Business Intelligence Analyst

Successionwealth; Portsmouth; Remote; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Business Intelligence Analyst to join their dynamic team. This role involves designing and implementing reporting solutions using PowerBI, ensuring data quality, and acting as a key contact for BI queries. The ideal candidate will thrive in a fast-paced environment, delivering accurate insights and managing multiple priorities. With a focus on innovation and excellence, this opportunity offers the chance to make a significant impact in the financial planning and wealth management sector. If you are passionate about data and eager to contribute to a leading firm, this role is perfect for you.

Qualifications

• Experience with PowerBI and Office 365, especially Excel.
• Ability to deliver timely outputs under tight deadlines.

Responsibilities

• Assist in designing and implementing PowerBI solutions.
• Analyze data outputs to identify gaps and issues.

Skills

Data Analysis

Report Design

Time Management

Financial Analysis

Tools

PowerBI

Office 365

Excel

Job description

Business Intelligence Analyst

Contracting – Initially 6 months, with the potential for extension

Remote working

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

We are currently seeking an experienced Business Intelligence Analyst to support our dynamic Business Intelligence team in providing and maintaining our Business Intelligence framework.

The ideal candidate will have the ability to devise simple and elegant reporting solutions using complex data while adhering to tight project deadlines and managing multiple priorities.

The scope of work will include:

• Assisting with the design and implementation of solutions (PowerBI apps).
• Assisting with the design and implementation of solutions to improve data quality.
• Acting as a point of contact within the Group for the BI team, working with the team to appropriate and respond to queries and requests.
• Assisting in app implementation, training and process re-engineering activities, and taking the lead where delegated and appropriate.
• Analysing data outputs to understand gaps and issues.

Experience and skills required:

• Experience and familiarity with PowerBI.
• Experience of using Office 365 suite, specifically the ability to carry out complex tasks in Excel (i.e Pivot/VLOOKUP/SUMIF statements etc).
• Ability to deliver accurate and timely output to tight deadlines in a busy working environment.
• Able to quickly analyse and understand financial information.