Assistant Planning & Performance Analyst

RecruitMe; South Yorkshire; Hybrid; GBP 35,000; Full time

Job summary

A leading UK energy and infrastructure organization is seeking an Assistant Planning & Performance Analyst to deliver insightful analysis and performance reporting. This hybrid role offers up to £35,000 and involves working closely with senior stakeholders. Ideal candidates should be degree-qualified and possess strong analytical skills, advanced Excel expertise, and effective communication abilities. Join a stable, growing organization offering significant professional development and a supportive culture.

Benefits

Hybrid working arrangement

Strong development and progression opportunities

Supportive, people-focused culture

Qualifications

• Degree-qualified in Finance, Business, Economics or a related discipline.
• Advanced Excel skills, including complex modelling.
• Experience working with large datasets and data integration.

Responsibilities

• Deliver accurate and timely analysis across various reporting.
• Build and maintain interactive Power BI dashboards.
• Design and maintain robust forecasting models.

Skills

Analytical skills

Problem-solving capability

Advanced Excel skills

Communication skills

Organizational skills

Education

Degree in Finance, Business, Economics or a related discipline

Tools

Power BI

Job description

Assistant Planning & Performance Analyst

Salary: up to £35,000
Hybrid working | South Yorkshire

A well-established UK energy and infrastructure organisation is seeking an Assistant Planning & Performance Analyst to play a key role in delivering high-quality insight, forecasting and performance reporting across a complex operational environment.

This position offers genuine exposure to senior stakeholders and strategic decision-making, making it ideal for a commercially minded analyst looking to develop a long-term career in planning, performance or finance.

The Role

Reporting into the Head of Planning & Performance, you will support the business by transforming data into meaningful insight that drives operational efficiency, financial performance and strategic planning.

You will work across multiple functions, helping leadership teams understand performance, anticipate future challenges and make informed, data-led decisions.

Key Responsibilities

• Deliver accurate, timely and reliable analysis across a blend of business-as-usual reporting, strategic projects and ad-hoc requests
• Build, develop and maintain interactive Power BI dashboards that provide clear visibility of operational and financial performance
• Own the preparation and continuous improvement of weekly and monthly planning and performance reports, ensuring consistency, accuracy and relevance
• Design, build and maintain robust forecasting models to support short-, medium- and long-term business planning
• Analyse large, complex datasets to identify trends, variances, risks and opportunities
• Translate raw data into clear, actionable insights, presenting findings in a way that influences decision-making at senior level
• Support profitability and efficiency improvement initiatives through detailed performance analysis and scenario modelling
• Identify root causes of underperformance and work with stakeholders to recommend sustainable, data-led solutions
• Partner closely with Finance, Operations, HR, IT and leadership teams to ensure alignment between performance reporting, strategy and operational delivery
• Contribute to the ongoing development of planning, forecasting and reporting frameworks as the business evolves
• Actively promote a culture of continuous improvement, challenging assumptions and encouraging smarter use of data across the organisation

About You

You will be naturally analytical, commercially curious and comfortable working in a fast-paced environment with changing priorities.

Essential:

• Degree-qualified in Finance, Business, Economics or a related discipline
• Advanced Excel skills, including complex modelling
• Experience working with large datasets and data integration
• Strong analytical and problem-solving capability
• Clear written and verbal communication skills, with the ability to explain complex information to non-technical stakeholders
• Highly organised, methodical and detail-driven, without losing sight of the wider commercial picture

Desirable:

• Experience using Power BI
• Exposure to the energy, utilities or infrastructure sectors
• Progression towards a professional qualification such as ACCA or CIMA

What’s on Offer

• Salary up to £35,000
• Hybrid working arrangement
• High-visibility role with real influence on business performance
• Exposure to strategic planning and senior leadership
• Strong development and progression opportunities within a stable, growing organisation
• Supportive, people-focused culture with a long-term outlook