Key Responsibilities
- Conduct regular reviews of partner submissions and financial health (P&L, cashflow, balance sheet), identify trends, risks and performance gaps, and recommend practical corrective actions.
- Build a clear understanding of revenue drivers, cost structures and the operational causes behind financial results.
- Produce forecasts, scenario models and profitability analysis to support planning and decision-making.
- Create and maintain dashboards, templates and standardised reporting tools; monitor KPIs and provide clear monthly/quarterly performance updates.
- Partner with independent business owners via weekly check-ins to review results, agree actions and drive follow-through, explaining insight in a clear, non-technical way.
- Provide supportive guidance on budgeting, forecasting and financial discipline, helping improve financial understanding across the network.
- Improve consistency and accuracy of reporting across the partner network, supporting ad hoc investigations, reconciliations and occasional finance-related training.
- Travel occasionally to partner sites/meetings when face-to-face support will strengthen delivery and relationships.
Skills & Experience
- Analytically sharp, with the ability to interpret data and turn insight into practical actions.
- Down to earth, credible and confident in conversation.
- Able to build strong relationships quickly with a wide range of stakeholders.
- Asks the right questions to understand underlying issues and opportunities.
- Drives improvement through influence, collaboration and trust rather than authority.
- 3+ years\’ experience in financial analysis / business analysis (or similar).
- Strong understanding of financial statements and performance metrics.
- Confidence building dashboards, templates and forecasts (strong Excel essential).
- The ability to present insight clearly to non-financial audiences.
- A structured, methodical approach and excellent attention to detail.
- High levels of discretion and comfort handling commercially sensitive information.
- Willingness to travel occasionally across the UK (including the odd overnight stay).
If you enjoy autonomy, variety and real-world commercial problem solving and you like the idea of partnering with multiple business owners to help them run stronger, more profitable operations, this is a brilliant opportunity to make a visible impact in a growing national network.
Apply now!
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Contact Detail:
MaxAd Recruitment Ltd Recruiting Team