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For Companies At a Glance
- Tasks: Transform financial data into actionable insights for strategic decision-making.
- Company: Join a fast-growing beauty and wellness brand making waves in the industry.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: Be at the heart of a data-driven brand, influencing key business strategies.
- Qualifications: Strong grasp of financial metrics and advanced Excel skills required.
- Other info: Work closely with the CEO and leadership team to shape the company's future.
The predicted salary is between 36000 - 60000 £ per year.
Our fantastic client, a fast-growing beauty and wellness brand, is currently seeking an experienced and commercially minded Strategic Data & Investment Analyst.
This is a unique opportunity to sit at the heart of a successful, data-led brand, working directly with the CEO and leadership team to transform financial, sales and operational data into investor-grade insights. If you have a strong grasp of financial metrics, a passion for storytelling through data and the ability to turn complex numbers into actionable strategy, this could be the perfect next step in your career.
Overview:
This is a highly strategic and analytical role responsible for building and maintaining the brand's internal investor-grade data book. You’ll collate and interpret data from across all business units including sales, channels, financial reports and industry benchmarks to create cohesive, insight-rich reports and presentations.
The mission is to help the business understand and communicate its value. The person will work closely with the CEO and marketing team to present commercial data with clarity and visual polish, transforming complex numbers into strategic decisions and investor-ready materials.
This is not a direct accounting role; however, a deep financial understanding is essential. You should know what a margin means, why a contribution profit matters, how sales channels compare and what numbers truly drive valuation.
This role sits at the heart of the brand's data infrastructure and supports both internal management decision-making and external investor readiness. The successful candidate will take ownership of building and maintaining the company’s internal Data Book - a master reporting tool that integrates financial, sales, operational and market data across all business units and territories.
Interpret monthly management accounts, monitor performance across channels (TikTok Shop, Amazon, Shopify, offline sales), and transform raw data into dashboards, presentations and commercial insight that can be used to make confident, informed decisions about product development, campaign strategy, market expansion and more.
You must have a strong grasp of financial metrics, without needing to produce the accounts themselves, and be capable of shaping this data into clean, brand-aligned materials suitable for investor meetings, board presentations and internal performance reviews.
Key Responsibilities
- Strategic Data Book & Reporting:
- Build and manage their internal strategic Data Book, combining financial, operational, and channel-level data into a single reporting system.
- Maintain updated views across sales performance, margins, CAC, AOV, growth, inventory movement, and more, presented in a visually clear and commercially meaningful format.
- Provide weekly, monthly, and quarterly data summaries for internal management and investor readiness.
- Review and interpret management accounts across the UK, USA, and India.
- Translate financials into insight, including gross margin, contribution margin, channel profitability and cost structure trends, and present key learnings.
- Provide commentary and models that link financial performance to operational decisions and strategic direction.
- Deliver data-driven recommendations for:
- New product development – analysing category performance, pricing models, and margin potential.
- Sales forecasting – building forward-looking models by region, category and channel.
- Marketing strategy – tracking CAC, blended ROAS, campaign results and profitability.
- Stock and logistics planning – highlighting overstock risks, turnover rates, and missed sales due to availability.
- Conduct structured reviews of competitor performance and wider market dynamics.
- Track pricing strategies, category expansion, channel adoption, and international growth trends.
- Deliver market insights that support long-term brand positioning and investor storytelling.
- Create clean, brand-aligned visual reporting in PowerPoint and Excel for internal strategy meetings, investor decks, and external pitches.
- Maintain branded templates and slide libraries aligned with the brand's tone of voice and visual identity.
- Consolidate business KPIs into executive summaries and boardroom-ready materials.
- Work across all departments including Amazon, TikTok, Shopify, Finance, Logistics and Product to consolidate data inputs and ensure accuracy across all dashboards.
- Set up and maintain KPI dashboards by department, reviewed in monthly and quarterly meetings.
- Act as a central liaison for all internal teams seeking commercial insight and reporting clarity.
About You
- Excellent grasp of financial reporting terminology and business performance metrics, including gross margin, contribution margin, EBITDA, CAC, and unit economics.
- Advanced proficiency in Microsoft Excel (formulas, PivotTables, VLOOKUPs) and PowerPoint, with a strong eye for layout and clarity.
- Experience compiling data from multiple tools such as Shopify, Amazon Seller Central, TikTok Shop, and management accounts.
- Clear, confident communication style and the ability to explain performance data in a strategic context.
- Proven track record in supporting decision-makers and shaping commercial strategy through numbers.
Nice to Have - Prior experience supporting M&A processes, investor readiness, or due diligence (in-house or via consultancy).
Strategic Data & Investment Analyst employer: Refyne
Contact Detail:
Refyne Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Data & Investment Analyst
✨Tip Number 1
Familiarise yourself with the key financial metrics mentioned in the job description, such as gross margin and contribution margin. Being able to discuss these concepts fluently during your interview will demonstrate your strong grasp of financial reporting.
✨Tip Number 2
Showcase your data visualisation skills by preparing a sample report or presentation that aligns with the brand's tone and style. This will not only highlight your technical abilities but also your understanding of how to communicate complex data effectively.
✨Tip Number 3
Research the beauty and wellness industry trends, particularly focusing on competitors and market dynamics. Being knowledgeable about the current landscape will allow you to provide insightful commentary during discussions with the leadership team.
✨Tip Number 4
Prepare to discuss how you've previously used data to influence strategic decisions. Sharing specific examples of your past experiences will illustrate your ability to turn numbers into actionable insights, which is crucial for this role.
We think you need these skills to ace Strategic Data & Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Strategic Data & Investment Analyst. Focus on your analytical abilities, financial understanding, and any experience with data visualisation tools.
Craft a Compelling Cover Letter: In your cover letter, express your passion for data storytelling and how your background makes you a perfect fit for the role. Mention specific examples of how you've transformed complex data into actionable insights in previous positions.
Showcase Your Technical Skills: Emphasise your proficiency in Microsoft Excel and PowerPoint. Provide examples of how you've used these tools to create reports or presentations that influenced business decisions.
Highlight Cross-Functional Collaboration: Discuss any experience you have working with different departments to gather data and insights. This will demonstrate your ability to act as a liaison and support decision-making across the organisation.
How to prepare for a job interview at Refyne
✨Know Your Financial Metrics
Make sure you have a solid understanding of key financial metrics like gross margin, contribution margin, and CAC. Be prepared to discuss how these metrics impact business decisions and strategy.
✨Showcase Your Data Storytelling Skills
Prepare examples of how you've transformed complex data into actionable insights in previous roles. Highlight your ability to present data clearly and compellingly, especially in visual formats.
✨Familiarise Yourself with the Brand
Research the beauty and wellness brand thoroughly. Understand their market position, competitors, and recent developments. This will help you tailor your responses and demonstrate your genuine interest in the company.
✨Practice Cross-Functional Collaboration Scenarios
Think of examples where you've worked across different departments to achieve a common goal. Be ready to discuss how you can act as a liaison between teams to consolidate data and ensure accuracy in reporting.
