Senior Financial Reporting Analyst: Growth Lead (On-Site)

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

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.