Management Reporting & Data Analyst

The role is responsible for supporting the Finance Director in providing accurate and timely financial information to assist in strategic decision-making, financial planning, and performance management. This role ensures the financial integrity of the division by preparing monthly management accounts, performing variance analysis, delivering data insights and managing budgets., * Support the month-end process to ensure timely, accurate, and insightful reporting for senior leadership and group stakeholders.

• Prepare and deliver high-quality monthly management reporting packs, including variance analysis, KPI dashboards, and executive summaries. Deliver insightful financial analysis and commentary to senior finance leadership and business partners.
• Drive and support core financial processes including budgeting, forecasting, monthly/quarterly performance reporting, and variance analysis
• Design, track, and analyse key financial and operational metrics; identify trends, risks, and opportunities, and deliver data-driven recommendations
• Leverage advanced Excel skills (Power Query, Power Pivot, complex modelling, VBA/macros) to streamline reporting processes, reduce manual work, and enhance accuracy
• Collaborate cross-functionally with other business units within the group to align on financial reporting standards, consolidate data, reconcile intercompany transactions, and deliver group-level insights, forecasts, and performance analyses.
• Prepare monthly management accounts, ensuring accuracy and compliance with accounting standards
• Produce weekly sales reports, staff utilisation reports and aged debt reports
• Analyse variances against budget and forecast and provide explanations
• Support the preparation of quarterly and annual financial statements
• Ensure that financial data is timely, accurate, and relevant for decision-making
• Conduct detailed analysis of income and costs, identifying trends and areas of potential savings or efficiency improvements
• Ensure compliance with internal financial controls, policies, and procedures.
• Support audits by providing relevant financial information and explanations
• Collaborate with operational departments to ensure financial objectives are met
• Provide advice and support to non-financial departments on cost management and financial performance
• Support the finance team with ad-hoc reporting and financial analysis requests

• Continuously enhance and streamline financial reporting processes by leveraging advanced Excel skills and building dashboards in Power BI
• ACCA/ACA/CIMA/MBA (Finance) with 3-6 years with financial reporting, budgeting, forecasting and variance analysis
• Advanced Excel proficiency (mandatory): Power Query, Power Pivot, dynamic dashboards, financial modelling, and automation (VBA strongly preferred)
• Excellent analytical and problem-solving skills with exceptional attention to detail and accuracy
• A degree in accounting, finance, or a related field is preferred
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Strong organizational skills and the ability to manage multiple priorities and deadlines
• Good communication skills, with the ability to explain financial concepts to non-financial stakeholders
• Strong problem-solving skills and a critical thinking mindset

We offer access to a wide range of healthcare services for colleagues as part of our employee benefits.

All colleagues have access to Westfrields, which offers a range of benefits including:

24/7 GP helpline

Counselling

We understand that from time to time you might need a little extra support and somewhere to turn to.

Westfields has a confidential telephone counselling service offers professional support for depression, stress, anxiety, relationship problems and bereavement, as well as valuable tax, debt and legal support 24 hours a day. And what's more, if required, we will also cover the cost of up to six face to face counselling sessions, to help get you back on track.

Other benefits of the Westfields package include:

• Up to £60 on sight tests, glasses, and contact lenses
• Up to £60 for dental work including check ups and routine treatment (private or NHS)
• Up to £50 for chiropody
• Up to £160 for professional therapy, including physiotherapy and acupuncture
• Up to £200 on specialist consultations and tests, including
• MRI scans and X-rays
• Up to £80 for health screening

Retail discounts

Volunteer Days

We offer two paid days a year for colleagues to do voluntary work.

We are a HMCTS Managed and Approved Service Provider of intermediary services in courts across England and Wales. We provide fairer access to justice for adults and children with communication difficulties. We work across court and tribunal services, providing communication support, primarily for defendants in criminal courts and respondents in family courts. We passionately believe everyone has a right to access this support. We have expertise developed from working with more than 10,000 adults and children, and our intermediaries are highly trained and specialised in the industry.