Finance Reporting Analyst – Automate Insights & Dashboards

CMA Recruitment Group; Bournemouth; On-site; GBP 35,000 - 40,000; Full time

Job summary

CMA Recruitment Group is partnering with a growing organisation to recruit a Financial Reporting Analyst. This role sits at the heart of the finance function and will modernise financial and KPI reporting across a multi-entity group.

Working closely with Finance Manager and project teams, you'll streamline processes, enhance data structures, and build reliable reporting solutions that support smarter, faster decision‑making.

Qualifications

• Demonstrates advanced Excel skills, including formulas, PivotTables, and data analysis techniques
• Knowledge or keen interest in Power Query, Power Pivot, or other BI tools, with a proactive learning attitude
• Exhibits strong attention to detail and a focus on data accuracy, integrity, and large dataset management
• Possesses a good understanding of management accounting principles and analytical problem‑solving abilities
• Confident communicator capable of supporting colleagues effectively with finance systems and data

Responsibilities

• Develop, automate, and optimise reporting processes to enhance business insights
• Manage finance and operational data, investigate discrepancies, and reconcile data
• Support system administration and user queries, including testing and system upgrades to improve functionality
• Collaborate on budgeting, forecasting, and ad hoc analysis to inform decision‑making and strategic planning
• Consolidate data from multiple sources and ensure consistent, validated reporting outputs
• Build scalable Excel, Power Query and Power Pivot models, with scope to support dashboard development
• Strengthen data structures, workflows and templates to support a system upgrade and ongoing process improvements

Skills

Advanced Excel skills

PivotTables

Data analysis

Attention to detail

Communication

Management accounting understanding

Tools

Power Query

Power Pivot

BI tools

Job description

CMA Recruitment Group is partnering with a growing organisation to recruit a Financial Reporting Analyst. This role sits at the heart of the finance function and will modernise financial and KPI reporting across a multi-entity group.

Working closely with Finance Manager and project teams, you'll streamline processes, enhance data structures, and build reliable reporting solutions that support smarter, faster decision‑making.