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About the Role

We are seeking an experienced Commercial Finance & Analytics Lead to deliver financial modelling and data analytics projects, initially with a valuation focus and a mix of public and private sector clients. The role will expand into asset management, dashboard creation, data mining for new opportunities, and investment and development cash flows. This is a highly client-facing role requiring strong commercial judgment, technical credibility, and the ability to influence senior stakeholders.

Responsibilities

Lead complex financial modelling, forecasting and portfolio analytics
Translate complex financial and data outputs into clear, client-ready insight
Help stand up, shape and connect analytics, finance and data capability across the business
Over time, expand the role across Advisory and the wider firm
Help establish and shape an embedded analytics capability within VAIA
Act as a senior analytical presence in high value, complex client engagements
Improve how analytics, modelling and visualisation are used across client deliverables
Develop repeatable analytical approaches while retaining flexibility for bespoke client needs
Identify opportunities for data led process improvement and efficiency
Lead and deliver financial forecasting, reconciliation and performance analysis for complex assets and portfolios
Build, own and enhance cash flow models incorporating debt, equity and scenario testing
Deliver portfolio level valuation, forecasting and reconciliation work, including affordable housing and investment assets
Translate complex financial and data analysis into clear, commercially relevant insight for clients
Present dashboards, models and findings to a range of audiences, including senior client stakeholders
Work closely with Strategic Advisory and Transactions teams on major mandates
Connect existing analysts and data specialists across teams to reduce duplication and increase impact
Act as a trusted analytical partner to Partners, Associates and senior stakeholders across the firm
Extract, cleanse and interpret financial data from property management and accounting systems
Present analysis visually using charts, tables and tools such as Power BI
Verify and interpret market data and trends to support strategic advice
Improve how analytics and visualisation are used in client deliverables
Identify opportunities for data led process improvement and efficiency
Help develop repeatable, scalable analytical approaches while retaining flexibility for bespoke client needs

Requirements

High attention to detail with a commercial, solutions focused mindset
Strong financial analysis background (property, finance, accountancy or business partnering)
Experience with Power BI, data visualisation or automation (e.g. VBA)
Exposure to property, infrastructure, regeneration or public sector assets
Experience helping shape or grow analytics capability or teams
Advanced Excel capability, including complex cash flow and forecasting models
Proven ability to explain complex financial and analytical concepts clearly
Experience working with large, complex data sets and financial systems
Strong stakeholder management and client facing skills

Skills

Power BI
Data visualisation
Automation (e.g. VBA)
Advanced Excel
Complex cash flow modelling
Forecasting
Financial analysis
Data mining
Stakeholder management
Client facing skills

Location

Work Type

Full-time

Experience Level

Experienced

Education Level

Professional qualification such as MRICS, CIMA or similar (Desirable)

About the Company

Montagu Evans is a UK property consultancy that helps clients unlock value from complexity.
Our purpose is to bring clarity, creativity, and conviction to the complex.
We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight.
We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.