Forecasting and Budgeting Specialist

SUMMARY:
Are you a commercially minded finance professional who enjoys turning numbers into insights?
This is an exciting opportunity for an analytical individual to play a key role in supporting business growth through financial planning, forecasting, performance analysis, and strategic decision-making.

POSITION INFO:
Our client is a growing financial services organisation looking for a Forecasting & Budgeting Specialist to join their finance team. This role is ideal for someone who enjoys working with financial data, identifying business drivers, building models, and providing insights that influence strategic outcomes.
You will work closely with various stakeholders across the business, using financial and operational information to assess performance, identify trends, and support informed decision-making.

This is an opportunity to join a dynamic environment where you will gain exposure across budgeting, forecasting, reporting, financial modelling, and commercial analysis while contributing directly to business performance.

Key Responsibilities

• Develop and maintain annual budgets, rolling forecasts, and financial projections across revenue, expenses, and cash flow.
• Analyse financial and operational data to identify trends, profitability drivers, and areas for improvement.
• Build and maintain financial models to support scenario planning, forecasting, and strategic initiatives.
• Prepare management reporting packs, dashboards, and performance insights for key stakeholders.
• Partner with cross-functional teams including Finance, Marketing, and Credit to gather data and align on business objectives.
• Support strategic planning initiatives by providing financial insights and recommendations.
• Assist with monthly management accounts, including processing financial transactions and preparing reporting outputs.
• Perform ad-hoc financial analysis to support business decisions and operational improvements.

Job Experience and Skills Required

Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Experience

• Minimum of 2 years’ experience in financial planning, budgeting, forecasting, or commercial finance.
• Experience in financial modelling, reporting, and analysis.
• Exposure to financial services, lending, credit, or a data-driven environment would be advantageous.

Skills

• Advanced Excel skills, including financial formulas, pivot tables, and ideally VBA.
• Strong analytical and problem-solving abilities.
• Ability to interpret financial data and translate insights into business recommendations.
• Strong communication skills with the ability to present information clearly to non-financial stakeholders.
• Strong attention to detail with the ability to manage multiple priorities and deadlines.

Non-Negotiables

• Strong Excel and financial modelling capability.
• Proven experience with budgeting and forecasting processes.
• Commercial mindset with the ability to identify key business drivers.
• Strong analytical skills and attention to detail.
• Ability to work independently while collaborating with wider teams.