Commercial Analyst

Key Objectives/ Deliverables

The role involves working closely with both internal and external stakeholders across Delivery, Finance, HR, Sales, and Audit. A core responsibility is developing advanced Excel dashboards to present meaningful project data, helping drive decisions and performance tracking across various departments.

This position requires a strong financial understanding, including management accounts, cost and revenue recognition, and general ledger & journal adjustments. You will be responsible for monitoring project data, producing management information, and maintaining up-to-date dashboards that highlight Key Performance Indicators (KPIs) and key project insights.

You will manage a varied workload, so the ability to prioritize tasks and balance competing demands is essential. Strong communication and collaboration skills will be crucial in engaging with various departments and stakeholders.

Summary of some Key responsibilities below:

1. Responsibilities –
   
   Commercial – Sales Revenue
   
   Develop and manage Excel dashboards to track project sales invoicing within Sage.
   
   Reconcile Sales data with Revenue sheets and ensure accurate invoicing for each project month.
   
   Monitor and update revenue recognition accruals for work done but not invoiced during the period.
   
   Project Costs & Budget Control
   
   Approve Project Request Forms (PRFs) and compare costs with pre-sales and delivery budgeted amounts.
   
   Oversee project supplier invoices and approve contractor invoices with the Accounts Assistant.
   
   Review contractor accruals for project entries and manage project manpower cost tracking.
   
   Approve supplier purchase orders (PO) and AP invoices pending PO for accurate accruals.
   
   Project Financials
   
   Use Excel dashboards and spreadsheets to monitor and ensure accurate project accounts.
   
   Highlight discrepancies and recommend project cost adjustments when necessary.
   
   Maintain detailed project and margin tables for commercial review.
   
   Work with project managers to advise on actual project costs and progress.
   
   Keep and file customer agreements with D&B checks for transparency.
   
   Sales Ledger Collections & Forecasting
   
   Track sales receipts, allocate them correctly within Sage, and update Excel trackers for aged debtors.
   
   Ensure smooth debtor collections and reconcile factoring availability with Sage records.
   
   Forecast expected debtor collections and factoring.
   
   
2. Person Specifications
   
   Expertise in Excel, with a focus on developing and maintaining dashboards that provide actionable project insights and KPIs.
   
   Proficiency in Power BI for advanced data visualization, reporting, and dashboard development.
   
   Strong numerical and analytical skills to manage complex financial data, costs, and revenue recognition.
   
   Ability to see the big picture and connect the dots between various project data and financial metrics.
   
   Experience in automating processes and improving efficiencies through Excel, Power BI, or other tools.
   
   Familiarity with Microsoft 365 suite and its applications for reporting and tracking.
   
   Excellent time management and organizational skills with the ability to prioritize tasks effectively.
   
   Ability to work both independently and as part of a team, contributing to wider team goals.
   
   High attention to detail and a methodical, consistent approach to project management.
   
   Strong interpersonal skills for maintaining good customer/supplier relationships.
   
   Familiarity with contracting principles and their application in project finance.
   
   Experience in sales/purchase order processing and managing project financial data