Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead budget and forecast processes while supporting the finance team with management accounts.
- Company: Join Citadel Source, a leader in Accountancy and Finance Recruitment, partnering with PGL Travel.
- Benefits: Enjoy a salary up to £51,000, a 10% bonus, and hybrid working options.
- Why this job: Be part of a dynamic team driving profit growth and making impactful decisions.
- Qualifications: Ideal for data-driven analysts with financial modelling experience and a commercial mindset.
- Other info: Work twice a week onsite in Ross-on-Wye and build relationships with key stakeholders.
The predicted salary is between 40800 - 61200 £ per year.
This range is provided by Citadel Source. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Citadel Source is delighted to be working on an exclusive basis with a market-leading provider of summer/activity camps and school trips for children; PGL Travel. The business is expanding its FP&A team and is subsequently looking for a Senior Finance Analyst to join them, supporting the highly successful commercial team in delivering sustainable profit growth through insight generation on sales and margin performance.
The Senior Finance Analyst, reporting to the Commercial FP&A Manager, will lead the budget and forecast process for PGL sales and direct selling costs (i.e. transport), as well as support the wider finance team with the production of management accounts. The role will own the PGL sales and margin reporting suite, alongside leading reviews with key stakeholders to assess current performance and identify opportunities for improvement.
About you
This opportunity would suit a data-driven accountant/analyst, who has experience building financial models and an understanding of the budgeting/forecasting process. The successful candidate will have a commercial mindset, with the aptitude of a business partner on a broad scale with a diverse range of stakeholders.
As a Senior Finance Analyst, your role will include but not be limited to:
- Establish relationships with key stakeholders across the PGL commercial team
- Work with the management team to improve the profitability of individual products
- Continually review and assess current performance to identify future risks and opportunities
- Challenge and support the commercial team to identify anomalies and best practices, supporting continual sales and margin growth
- Create, develop and maintain PGL sales reporting suite that illustrates business performance, with the aim of enabling decision-makers to drive profitable growth
- Produce regular and accurate reports that inform leaders on corrective decisions relating to sales and all direct costs, i.e. transport
- Manage budget and forecast cycles for PGL sales and direct selling costs
- Work with the PGL leadership team to align on the principles of budgets in relation to sales and direct costs
What the client has to offer
- A salary of up to £51,000
- 10% bonus
- Hybrid working, twice a week onsite in their Ross-on-Wye office.
- Pension
If you are interested in discussing this role, please reach out to Kealan Holliday at Citadel Source.
Senior Finance Analyst employer: Citadel Source
Contact Detail:
Citadel Source Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Finance Analyst
✨Tip Number 1
Familiarise yourself with the key financial metrics relevant to the role, such as sales performance and margin analysis. Understanding these concepts will help you engage in meaningful conversations during interviews and demonstrate your commercial mindset.
✨Tip Number 2
Network with professionals in the finance and accountancy sectors, especially those who have experience in FP&A roles. This can provide you with insights into the industry and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved profitability or identified opportunities for growth in previous roles. Being able to articulate your past successes will showcase your ability to contribute to PGL's goals.
✨Tip Number 4
Research PGL Travel and their current market position. Understanding their business model and challenges will allow you to tailor your discussions and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Senior Finance Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, budgeting, and forecasting. Use specific examples that demonstrate your ability to build financial models and work with diverse stakeholders.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities of the Senior Finance Analyst position, particularly in supporting sales and margin growth.
Highlight Key Skills: Emphasise your data-driven mindset and commercial acumen. Include any experience you have in producing management accounts and leading budget processes, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Citadel Source
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Senior Finance Analyst. Familiarise yourself with budgeting, forecasting, and financial modelling, as these will be key topics during your interview.
✨Prepare for Stakeholder Questions
Since the role involves establishing relationships with key stakeholders, be ready to discuss how you would approach building these relationships and how you’ve successfully collaborated with diverse teams in the past.
✨Showcase Your Analytical Skills
Be prepared to demonstrate your analytical skills by discussing specific examples where you've identified performance anomalies or opportunities for improvement in previous roles. Use data to back up your claims.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s current financial strategies and challenges. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
