Senior Financial Reporting Analyst on Site - Growth Insights

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

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.