Data & Planning Analyst

Associated Terminals; Hull and East Yorkshire; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company is seeking a Data & Planning Analyst for their Sheffield office. This role, requiring strong financial services experience and advanced Excel skills, focuses on data consolidation to support strategic planning. The candidate will manage complex data sets, support project leads, and provide insights for decision-making.

Qualifications

• Experience in financial services or banking sector essential.
• Strong understanding of financial budgeting and planning processes.
• Ability to work under pressure to meet deadlines.

Responsibilities

• Consolidate and manage complex data sets using advanced Excel techniques.
• Assist in preparation and review of financial budgets and planning cycles.
• Provide insights based on data analysis to support decision-making.

Skills

Advanced Excel skills

Data consolidation

Financial budgeting

Stakeholder engagement

Attention to detail

Tools

SharePoint

Job description

DATA ANALYST

SHEFFIELD

3 DAYS ONSITE PER WEEK

INSIDE IR35

Seeking a highly analytical and detail-oriented Junior/Mid-LevelData & Planning Analystto support strategic planning and data consolidation activities across key programmes and initiatives. This role is ideal for someone with strong financial services experience, advanced Excel capabilities, and a passion for working with complex data sets to drive business insights and planning accuracy.

Key Responsibilities

• Consolidate and manage complex data sets using advanced Excel techniques, including Power Query and complex formulas.
• Support project and programme leads in completing planning templates, business cases, and financial forecasts.
• Develop and maintain data collection templates to ensure consistency and accuracy across business units.
• Assist in the preparation and review of financial budgets and planning cycles.
• Leverage SharePoint (forms/lists) to streamline data collection and reporting processes.
• Collaborate with cross-functional teams to ensure alignment of data inputs and planning assumptions.
• Provide insights and recommendations based on data analysis to support decision-making
  
  

Key Skills & Experience

• Advanced Excel skills(Power Query, pivot tables, complex formulas) essential.
• Proven experience working withcomplex data setsand data consolidation.
• Strong understanding offinancial budgeting and planningprocesses.
• Experience in thefinancial services or banking sector essential.
• Familiarity withSharePoint(especially forms and lists) preferred.
• Knowledge oftechnology and financial infrastructure (FI) desirable.
• Excellent attention to detail and ability to work under pressure to meet deadlines.
• Strong communication and stakeholder engagement skills.
  
  

Job Title: Data & Planning Analyst

Location: Sheffield, UK

Job Type: Contract

Trading as TEKsystems. Allegis Group Limited, Maxis 2, Western Road, Bracknell, RG12 1RT, United Kingdom. No. 2876353. Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at https://www.allegisgroup.com/en-gb/privacy-notices.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to https://www.allegisgroup.com/en-gb/privacy-notices.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the "Contacting Us" section of our Online Privacy Notice at https://www.allegisgroup.com/en-gb/privacy-notices for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. If you are resident in the UK, EEA or Switzerland, we will process any access request you make in accordance with our commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.