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Investment reporting

Blackburn
Whitaker Smith Recruitment
Reporter
Posted: 8 November
Offer description

Investment Reporting & Analysis Manager

Based: Blackburn – hybrid & flexible hours

Salary: highly dependent on experience + benefits + progression

I am working with a high-growth business creating a brand new Investment Reporting & Analysis role to support their continued growth, numerous internal & external projects offering a excellent opportunity for exposure & progression to whoever joins. This role will work closely with the CFO & CEO deep diving into complex financial models and creating reports & presentations. You will own the analysis, create & develop financial models to aid high-level decision making

Role:

* Provide clear, insightful analysis to support strategic decisions and investment appraisals
* Lead the annual budget and forecast cycle, ensuring alignment with Group plans and investor expectations
* Prepare high-quality packs and presentations articulating risks, sensitivities, and value drivers
* Review and challenge complex financial models changing & developing in line with business need
* Bridge technical and financial data — translating performance metrics into financial outcomes
* Monitor and update key performance metrics across the portfolio
* Produce accurate and timely investor reports, meeting all debt covenant and funding requirements
* Strengthen financial processes, documentation, and reporting consistency across the Group
* Support statutory reporting and contribute to maintaining PLC-level governance standards
* Act as a trusted liaison for investors and external advisors on performance and project updates

Experience:

* Qualified accountant ACA, ACCA, CIMA
* Experience from within Corporate Finance or Transaction Services looking for an exciting industry move OR someone with exceptionally strong modelling experience
* PLC reporting exposure desirable but not essential
* Advanced financial modelling skills are ESSENTIAL. You must be able to build, review and interrogate models to deliver information to the board

If you are looking for a unique opportunity offering excellent exposure, progression & autonomy apply now

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