Finance & Data Analyst

JR United Kingdom; Lincoln; On-site; GBP 40,000 - 60,000; Full time

Job summary

A high-growth, Private Equity backed hospitality business seeks a Finance and Data Analyst to support the CFO and Head of Finance. This role combines financial insight with technical expertise, focusing on enhancing reporting and facilitating data-led decision-making. Responsibilities include financial reporting optimization, dashboard creation in Power BI, and working with large finance datasets to drive insights and operational budgets.

Qualifications

• Proven experience working with finance teams and large finance datasets.
• Exceptional stakeholder management experience.
• Hands-on experience building Power BI dashboards.

Responsibilities

• Optimise, automate, and enhance the financial reporting processes.
• Build and maintain commercial dashboards using Power BI.
• Maintain SQL databases and ETL processes.

Skills

Advanced Microsoft Excel skills

SQL Server

Power BI

Stakeholder management

Data visualisation best practices

Education

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

Tools

Power Pivot

VBA

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