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.
- Other info: Work closely with the CEO and leadership team to shape the company's future.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
Our fantastic client, a fast-growing beauty and wellness brand are 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 brands 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 brands 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.
- Commercial & Financial Interpretation: 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.
- Internal Business Decision Support: Deliver data-driven recommendations for new product development, sales forecasting, marketing strategy, and stock and logistics planning.
- Competitor & Market Benchmarking: 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.
- Presentation Design & Data Visualisation: 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 brands tone of voice and visual identity. Consolidate business KPIs into executive summaries and boardroom-ready materials.
- Cross-Functional Collaboration: 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 in London employer: Refyne
Join a fast-growing beauty and wellness brand that values data-driven decision-making and offers a dynamic work environment. As a Strategic Data & Investment Analyst, you'll collaborate closely with the CEO and leadership team, gaining invaluable insights while contributing to the company's growth. With a strong emphasis on employee development, a supportive culture, and opportunities for cross-functional collaboration, this role is perfect for those looking to make a meaningful impact in a vibrant industry.
StudySmarter Expert Advice🤫
We think this is how you could land Strategic Data & Investment Analyst in London
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Refyne!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Strategic Data & Investment Analyst in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Refyne, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Refyne
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Refyne’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
