FP&A Investments Data Analyst

My client a successful global strategy consulting firm are seeking an FP&A Investments Data Analyst to join their team on a permanent basis. The ideal candidate will be proficient in tools such as Alteryx, Power BI, and SQL, and have a strong background in financial analysis and the ability to work with large data sets.

• Job type: Permanent
• Location: London
• Salary: £55,000 - £60,000+ generous bonus and hybrid working.

Responsibilities:

• Lead monthly investment performance reporting and analysis, covering revenues, costs, margins, and cash flows.
• Develop and maintain tactical reporting solutions to meet evolving stakeholder needs, using tools such as Alteryx, Power BI, and SQL to design scalable, repeatable processes.
• Collaborate with the Finance Systems team to transition tactical solutions into long-term scalable reporting platforms.
• Deliver ad-hoc analysis and data-driven insights into investment performance, ensuring stakeholders receive actionable information in a timely manner.
• Maintain accuracy of investment reporting by liaising with local finance teams across global legal entities; manage and maintain investment-specific master data.
• Continuously improve reporting processes by driving standardization, automation, and efficiency across tools and systems.
• Present complex technical and financial information in clear, visually engaging ways, ensuring stakeholders can easily understand key insights.

Qualifications, Skills & Experience needed:

• Advanced Excel skills, including experience building or working with driver-based financial models.
• Proficiency with Alteryx and Power BI for data transformation, reporting, and dashboarding.
• Practical knowledge of SQL for querying, joining, and preparing datasets.
• Finance data domain experience – familiarity with financial data sets, processes, and systems.
• Professional services experience – understanding of the demands and practices in a global, services-based environment.
• Accounting foundation – a professional accounting qualification (e.g. UK qualification or international equivalent) is valuable but not essential.
• Ability to integrate and work with multiple data sources (e.g. SAP ByDesign, Oracle consolidation tools, data warehouses

This is an outstanding opportunity to join a highly respected organisation that offers long-term career growth and excellent benefits. If this role aligns with your aspirations, we encourage you to apply today for prompt consideration.