Senior Portfolio Finance & Operations Analyst

External; North East; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading retail solutions company in the UK is seeking a Portfolio Operations Financial Analyst IV. This role requires unifying financial data and driving operational excellence across several operational areas. Responsibilities include producing monthly forecasts, maintaining forecast integrity, and leveraging Salesforce for data management. Ideal candidates must possess a Bachelor's and strong skills in financial acumen, Excel modeling, and Tableau, with at least 5 years of relevant experience. Competitive benefits included, aligned with our commitment to a diverse and inclusive workplace.

Benefits

Group health coverage

401(k) plan with company match

Generous paid holiday schedule

Qualifications

• 5+ years of experience in Sales Ops, RevOps, FP&A, or similar roles.
• Proficient in creating structured Excel models and scenario analyses.
• Experienced in translating financial data into actionable insights.

Responsibilities

• Produce the monthly operational forecast in partnership with teams.
• Maintain forecast integrity and analyze pipeline variance.
• Build and maintain program reporting that highlights performance.

Skills

Operational Analytics

Financial acumen

Excel modeling

Tableau

Salesforce

Communication and influence

Education

Bachelor's degree in Business

MBA

Tools

Tableau

Salesforce

VBA

Python

Job description

A leading retail solutions company in the UK is seeking a Portfolio Operations Financial Analyst IV. This role requires unifying financial data and driving operational excellence across several operational areas. Responsibilities include producing monthly forecasts, maintaining forecast integrity, and leveraging Salesforce for data management. Ideal candidates must possess a Bachelor's and strong skills in financial acumen, Excel modeling, and Tableau, with at least 5 years of relevant experience. Competitive benefits included, aligned with our commitment to a diverse and inclusive workplace.