Commercial Finance and Operations Specialist

2 days ago


Pune, Maharashtra, India TopSource Worldwide Full time
About the Role

We are seeking a highly skilled Commercial Finance and Operations Specialist to support our Finance team in driving business growth and revenue performance. This role involves analysing revenue trends, providing insights on customer revenue data, tracking the sales pipeline, delivering financial support to the Operations business, comparing sales and operational performance against budget and providing suitable commentary and insight on variances to target.

Key Responsibilities:
  • Revenue Analysis and Forecasting: Analyse revenue trends across all service lines, products, and customers to provide clear insights into performance. Assist in forecasting future revenue streams based on historical data and market trends.
  • Customer Revenue Insights: Track and evaluate customer-specific revenue figures, identify opportunities for growth, and highlight any areas of concern or underperformance.
  • Pipeline Management: Monitor the sales pipeline to assess revenue opportunities and risks. Provide detailed reporting on the health of the pipeline and identify areas for improvement.
  • Revenue Risk and Opportunity Assessment: Assist in identifying revenue risks and opportunities by analysing the business environment, internal data, and external market trends.
  • Operations Business Finance Support: Provide finance support and analysis to the Operations Business team. Assist with P&L reporting, KPI collation & analysis, financial performance commentary, ad-hoc project expenditure & efficiency savings tracking.
  • Budget Analysis: Evaluate sales & operational performance relative to budget, providing variance analysis and recommendations for corrective action. Monitor key KPIs and identify areas where revenue and cost efficiency opportunities can be optimised.
  • Financial Modelling and Reporting: Develop financial models to support revenue forecasting, budgeting, and performance tracking. Prepare reports, dashboards, and presentations for senior management to assist in strategic decision-making.
  • Cross-functional Collaboration: Work closely with teams in Sales, Marketing, Finance Leaders, and Operations to gather data and ensure alignment on key performance indicators and objectives.
  • Ad-hoc Analysis: Conduct ad-hoc financial and operational analysis to support various business initiatives and provide actionable insights.
Requirements:
  • Education: Qualified Accountant (Chartered Accountant) - MUST
  • Experience: Proven experience in a commercial analyst, financial analyst, or business analyst role, ideally within a fast-paced, growth-oriented organization.
  • Skills: Strong background in revenue analysis, budgeting, forecasting, and financial modelling. Advanced proficiency in Excel (pivot tables, v-lookups, macros, etc.) and financial modelling, PowerBI. Familiarity with CRM systems (e.g., Salesforce, Hubspot) and ERP systems (e.g., Netsuite)

The estimated salary for this position is £45,000 - £60,000 per annum, depending on experience.



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