Revenue Intelligence Analyst

About Phi Partners

Phi Partners is at a stage in its growth where the quality of its commercial intelligence directly shapes the decisions its leaders make. Founded over 20 years ago, Phi Partners has established itself as one of the most respected specialist consultancies in capital markets technology.

The role

This is a rare opportunity for an analytically sharp, commercially minded individual to own the revenue intelligence function at a specialist consultancy that punches well above its weight. 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.

We are looking for someone who can look at a forecast, understand what it means, identify what has changed, and stand up in front of the Executive Leadership Team (ELT) and explain it with confidence and clarity. 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. This is also an explicitly AI-enabled role. 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. The right candidate will be a confident, expert practitioner of AI platforms, not someone who is curious about them in the abstract.

Key responsibilities

• Budgeting: the ability to tell the story behind the numbers is as important as the ability to produce them.
• 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.
• Expert-level, hands-on proficiency in AI tools and platforms — this is an AI-enabled role in the fullest sense. You will be expected to use AI not as a productivity aid but as a core part of how analytical work gets done.
• 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.
• Advanced PowerPoint skills - able to design and produce presentation-ready outputs that communicate insight crisply to a senior audience.
• Experience working with Salesforce CRM or a similar pipeline management tool; familiarity with how opportunity data flows into revenue forecasting.
• Comfortable presenting to and challenging senior stakeholders - including C-suite - with confidence, clarity and the ability to hold a position under scrutiny.
• Strong commercial instincts: the ability to look at a set of numbers and ask the right questions, not just the obvious ones.
• Highly organised and reliable; the forecasting cycle runs to fixed rhythms, and this person must be someone that the business can depend on absolutely.
• A collaborative working style - this role requires close partnership with the CRO, Sales Leads and the broader Finance function, and the ability to build trust across all of them.
• Genuine curiosity about business performance and commercial outcomes; someone who finds the story in data genuinely interesting, not just technically satisfying.

Package

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

Please send your c.v to info@phipartners.com