Data & Reporting Analyst
5 days ago
Company Overview
Pocock Sanders & Co are a client-focused financial planning practice based in Berkhamsted. With over 30 years of experience, we prioritise our clients' outcomes through a proactive, strategic, and disciplined approach that combines financial planning and investment management. Our commitment is to deliver exceptional service and exceed client expectations in customer care.
Summary
We are recruiting for a 'Data Reporting Analyst' position, an exciting opportunity to contribute to our financial services team based in our Berkhamsted offices . You will play a key role in analysing data and generating insights that support our goals, aligning with our mission of delivering outstanding service and strategic advice.
Responsibilities
Develop and maintain comprehensive reports and dashboards using Power BI
- Collaborate with business stakeholders to gather requirements and translate them into effective data solutions.
- Conduct data analysis to identify trends, anomalies, and opportunities for process improvement.
- Manage data projects ensuring timely delivery while maintaining high quality standards.
- Assist in the development of dashboards and visualisations for internal teams and clients.
- Ensure data accuracy, security, and compliance with company policies.
- Document processes and provide training on reporting tools as needed.
Job Types: Full-time, Permanent
Pay: £30,000.00-£40,000.00 per year
Ability to commute/relocate:
- Berkhamsted HP4: reliably commute or plan to relocate before starting work (preferred)
Experience:
- Power BI Reports and Dashboards: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
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