Financial Planning Expert

2 days ago


StratforduponAvon, Warwickshire, United Kingdom This is an IT support group Full time

Company Overview: Our client is a fast-growing service business that values innovation, collaboration, and commitment. They have earned a strong reputation in the industry by delivering high-quality services to their customers.

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Job Summary: We are seeking an experienced Finance Analyst to join our team. The successful candidate will be responsible for producing weekly and monthly sales and margin analysis packs, delivering rolling sales forecasts, and leading projects that develop new MI tools and dashboards.

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Responsibilities:

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  • Implement and maintain weekly and monthly sales and margin analysis pack for the group
  • Creation of Power BI dashboards to encompass KPI and reporting objectives for the year
  • Own the team's automation roadmap of key reports, working closely with wider finance teams and IT to deliver practical solutions that improve accuracy, insight, and usability whilst saving hours that can be utilised for more value-add activities

Requirements:

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  • Proficient in the use of Microsoft Power Query and Power BI technologies and comfortable working with multiple data sets simultaneously
  • Ability to communicate effectively, demonstrating emotional intelligence skills
  • Able to present detailed financial analysis clearly to both finance and non-finance colleagues
  • A clear understanding of when to deliver detailed analysis vs summarised data to the audience
  • Advanced Excel coupled with data modelling skills

Benefits: This role offers a competitive salary range of £65,000-£70,000 per annum, along with a dynamic work environment and opportunities for professional growth.



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