Head of Financial Analysis, Insight & Data

Rathbones; Greater London; Sur place; GBP 90 000 - 130 000; Plein temps

Résumé du poste

Rathbones is seeking a Head of Financial Analysis & Data to lead the Group Financial Analysis, Insight & Data team across London, Liverpool and Leeds. You will drive the strategic direction, ensure accurate management reporting and enable senior leadership with clear, data-driven insights.

In this FTC, you will shape processes, control frameworks and partner with client-facing teams and RAM, CCO and Distribution to support commercial performance and decision-making.

Qualifications

• Proven ability to lead and develop a high-performing team under pressure.
• Strong commercial judgment and ability to link financial insights to business strategy.
• Attention to detail with emphasis on accuracy, quality and control.
• Excellent written and verbal communication with stakeholders at all levels.
• Confidence presenting to senior management and influencing decisions with evidence.
• Experience analysing data from multiple systems for insight and reporting.
• Understanding of financial control environments, especially for complex reporting.
• Experience sharing complex information across a broad stakeholder base.
• Knowledge of data governance, reporting systems and data-driven decision making.

Responsabilités

• Lead the Financial Analysis, Insight & Data team with clear priorities and a culture of accuracy and collaboration.
• Develop and maintain processes and control frameworks for timely management information production (FUMA, net flows).
• Lead commercial analysis and business partnering for executive leadership and distribution teams.
• Provide analysis to support strategic decisions and assessment of opportunities.
• Oversee pricing and remuneration analysis to support commercial decisions.
• Turn data into actionable commercial insights for management.
• Collaborate with Group Data on governance, systems and controls for Finance needs.
• Oversee ad hoc reporting for internal and external purposes.
• Manage relationships with internal stakeholders including GEC and senior business leads.
• Drive improvements to processes, procedures and systems in partnership with Change and Technology.
• Lead the team through annual performance reviews and development plans.

Connaissances

Team leadership

Commercial acumen

Financial analysis

Data interpretation

Stakeholder management

Management reporting

Governance & controls

Strategic decision support

Effective communication

Description du poste

Role Title: Head of Financial Analysis & Data

Division: Finance

Location: London / Liverpool / Leeds

Contract: FTC

Working pattern: Full Time

About the Role

Accountable for the strategic direction and operational effectiveness of the Group Financial Analysis, Insight & Data team. The role oversees the production and distribution of key management information, including FUMA and net flows, and leads Finance engagement with client-facing teams and senior management to support understanding of commercial performance, strategic analysis and decision-making. The role ensures that reporting is accurate, timely, well-controlled and delivered to the required quality standards.

What you’ll be responsible for

• Lead the Financial Analysis, Insight & Data team, setting clear priorities and maintaining a culture of accuracy, collaboration, constructive challenge, integrity and right-first-time delivery.
• Develop and maintain effective processes, policies, procedures and control frameworks for the timely and accurate production of management and financial information, particularly FUMA and net flows reporting.
• Lead commercial analysis and business partnering for key areas of the Group, including executive management, client-facing leadership, RAM, CCO and Distribution.
• Provide analysis and insight to support strategic decisions, corporate activity and the assessment of commercial opportunities, leading workstreams where required.
• Lead financial pricing and remuneration analysis and support wider commercial decision-making.
• Use business data to identify trends, explain performance and turn management information into clear, actionable commercial insight.
• Work closely with the Group Data team on the use of data across the Group, including insight, governance, systems and controls, with particular focus on Finance requirements.
• Oversee the production and delivery of ad hoc reporting for internal and external purposes.
• Manage relationships with key internal stakeholders, including GEC members, business leaders and their teams.
• Identify and deliver improvements to processes, procedures, practices and systems, working with change resources and Technology as appropriate.
• Manage team workloads, delegation, performance, development and succession to sustain high-quality delivery against immovable deadlines.
• Member of the leadership team for the Director of Finance. Lead team through annual performance reviews, reward with a clear focus on team development and engagement.

About you

• Demonstrable ability to lead, motivate and develop a team, manage competing priorities and delegate effectively under pressure.
• Strong commercial acumen and the ability to connect detailed financial and operational analysis to the wider business picture.
• Excellent attention to detail, with a consistent focus on accuracy, quality and effective control.
• Strong communication, stakeholder management and business writing skills, with the ability to explain complex information clearly and concisely.
• Confidence working with senior management and influencing decisions through evidence-based insight and constructive challenge.
• Ability to analyse and interpret data from a range of systems using appropriate analytical and management reporting tools.
• Knowledge of financial control and experience of maintaining and enhancing control environments, particularly for FUMA and net flows reporting.
• Experience of sharing complex financial and management information across a broad stakeholder base.
• Understanding of data governance, reporting systems and the effective use of business data to support insight and decision-making.