Operations Analyst

Bradley David Associates Limited; Colchester; Hybrid; GBP 41,000 - 50,000; Full time

Job summary

Bradley David Associates Limited, a trusted name in financial services, is seeking an Operational Analyst to optimise business applications, improve data quality and deliver tech-led solutions. You will work with stakeholders to identify opportunities, support system development, and ensure colleagues can use business technology effectively.

The role focuses on CRM enhancements, data cleansing, and automated reporting using Power BI, with hybrid working after probation and a salary up to £45,000

Qualifications

• 3+ years in a BA/Operational Analyst role within financial/services
• Experience with CURO CRM and Microsoft Dynamics
• Proven track record of improving business processes
• Experience supporting system changes and tech-led improvements
• Strong analytical and problem-solving skills
• Experience producing management information and data reports
• Advanced Excel and MS Office
• Excellent stakeholder communication
• Ability to manage multiple priorities
• Experience with Power BI reporting and data visualization
• Knowledge of Power Automate or SmartsFlows
• Experience with automated document generation/reporting

Responsibilities

• Act as a technical specialist for core business applications, especially CURO CRM.
• Analyse existing business processes to identify efficiency improvements.
• Support configuration, development and optimisation of CRM platforms including Microsoft Dynamics.
• Identify data quality issues and improve data management processes.
• Collaborate with stakeholders to understand requirements and deliver practical solutions.
• Create and deliver end-user training for business systems.
• Develop and maintain automated client reports and templates.
• Utilise workflow automation tools to streamline processes.
• Produce and analyse data reports to support decisions.
• Assist with system queries, troubleshooting and issue resolution.
• Support system testing, including UAT.
• Lead small-scale process improvement initiatives from concept to implementation.
• Maintain strong inter-department relationships providing technical and operational support.

Skills

3+ years experience

CURO CRM

Business process improvement

Data analysis

Power BI

Power Automate / SmartFlows

CRM implementation

Excel

Stakeholder engagement

Training delivery

Tools

Microsoft Dynamics

SmartFlows (Xperido)

Job description

Bradley David Associates is working with an established organisation within the financial services sector to recruit an experienced Operational Analyst.

This is an excellent opportunity for an analytical, technically minded professional who enjoys improving business processes, enhancing systems and supporting operational efficiency.

The successful candidate will play a key role in optimising business applications, improving data quality and delivering technology-led solutions that support the wider business.

Working closely with internal stakeholders, you will help identify opportunities for improvement, support system development and ensure colleagues are equipped to use business technology effectively.

Salary:

Up to £45,000 DOE

Job Type:

Full-time, Permanent

Schedule:

Monday to Friday, hybrid after probation

Key Responsibilities

• Act as a technical specialist for core business applications, particularly CURO CRM system.
• Analyse existing business processes and identify opportunities to improve efficiency and effectiveness.
• Support the configuration, development and ongoing optimisation of CRM platforms, including Microsoft Dynamics.
• Identify data quality issues and implement improvements to data management and cleansing processes.
• Work closely with stakeholders to understand business requirements and develop practical solutions.
• Support the creation and delivery of user training, ensuring employees can effectively utilise business systems.
• Develop and maintain automated client reporting and output templates.
• Utilise technology and workflow automation tools to streamline operational processes.
• Produce and analyse data reports to support informed business decisions.
• Assist with system queries, troubleshooting and issue resolution.
• Support system testing, including user acceptance testing (UAT).
• Lead smaller-scale process improvement initiatives from initial concept through to implementation.
• Maintain strong working relationships across departments, providing ongoing technical and operational support.

Skills & Experience Required

• Minimum 3 years' experience in a Business Analyst, Operational Analyst, Systems Analyst or similar role within financial services or professional services.
• Strong experience working with CURO CRM system.
• Demonstrable experience identifying and implementing business process improvements.
• Experience supporting system changes, projects and technology-led improvements.
• Strong analytical and problem-solving skills, with excellent attention to detail.
• Experience producing management information, reports and data analysis.
• Advanced Microsoft Excel skills and strong proficiency across Microsoft Office.
• Excellent communication skills, with the ability to engage effectively with stakeholders at all levels.
• Strong organisational skills and the ability to manage multiple priorities.
• A proactive, adaptable and solutions-focused approach.
• Experience using Power BI for reporting and data visualisation.
• Knowledge of Microsoft Power Automate or SmartFlows (Xperido).
• Experience with automated document generation and client reporting solutions.
• Experience developing and delivering end-user training.
• Previous involvement in CRM implementation, configuration or system improvement projects.

The Ideal Candidate

We are looking for someone who combines strong technical and analytical capabilities with excellent interpersonal skills.

You will be comfortable working independently, taking ownership of problems and identifying opportunities to improve the way a business operates.

You should enjoy working with technology, be confident communicating with stakeholders and have a genuine interest in making systems and processes more effective.