Finance & Data Analyst

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

Job summary

A leading company in the hospitality sector is seeking a Finance and Data Analyst to support finance operations through advanced data analysis and reporting. This role will involve close collaboration with the CFO, focusing on optimizing financial reporting processes and providing insights from large datasets. Ideal candidates will possess strong Excel and Power BI skills, alongside experience in stakeholder management and the hospitality industry.

Qualifications

• Proven experience with finance teams and large finance datasets.
• Hands-on technical experience building Power BI dashboards.
• Multi-site hospitality experience required.

Responsibilities

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

Skills

Advanced Microsoft Excel

SQL

Power BI

Data Analysis

Stakeholder Management

Education

Relevant accounting qualification (ACCA/ACA/CIMA) or QBE (5+ years)

Tools

Power BI

SQL Server

TM1

Sage Integration

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