Financial Analyst

Role purpose

Reporting and data analysis

• Produce Engineering Project Summary reports using Excel and project data to validate costs, analyse performance and support accurate fee and turnover forecasts.
• Prepare business information booklets, financial reports, invoices and year-end information for Operations clients; reconcile figures and investigate variances.
• Produce monthly cost and time-writing reports for internal and external accounts, checking completeness and resolving discrepancies.

Forecasting and administration

• Maintain cost, turnover and fee forecasting models, working with project managers to test assumptions, explain variances, identify trends and keep forecasts current.
• Coordinate the rolling five-year plan by consolidating budget-holder submissions, testing assumptions with senior stakeholders and modelling future scenarios.
• Maintain job-cost records, set up job numbers, enter budgets, update project data and close completed projects.
• Manage biannual contractual settlements, from data preparation and validation through reconciliation and completion.
• Maintain return-on-investment, depreciation and ACA records for completed capital projects.
• Prepare journals, review overheads and fixed-fee contracts, and support budget entry and financial controls.

Qualifications and experience

• GCSEs or equivalent in Mathematics and English at Grade C/4 or above.
• At least two years of experience in an accounts or finance role.
• At least one year of budgeting and financial forecasting experience.
• Experience preparing, maintaining and reviewing detailed financial reports and spreadsheet-based models.

Skills

• Advanced Microsoft Excel skills, including analysing large datasets and developing and reviewing complex reports and forecasting models.
• Strong analytical and problem-solving skills, attention to detail, and high accuracy.
• Ability to prioritise competing demands, meet deadlines, and work independently and collaboratively.
• Confidence using finance systems, databases and other Microsoft Office applications.

About BPA

• BPA is jointly owned by BP and Shell and has around 180 professionals across the UK.
• The company describes a supportive, collaborative environment and offers training, professional qualifications, mentoring and opportunities to take on new responsibilities.