Lead Reporting Analyst

South West Water; Exeter; On-site; GBP 45,000 - 55,000; Full time

Job summary

Join South West Water as a Lead Reporting Analyst in Exeter, playing a key role in preparing and analyzing financial reports for strategic decision-making. This permanent full-time position offers competitive salary and excellent benefits. The successful candidate will enjoy professional development opportunities in a diverse and inclusive work environment.

Benefits

Generous holiday allowance plus bank holidays

Discretionary bonus

Competitive contributory pension

Health benefits and wellbeing programs

Cycle-to-work scheme

Qualifications

• Qualified accountant with ACA/ACCA/CIMA or equivalent.
• Experience in financial reporting and analysis.
• Strong proficiency in Microsoft Excel and financial modeling.

Responsibilities

• Prepare and present financial reports for strategic decision-making.
• Coordinate Group financial budgets and forecasts.
• Ensure integrity of self-service Business Unit reporting.

Skills

Analytical skills

Problem-solving

Communication

Microsoft Excel

Financial modeling

Education

Qualified accountant (ACA, ACCA, CIMA, or equivalent)

Tools

Financial software and ERP systems

Job description

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At South West Water, we believe that the strongest businesses are built on solid, stable foundations — with a vision and a culture that foster change, improvement, and innovation. We’re proud to provide reliable, efficient, and high-quality drinking water and wastewater services for the South West. We have ambitious goals, including reaching net-zero by 2030 and partnering with Wildlife Trusts, National Parks, and local organizations to ensure a better future for generations to come. If you want to be part of a diverse team where opportunities flow and fresh ideas are welcomed, #JustAddWater.

We have an exciting opportunity to join our Group Finance team as a Lead Reporting Analyst, based in Exeter or Bristol. This is a new, permanent full-time role offering a competitive salary of £45,000 - £55,000 per annum plus excellent benefits.

About the role: As Lead Reporting Analyst, you will prepare, analyze, and present Group financial reports to support strategic decision-making and bring the new Business Unit structure to life. You will work within our Strategic Planning and Reporting team, regularly liaising with the Group Financial Controller and CFO.

What you'll be doing:

1. Developing and preparing monthly, quarterly, and annual financial reports, including income statements, balance sheets, and cash flow statements, such as the monthly Group Results and CFO report.
2. Ensuring the integrity and availability of self-service Business Unit reporting from Infor BI, coordinating with Business Units and Central Finance.
3. Coordinating the preparation of Group financial budgets and forecasts, managing detailed input and consolidation files, and liaising with Operational Finance.

What we're looking for:

1. Qualified accountant (ACA, ACCA, CIMA, or equivalent).
2. Proven experience and interest in financial reporting and analysis.
3. Strong proficiency in Microsoft Excel, PowerPoint, and financial modeling.
4. Familiarity with financial software and ERP systems.
5. Excellent analytical, problem-solving, and communication skills.
6. Attention to detail and ability to work under tight deadlines.
7. Determination to deliver results.

What's in it for you:

1. Opportunities for ongoing development and training for a long-term career with us, supported by our recognition as an Investors in People organization.
2. Benefits including generous holiday allowance plus bank holidays, a discretionary bonus, a competitive contributory pension, share-save scheme, health benefits, wellbeing programs, group discounts, cycle-to-work scheme, financial support services, and more.

Closing date: 18th June 2025

Be yourself, we like it that way. We aim to build a culture of belonging, where inclusion is natural. Diversity is our strength and reflects our communities. We care, value everyone, and celebrate uniqueness.

Our core values are:

• Be Rock Solid: Build trust and be trusted. Depend on each other.
• Be You: Bring your best every day. Be yourself and make your mark in your unique way.
• Be the Future: Embrace change, drive progress, and own challenges.