Senior Data Analyst – Financial Planning and Analysis at Robert Walters

• This role offers an exciting opportunity for someone with strong analytical skills, a passion for data, and an interest in financial planning. The successful candidate will play a critical role in analysing financial data, creating insightful reports, and supporting decision-making processes.
• Ideally our client is looking for someone who's career started within Finance, and then developed into a data career.

Key qualifications and experience for the Senior Data Analyst – Financial Planning & Analysis:

• Bachelor’s degree in finance, Accounting, Economics, Data Science, or a related field.
• 2–4 years of experience in financial analysis, FP&A, or a related data analyst role.
• Strong understanding of accounting concepts at a transactional/detail level - NB
• Proficiency in Excel (advanced level), including financial functions and pivot tables.
• Proficiency with data visualisation toolssuch as Power BI or Tableau.
• Familiarity with SQL for querying databases.
• Knowledge of financial planning software, ERP systems (e.g., Workday, SAP, Oracle).
• Working with previous PE backed organisations (advantageous)

Key duties for the Senior Data Analyst – Financial Planning & Analysis include but are not limited to:

• Data Collection and Analysis:Extract, cleanse, and analyse financial and operational data, and identify trends and anomalies in data sets to support forecasting and budgeting.
• Financial Modelling and Forecasting:Build and maintain financial models to assist with budgeting, forecasting, and scenario planning. Support the FP&A team in evaluating business performance.
• Reporting and Visualisation: Create dashboards and reports to communicate key financial insights to stakeholders and present data in visually compelling formats using PowerBI, Tableau or Excel.
• Performance Monitoring:Track KPIs and provide variance analysis against budgets and forecasts.
• Collaboration: Work closely with cross-functional teams (e.g., Finance, HR & Operations) to gather data and align on business goals.
• Process Improvement: Automate reporting and improve data workflows.

Key personal skills for a successful Senior Data Analyst – Financial Planning & Analysis:

• Strong quantitative problem-solving abilities.
• Ability to present complex data clearly to non-technical audiences.
• Ability to manage multiple tasks, prioritise, meet deadlines in a fast-paced environment.