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- Tasks: Transform data into actionable insights and optimise finance systems for maximum efficiency.
- Company: Join a leading finance firm committed to innovation and employee wellbeing.
- Benefits: Enjoy competitive pay, private medical insurance, and flexible working options.
- Why this job: Make a real impact in finance analytics while growing your career in a supportive environment.
- Qualifications: 4-8 years in finance analytics or systems, with strong Excel and Power BI skills.
- Other info: Collaborative culture with opportunities for professional development and community engagement.
The predicted salary is between 60000 - 84000 ÂŁ per year.
We are seeking a highly analytical and strategically minded Finance Data & Analytics Manager to join our Finance team. This role sits within Finance and is designed to bridge detailed data execution with forward-looking strategic thinking.
The successful candidate will be responsible for consolidating and transforming multiple disparate data sources (Excel, SAP, Power BI and other internal systems) into robust, usable datasets that support financial consolidation, analysis and reporting.
In addition, this role will support the effective maintenance, optimisation and utilisation of core finance systems, including SAP ERP and SAP Concur, ensuring they are configured and used in a way that maximises efficiency, data integrity and reporting capability. This is a hands-on role requiring comfort operating in the detail, while also contributing to the longer-term design and evolution of finance data architecture, systems usage and reporting capabilities.
The role will also act as a key liaison between Finance and the Data / Transformation teams to ensure finance systems and data flows are aligned, scalable and fit for purpose.
Key Responsibilities- Data Integration & Consolidation
- Extract, reconcile and integrate data from multiple sources including SAP ERP, Excel models, Power BI, SAP Concur and other finance systems.
- Develop structured, reliable datasets for use in financial consolidation, management reporting, revenue analysis, forecasting and budgeting.
- Improve data integrity, governance and consistency across finance outputs.
- Reduce manual processes and spreadsheet risk through improved data modelling and automation.
- Support the day-to-day maintenance and effective use of SAP ERP and SAP Concur within Finance.
- Ensure finance processes are optimally configured within SAP (e.g. chart of accounts, cost centres, reporting hierarchies).
- Drive continuous improvement in system usage, controls and reporting outputs.
- Partner with IT and Transformation teams on system upgrades, enhancements and integrations.
- Identify opportunities to automate workflows and improve efficiency across procure-to-pay, expense management and financial reporting processes.
- Ensure finance data structures within SAP support robust reporting, consolidation and analysis.
- Build and maintain reporting models in Excel and Power BI.
- Develop dashboards and analytical tools to support AUM tracking and analysis, revenue drivers (management fees, performance fees), cost allocation and profitability analysis, and business performance metrics.
- Support senior finance leadership with high-quality analysis and insight.
- Move reporting from reactive to forward-looking and insight-driven.
- Identify opportunities to enhance finance data architecture and reporting processes.
- Contribute to the development of a scalable, sustainable finance data environment.
- Translate finance reporting needs into structured data and system requirements.
- Support automation and finance transformation initiatives.
- Work closely with Data and Transformation teams to align finance data requirements with broader system architecture.
- Improve integration between SAP, Concur and reporting tools.
- Support system upgrades and finance transformation initiatives.
- Act as a “translator” between Finance and technical teams.
- Ensure finance-specific nuances (e.g. revenue recognition, AUM flows, performance fee mechanics) are correctly reflected in data structures and system configurations.
- Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
- Approximately 4–8+ years’ experience in finance analytics, FP&A, financial reporting, finance systems or a finance-focused data/transformation role.
- Experience within financial services preferred, ideally investment management.
- Strong understanding of assets under management (AUM), revenue drivers (management fees, performance fees), and cost structures within investment firms.
- Experience working with ERP systems (SAP preferred) and expense management systems (SAP Concur desirable).
- Strong academic background preferred.
- Technical Skills: Advanced Excel (complex modelling, Power Query, structured datasets), strong Power BI capability (data modelling, DAX, dashboard design), experience working with SAP ERP (essential), familiarity with SAP Concur (desirable), Python (desirable but not essential), strong understanding of data structures, data transformation and relational concepts.
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible "results-focused" working model.
Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.
Finance Data & Analytics Manager, Principal employer: Partners Capital
Contact Detail:
Partners Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Data & Analytics Manager, Principal
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and data analytics space. Attend industry events or webinars, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data integration projects, dashboards, or any financial models you've built. This will give potential employers a taste of what you can do and set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on your technical skills. Be ready to discuss your experience with SAP, Power BI, and Excel in detail. Practice explaining complex data concepts in simple terms, as you'll need to communicate effectively with both finance and tech teams.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search. So, get that application in and let’s make it happen!
We think you need these skills to ace Finance Data & Analytics Manager, Principal
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Finance Data & Analytics Manager. Highlight your experience with data integration, financial reporting, and any relevant systems like SAP and Power BI. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about finance analytics and how you can contribute to our team. Be sure to mention specific projects or achievements that showcase your analytical prowess.
Showcase Your Technical Skills: We love candidates who are tech-savvy! Make sure to highlight your advanced Excel skills, Power BI capabilities, and any experience with ERP systems. If you've worked on automating processes or improving data integrity, let us know!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Partners Capital
✨Know Your Data Inside Out
Make sure you’re well-versed in the data sources mentioned in the job description, like SAP ERP, Power BI, and Excel. Be prepared to discuss how you've previously integrated and transformed data from these systems into actionable insights.
✨Showcase Your Analytical Skills
Prepare examples of how you've used data analytics to drive financial decisions. Think about specific projects where your analysis led to improved reporting or efficiency, and be ready to explain your thought process.
✨Understand the Bigger Picture
This role requires strategic thinking, so be ready to discuss how you can contribute to the long-term design of finance data architecture. Think about how you can align finance data with broader business goals and be prepared to share your ideas.
✨Communicate Effectively with Technical Teams
Since you'll be acting as a liaison between Finance and technical teams, practice explaining complex finance concepts in simple terms. Be ready to demonstrate how you can bridge the gap between finance and IT, ensuring everyone is on the same page.