The Portfolio Group
Commercial Accounts Assistant
An exciting opportunity has arisen for a detail-driven Commercial Accounts Assistant to play a key role in delivering accurate and insightful sales reporting and analysis. In this role, you'll work closely with the Commercial Finance Manager, the wider finance function, sales, and operational teams to support informed decision-making and ensure financial processes run efficiently.
What you'll be doing
- Maintaining and improving the accuracy of sales data, ensuring it can be used to set commission rates and track performance at both team and individual level.
- Carrying out data reconciliations between systems to ensure daily sales, lead sources, and contract details are accurate.
- Supporting pricing and bid processes to ensure commercial viability.
- Producing regular reports on commercial and operational performance, highlighting trends and identifying risks and opportunities.
- Assisting in budget setting, quarterly forecasting, and revenue analysis, including detailed commission calculations and variance commentary.
- Working with management accounts, payroll, and commissions teams to ensure all revenue and commission costs are captured and paid accurately.
- Partnering with sales, support, and operational teams to streamline processes and improve efficiency.
What we're looking for
- Part-qualified accountant (ACCA, CIMA, or ACA) or working towards qualification.
- Strong analytical skills and excellent attention to detail.
- A confident self-starter with solid commercial awareness.
- Ability to manage multiple priorities under tight deadlines.
- Advanced Excel skills, able to manipulate and present large data sets.
- Strong communicator, able to build positive relationships across teams.
What's in it for you
You'll be joining a fast-paced, supportive environment where your insights will help shape business decisions. You'll be given excellent opportunities for career progression, and the chance to develop your skills as you work towards your qualification.
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The Portfolio Group are acting on behalf of our client in recruiting for this position.
To apply for this job please visit www.reed.co.uk.
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