Investment Business Analyst

2 weeks ago

Perth Perth amp Kinross, United Kingdom Robert Half Full time

Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. Castle Water is one of the fastest growing and most successful companies in the utilities sector. Castle Water aims to deliver the best customer service in the sector. Creating positive interactions in the workplace and between our employees and our customers will help ensure our company continues to draw new and retain existing customers. Not only have we just achieved our 15,000th 5* Trust Pilot review, but we are also winners of the recent Customer Service Excellence Award for the Perthshire Chamber of Commerce Business Star Awards.

Castle Water has a track record of providing excellent customer service, and of developing innovative approaches to utility supply. We have more 5* reviews on Trustpilot than all other water retailers combined. Our head office is based in Blairgowrie, Perthshire, within easy commuting distance of both Perth and Dundee. We are embedded in the local community and participate in many local events and activities.

We also have offices in London (Brentford – a short drive from Heathrow) and in Ayr, Ayrshire.


The Business & Financial Investment Analyst will work as a member of the company’s Finance Team, while also having a direct reporting line to the primary investor. The main responsibilities will include responsibility for analysing operating and/or financial data to produce financial and/or operating analysis to identify areas for improvement and assisting in/developing strategies to enhance efficiency and productivity; You will work as a member of Castle Water’s Finance team while also having a direct reporting line to
Understand and model behaviours on company values and adhere to all regulatory requirements.
Analysis: Producing financial and/or operational insights and analysis from large data extracts including statistical analysis where analysis includes consideration of competitive landscape, operational change, regulatory change or the macroenvironment.
Reporting and monitoring: dashboards) to monitor operating or financial metrics against benchmarks, monitor performance and reporting thereon.
Producing benchmarks to report against from historical data, industry peers or market data.

High Proficiency in Microsoft Excel, Office, Power BI and a number of the following would be desirable Python coding, R Databases, SQL, Alteryx.

Compliance

Understands regulatory requirements and the company code of ethics and applies these to all tasks.
Undertakes all mandatory training required by the company including GDPR, Equality & Diversity.
Undertaking continuous professional development
Excellent academic record with Bachelor’s degree (or equivalent) in Finance, Business, Accounting or relevant accounting qualification, CA, ACA, ACCA or Cima.
High proficiency in data analysis tools and techniques and financial modelling.
Preferably experience within the water sector or other utility related industries (or dealing with large volumes of customer data).
High Proficiency in Microsoft Excel, Office, Power BI and a number of the following would be desirable Python coding, R Databases, SQL, Alteryx.

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