Financial Data Analyst

Agility Resoucing; Liverpool; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial organisation in Liverpool seeks to hire a Financial Data Analyst to support the analyst team. The role involves validating supplier billing, reconciling customer accounts, and providing insightful financial KPIs to the business. Candidates should have experience with SQL, Excel, and the ability to analyze complex data processes in a financial context.

Qualifications

• Experience using Microsoft Access/SQL databases.
• Extensive experience of Microsoft Excel.
• Experience managing large volumes of data.

Responsibilities

• Design and run processes to validate supplier billing and reconcile customer accounts.
• Support the introduction of company-wide MI and KPIs.
• Provide regular reporting on financial KPIs and collections performance.

Skills

Data analysis

Problem-solving

Organisational skills

Communication

Attention to detail

Education

Financial qualification such as AAT/CIMA

Tools

Microsoft Access

SQL

Microsoft Excel

Job description

Due to expansion and continued growth, a large financial organisation based in Liverpool city center is now looking to add to their analyst team.

A bit about the role

As Financial Data Analyst you will design and run the processes to validate supplier billing and reconcile customer accounts in bulk, support the credit control cycle and provide financial KPIs and insights to the business.

What you'll need to do

• Dive into the data to understand how it flows through the systems and implement tools which enable them to validate large volumes of data.
• Support the introduction company-wide MI and KPIs which will measure the health of the business and alert us if something goes off track.
• Apply the analysis & problem-solving skills to enable to use the data to improve the processes and financial performance.
• Design, implement and run the process for validating supplier billing in bulk. Ensuring the process provides a useable output that can be used to reconcile customer accounts and provide visibility to the business.
• Support the Customer Operations team with reconciling customer accounts and issuing final statements.
• Provide regular reporting to the Senior Management team on financial KPIs and collections performance.
• Use data outputs to drive focus and workloads through the Customer Operations department, with the use of KPI metrics for supplier billing, account reconciliation and credit control.
• Any other ad hoc tasks that may arise to meet the needs of the business.

What they want from you

• Experience using Microsoft Access/SQL databases
• Extensive experience of Microsoft Excel
• Experience managing large volumes of data
• An understanding of complex processes
• The ability to use data to gain insights and present solutions
• Good organisational skills
• The ability to communicate with a variety of stakeholders across the business
• The ability to understand and interpret financial data
• The desire to have a positive impact
• High attention to detail
• A calm and professional working manner

Additional advantage

• Experience of working in a financial environment
• Experience building reporting solutions
• Preferred - financial qualification such as AAT/CIMA

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