Finance & Data Analyst

JR United Kingdom; Bath; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading company in the hospitality industry seeks a Finance and Data Analyst to enhance reporting and decision-making processes. The role involves data analysis, financial modelling, and stakeholder management, requiring advanced skills in Excel, SQL, and Power BI.

Qualifications

• Proven experience with finance teams and large datasets.
• Hands-on technical experience in Power BI dashboard creation.
• Solid understanding of financial accounting concepts.

Responsibilities

• Optimise and enhance financial reporting processes.
• Build and maintain dashboards for executive-level insights.
• Conduct commercial financial analysis and support the finance team.

Skills

Advanced Microsoft Excel

SQL

Power BI

Data Visualization

Stakeholder Management

Education

Relevant accounting qualification (ACCA/ACA/CIMA) or QBE

Tools

Power BI

SQL Server

TM1

Sage

Job description

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Location: Piccadilly Circus – 3 days a week in office

Ref: GM13179

The Opportunity:

Finatal are currently retained on a search for Finance and Data Analyst for a high-growth, Private Equity backed hospitality business. This hire will work closely with the CFO and Head of Finance, and will take on a role that blends financial insight with technical capability to drive better reporting, automation, and commercial decision-making through the business.

The Role:

In this role, you will act as a bridge between Finance and Data, supporting the CFO and Head of Finance with advanced data analysis, presenting insights, and driving data-led decision-making.

• You will be required to optimise, automate, and enhance the financial reporting processes, P&L and build key finance models enabling real-time insights for senior leadership.
• Build and maintain commercial dashboards using Power BI for executive-level consumption.
• Maintain SQL databases and ETL processes to ensure the integrity of all datasets
• You will work with large volumes of finance data to surface trends, risks, and opportunities.
• Facilitation and creation of operational budgets, including distribution to all stakeholders and uploading to various systems.
• Reporting will include maintenance of daily sales reports, updating weekly trade packs and monthly board packs, providing insights and analysis which enhances the data
• You will be responsible for all commercial financial analysis e.g. menu analysis, cost analysis, events/promotional value etc
• You will support the finance team with data linked spreadsheets, TM1 reports and Sage integration

The Requirements:

• You should have a proven experience working with finance teams and large finance datasets using advanced Microsoft Excel skills (Power Pivot, VBA), SQL Server, Power BI (DAX, Power Query)
• Exceptional stakeholder management experience, often working with executive-level stakeholders, including the CFO
• Hands-on technical experience building Power BI dashboards for commercial and executive use with a strong knowledge of data visualisation best practices.
• A solid understanding of financial accounting concepts including P&L analysis, margin & cost controls - relevant accounting qualification (ACCA/ACA/CIMA) desirable, or QBE (5+ years)
• Multi-site hospitality experience required