Finance BI & DA Senior Analyst

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Finance BI & DA Senior Analyst

Department: Finance

Location: Liverpool

Contract Type: Permanent

Reporting to: James McCall

The Role

The Finance BI & DA Senior Analyst will leverage data to provide insights and enhance decision-making. This role will focus on developing and maintaining business intelligence solutions, delivering financial reports, and supporting advanced analytics to provide actionable insights that drive strategic decisions. The Senior Analyst will work closely with the Finance BI & DA Manager and collaborate with other teams to support financial planning and data-driven initiatives.

Outcomes of the Role

Data Analysis & Reporting:

• Conduct detailed analysis of financial data, identifying trends and opportunities that influence key business decisions.
• Design and produce financial reports, dashboards, and KPIs that provide clear insights into organizational performance.
• Ensure reports are aligned with the business’s objectives and regulatory standards.

Business Intelligence & Data Visualization:

• Develop and manage BI solutions, including dashboards and visual reports, to support financial performance tracking.
• Automate routine reports to enhance efficiency and provide quick access to critical business insights.
• Ensure the tools used (e.g., Power BI, Tableau) are optimized to display financial data accurately and effectively.

Collaboration & Stakeholder Management:

• Collaborate closely with internal finance teams, including Finance Insight Team, to provide data-driven insights and support decision-making.
• Present findings to non-technical stakeholders in a clear, actionable format, ensuring that data insights align with business objectives.

Advanced Analytics Support:

• Assist in implementing advanced analytics models, working closely with the Finance BI & DA Manager.
• Provide support in predictive and prescriptive analytics projects that will contribute to financial forecasting and strategic planning.
• Take the lead on specific data analytics projects, managing timelines and deliverables.

Knowledge, Skills and Experience

Technical Skills:

• Proficiency in analytics and visualization tools (e.g., Alteryx, Power BI, SAP Analytics Cloud).
• Experience with Snowflake Data Warehouse and data modelling.
• Familiarity with programming languages such as R and Python is highly desirable.

Analytical Skills:

• Strong analytical and problem-solving skills, with the ability to interpret complex data sets and provide actionable insights.
• Expertise in statistical analysis and predictive modelling techniques.

Communication Skills:

• Excellent verbal and written communication skills, with the ability to convey complex concepts clearly to non-technical stakeholders.
• Proven ability to influence and challenge opinions based on data-driven insights.

Personal Attributes:

• Proactive and results-oriented mindset with a strong desire to learn and adapt.
• Strong commitment to data quality and integrity.
• Ability to thrive in a fast-paced, dynamic environment.

• Degree in Data Analytics, Business Intelligence, Finance, Statistics, or a related field.
• Relevant certifications (e.g., CBIP, CFA, Microsoft Data Analyst) is an advantage.
• Minimum of 3 years experience in data analytics or business intelligence, preferably within a finance function.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.