Senior Financial Analyst

4 weeks ago


Sheffield, Sheffield, United Kingdom Insight Direct UK Ltd Full time
Job Summary:

As a Senior Financial Analyst at Insight Direct UK Ltd, you will play a key role in providing financial guidance and support to the sales account teams. You will collaborate with teammates to analyze client accounts, forecast future revenue and expenditures, and determine budgets. Your expertise will help inform critical business decisions by producing and presenting research findings, financial information, and data.

Key Responsibilities:
  • Analyze client account financial information and data to forecast future performance, including forecasting future revenues, gross profit, and costs.
  • Lead client account financial processes and activities, including process calendarization and delivery of best-in-class quality output.
  • Develop reports, forecasts, and models to support multiyear planning and forecasting, analyzing financial data and contracts.
  • Prepare and present reports and recommendations on financial performance at client level for regular business reviews.
  • Reconcile account transactions by cross-referencing incoming and outgoing data and present information in the most effective format.
  • Responsible for the financial setup of the account, including revenue recognition verification, cost alignment, and billing requirements.
  • Responsible for the account's finances, including developing mechanisms to minimize and track financial risk, managing the account balance sheet, and supporting billing volume reconciliation.
  • Support contractual pricing activities, including CPI pricing recalculation and verification of billing changes.
  • Track relevant sales and actual performance metrics and KPIs to evaluate financial performance and make recommendations for improvement.
  • Provide advice and guidance to the client team on budgets and financial aspects of operational decisions.
  • Build relationships with customer supplier managers and commercial managers, supporting them with queries and billing issues.

About Insight:
We believe in empowering our employees to reach their full potential and achieve the best outcomes. As a global IT services and solutions business, we are passionate about helping customers and the people behind them. Insight is an equal opportunity employer, committed to diversity and equality within our organization.

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