgeting and forecasting processes.
• Prepare monthly management reports with actionable insights.
• Support annual budgets, quarterly forecasts, KPI tracking and metrics reporting.
• Deliver analysis on new business trends, discounting, retention and cancellations.
• Collaborate with leadership on presentations and strategic discussions.
• Partner with sales and finance teams to improve commercial performance.

Skills

Advanced Excel

Macros & VBA

PowerPoint

Word

Analytical ability

Problem solving

Deadline management

Adaptability

Systems understanding

Data storytelling

Education

Accounting qualification

Tools

Excel

PowerPoint

Word

VBA

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.

52621CH1R

INDLON

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