PROFESSIONAL SERVICES RECRUITMENT - The best appointment you'll make
Wilkinson & Associates is proud to be working in partnership with a forward-thinking, award-winning professional services firm to appoint a Senior Financial Analyst. This is a commercially impactful role for someone who enjoys transforming raw data into strategic insight and influencing business decisions through evidence, analysis and clarity.
You’ll join a well-established finance function and take ownership of performance analysis, KPI reporting, and commercial modelling across the business. The role provides excellent visibility across senior leadership and a chance to contribute directly to how the firm grows and invests.
Develop and deliver performance reporting across service lines, client groups and geographies
Take ownership of Power BI dashboards to track KPIs and generate valuable business insight
Conduct commercial modelling including ROI, pricing analysis, and investment planning
Analyse marketing spend effectiveness and competitor benchmarks to guide strategic focus
Produce board-level summary reports that bring the numbers to life for senior stakeholders
Support forecasting and annual business planning cycles
Manage and mentor a Financial Analyst, developing reporting capability within the team
Essential:
Qualified accountant (ACCA, CIMA or equivalent) with strong commercial acumen
Track record in a commercial finance or data analysis role
Proficient with Power BI and advanced Excel; experience with SQL is an advantage
Skilled at distilling data into actionable insight for senior decision-makers
Collaborative, organised, and comfortable operating in a fast-paced environment
Desirable:
Understanding of financial and operational KPIs across people-led businesses
This is a great opportunity for someone who wants:
A platform to shape performance insight in a growing, people-driven organisation
A close-knit finance team where your work will be seen and valued
A culture that encourages autonomy, development and proactive thinking
The chance to bridge finance, data, and strategy to help drive sustainable growth