At a Glance
- Tasks: Drive financial strategy through budgeting, forecasting, and commercial analysis for events and memberships.
- Company: Join PEI, a leader in the dynamic private markets finance industry.
- Benefits: Flexible working, career growth opportunities, and a supportive, inclusive culture.
- Other info: Be part of a diverse team that values talent and fosters professional development.
- Why this job: Make a real impact by partnering with senior leaders and shaping financial decisions.
- Qualifications: Qualified accountant with FP&A or commercial finance experience; SQL knowledge is a plus.
The predicted salary is between 60000 - 70000 £ per year.
We are looking for a highly commercial Senior Finance Analyst to partner the Memberships and Events side of our business.
You will own budgeting, forecasting, long-term planning and commercial analysis, as well as supporting as gatekeeper of the business metrics for this area.
This is a highly commercial business-partnering role where you'll work closely with senior leaders, reporting on performance and keeping focus on the analysis that moves the business forward.
You'll be comfortable picking up ad hoc project work as priorities shift, working at pace.
Key areas of focus include
- Leveraging data and analytics as a competitive advantage, providing strategic insights and recommendations to support the organisation's long-term financial goals and objectives.
- Budgeting and forecasting membership and event revenues and costs.
- Long-term planning of event strategy and the corresponding investment.
- Acting as subject matter expert and supporting gatekeeper of the reported metrics for this part of the business.
- Supporting fact-based business decisions by providing analysis and information (including financial business cases), along with actionable recommendations.
For example commercial analysis and modelling on a wide range of areas such as; subscription revenues, networks, events customer behaviour trends, event costs and commission schemes.
- Supporting Mergers and Acquisitions activity through financial analysis.
- Business partnering & commercial insight
- Act as a trusted finance business partner to senior leaders across events and memberships.
- Translate commercial questions into clear financial analysis and recommendations.
- Build business cases to support new commercial initiatives, for example pricing changes, location changes, commission schemes for sales and events teams or team restructures.
- Respond to ad hoc analytical requests from senior leadership at pace.
- Budgeting, forecasting & planning
- Own the budgeting and forecasting process for events and memberships revenue and costs, including event-level P&Ls.
- Support long-term planning for events strategy, including investment cases for new or expanded events.
- Build scenario and sensitivity models to support key commercial decisions.
- Reporting & governance
- Own and safeguard the reported metrics and KPIs for the memberships, events and networks business, the single source of truth for this part of the business.
- Ensure relevant accounting standards are applied correctly, including revenue recognition for events and membership income.
- AI adoption & process improvement
- Identify and implement AI opportunities to speed up forecasting, reporting and analysis.
- Continuously improve FP&A processes, reducing manual effort and improving accuracy.
- Query the business's underlying database directly using SQL to support analysis, rather than relying solely on pre-built reports.
About You
Requirements
- Qualification & Experience
- Qualified accountant (ACA / ACCA / CIMA).
- FP&A or commercial finance experience, ideally within a subscription, events, membership or media business.
- Technical Skills
- Advanced excel and modelling skills.
- Has experience of, or willing to learn SQL coding.
- Enthusiasm for and practical experience using AI tools to improve finance processes and analysis.
- Personal Attributes
- Above all, intellectually curious, and open-minded.
- Enjoys digging into data, identifying trends and producing models and concise summaries of the findings.
- Able to gather and organise findings into recommendations and able to report and present on these.
- Able to simplify technical financial concepts to others with varying levels of knowledge.
- Detail orientated.
- An excellent communicator (verbal and written) with strong interpersonal and business partnering skills.
- Able to operate in a level of ambiguity and comfortable working at pace.
- Welcomes working in a high profile role with senior management across the busienss.
- PEI2
About Us
What we do
PEI sits at the centre of one of the most dynamic industries in global finance.
Private markets have grown from a niche corner of the investment world into an industry with $15 trillion AUM, spanning dozens of strategies, hundreds of geographies and thousands of funds.
The professionals navigating it rely on us to make sharper decisions.
Today, PEI operates a range of platforms, each dedicated to a major asset class or investment theme; from private equity and infrastructure to real estate, private credit and beyond.
What makes us genuinely different is what we bring together.
Data-enabled tools.
Data-enriched insight.
Built on powerful proprietary datasets.
Editorial insights based on deep market knowledge and experience.
The networks and communities that convene the people who move and manage capital.
No other business is this well connected.
This shapes everything we build, every hire we make, and every decision we take.
Who we’re looking for
Our 500+ team spans Europe, APAC and the Americas – researchers, journalists, data scientists, product engineers, events professionals, marketers and commercial specialists – all working to give private markets professionals the intelligence edge they need.
Central to everything we do is our people.
We’ve built a culture where talent grows, careers are built with intention, and everyone has the opportunity to learn, grow, and make their mark.
At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equ al opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey.
Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.
PEI Group supports flexible working arrangements, and we welcome career returners.
Senior Commercial Finance Analyst in City of London employer: PEI Group
PEI Group is an excellent employer that values diversity and fosters a collaborative work culture in the heart of London. With a strong emphasis on employee growth, we offer opportunities for professional development and training, ensuring that our team members excel in their roles while contributing to the integrity of our data products. Join us to be part of a dynamic environment where your attention to detail and commitment to quality will be recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Commercial Finance Analyst in City of London
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Senior Commercial Finance Analyst in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PEI Group.
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How to prepare for a job interview at PEI Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PEI Group.
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Before your interview, reach out to current or former PEI Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
