Role details

Senior Specialist, Forecasting & Analysis

City of London   •   £60,000 - £80,000   •  Permanent

Bullet points

  • Senior Specialist, Forecasting & Analysis
  • Commercial Finance Business Partner

About Our Client

Financial industry, commercial finance team.

Job Description

  • Commercial finance business partner for Retail partnership commercial and credit risk team
  • To drive improvements and enhancements to financial forecasting and quarterly budget planning for our retail partnership portfolios that includes modelling KPIs that drive risk adjusted income including income, impairment and assets.
  • Analysis and presentation of financial performance and driving dialogue on areas of P&L underperformance/over performance regularly with P&L Director and Senior commercial managers
  • Analytical lead for FP&A driving optimal decision making through extensive financial and quantitative analysis and modelling partnering commercial and credit risk teams
  • Support valuation and commercial propositions to retail partners and provide regular oversight to cash based returns for the portfolio (vintage profitability / NPV modelling)

    • Modelling and Insight
    • Continually consider new forecast modelling methods, modelling technologies and other state-of-the-art forecast techniques driving customer insight and portfolio risk analytics and be an advocate for their consideration
  • Lead the delivery of analytical support and insight to the wider business, specifically the commercial and risk teams.
  • Automation and re-build of monthly and quarterly forecast models to make them more efficient (speed of delivery), accurate and fit for scenario planning
  • Support development of cash flow models for use across Treasury related functions
  • Provide commercial insight into areas of underperformance on Risk adjusted income and regularly present proposed corrective actions to senior management

The Successful Applicant


  • Relevant experience of at least 5 years in a Data Analysis/FP&A role in financial services for unsecured loans or credit cards.
  • Ability to generate commercial insight from raw data
  • Strong SAS /SQL / advanced Excel Skills (incl. statistical and reference functions, etc.)
  • Strong presentation and communication skills, including the ability to present information in a clear and concise fashion.

At least a 2.1 degree in a highly numerical discipline such as Economics, Operations research


  • Proven skills in the application of forecasting methodologies and how and when to apply them (including regression and time series models), their limitations and associated quality measures
  • Knowledge and experience in econometric modelling or portfolio loss forecasting/IFRS will be an added advantage
  • FP&A background in unsecured loans / credit cards
  • Accountancy degree with proven experience operating in a manager role

What's on Offer

Exciting new opportunity as a Senior Specialist Forecasting and Analysis position, within the financial industry. London Based role - Reporting into the Head of Forecasting. Competitive salary + Benefits.

Great career progression and top tiered training.

Apply for this job

Click the Apply or LinkedIn button below or contact Katie Coby on +44 207 776 5954 quoting job reference 13742258
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