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- Tasks: Support data-driven sales decisions through analysis and financial modelling.
- Company: Join FundGuard, the first AI-powered investment accounting platform.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Collaborate with sales and marketing teams to drive success.
- Why this job: Make an impact in a dynamic environment with cutting-edge technology.
- Qualifications: Degree in finance or related field, plus 3+ years in an analytical role.
The predicted salary is between 40000 - 50000 £ per year.
FundGuard, the asset management industry’s first AI-powered, fully cloud-native investment accounting platform, is hiring a Commercial Analyst to support data-driven sales and go-to-market decisions through robust internal and external analysis and financial modeling. The role provides insight into sales targets versus budget, pipeline performance, and revenue forecasting, and is responsible for producing data sets - primarily from our HubSpot CRM - that underpin commercial oversight and reporting to stakeholders, including the Board. Working closely with the Chief Commercial Officer’s team and partnering across Sales and Marketing, the ideal candidate will have expertise in HubSpot (or similar CRM), strong analytical capabilities, and advanced Excel skills, including the ability to model current-state and forward-looking scenarios.
Key Responsibilities
- Coordinate and report commercial financial analysis aligned with overall organizational reporting
- Build sales and CRM pipeline targets that align with FundGuard budgets and support required revenue generation
- Ensure new-logo growth and existing-client pipeline expansion is sufficient to meet or exceed budgeted targets
- Reconcile sales and CRM pipeline data with regional P&L reporting
- Produce market research and data analysis to monitor industry trends and performance
- Define and agree sales BI and performance reporting requirements
- Align commercial reporting with weekly and monthly group reporting cycles
- Use SF and PBI dashboards to deliver regular performance-vs-budget insights, highlighting variances and improvement opportunities
- Analyse HubSpot data to identify pipeline strengths, weaknesses, trends, risks, and opportunities
- Provide performance analytics to support individual and team management across Sales and CRM
- Respond quickly to new reporting needs and produce ad-hoc management financial reports
- Maintain deep expertise in FundGuard’s HubSpot configuration, data structure, and reporting capabilities
- Partner with sales and commercial leaders to define and support HubSpot performance analysis requirements including pipeline velocity, composition and predicted pipeline health
- Produce HubSpot-based performance MI for senior management, Board reporting, and weekly/monthly cadences – including relevant commentary
- Build dashboards aligned with group reporting to support effective sales management
Requirements
- Degree in accounting, finance or related field strongly preferred
- 3 years+ experience in analytical role
- Exceptional Excel and financial modeling skills
- Extensive experience budgeting and financial modeling
- Strong working knowledge of HubSpot and its outputs
- Good communication skills
- Self-starter but can also work as a team
Commercial Analyst employer: Blumberg Capital Company
Contact Detail:
Blumberg Capital Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services, especially how they use data in decision-making. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your analytical skills! Brush up on Excel and financial modelling techniques, as these are crucial for a Commercial Analyst role. You could even create sample reports or dashboards to showcase your abilities during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at FundGuard.
We think you need these skills to ace Commercial Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the skills and experiences mentioned in the job description. Highlight your analytical capabilities, Excel skills, and any experience with HubSpot or similar CRMs. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Don’t forget to mention your experience in financial modelling and data analysis – that’s music to our ears!
Showcase Your Analytical Skills: In your application, give examples of how you've used data to drive decisions in previous roles. Whether it's through market research or performance analytics, we love seeing how you can turn numbers into insights that matter.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our awesome team at FundGuard!
How to prepare for a job interview at Blumberg Capital Company
✨Know Your Numbers
As a Commercial Analyst, you'll be dealing with data and financial models. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Prepare specific examples of how your insights have driven sales or improved performance.
✨Familiarise Yourself with HubSpot
Since the role requires expertise in HubSpot, make sure you understand its functionalities and how it integrates with sales processes. If possible, explore any recent updates or features that could be relevant to the position, and be prepared to discuss how you've leveraged CRM tools in your past experiences.
✨Understand the Business Context
Research FundGuard and its position in the asset management industry. Be ready to talk about current trends and challenges in the market, and think about how your analytical skills can help the company navigate these issues. This shows you're not just focused on the numbers but also on the bigger picture.
✨Prepare for Scenario Questions
Expect questions that ask you to analyse hypothetical situations or past experiences. Practice articulating your thought process when faced with data-driven decisions. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.