Senior Financial Analyst (UK) Evoke

Posted 7 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Senior level
AdTech • Healthtech • Marketing Tech
The Role
Owns monthly financial reporting for assigned agencies or business units, ensuring accurate P&L, balance sheet, KPI, and management reporting. Leads forecasting, budgeting, financial modeling, scenario analysis, profitability analysis, and business-case development. Investigates variances, provides commercial insights and recommendations, and supports strategic decisions. The role also improves reporting automation, dashboards, financial data quality, and planning processes while partnering with finance teams and business leadership in a global matrix environment.
Summary Generated by Built In
Senior Financial AnalystAbout Inizio

Inizio is a global partner with over 10,500 experts operating in more than 50 countries. We support health and life science companies by turning science into strategy and executing across the product and patient journey.

Role Overview

The Senior Financial Analyst provides advanced financial analysis, reporting and commercial insight to support strategic and operational decision-making across the business. Working closely with Finance Business Partners, agency leadership, Divisional FP&A and Global Finance Services, the role owns the end-to-end financial reporting package for assigned agencies or business units, ensuring reporting is accurate, insightful and delivered on time.
The Senior Financial Analyst has accountability for the integrity, quality and delivery of the complete management reporting package, providing meaningful insight that supports business performance and decision-making.

Here's what you'll be doingFinancial Reporting & Ownership
  • Own the monthly financial reporting package for assigned agencies or business units.
  • Ensure the completeness, accuracy and integrity of financial reporting, including P&L, balance sheet and key performance metrics.
  • Produce insightful monthly, quarterly and ad hoc management reports for business leadership.
  • Review financial information prepared by Global Finance Services and Financial Analysts, ensuring reporting quality and consistency.
  • Deliver commentary explaining financial performance, risks, opportunities and key business drivers.
Forecasting & Planning
  • Lead forecasting activities for revenue, margin, utilisation, headcount and operating expenses for assigned entities.
  • Support Finance Business Partners through budgeting and forecasting cycles.
  • Develop financial models and scenario analysis to support commercial decisions.
  • Prepare business cases and investment analysis where required.
Business Insight & Performance Analysis
  • Analyse profitability by client, project and business unit.
  • Investigate financial variances and identify underlying performance drivers.
  • Provide actionable recommendations to improve financial performance.
  • Support commercial decision-making through robust financial analysis.
Continuous Improvement
  • Improve reporting quality, automation and planning processes.
  • Enhance reporting tools, dashboards and financial models.
  • Drive improvements in financial data quality and reporting efficiency.
Here's what you'll needQualifications & Experience
  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Administration or related discipline.
  • 5–8 years' experience in financial reporting, forecasting, budgeting and financial analysis.
  • Experience within professional services, consulting or project-based environments preferred.
  • Professional accounting qualification (ACA, ACCA, CIMA or equivalent) desirable but not essential.
Financial & Technical Expertise
  • Advanced Excel and financial modelling skills.
  • Strong understanding of budgeting, forecasting and profitability analysis.
  • Experience with ERP systems and reporting platforms; Power BI or Tableau experience is advantageous.
Stakeholder Management
  • Ability to communicate complex financial information clearly to finance and non-finance stakeholders.
  • Strong relationship-building and business partnering skills.
  • Comfortable working within a global matrix organisation.
Performance & Ways of Working
  • Excellent attention to detail and commitment to data integrity.
  • Strong organisational skills with the ability to manage competing priorities.
  • Collaborative, proactive and continuous improvement mindset.
Our Pledge

At Inizio, we value inclusivity, recognize the power of diversity, and inspire the next generation of change-makers. We are an equal opportunities employer and are committed to creating a dynamic work environment that values diversity, equity and inclusion.

Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.

Skills Required

  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Business Administration, or a related discipline
  • 5–8 years of experience in financial reporting, forecasting, budgeting, and financial analysis
  • Experience within professional services, consulting, or project-based environments
  • Professional accounting qualification such as ACA, ACCA, CIMA, or equivalent
  • Advanced Excel and financial modeling skills
  • Strong understanding of budgeting, forecasting, and profitability analysis
  • Experience with ERP systems and reporting platforms
  • Power BI or Tableau experience
  • Ability to communicate complex financial information clearly to finance and non-finance stakeholders
  • Strong relationship-building and business partnering skills
  • Ability to work within a global matrix organization
  • Excellent attention to detail and commitment to data integrity
  • Strong organizational skills and ability to manage competing priorities

Inizio Evoke Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Inizio Evoke and has not been reviewed or approved by Inizio Evoke.

  • Healthcare Strength Medical, dental, and vision coverage are complemented by telehealth access and free behavioral health counseling. Wellness incentives and navigation support, plus options like orthodontic coverage, infertility benefits, and pet insurance, broaden the care suite.
  • Retirement Support A 401(k) with company matching and an additional discretionary annual contribution is available. Company-provided life and AD&D insurance and tax-advantaged accounts further reinforce financial security.
  • Leave & Time Off Breadth Flexible time off and hybrid/dynamic working are emphasized. Paid leaves, including parental and military leave, and an 8‑week paid maternity leave that can be extended by two weeks for eligible employees, cover key life events.

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The Company
HQ: Philadelphia, PA
1,059 Employees
Year Founded: 2006

What We Do

Inizio Evoke is a global health marketing, communications, and transformation platform unlocking growth through data-driven insights and human centricity. We are purpose-built to make Health more human™. With core expertise and specialty brands in Marketing, Comms, Transformation, Access, and Media, we serve as a premier partner for the world's most ambitious healthcare organizations. Inizio Evoke is an Inizio company. Inizio helps clients navigate their clinical development and commercialization journey by connecting best-in-class scientific knowledge, market intelligence, actionable data, cutting-edge technology, communication, and creative execution

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