Part Time Data and Reporting Analyst

This role is a Part Time Oppertuntiy - 22.5hrs per week - Hybrid

£45,000 per annum (prorated)

Main Purpose

The main purpose of this role is to provide data administration, analysis, information management and performance reporting to Management team. To ensure the business has all the essential data, information and reports to enable effective decision making, maximise business performance and ensure compliance

Key Responsibilities

• Create and provide monthly reports in line with clients management core meetings (e.g. Academy, Management Meetings, Operations Management Meeting) to ensure the business receives accurate Key Business Information
  
  
• Ownership of the central reporting of the Scorecard and any other data reports
  
  
• Weekly Key Performance Indicators (KPI’s) tracking & circulation
  
  
• Validate data and handle discrepancies
  
  
• Analyse data to present insights on areas for improvement and opportunities for business development
  
  
• Maintain user roles and profiles within Salesforce
  
  
• Ownership of maintaining the Salesforce Dashboards
  
  
• Troubleshooting any issues/errors in Salesforce with Advisers and Assistants
  
  
• Maintain and troubleshoot any Salesforce errors to ensure reporting is accurate and any ongoing advice fees that are at risk are managed with Advisers
  
  
• Support the transfers of any requests regarding Salesforce records
  
  
• Run Salesforce reports as and when required to support Management Information Reporting
  
  
• Maintain Key Reports to ensure accurate client allocations, segmentation and performance
  
  
• Run reports as and when required
  
  
• Provide a comprehensive administrative service to key stakeholders
  
  
• Create and provide management information reports on Operational performance (e.g. volumes, SLAs) and Consumer Duty by utilising our systems to retrieve relevant data and present in a format which can be interpreted clearly
  
  
• Support the Head of Finance with the Adviser’s monthly finance reports (pre & post BSP) by assisting with data entry
  
  
• Support the Head of Business Development to capture data relating to KPI’s, lead distribution and feedback
  
  
• Support other Operational Managers with any business reports and data management requirements (ad hoc reports) as required
  
  Requirements (including Interpersonal)
  
  
• Previous experience using Salesforce/PowerBI/Tableau
  
  
• Previous experience working in a data analyst role
  
  
• Advanced Microsoft Excel skills
  
  
• Ability to interpret data and draw trends, insights and forecasts from the data
  
  
• Strong attention to detail and accuracy of reporting is a necessity for this role
  
  
• Excellent communication skills
  
  
• Extremely organised with the ability to multi-task
  
  
• Technology savvy and willing to embrace new systems and software
  
  
• Ability to work under pressure and meet deadlines
  
  
• Highly motivated, with a great work ethic
  
  
• Discrete and professional in all communication
  
  
• Self-motivated and willing to work at times in isolation and as part of a wider team