Retention Finance Manager

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Job Introduction

Join Our Team as a Retention Finance Manager - Drive Growth & Strategic Success!

Competitive Package

Location: Birmingham - B45 9PZ

We are looking for a Retention Finance Manager to join our dynamic team, helping to shape the future of our client retention strategies and business growth. This newly created role offers the opportunity to work alongside sector finance, sales, and retention teams to develop compelling financial models and drive strategic decision-making.

This is your chance to be at the forefront of business retention efforts, minimizing competitive tender risks and delivering financially sound proposals that balance client value with business sustainability.

Key Responsibilities

• Develop and refine commercial models for client retention proposals.
• Work closely with Finance Business Partners and Sector Teams to estimate, review, and challenge retention requirements.
• Provide commercial options and scenario planning to create financially sustainable and attractive client proposals.
• Manage and accurately populate financial sign-off documentation and submissions.
• Own the bid timeline, ensuring deadlines are met for data collation, modelling, and stakeholder reviews.
• Conduct post-investment appraisals to extract lessons learned and refine future retention strategies.
• Build strong relationships with key stakeholders across finance, sales, and operational teams.
• Provide commercial insights and present financial strategies in client-facing meetings and site visits.

What We're Looking For
Essential Skills & Experience

• Qualified Accountant or part-qualified (CIMA/ACCA/ACA) with experience in commercial finance or accounting.
• Strong commercial awareness, including scenario planning capabilities.
• Advanced financial modelling and Excel skills.
• Proven ability to business partner with non-finance professionals.
• Excellent communication skills and attention to detail.
• Confidence to challenge senior management and drive strategic decision-making.
• Ability to manage workloads efficiently and meet deadlines under pressure.
• Process-oriented with a disciplined approach to accuracy and documentation.

Why Join Us?

• Be a key player in shaping business retention and growth strategies.
• Work in a collaborative and high-impact environment.
• Opportunity to engage with senior stakeholders and contribute to executive decision-making.

Benefits Package

• Private Medical Insurance
• Aviva DigiCare+ - Annual Health Check, Digital GP, Mental Health Consultations, Nutritional Consultations, Second Medical Opinion
• Exclusive Benefits & Wellbeing site (Perks at Work)
• Free meals when on-site
• Employee Assistance Programme
• Holiday Purchase Scheme

This is an exciting opportunity for an ambitious finance professional who wants to play a critical role in business retention and commercial success. If you're ready to take on this challenge, apply today!