Power BI Finance Analyst

BTA; Bristol; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A Bristol-based not for profit business seeks a Power BI Finance Analyst to support financial management through data analysis and reporting. This role requires a part or newly qualified accountant with advanced Power BI and Excel skills to develop insights that drive decision-making. Flexible working options include 3 days in the office and 2 days remote. Join a supportive and friendly team.

Benefits

Flexible working options

Parking

Study support

Supportive team

Qualifications

• Experience in creating visual reports and dashboards using complex datasets.
• Proven examples of automating processes for maximum efficiency.
• Experience of engaging with stakeholders at all levels.

Responsibilities

• Support financial management and understand key financial drivers.
• Create and maintain reports and dashboards using Power BI and Excel.
• Ensure compliance with financial procedures and notify of non-compliance.

Skills

Power BI

Power Query

Microsoft Excel

Stakeholder engagement

Data analysis

Education

Part or newly qualified accountant (CIMA/ACA/ACCA)

Job description

Power BI Finance Analyst sought for in Bristol- you need accounting knowledge for this role

Your new company

Bristol based not for profit business

Your new role

You will have a crucial part in supporting the financial management of the organisation and will help them understand and manage key financial drivers.

In this role to succeed you will need to be a proactive individual with an inquisitive nature that motivates them to examine data in detail to understand the key drivers and underlying trends. You will use their analytical skills to clearly communicate trends and patterns with key stakeholders and tell the stories behind the data to support decision making.

• Work with the senior leadership team to understand key drivers of financial performance.
• Establish a set of suitable organisation-wide KPIs to measure performance against key drivers.
• Create and maintain reports and dashboards using visual metrics in Power BI or Microsoft Excel to support decision-making.
• Support the preparation of statutory returns and returns to grant-making bodies or internal audits.
• Support the Finance team in ensuring income and expenditure is treated correctly under the Statement of Recommended Practice (SORP).
• Support the management of restricted, designated, undesignated and endowment funds.
• Support the Sales Ledger Manager with grant applications and management.
• Ensure financial policies and processes are developed, reviewed and implemented in line with standards.
• Ensure compliance with financial procedures and notify the Head of Financial Planning & Reporting or Finance Director of any non-compliance.

What you'll need to succeed

• You will need to be a part or newly qualified accountant (CIMA/ACA/ACCA) with experience using Power BI, Power Query and Microsoft Excel, at an advanced level.

• Experience of creating visual reports and dashboards using complex datasets
• Proven examples of fully or semi-automating processes for maximum efficiency
• You will need to show you have experience of engaging with stakeholders at all levels, with different technical capabilities, in an inclusive manner.
• Experience of identifying continuous improvement opportunities and implementing improvements end-to-end

What you'll get in return

• Flexible working options available-3 days in the office, 2 days WFH
• Parking
• Study support
• Supportive and friendly team to work with

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. INDHAF