Senior Finance Business Partner - Investment

Senior Finance Business Partner - Investment

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive performance and support strategic decisions across multiple departments.
  • Company: Fast-growing business with a focus on commercial finance.
  • Benefits: Competitive salary, bonus package, and clear progression opportunities.
  • Other info: Join a dynamic team with opportunities for mentoring and career growth.
  • Why this job: Gain direct exposure to senior leadership and influence key business decisions.
  • Qualifications: Qualified accountant with experience in commercial finance and strong analytical skills.

The predicted salary is between 60000 - 80000 £ per year.

Location: Peterborough

Job Type: Full-time

Reporting to: CFO

About the Role

We are recruiting a Senior Commercial Finance Business Partner to join a fast-growing business and play a critical role in driving performance, supporting strategic decisions, and improving commercial outcomes across multiple departments. Working closely with the CFO and senior leadership team, you will provide insight, challenge, and direction across Sales, Marketing, Events and Customer teams. This is a highly visible position with a clear progression path to Head of Commercial Finance / Commercial Finance Director.

Key Responsibilities

  • You will act as a true business partner, embedding yourself within operational teams to understand performance drivers and identify opportunities for improvement.
  • The role combines commercial analysis, financial planning, and strategic support.
  • Your responsibilities will include analysing sales and marketing performance, evaluating revenue and margin trends, and developing models around LTV, CAC and return on investment.
  • You will support pricing and incentive structures, assess event profitability, and deliver scenario modelling to inform decision-making.
  • Alongside this, you will take ownership of budgeting, forecasting and reporting, including board packs and KPI dashboards.
  • A key focus will be improving data visibility by automating reporting processes, using SQL to interrogate data, and developing scalable dashboards and insights.
  • You will also contribute to strategic initiatives such as new product launches, investment decisions and M&A activity, while mentoring junior team members and influencing senior stakeholders across the business.

Requirements

We are looking for a qualified accountant (ACA, ACCA or CIMA) with strong experience in commercial finance, FP&A or business partnering within a fast-paced environment. You will have advanced Excel and financial modelling skills, experience working with large data sets (including SQL), and a proven ability to translate analysis into clear, actionable insight. Strong stakeholder management skills and commercial awareness are essential.

Desirable Experience

Experience in SaaS, events, education or high-volume sales environments would be beneficial, along with exposure to CRM systems (such as HubSpot or Salesforce), BI tools, or M&A activity.

Whats on Offer

This role offers direct exposure to senior leadership and strategic decision-making, alongside genuine progression to Commercial Finance Director. You’ll join a high-growth business where finance plays a key role in driving performance, with a competitive salary and bonus package.

Senior Finance Business Partner - Investment employer: Trade Mastermind

Join a dynamic and fast-growing business in Peterborough as a Senior Finance Business Partner, where you will play a pivotal role in shaping strategic decisions and driving commercial success. Our collaborative work culture fosters innovation and professional growth, offering clear pathways to senior leadership roles, alongside competitive salaries and performance bonuses. With a focus on mentorship and cross-departmental engagement, this is an excellent opportunity for those looking to make a meaningful impact in a thriving environment.

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Contact Details:

Trade Mastermind Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Finance Business Partner - Investment

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

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.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Trade Mastermind. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Finance Business Partner - Investment

Commercial Analysis
Financial Planning
Strategic Support
Sales Performance Analysis
Revenue and Margin Trend Evaluation
LTV Modelling
CAC Modelling

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 Trade Mastermind.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Trade Mastermind's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Trade Mastermind

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 Trade Mastermind.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Trade Mastermind will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Trade Mastermind 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.