Financial Performance & Insight Analyst

National Trust; Trowbridge; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Pension up to 10%

Free entry to National Trust places

Season ticket loan

EV car lease scheme

Perks at Work discounts

Holiday allowance up to 32 days

Job summary

National Trust is seeking a Financial Performance and Insight Analyst to join the Financial Insight and Planning Team. The role supports Executive and Board decisions through high‑quality reporting, forecasting and strategic insight, using Excel, Tableau or Power BI to translate complex data into clear guidance.

Based at our Finance Service Centre in Trowbridge, you will work a minimum of two days per week on site, with scope to work remotely or at another National Trust location on other days.

Qualifications

• Strong understanding of finance systems and management accounting
• Proven ability to translate complex financial data into clear, actionable insight
• Excellent numerical and analytical skills with high accuracy

Responsibilities

• Lead delivery of high‑quality, Trust-wide financial reporting, forecasting and strategic insight
• Own key reporting processes and advise senior stakeholders
• Drive continuous improvement in financial insight capabilities
• Support informed decision making for property, places and outdoor spaces

Skills

Finance systems

Management accounting

Analytical skills

Excel

Education

AAT qualification or equivalent experience

Tools

Tableau

Power BI

Excel

Job description

The National Trust does not offer sponsorship. We welcome applicants with right to work in UK, but we are unable to offer any form of visa sponsorship.

We're looking for a Financial Performance and Insight Analysts to join our Financial Insight and Planning Team.

We're a large complex charity but the basic model upon which it runs is simple, we provide people with access to beautiful or historic places that provide physical and spiritual refreshment, people join, visit and donate money which is invested in conservation and access. It is a virtuous circle. The more income we generate, the more we can spend on the places that support strategic decisions.

What it's like to work here

You’ll be joining a collaborative, forward‑thinking Financial Performance & Insight function that sits at the centre of the organisation, supporting teams across finance, strategy, IT and operations. We’re focused on creating a culture of data‑driven decision making, continuous improvement and strong financial governance, working together to ensure high‑quality insight underpins how the organisation plans for both the short and long term.

Your contractual location will be our Finance Service Centre in Trowbridge, and you will be expected to work there for a minimum of 2 days a week. You may work remotely or at another National Trust Location on the other days.

What you’ll be doing

You’ll lead the delivery of high‑quality, Trust wide financial reporting, forecasting and strategic insight that supports Executive and Board Level decision making. As a key member of the Financial Performance and Insight Reporting team, you’ll own key reporting processes, act as a trusted advisor to senior stakeholders and drive continuous improvement in financial insight capabilities. Ultimately, you’ll be supporting in decision making that influences the financial running of properties, places and outdoor spaces - now and setting up foundations well for the longer term.

Who we’re looking for

• Strong understanding of finance systems and management accounting, with AAT qualification or equivalent experience
• Proven ability to translate complex financial data into clear, actionable insight within large organisations
• Excellent numerical and analytical skills, with a high level of accuracy and attention to detail
• Strong financial analysis and management reporting skills, supported by experience using Excel and reporting tools such as Tableau or power BI.
• Confident communicator, able to engage and influence a wide range of stakeholders through clear written and verbal communication
• Well‑organised, with the ability to prioritise workload and meet tight deadlines
• Experience delivering strategic financial insight and presenting to senior leadership to support decision‑making

The National Trust does not offer sponsorship. We welcome applicants with right to work in UK, but we are unable to offer any form of visa sponsorship

The package

The National Trust has the motto 'For everyone, for ever' at its heart. We’re working hard to create an inclusive culture, where everyone feels they belong. It’s important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we’re for everyone, we want everyone to be welcome in our teams too.

• Substantial pension scheme of up to 10% basic salary
• Free entry to National Trust places for you, a guest and your children (under 18)
• Season ticket loan
• EV car lease scheme (for roles that meet the salary criteria)
• Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts
• Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.