Finance BI / Analytics - Senior Analyst

We're helping a Mid Sized Wealth / Investment Manager hire a Finance BI & DA Senior Analyst. They are creating a capability that will help the business leverage data to provide insights and enhance decisions.

The Role:

Business Intelligence & Automation:

• Develop and manage BI dashboards (e.g., Power BI, Tableau) to track performance and enhance data visibility.
• Automate routine reporting to improve efficiency and ensure timely insights.

Data Science / Analytics:

• Support and lead data analytics projects, including forecasting and predictive modelling.
• Work closely with the BI & Data Analytics Manager on strategic analytics initiatives.

Data Reporting & Analysis:

• Analyse financial data to identify trends, risks, and opportunities that inform strategic decisions.
• Design and deliver clear, insight-driven reports, dashboards, and KPIs aligned with business goals and regulatory requirements.

Stakeholder Collaboration:

• Partner with finance teams and business stakeholders to provide actionable insights.
• Communicate findings clearly to non-technical audiences, ensuring alignment with strategic objectives.

Required Skills:

• Personal: Proactive, adaptable, and results-focused; committed to data quality and able to perform in fast-paced environments.
• Analytical: Strong analytical skills with expertise in statistical analysis, predictive modelling, and interpreting complex data to deliver actionable insights.
• Communication: Clear and confident communicator with the ability to explain technical concepts to non-technical stakeholders and influence through data-driven insights.
• Technical: Proficient in Alteryx, Power BI, SAP Analytics Cloud; experienced with Snowflake and data modelling; familiarity with R and Python highly desirable.
• Financial Services: Experience working in a Finance firm, preferably Wealth Manager / Private Bank / Hedge Fund.

Required Qualifications:

• Applicable Degree (e.g. Data Analytics, Business Intelligence, Finance, Statistics
• Relevant certifications (e.g. CBIP, CFA, Microsoft Data Analyst).
• 3 years experience in data analytics or business intelligence, preferably within a finance function.