Commercial Finance Lead, BI

Role Overview

• Stakeholder partnership: Build strong relationships with senior managers, understand their functions, and become a trusted advisor
• Insight generation: Interpret complex data sources to produce meaningful business insights. You won't just report the ‘what’; you will explain the ‘why’ and the ‘what next?’
• Business cases: Evaluate efficiency initiatives and commercial opportunities with a targeted focus on driving ROI
• Forecasting/Budgeting: partnering with our co-founders and VP Operations, generate reliable, data-driven forecasts whilst proactively challenging assumptions
• Formal reporting: Lead the month-end and year-end process in partnership with our outsourced accountant, ensuring a high level of accuracy and helping the Exec and Board understand their performance through data
• Cash management, payments and forecasting: Lead on our cash management and payments, including payroll and suppliers
• Setup: Partner with our VP of Engineering to ensure robust data pipelines from our Data Warehouse
• Internal reporting: Support all functions with commercial and operational data
• External reporting: Ensure Paloma delivers all NHS reporting on time to a high standard
• Mentoring; Support in the coaching and development of your team, providing direction and leadership to them in their career development
• Continuous Improvement; Being an advocate for challenging the status quo, relishing the challenge of optimising workflows and creative in your approach to maximising time spent on value-add topics

Requirements

• A qualified accountant with 3 years of post-qualification experience
• Proven experience in a fast-paced environment managing simultaneous deadlines
• Demonstrated business impact, for example, coaching leaders to achieve budgets
• An aptitude for managing large/complex datasets – a good working knowledge of Google Workspace tools is required, whilst SQL exposure would be advantageous
• The independent right to work in the UK, as we're unfortunately unable to provide sponsorship at this time
• Experience in tech-enabled healthcare services

Tech Stack

• SQL

Benefits

• Salary of £85,000 per year
• Annual salary reviews, ensuring they are competitive
• 5% employer pension contribution
• Equity compensation through Share Options in Paloma Health
• Private Medical Insurance and Employee Assistance Programme
• Home Office Equipment Allowance
• Professional Registration Fees Allowance
• 37 days of annual leave. This is 28 standard days, plus eight bank holidays, plus your birthday off.
• Option to buy an additional 5 days per year (giving a maximum of 42 days)
• Where required, 2 days per year of special leave, for events that can happen in life, whether personal or family-related
• A premium performance company laptop
• NHS discounts, including the Blue Light Card (as we are an NHS provider)