Senior Financial Reporting Analyst

The Portfolio Group; 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 from the ground up, delivering high-quality analysis, and giving senior leadership insights to drive performance.

You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into new business growth, discount profiles, client retention, and cancellations.

Qualifications

• Proven analytical ability with a proactive, problem-solving mindset.
• Experience building budgets, forecasts, and monthly reporting.
• Strong Excel modelling and data storytelling.
• Ability to work with senior leadership and finance-sales teams.

Responsibilities

• 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
• Working alongside the leadership team on presentations and strategic discussions
• Business partnering with sales and finance teams to improve commercial performance

Skills

Excel (macros & VBA)

PowerPoint

Word

Data analysis

Commercial awareness

Education

Professional accounting qualification

Tools

Excel (advanced)

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.

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