Data and Analytics Lead
Role Overview
This newly created role is the organisation’s first dedicated data hire, building a central Data and Analytics function from the ground up.
The role is initially approximately 60% delivery and 40% strategy, with a hands-on focus and potential to shape strategy and build a team.
The role works across adviser/CRM, client portal, and finance systems, with Power BI as the reporting layer and an enterprise data platform planned.
A growing part of the role involves defining and leading migration of acquired firms’ data into group systems.
Key Skills for This Role
Full Job Posting
Salary
- Salary is £70,000–£80,000 plus benefits; salary is stated as an annual amount.
Role overview
This newly created role is the organisation’s first dedicated data hire, building a central Data and Analytics function from the ground up.
The role is initially approximately 60% delivery and 40% strategy, with a hands-on focus and potential to shape strategy and build a team.
The role works across adviser/CRM, client portal, and finance systems, with Power BI as the reporting layer and an enterprise data platform planned.
A growing part of the role involves defining and leading migration of acquired firms’ data into group systems.
Responsibilities
- Clean, reconcile, and integrate data across core systems; build Power BI KPIs, dashboards, and management information for the Board and finance team.
- Own data quality checks, controls, and audit evidence supporting a trusted source of truth, Consumer Duty, and regulatory reporting.
- Build and maintain data pipelines and reconciliation logic across core adviser, client portal, finance, and provider platforms.
- Create and lead a repeatable acquired-firm migration process covering profiling, mapping, cleansing, reconciliation, and cutover.
- Contribute to platform selection, data strategy, target data model, and governance; help define and lead the growing data team.
Essential skills and experience
- Strong hands-on SQL and data manipulation skills.
- Deep Power BI skills including data modelling and DAX.
- Experience building and maintaining pipelines, reconciliation, and integrations.
- Experience producing reporting, KPIs, and management information for business and finance stakeholders.
- Sound data quality and governance instincts; experience with Snowflake.
- Financial-services data experience, Python, finance/management reporting, data migration, system onboarding, and Microsoft Fabric/Azure/Databricks are listed as beneficial.
Working style
The employer seeks a hands-on, self-directed, curious, and ambitious person who can think strategically, collaborate with finance and senior stakeholders, and deliver pragmatically amid ambiguity.
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