Senior / Lead Project Finance Analyst (Portfolio)

Job Description

Role purpose Own project finance support for a portfolio and build/standardise the core processes for forecasting, revenue accruals, change control and performance reporting. Partner with PMs/Operations and work effectively with limited or imperfect data, improving quality and governance over time. Key responsibilities

• Lead monthly forecasting and reviews: revenue, cost-to-complete (ETC), margin, risks/opportunities; produce variance bridges and document assumptions.
• Own the month-end timetable for the portfolio (cut-offs, checks, sign-offs) and deliver outputs on time.
• Support resource management/capacity planning: connect resourcing plans and hours to financial forecasts; quantify delivery and margin risks early.
• Perform revenue accrual reviews and reconciliations where possible (timesheets, project systems, invoicing); maintain clear movement bridges.
• Drive change order discipline: identify out-of-scope work, maintain a change order tracker, support pricing inputs, ensure forecasts reflect approved scope and contract terms.
• Review contracts and amendments for financial implications (rates, billing models, caps, pass-throughs, invoicing triggers).
• Build and maintain portfolio KPIs and dashboards (Power BI preferred; Excel/Power Query acceptable) with project-level drill-downs.
• Create templates/SOPs and deliver training/coaching to PMs and stakeholders to strengthen finance partnering and forecasting discipline.
• Maintain an audit trail for forecast changes, accrual movements and change orders (what changed, why, evidence).
• Provide ad hoc commercial insight (margin leakage, backlog coverage, billing blockers/unbilled exposure).
• Provide ad hoc finance and performance analysis to support cross-functional requests (e.g., Sales, Operations, HR, Executive), as agreed with the Commercial Finance Director, while maintaining month-end and forecasting priorities.

Must-have experience and skills

• Strong project finance experience in a project-delivery environment (CRO/professional services/consulting/tech services).
• Advanced Excel (model building, pivots; Power Query strongly preferred).
• Comfortable working with incomplete data and building practical controls, definitions and processes.
• Strong stakeholder management: able to challenge constructively and influence non-finance teams.
• Clear spoken and written English (daily interaction with UK stakeholders).
• Flexible working to provide overlap with the UK time zone (regular meetings and month-end cycles).
• High ownership and prioritisation: operate independently as the sole analyst; escalate issues with options and recommendations.
• Strong prioritisation skills: able to balance month-end/forecasting deliverables with ad hoc requests, communicating trade-offs clearly.

Nice-to-haves

• Power BI (data modelling, measures, drill-down dashboards).
• Experience with change control and commercial models (T&M, fixed price, blended rates, pass-throughs) and WIP concepts.
• Smartsheet (or similar tracking tools) experience.

Veramed is a B Corp accredited company which means that we use the power of business to build a more inclusive and sustainable economy meeting the highest verified standards of social and environmental performance, transparency, and accountability.

As an organisation that has people at the heart of it, Veramed is committed to creating a diverse environment and is proud to be an equal opportunities employer. We foster a working culture where employees have integrity, honesty and respect for one another without regard to race, national origin, religion, gender identity or expression, sexual orientation or disability. All qualified applicants will receive equal consideration for employment.