Business and Financial Investment Analyst

2 weeks ago

Blairgowrie and Rattray, 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. Their customers include some of the largest companies and public sector bodies in the UK.

Castle Water aims to deliver the best customer service in the sector. Creating positive interactions in the workplace and between their employees and their customers will help ensure their company continues to draw new and retain existing customers. Not only have thy just achieved their 15,000th 5* Trust Pilot review, but they 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. They have more 5* reviews on Trustpilot than all other water retailers combined. They pride themselves on being transparent and treating customers fairly. Their head office is based in Blairgowrie, Perthshire, within easy commuting distance of both Perth and Dundee. They are embedded in the local community and participate in many local events and activities. They also have offices in London (Brentford - a short drive from Heathrow) and in Ayr, Ayrshire.

The Business & Financial Investment Analyst, which is a newly created role, 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; and, where required, developing reporting to track metrics established from the above strategies.

You will work as a member of Castle Water's Finance team while also having a direct reporting line to the investor.

Company Values

  • Understand and model behaviours on company values and adhere to all regulatory requirements.
  • Ability to work in a high pressure, challenging and fast paced environment, working to tight deadlines.

Role 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 macro environment.
  • Reporting and monitoring: Compile reporting (incl. dashboards) to monitor operating or financial metrics against benchmarks, monitor performance and reporting thereon.
  • Benchmarking: Producing benchmarks to report against from historical data, industry peers or market data.
  • Creating an environment and culture where everyone is or becomes proficient in using key company systems, related to their area of responsibility.
  • High Proficiency in Microsoft Excel, Office, Power BI and a number of the following would be desirable Python coding, R Databases, SQL, Alteryx.
  • 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
  • Taking responsibility for self-development.

Key Skills and Experience:

  • 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 Microsoft Excel, Office, Power BI and a number of the following would be desirable Python coding, R Databases, SQL, Alteryx
  • Strong analytical skills and problem-solving skills.
  • High proficiency in data analysis tools and techniques and financial modelling.
  • Ability to work both independently but also as part of a team, working collaboratively with colleagues.
  • Independent and critical / first principles thinker.
  • Excellent communication and teamwork skills to establish relationships and efficiently engage with internal and external stakeholders.
  • Strong attention to detail.
  • Preferably experience within the water sector or other utility related industries (or dealing with large volumes of customer data).
  • Ability to work under pressure and to meet tight deadlines.

On offer is a highly competitive base salary and benefits package, details of which will be disclosed upon application. The role will offer hybrid working, with the requirement of at least one day in the office per week.

All third party applications will be forwarded to Castle Water's retained advisor, Reggie McMahon.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice

Security alert: scammers are currently targeting jobseekers. Robert Half do not ask candidates for a fee or request candidates to send applications through instant messaging services such as WhatsApp or Telegram. Learn how to protect yourself by visiting our website: gb/en/how-spot-recruitment-scams-and-protect-yourself

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