At a Glance
- Tasks: Transform and analyse finance data to drive strategic insights and reporting.
- Company: Join a leading finance firm focused on innovation and employee wellbeing.
- Benefits: Competitive salary, private medical insurance, flexible working, and career growth opportunities.
- Other info: Collaborative culture with a focus on professional development and social events.
- Why this job: Make an impact by optimising finance systems and enhancing data architecture.
- Qualifications: 4-8 years in finance analytics or systems, strong Excel and Power BI skills.
The predicted salary is between 72000 - 108000 £ 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.
- Finance Systems Ownership & Optimisation
- 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.
- Reporting & Analytics
- 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.
- Strategic Finance Data Development
- 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.
- Cross-Functional Collaboration
- 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.
- Other
- 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 in London employer: Partners Capital
At Partners Capital, we pride ourselves on being an exceptional employer, offering a dynamic work environment in London that fosters both personal and professional growth. Our commitment to employee wellbeing is reflected in our competitive benefits package, which includes private medical insurance, income protection, and a flexible working model, ensuring that our team members can thrive both in and out of the office. With opportunities for career progression and a culture that champions collaboration and social responsibility, we empower our employees to make a meaningful impact in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Data & Analytics Manager, Principal in London
✨Tip Number 1
Network like a pro! Reach out to people in the finance and data analytics space, especially those who work at companies you're interested in. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data projects, especially those involving Excel, Power BI, or SAP. This gives you a chance to demonstrate your expertise beyond what's on paper.
✨Tip Number 3
Prepare for interviews by diving deep into the company’s financial data practices. Understand their systems and think about how you can contribute to optimising them. This shows you're not just interested, but ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Finance Data & Analytics Manager, Principal in London
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 your background makes you a perfect fit for our team. Don’t forget to mention specific projects or achievements that showcase your analytical prowess.
Showcase Your Technical Skills:We’re keen on candidates who are comfortable with advanced Excel and Power BI. Make sure to include examples of how you've used these tools in past roles. If you have experience with SAP ERP or Concur, definitely highlight that too!
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 don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
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, Excel, and Power BI. Be ready to discuss how you've previously consolidated and transformed data, as this will show your analytical skills and hands-on experience.
✨Showcase Your Strategic Thinking
Prepare examples that highlight your ability to bridge detailed data execution with strategic insights. Think about times when your analysis led to improved financial reporting or decision-making, and be ready to share these stories during the interview.
✨Demonstrate System Optimisation Skills
Familiarise yourself with the optimisation of finance systems, particularly SAP and Concur. Be prepared to discuss how you’ve driven continuous improvement in system usage and reporting outputs, as this aligns perfectly with what they’re looking for.
✨Be a Great Communicator
Since this role involves liaising between finance and technical teams, practice explaining complex finance concepts in simple terms. This will demonstrate your ability to act as a 'translator' and ensure everyone is on the same page regarding finance data requirements.
