Business Analyst - Graduate (Permanent) in Barnet

This is a unique opportunity for an analytically sharp, commercially minded individual to own the revenue intelligence function. Reporting into the Sales / Revenue Operations function and working directly with the Chief Revenue Officer (CRO) and senior sales leadership, the Revenue Sales Forecasting Analyst will be responsible for translating Phi's commercial data into clear, compelling stories that inform decisions at the very top of the business.

Phi Partners is at a stage in its growth where the quality of its commercial intelligence directly shapes the decisions its leaders make. The role spans two interconnected responsibilities: owning the budgeting and forecasting cycle end to end and providing the CRO with the ongoing analytical insight needed to manage performance, identify risk, and drive revenue improvement. Both require the same core skill - the ability to move fluidly between the detail of the data and the height of the executive narrative.

If you are an analyst who is frustrated by not being heard, or a finance professional who wants to work closer to the commercial engine of a growing business, this role offers genuine influence from day one. Phi is committed to building a revenue intelligence function that uses AI tools to their fullest to accelerate analysis, sharpen forecasting accuracy and elevate the quality of insight delivered to the ELT.

• Own the design and maintenance of budgeting and forecasting templates for the sales function, ensuring all inputs are aligned to opportunity classifications and pipeline stages as recorded in Salesforce CRM.
• Plan, set up and facilitate budget and forecast sessions with the CRO and Sales Leads - structuring the agenda, preparing the data in advance, and ensuring sessions produce clear, usable outputs.
• Consolidate inputs from across the sales team into a single, coherent view of the forecast, resolving inconsistencies and stress-testing assumptions before presentation to the CRO and ELT.
• Build and maintain scenario models that allow leadership to understand the range of outcomes - and clearly articulate the bridge between scenarios: what has changed, what it means, and what the implications are for the business.

Sales Performance Analysis & CRO Reporting

• Produce CRO-level reporting on discount performance across new account acquisition and the existing portfolio, presenting not just the data but the analysis of what is driving it and where intervention may be required.
• Own the portfolio growth narrative - translating the underlying data into a clear, honest story about where Phi is growing, where momentum is slowing, and what the trends suggest about future performance.
• Deliver a monthly performance pack covering actual results vs budget and vs the prior forecast - explaining what happened, whether it was good or bad, and what the business should take from it.
• Produce granular forecast reporting sliced by Sales Lead, line of business, service type, region and account - providing both an overview and a clear summary of what has changed and why it matters.

Data, Infrastructure & Ad Hoc Analysis

• Work closely with the sales team to ensure Salesforce CRM data is maintained to the standard required for meaningful analysis - identifying gaps, challenging data quality and working with the team to resolve them.
• Build and maintain the reporting infrastructure that supports the forecasting and performance functions - dashboards, models and templates that are robust, repeatable and easy for non-technical stakeholders to use.
• Prototype new forecasting models, reporting views and analytical frameworks in Excel before working with the relevant technology team to implement them into Phi's systems and tooling - translating analytical logic into scalable, production-ready solutions.
• Act as the analytical bridge between the business requirement and the system implementation, ensuring that what gets built reflects the commercial reality of how the sales team operates.
• Work fluently with agentic AI, orchestrating one or more AI agents to gather, reconcile and analyse data across sales and financial sources, then rigorously validating and challenging what is produced before it reaches the CRO or ELT.
• Use AI to run period-on-period and forecast-vs-actual comparisons at pace, surface correlations and anomalies across sales and financial data, and convert raw output into decision-ready insight that leadership can act on immediately.
• Build or direct AI workflows that deliver analytical work end to end from data ingestion and reconciliation through to narrative output ensuring the process is repeatable, auditable and commercially grounded.
• Support ad hoc analysis requests from the CRO and wider leadership team, responding quickly and with the same quality of narrative and insight as the regular reporting cycle.

Requirements

• Several years of experience in a commercial finance, FP&A, revenue operations or sales analytics role - ideally within professional services, technology or financial services.
• Demonstrable ability to translate complex data sets into clear executive-level narratives; Strong financial modelling skills and advanced proficiency in Microsoft Excel; experience building and maintaining budgeting and forecasting models from scratch, and comfortable translating those models into system implementations.
• Proven experience working with agentic AI: orchestrating AI agents to gather, reconcile and analyse data, and critically validating and challenging outputs rather than accepting them at face value.
• Demonstrated experience using AI tools to perform data comparison, correlation and trend analysis at pace — including period-on-period reporting, forecast-vs-actual analysis and anomaly detection across sales and financial datasets.
• Experience building or directing AI workflows that deliver analytical work end to end — from data ingestion through to polished, decision-ready output — with a clear understanding of where human judgement must sit in that process.
• Experience working with Salesforce CRM or a similar pipeline management tool; familiarity with how opportunity data flows into revenue forecasting.
• Strong commercial instincts: the ability to look at a set of numbers and ask the right questions, not just the obvious ones.
• The forecasting cycle runs to fixed rhythms, and this person must be someone that the business can depend on absolutely.

Salary negotiable based on experience ~25 days holiday ~ Private Health Care ~ Pension ~ Gym Membership