JOB DESCRIPTION

JOB TITLE: Finance Analyst

REFERENCE: R844

LOCATION: Surrey

REPORTS TO: Head of Marketing

SALARY RANGE: £40,000 - £50,000 - OR upto £468 p/day Inside IR35

CONTRACT TYPE: Day Rate Contract or FTC

Job Description

We are looking for a detail-oriented and driven Financial Analyst to join our Marketing team. This role involves supporting financial operations by analyzing project profitability, accurately registering and managing business opportunities, overseeing project costs and revenues, processing expenses, preparing invoices, and assisting with financial reporting and forecasting. The ideal candidate will work closely with cross-functional teams to support efficient project and financial management.

Key Responsibilities

• Register business opportunities and projects in Salesforce and the ERP system (e.g., SAP)
• Maintain and update the project master tracker, including client contacts, billing info, revenue, costs, and projected profit
• Handle direct cost processes, including PE requests, PO submissions, and inspection documentation
• Review and validate expenses, ensuring accurate client recharges
• Generate and upload invoices via client systems (e.g., BQMS)
• Collaborate with project managers to monitor and manage accounts receivable and overdue payments
• Prepare rolling financial forecasts, including revenue and profit projections
• Monitor proper recognition of sales revenue and associated costs in the system
• Support month-end financial close activities, including labor cost allocations and accrual preparations
• Produce internal financial reports highlighting variances between forecasts, budgets, and actuals
• Assist in preparing annual financial plans and projections

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• 3–5 years of relevant experience in financial analysis or a similar function
• Strong analytical mindset and keen attention to detail
• Clear and effective communication skills
• Advanced proficiency in Microsoft Excel and other MS Office applications
• Prior experience with ERP systems such as SAP or Oracle is an advantage

Key Stakeholders

• Internal: Sales teams, project managers, procurement, and legal departments
• External: Clients, vendors, and partner agencies across various regions

Work Schedule

• 37.5 hours per week
• Occasional evening or weekend work may be required for urgent matters or special projects

Position Overview

This role operates within a dynamic and evolving environment. Adaptability, a proactive mindset, and the ability to keep up with changes in business processes and IT systems are crucial to success in this position.

Note: This job description outlines the key responsibilities and qualifications for the role but is not exhaustive. Duties may evolve in response to changing business needs.