Finance Analyst- Financial Planning

3 weeks ago

Lytham Lancashire, United Kingdom Corbenyah Limited Full time €40,000 - €45,000

Finance MI Analyst - £40-45k p/a Corbenyah Ltd, Lytham St. Our portfolio includes investments in: Health & Leisure, Sustainability and Commercial Property Development.

This position sits within our core team at Head Office (Lytham St Anne's) reporting to the CFO.
We are looking for an analytical individual with a solid background in finance (CIMA/ACCA) to deliver regular MI (Management Information) updates covering the full portfolio of Corbenyah's investments and projects. You will work directly with the wider finance team and project leads of all businesses within the group to gather, validate and challenge business process information and financial/operational data. You will then create and present insight, KPIs and consumable dashboard information to our senior management team – allowing for strategic data driven decision making and improved operational efficiencies.

The MI Analyst will be responsible for collecting, analyzing, and reporting on financial and operational data to provide insights that support strategic decision-making. The role involves working closely with various departments to ensure accurate data collection and effective reporting mechanisms.

Data Collection and Management:
Gather data proactively from various internal business areas.
Ensure the accuracy, integrity, and consistency of data.
Manage and maintain databases and data systems.
Data Analysis:
Analyze financial data to identify trends, patterns, and anomalies.
Perform variance analysis and identify the root causes of discrepancies.
Develop and implement data models and analytical frameworks.
Create and maintain dashboards, reports, and visualizations using tools such as Tableau, Power BI, or Excel.
Prepare regular and ad-hoc reports for senior management and stakeholders.
Work closely with finance, operations, and other departments to understand their data needs.
Provide analytical support for strategic initiatives and projects.
Communicate effectively with non-technical stakeholders to convey complex data insights.
Stay updated with industry trends and best practices in data analysis and reporting.
Implement new tools and technologies to enhance data analysis capabilities.

Bachelor’s degree in Finance, Economics, Data Science, Statistics, or a related field.

Proficiency in data analysis and visualization tools (e.g., Tableau, Power BI, Excel).
Strong knowledge of SQL and database management.
Experience with statistical analysis software (e.g., R, Python) is advantageous.
Familiarity with financial modeling and forecasting techniques.
Ability to interpret complex data and generate actionable insights.
Ability to present data in a clear and compelling way to non-technical audiences.
Minimum of 3-5 years of experience in a data analysis role, preferably within the finance sector.
Strong business acumen and understanding of financial principles.
Highly organized with the ability to manage multiple tasks and projects simultaneously.
Performance Indicators:
Quality and impact of insights provided to support decision-making.
Efficiency in data collection and reporting processes.
The company is committed to equal employment opportunities regardless of age, sexual orientation, gender, pregnancy, religion, nationality, ethnic origin, disability, medical history, skin colour, marital status, genetic information or parental status.

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