At a Glance
- Tasks: Help a charity automate financial reporting using Power BI and Xero for clearer insights.
- Company: A growing UK charity focused on enhancing financial decision-making.
- Benefits: Flexible remote work, impactful project, and opportunity to make a difference.
- Other info: Short-term consultancy with potential for future projects.
- Why this job: Join a mission-driven team and transform financial data into actionable insights.
- Qualifications: Experience with Power BI, Xero integrations, and financial reporting automation.
The predicted salary is between 33750 - 41250 £ per year.
A focused short-term consultancy for a Power BI / Xero specialist to help a growing UK charity automate financial reporting and turn finance data into clearer, faster management insight. Our partner is a UK charity entering a new phase of growth and looking to strengthen how financial information is captured, reported and used for decision-making.
The organisation currently uses Xero for finance and has an existing Excel-based financial dashboard, with reports downloaded manually from Xero. They are now seeking an experienced consultant to help automate this process by integrating Xero data into Power BI, where the organisation already holds wider organisational performance dashboards. The aim is to create a more efficient, reliable and timely financial reporting process, reducing manual downloads, spreadsheet manipulation and the risk of reporting errors.
Scope of work
- Requirements gathering and dashboard design: review the existing Excel-based financial dashboard, reporting requirements, KPIs & source reports currently downloaded manually from Xero.
- Xero data integration: configure a secure connection between Xero and Power BI, using the Xero API or an appropriate approved connector, to automatically extract the financial data and reports required.
- Data transformation and modelling: develop Power Query and data model structures to cleanse, transform, validate and consolidate Xero data into a format suitable for reporting and analysis.
- Power BI dashboard development: build an interactive Power BI dashboard that replicates and enhances the existing Excel dashboard, including key financial metrics, income and expenditure reporting, balance sheet, cash flow and management KPIs.
- Automated refresh and governance: configure scheduled data refreshes, security permissions and data validation controls to support accurate, up-to-date reporting and reduce reliance on manual report downloads.
- Testing, documentation and handover: carry out user acceptance testing, resolve any issues, document data sources and refresh processes, and provide knowledge transfer to finance team users and administrators.
Person specification
This opportunity would suit a consultant with strong experience in:
- Strong systems/IT skills including Power BI dashboard development, Xero integrations, Xero API or approved Xero connectors, and Power Query and data modelling.
- Management reporting, financial KPIs and dashboard design.
- Financial reporting automation.
- Documentation, training and handover to finance users.
Timing: Expected to start in early 2027
Estimated input: Approximately 5–10 days, subject to consultant review
Location: Remote / hybrid in the UK depending on availability and project needs
Power BI / Xero Financial Reporting Consultant employer: Afid
As a leading organisation in the financial management sector, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. Our London-based office offers hybrid working arrangements, ensuring a healthy work-life balance while providing ample opportunities for professional growth through training and development initiatives. Join us to make a meaningful impact on multi-country projects while enjoying the benefits of a supportive team environment and the chance to work with esteemed international partners.
StudySmarter Expert Advice🤫
We think this is how you could land Power BI / Xero Financial Reporting Consultant
✨Join Business Intelligence Meetups
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If you're currently studying or recently graduated, make sure to use your university's career services. Many educational institutions have partnerships with companies looking for temporary talent in Business Intelligence, so keep an eye out for exclusive job postings or internship fairs that could lead to a quick placement.
We think you need these skills to ace Power BI / Xero Financial Reporting Consultant
Some tips for your application 🫡
Show Off Your Data Skills:In business intelligence, it's crucial to highlight your analytical skills and experience with data tools. Make sure your CV showcases any relevant software you’ve used, like SQL, Tableau, or Power BI. Add specific examples of how you've used data to drive insights or improvements in previous roles, even if they were in academic projects or internships.
Keep it Concise and Impactful:For a temporary role like this, hiring managers often have limited time to sift through applications. Get straight to the point in your CV and cover letter. Use bullet points for your achievements, showcasing the impact you've made, like percentage increases in efficiency or specific results from your analyses.
Flexibility is Key:Since this is a temporary position, make sure to emphasise your adaptability. Mention your quick learning abilities and experiences where you adapted to new tools or processes rapidly. This will show that you can jump in and start contributing effectively from day one at Afid.
Craft a Tailored Motivation Statement:In your cover letter, focus on why you’re excited about this temporary role at Afid. Talk about your interest in business intelligence and how this position aligns with your career goals. Remember, it’s not just about what you can offer, but why you’re passionate about becoming part of their team, even for a short time!
How to prepare for a job interview at Afid
✨Brush Up on Your Data Skills
For a business intelligence role, you'll want to showcase your analytical skills and familiarity with data visualisation tools like Tableau or Power BI. Be ready to tackle technical questions or case studies demonstrating your ability to interpret data and make insightful recommendations.
✨Plan Your Portfolio of Projects
Since this is a temporary position, we should highlight any past projects you've worked on in business intelligence. Prepare a portfolio that includes a couple of key pieces where you've effectively utilised data to drive decisions—this will show that you're not just a quick fix but someone who can deliver immediate value.
✨Demonstrate Your Adaptability
Temporary roles often require us to hit the ground running, so be ready to discuss how you quickly adapt to new tools, teams, and environments. Share specific examples from previous experiences where you thrived under pressure or had to learn a new system or process in a short time frame.
✨Have Your Metrics Ready
In business intelligence, quantifying your impact is key. Come prepared to share metrics from your past work: think percentages, growth figures, or efficiency improvements. This will really help us paint a picture of how your contributions directly benefited those previous roles.
