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- Tasks: Support data-driven sales decisions through analysis and financial modelling.
- Company: Join FundGuard, the innovative AI-powered investment accounting platform.
- Benefits: Competitive salary, growth opportunities, and a chance to work with cutting-edge technology.
- Why this job: Make an impact in the finance industry with your analytical skills.
- Qualifications: Degree in finance or related field and strong Excel skills required.
- Other info: Dynamic team environment with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ 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
About FundGuard
FundGuard is the AI-powered, cloud-native investment accounting platform redefining how asset managers and fund administrators operate. By unifying support for all asset classes, books of record, investment products, and jurisdictions on a single platform, FundGuard drives digital transformation, operational automation, and resilient, cloud-native scalability for the world's leading financial institutions.
Join Us Backed by strategic partners including Citi and State Street, and by leading venture firms such as Blumberg Capital, Key1 Capital, LionBird Ventures and Team8, FundGuard is trusted by global financial institutions to help them scale with confidence, operate with precision and stay ahead of what’s next. If you’re looking to work on category-defining technology that’s transforming a mission-critical industry, we’d love to meet you.
Commercial Analyst employer: FundGuard
Contact Detail:
FundGuard 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 FundGuard and its products. Understand their AI-powered platform and how it impacts the asset management industry. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your analytical skills! Brush up on your Excel and financial modelling techniques, as these are crucial for the Commercial Analyst role. Consider doing some mock analyses to get comfortable with the types of tasks you might face.
✨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 the FundGuard team.
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 role of Commercial Analyst. Highlight your experience with HubSpot, Excel, and any relevant financial modelling skills. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your analytical skills can contribute to our team. Let us know what makes you a great fit for FundGuard!
Showcase Your Analytical Skills: In your application, don’t just list your skills—show us how you’ve used them in real-world scenarios. Whether it’s through data analysis or financial reporting, we want to see examples of your work that demonstrate your capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at FundGuard
✨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.
✨Master HubSpot
Since the role requires expertise in HubSpot, make sure you’re familiar with its features and functionalities. If possible, run through some scenarios or reports you’ve created in HubSpot before the interview. This will show your potential employer that you can hit the ground running.
✨Understand the Business
Research FundGuard and its position in the asset management industry. Familiarise yourself with their products and recent news. Being able to discuss how your role as a Commercial Analyst can contribute to their goals will impress the interviewers.
✨Prepare for Scenario Questions
Expect questions that ask you to analyse hypothetical situations or past experiences. Think about how you would approach building sales targets or reconciling data discrepancies. Practising these scenarios will help you articulate your thought process clearly during the interview.