CareerAddict

Data Analyst - Power BI / SQL (Finance Function)

CV-Library

Posted on May 12, 2026 by CV-Library
Bath, Somerset, United Kingdom
Legal
Immediate Start
£30k - £40k Annual
Full-Time
This leading professional services organisation are looking for a Data Reporting Analyst to support their finance function in the creation of advanced modelling and analytics capabilities. You will collaborate with both the management information and IT development teams to create and maintain a range of reports and dashboards in Power BI to support senior management decisioning and strategy.

Client Details

Leading professional services organisation

Description

This leading professional services organisation are looking for a Data Reporting Analyst to support their finance function in the creation of advanced modelling and analytics capabilities. You will collaborate with both the management information and IT development teams to create and maintain a range of reports and dashboards in Power BI to support senior management decisioning and strategy.

You will work across a range of platforms and applications to extract of data from various sources (using SQL), applying logic and calculations and presentation of the results in a meaningful way. The role will also include an element of modelling in excel, assisting with forecasts and day to day maintenance of the Power BI platform.

Key Responsibilities

Working within the finance team and liaising with other Business Services areas to create and maintain a library of reports
Ongoing maintenance and development of our data visualisation software
Assisting with budget modelling within excel
Need to be able to interrogate and link data from multiple systems and pull together in understandable ways
Look at ways to standardise reporting to enable month on month reporting without need for technical input
Working with the IT development team and external solution providers to understand sources of data and what is available
Work effectively with stakeholders to translate requirements that will inform the implementation of effective and efficient systems and processes
Ensure reporting governance is in place and followed, such as documenting requirements, data staging/treatments and assumptions effectively

Key Skills

Analytical in approach, strong attention to detail, including relating to escalation
Strong communication skills across a wide user base
Experience of producing management information & statistical information
Ability to deal with ambiguity and bring clarity
Advanced Excel including macros and VBA
Previous experience in a reporting role, with experience of working with large/complex data sets
A good working knowledge of SQL
Customer and delivery focused, meeting and exceeding customer expectations
Good knowledge of Power Query / DAX / Power Pivot and Power BI
Accounting experience is highly desirable but not essentialProfile

Analytical in approach, strong attention to detail, including relating to escalation
Strong communication skills across a wide user base
Experience of producing management information & statistical information
Ability to deal with ambiguity and bring clarity
Advanced Excel including macros and VBA
Previous experience in a reporting role, with experience of working with large/complex data sets
A good working knowledge of SQL
Customer and delivery focused, meeting and exceeding customer expectations
Good knowledge of Power Query / DAX / Power Pivot and Power BI
Accounting experience is highly desirable but not essentialJob Offer

Opportunity to enhance analytics capability in a Professional Services company

Opportunity to develop Power BI / SQL skills

Reference: 225100122

https://jobs.careeraddict.com/post/113219277
CV-Library

Data Analyst - Power BI / SQL (Finance Function)

CV-Library

Posted on May 12, 2026 by CV-Library

Print
Bath, Somerset, United Kingdom
Legal
Immediate Start
£30k - £40k Annual
Full-Time
This leading professional services organisation are looking for a Data Reporting Analyst to support their finance function in the creation of advanced modelling and analytics capabilities. You will collaborate with both the management information and IT development teams to create and maintain a range of reports and dashboards in Power BI to support senior management decisioning and strategy.

Client Details

Leading professional services organisation

Description

This leading professional services organisation are looking for a Data Reporting Analyst to support their finance function in the creation of advanced modelling and analytics capabilities. You will collaborate with both the management information and IT development teams to create and maintain a range of reports and dashboards in Power BI to support senior management decisioning and strategy.

You will work across a range of platforms and applications to extract of data from various sources (using SQL), applying logic and calculations and presentation of the results in a meaningful way. The role will also include an element of modelling in excel, assisting with forecasts and day to day maintenance of the Power BI platform.

Key Responsibilities

Working within the finance team and liaising with other Business Services areas to create and maintain a library of reports
Ongoing maintenance and development of our data visualisation software
Assisting with budget modelling within excel
Need to be able to interrogate and link data from multiple systems and pull together in understandable ways
Look at ways to standardise reporting to enable month on month reporting without need for technical input
Working with the IT development team and external solution providers to understand sources of data and what is available
Work effectively with stakeholders to translate requirements that will inform the implementation of effective and efficient systems and processes
Ensure reporting governance is in place and followed, such as documenting requirements, data staging/treatments and assumptions effectively

Key Skills

Analytical in approach, strong attention to detail, including relating to escalation
Strong communication skills across a wide user base
Experience of producing management information & statistical information
Ability to deal with ambiguity and bring clarity
Advanced Excel including macros and VBA
Previous experience in a reporting role, with experience of working with large/complex data sets
A good working knowledge of SQL
Customer and delivery focused, meeting and exceeding customer expectations
Good knowledge of Power Query / DAX / Power Pivot and Power BI
Accounting experience is highly desirable but not essentialProfile

Analytical in approach, strong attention to detail, including relating to escalation
Strong communication skills across a wide user base
Experience of producing management information & statistical information
Ability to deal with ambiguity and bring clarity
Advanced Excel including macros and VBA
Previous experience in a reporting role, with experience of working with large/complex data sets
A good working knowledge of SQL
Customer and delivery focused, meeting and exceeding customer expectations
Good knowledge of Power Query / DAX / Power Pivot and Power BI
Accounting experience is highly desirable but not essentialJob Offer

Opportunity to enhance analytics capability in a Professional Services company

Opportunity to develop Power BI / SQL skills
Print

Reference: 225100122

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