Excel Data Analyst

Our client is a well established accountancy firm based in Newcastle under Lyme. They are seeking a detail-oriented and analytical Excel Data Analyst to support the development of management reporting tools within our practice. Our client operates using an integrated practice management system that stores client information, documents, workflow data and staff timesheets. The system contains a wealth of valuable business information, and we are looking for someone to help transform this data into meaningful reports that support decision-making across the organisation. The successful candidate will work on improving and expanding existing Excel-based reporting templates, creating automated and easy-to-use reports that can be generated regularly with minimal manual intervention. This is an excellent opportunity for a student or graduate looking to develop practical data analysis, reporting and business intelligence skills in a professional environment.

Duties

• Analyse data exported from our practice management software.
• Develop and improve Excel-based reporting templates.
• Create and maintain Pivot Tables, dashboards and summary reports.
• Build formula-driven reports using functions such as VLOOKUP, IF statements and other advanced Excel features.
• Produce reports covering: - Financial performance/Workflow management & Staff utilisation and time management reporting.
• Validate and test report outputs to ensure accuracy and consistency.
• Work closely with team members to understand reporting requirements and business processes.
• Identify opportunities to improve reporting efficiency and reduce manual processes.
• Document report structures and processes to support future use.

• Advanced Microsoft Excel skills, including: Pivot Tables/VLOOKUP/XLOOKUP/IF statements/Conditional Formatting/Data Validation/Formula-based analysis
• Strong analytical and problem-solving abilities.
• Comfortable working with large datasets and structuring information effectively.
• Excellent attention to detail and commitment to producing accurate work.
• Ability to work independently and manage workload effectively.
• Strong communication skills and willingness to collaborate with colleagues.
• Ability to learn new software systems quickly.

Desirable Skills

• Experience creating dashboards or management reports.
• Knowledge of Power Query, Power Pivot or business reporting tools.
• Experience using AI tools such as ChatGPT, Microsoft Copilot or Claude to improve efficiency and productivity.
• Previous experience in a business, finance, administration or data-focused role., Office based only (You must be able to reliably get to Newcastle under Lyme), No accountancy or financial background is required. Full support will be provided to help you understand the business context and reporting requirements. The focus of this role is on data analysis, reporting and Excel development rather than accounting knowledge.

Pulled from the full job description

• Annual leave
• Free parking
• On-site parking, * Gain real-world experience working on a live business improvement project.
• Develop advanced Excel and data analysis skills.
• Build experience in reporting, business intelligence and performance analysis.
• Work alongside experienced professionals in a supportive office environment.
• Enhance your CV with practical experience that is highly valued by employers across multiple sectors.
• Holiday pay included per hour