Financial Reporting Analyst

Jw Lees; Tees Valley; On-site; GBP 19,000 - 31,000; Full time

Benefits offered by this job

Private medical insurance

33 days holiday

Employee discounts

Wellbeing support

Career development

Parental leave pay

Onsite pub access

JW BenefitHub discounts

Historic brewery

Job summary

JW Lees is hiring a Financial Reporting Analyst to join our office-based team in Middleton, Manchester. The role focuses on delivering daily, weekly and monthly financial reporting, building insights for internal and external stakeholders, and supporting budgeting processes.

The successful candidate will enhance reporting capabilities, champion data accuracy and collaborate with business users to implement Power BI alongside the Finance team.

Qualifications

• Provision and analysing of daily, weekly and monthly reports for internal and external stakeholders.
• Maintenance and development of reporting, collaborating with business users to understand requirements.
• Ownership, development and interpretation of cost centre reporting to heads of departments.
• Support the Finance department in delivering the annual company budget.
• Ad hoc data reporting and analysis; assist with Power BI implementation.

Responsibilities

• Prepare and analyse periodic financial reports for internal and external stakeholders.
• Develop and maintain reporting frameworks in collaboration with business users.
• Own cost centre reporting and communicate insights to department heads.
• Assist in budgeting processes and ongoing financial planning.
• Support data requests and contribute to Power BI rollout.

Skills

Analytical mindset

Data accuracy

Excel proficiency

Strong communication

Team player

Self-motivated

Time management

Education

Part-qualified accountant (AAT/ACCA/CIMA)

Tools

Microsoft Dynamics NAV

Jet Reports

Microsoft Power BI

Microsoft Fabric

Jet Analytics

Excel

Job description

Financial Reporting Analyst Vacancy - Middleton, Manchester - Up to £31,000 plus profit share and private medical insurance

This is a full time, office based role.

What you will get:

• Competitive salary plus profit share bonus
• Private medical insurance
• Enhanced pension scheme
• 33 days holiday (including bank holidays)
• 30% discount on food & drink across our pubs, inns and hotels
• Discounted stays in our hotels and inns
• 24/7 wellbeing support + counselling
• Great development opportunities
• Enhanced maternity, paternity and adoption pay
• Access to our onsite pub 'The Cottage' every Friday
• Huge range of retail discounts via JW BenefitHub
• A stable, long-term role in a 200-year-old family brewery

Roles & Responsibilities

• Provision and analysing of daily, weekly and monthly reports for both internal and external stakeholders, offering actionable insights and adding value.
• Continued maintenance and development of reporting, collaborating with business users to understand requirements and deliver customised reporting.
• Ownership, development and interpretation of cost centre reporting to heads of departments.
• Support the Finance department in delivering the annual company budget.
• Support with ad hoc data reporting and analysis based on stakeholder needs.
• Support the Financial Data and Analytics team on the exciting journey of implementing Power BI into the business.

The Person

• Part qualified accountant / finalist with a minimum of 2 years relevant experience.
• Strong analytical and problem-solving mindset with a high attention to detail and data accuracy.
• Excellent communication skills to explain financial metrics to non-financial stakeholders.
• Good team player and able to work within a team environment, also possessing the ability to work independently.
• Self-motivated and driven, looking to develop their own personal skills and the role itself.
• Excellent IT skills, in particular Microsoft Excel.
• Experience with Microsoft Dynamics Nav, Jet Reports, Microsoft Power BI, Microsoft Fabric and Jet Analytics would be beneficial but not essential as training will be provided.
• Ability to build solid working relationships with colleagues at all different levels.
• Strong organisational skills to manage workloads effectively and meet reporting deadlines.

About JW Lees:

JW Lees is a seventh-generation family brewery company which was founded in 1828. Our six values are at the heart of everything we do:

• Proud - Savvy - Honest - Passionate - Personal - Together

As a key team member of the JW Lees family we will offer you a competitive package, fantastic team environment and supported development opportunities throughout your career.