Power BI & Financial Analytics Analyst

Wotton Kearney; Auckland; On-site; NZD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Income protection

Wellness leave

Flexible work

Wellness allowance

Recognition awards

Career development

Referral programme

Job summary

WK is seeking a Banking & Finance Analyst in Auckland for a permanent, full-time, on-site role. The role focuses on Power BI reporting, dashboard development, and client data management to drive insights and support decision-making across banking and finance practices.

The ideal candidate will have strong analytics, experience building executive-level reports, and a solid track record in data-driven performance measurement and forecasting.

Qualifications

• Experience in business analysis, reporting, data analytics or business performance-focused roles.
• Strong proficiency in Power BI, with demonstrated experience developing dashboards, reports and data visualisations.
• Strong analytical and problem‑solving skills, with the ability to translate data into meaningful insights and recommendations.
• Experience establishing performance measures, analysing results and tracking outcomes.
• Strong capability in reporting, data analysis and business performance measurement.
• Experience gathering business requirements and translating them into meaningful reporting, analysis and improvement opportunities.
• An understanding of business operations, performance drivers and how data can support effective decision‑making.
• Excellent written and verbal communication skills, including the ability to prepare executive reporting and business cases.
• Advanced Excel and data analysis skills, with the ability to work comfortably across multiple datasets and information sources.
• A curious mindset and genuine interest in how organisations operate, improve and scale.

Responsibilities

• Power BI reporting including client and practice group dashboard development
• Elite dashboards, reporting and system enhancements including billing development
• Client management information reporting, including quarterly bordereau and MI reporting
• Pricing Analysis, including Alterative Fee Arrangements and Capability Statements
• Financial modelling and analysis, including forecasting, profitability, remuneration, ROI and expense analysis
• Ad hoc reporting for clients, practice groups, product lines, and fee earners
• Management of key client data

Skills

Analytical thinking

Business performance measurement

Executive reporting

Cross-functional collaboration

Problem solving

Tools

Power BI

Excel

Job description

WK is seeking a Banking & Finance Analyst in Auckland for a permanent, full-time, on-site role. The role focuses on Power BI reporting, dashboard development, and client data management to drive insights and support decision-making across banking and finance practices.

The ideal candidate will have strong analytics, experience building executive-level reports, and a solid track record in data-driven performance measurement and forecasting.