Data and Analytics Lead
Role Overview
Newly created first dedicated data hire for a fast-growing, privately backed group of financial-services businesses.
The role builds the central Data & Analytics function and works with executive and senior leadership.
Work is initially about 60% delivery and 40% strategy, with strategic scope expected to grow as a team is built.
The role spans adviser and CRM systems, client portal, finance systems, Power BI reporting, and a planned enterprise data platform.
Key Skills for This Role
Full Job Posting
Role overview
Newly created first dedicated data hire for a fast-growing, privately backed group of financial-services businesses.
The role builds the central Data & Analytics function and works with executive and senior leadership.
Work is initially about 60% delivery and 40% strategy, with strategic scope expected to grow as a team is built.
The role spans adviser and CRM systems, client portal, finance systems, Power BI reporting, and a planned enterprise data platform.
Location and workplace
- Office-based or hybrid in Cheshire.
Compensation
- Salary is £70,000–£80,000 plus benefits.
Key responsibilities
- Clean, reconcile, and integrate data across core systems; build Power BI KPIs, dashboards, and MI for the Board and finance team.
- Define data-quality checks, controls, and audit evidence supporting a trusted source of truth, Consumer Duty, and regulatory reporting.
- Build and maintain pipelines and reconciliation logic across core adviser, client portal, finance, and provider platforms.
- Create and lead a repeatable migration process for acquired firms, from profiling and mapping through cleansing, reconciliation, and cutover.
- Contribute to data strategy, platform selection, target data model, and governance; help define and eventually lead the data team.
Essential skills and experience
- Strong hands-on SQL and data manipulation skills; deep Power BI experience, including data modeling and DAX.
- Experience building and maintaining data pipelines, reconciliation, and integrations.
- Track record producing reporting, KPIs, and MI for business and finance stakeholders.
- Sound data quality and governance instincts; experience with Snowflake.
- Ambition to grow into a team-leading role.
Additional experience
- Financial-services data, including assets under advice, flows, or Consumer Duty; Python; finance or management reporting; migration or system onboarding; Microsoft Fabric or Azure; and Databricks are listed as additional experience areas.
Personal attributes
Hands-on yet strategic, curious, ambitious, self-directed, collaborative, credible with finance and senior stakeholders, pragmatic, delivery-focused, and comfortable with ambiguity.
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