1. Reporting, Analysis and Month-End Support
• Support the finance team during month-end close and other key reporting deadlines.
• Prepare and update regular reports for revenue, margin and key KPIs using established
templates.
• Perform variance analysis (actuals vs budget/forecast), identify and summarize key
drivers, and escalate issues where required.
• Respond to ad hoc data requests using Excel and finance systems.
2. Commercial Calculations and Controls
• Maintain trackers and supporting schedules for commissions, rebates, incentives or
other commercial arrangements as required.
• Perform regular calculations using agreed rules and templates, ensure outputs are
audit-traceable, reconcile where required and resolve straightforward queries.
• Maintain clear documentation of commercial rules and assist with testing changes to
plans or structures.
3. Pricing and Commercial Support
• Maintain pricing sheets, rate cards and documented summaries of approved pricing,
discounts and commercial terms.
• Update pricing models for new products, locations or customer agreements as directed.
• Perform margin and pricing analysis by customer, product or channel to support
commercial decision-making.
4. Forecasting and Budgeting Support
• Assist in the annual budgeting and periodic re-forecasting processes by updating
templates with the latest actuals and assumptions.
• Load budgets and forecasts into reporting systems and validate data for accuracy and
completeness.
• Maintain rolling forecast files and supporting schedules under direction of the finance
team.
5. Business Partnering
• Provide first-line finance support to sales, operations and other teams on routine
queries.
• Explain results and reports in clear, non-technical language, escalating more complex
matters as required.
• Attend key team meetings to understand upcoming activity that may impact revenue,
costs or commercial arrangements and communicate relevant insights to finance.
6. Data, Systems and Process
• Maintain key finance and commercial data to ensure system accuracy and consistency.
• Maintain appropriate version control and documentation standards across finance files.
• Assist in improving spreadsheets, templates and basic controls relating to reporting and
commercial processes.
• Support implementation or enhancement of reporting tools led by the finance team.
