Commercial Finance Analyst
Analysing the live business performance metrics to help us understand how to improve EBITDA alongside the
Head of Commercial Finance.Commercial Finance AnalystLocation: Hybrid – 3 days in the office Wilmslow, 2 days in the office Salary: CompetitiveAt Citation, we offer something unique for both our colleagues and clients – an opportunity to grow, thrive, and succeed like nowhere else. As we celebrate 30 years of excellence, our focus remains on growth, investment, and service quality.
We’re one of the UK’s biggest providers of Health & Safety, HR, Employment Law, and ISO services. But what really sets us apart is our people. At Citation, we bring our personalities to work, not just our expertise.With year-on-year double-digit growth, this is your chance to join a fast-moving business that values vision, determination, agility, and a knack for building great relationships.
We’re also backed by KKR, Hg Capital, and HarbourVest, three of the world’s most respected private equity investors. Their new investment strengthens our position, ensuring stability and providing a solid foundation for even greater success over the next 3–5 years and beyond.
The roleWe are looking for a commercially astute, ambitious, finance analyst who wants to step into a business that will challenge, enhance, refine, and build on their current skillset. This role will offer a fantastic opportunity to work across three different brands within the Citation Group and work with senior stakeholders across finance and non-finance functions.
As part of the team, you will be tasked with building dashboards, preparing & automating commercial reporting that will inform through key commercial insights and KPIs, support in the preparation and maintenance of P&L rolling forecast models, along with analysis of P&L performance vs.forecast and prior years. This work will underpin the decision-making process for management teams within the division.
- Analysing the live business performance metrics to help us understand how to improve EBITDA alongside the Head of Commercial Finance.- Validating and distributing commercial and customer information within the business on a timely basis.- Handling large amounts of data; extracting data from source, manipulating data to build and automate KPI reports.- Prepare and present information for key leadership meetings alongside the Head of Commercial Finance.- Involvement in year-end and half-year budgeting, forecasting, and planning processes.- Contribution to monthly rolling forecasts to identify opportunities or risks for the business.- Calculation of commissions, bonuses and other key cost lines.- Reviewing and explaining PL performance vs budget and prior year to understand key trends and areas for improvement.- Tracking and analysing the links between business performance and key cost centres.- Business partnering with colleagues outside the finance function.- With the full support of colleagues in Citation, you will have the tools and support you need to deliver results as you grow with our Company.
About you:· Ambition to learn and develop finance skills· Advanced Excel skills· Experience of using Tableau, Power Query/Power BI would be an advantage· A high level of accuracy and a strong eye for detail· Ability to demonstrate objectivity whilst ensuring financial/data fact is the defining measure· Proactive with a desire to make a difference· Ability and desire to work in a fast-paced and ever-evolving environment· Strong communication skills, with an understanding of how to translate financial information to non-finance stakeholders.
Here’s a taste of the perks we roll out for our extraordinary team members:- 25 Days of Holiday: We’re talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home. Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays.- Birthday Bliss: Your birthday isn’t just another day on the calendar; it’s YOUR day Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU.- Post-Wedding Bliss: Newlyweds, we’ve got something special for you too Extra weeks of holiday to bask in the glow of post-wedding happiness.- Growing Families: We’re all about supporting our Citation family, and that includes expectant parents.
Vouchers and special perks await to celebrate the newest addition to your family.- Healthcare cash plan: Your well-being is our priority. That’s why we offer private healthcare to ensure your peace of mind and keep you feeling your best.
Hit Apply now to forward your CV.