Performance and Insights Analyst

Performance and Insights Analyst page is loaded## Performance and Insights Analystlocations: Leicester: Hybridtime type: Full timeposted on: Posted Yesterdayjob requisition id: R3403**Performance and Insights Analyst** **Location:** Leicester [hybrid working] **Salary:** Competitive + benefits**Performance and Insights Analyst** to help shape how we measure, report, and improve adviser performance across the Mattioli Woods Group.Working as part of our Consultant Operations team, you’ll play a key role in building robust reporting frameworks, delivering accurate analysis, and providing senior leadership with the insight needed to make informed strategic decisions.This is a great opportunity for someone who thrives on collaboration, enjoys problem-solving, and wants to make a visible impact in a data-driven, growing business.## **What you’ll do*** deliver accurate and timely performance reporting across key financial and operational metrics* analyse data trends, highlight variances, and provide clear commentary to support decision-making* build and maintain Power BI dashboards and Excel reporting tools that improve efficiency and consistency* partner with Finance and Business Analysis teams to harmonise data and deliver accurate, unified reporting* collaborate with Wealth Management Directors, Consultants, and operational teams to validate data and provide insight that drives business performance* support integration projects by introducing standardised reporting processes and helping new businesses adopt consistent approaches* identify opportunities to streamline reporting, automate manual processes, and enhance overall data accuracy## **Who you are*** experienced analyst with **two-three years** in a finance, business analysis, or data-focused role* strong technical skills in **Microsoft Excel** (modelling, reporting) and proven experience building **Power BI dashboards** from scratch* analytical thinker with strong attention to detail and the ability to turn data into actionable insight* confident communicator who can explain financial and operational data to non-technical audiences* collaborative team player who enjoys improving processes and solving problems.* knowledge of **SQL** and experience within **financial services** would be advantageous### ## **What’s in it for you*** competitive salary and flexible benefits package, including: + Group pension + Life assurance + Income protection + Health cash plan* opportunities for career progression and professional development* hybrid working, with flexibility to attend the office when required* participation in charity and social activities* the chance to shape meaningful reporting and insight across a leading financial services Group### ## **About Mattioli Woods**With decades of experience, Mattioli Woods works with clients to achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.Apply today or contact us for a confidential conversation.### Introduce YourselfIntroduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
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