Trading & Forecast Analyst

• Job advert The role: Trading and Forecast Analyst, London Location: London, Hybrid – 3 days in the office & 2 days at home Contract: Full time, 37.5 hrs per week Package: competitive base salary This role combines commercial acumen, analytical expertise, and business process insight to support and enhance the performance of the Learning business. The successful candidate will play a key role in forecasting trading performance, analysing pipeline data, and delivering actionable insights to drive strategic decision-making. Key Responsibilities • Analyse and report on pipeline drivers and conversion to invoicing using Salesforce and other data sources. • Identify and address root causes of inaccuracies in trading forecasts, collaborating with cross-functional teams to resolve or mitigate issues. • Contribute to the improvement of business processes that underpin forecasting (from leads to opportunities to invoicing). • Provide insights from pipeline and forecast data to highlight trends, risks, and opportunities, feeding back to Sales and other teams to improve performance. • Develop new visualisation methods to uncover hidden trends and performance issues. • Undertake ad hoc commercial analysis and scenario modelling as requested by the Learning CFO, Group CFO, or other senior stakeholders. • Build strong working relationships with Sales Operations, Sales Management, FP&A, BI, and other Finance and support teams. Experience & Skills • Experience working with CRM data and managing large datasets; Salesforce experience preferred. • Strong analytical skills with the ability to translate data into actionable insights. • Experience in business process design or improvement is desirable. • High attention to detail with solid problem-solving capabilities. • Excellent data visualisation skills. • Advanced proficiency in Excel and PowerPoint; Power BI experience is a plus. • Clear and confident communicator, both written and verbal. Key Competencies • Analytical and inquisitive mindset with a drive to challenge the status quo. • Enthusiasm for using insights to deliver financial and operational improvements. • Strong project management and organisational skills. • Adaptability to shifting priorities and business needs. • Effective influencer with strong stakeholder engagement skills. • Passionate about improving commercial outcomes through evidence-based decision-making. Keyboard Shortcuts • F9 - Move focus from the edit area to the Footer Toolbar • F10 - Move focus from the edit area to the first toolbar button • Shift + TAB - Move focus from the edit area to the last toolbar button