At a Glance
- Tasks: Lead Power BI reporting and deliver insightful financial analysis to drive business growth.
- Company: Join UKAS, the UK's sole Accreditation Body, committed to diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for career growth and fostering a culture of belonging.
- Why this job: Make a real impact by turning data into actionable insights for strategic decision-making.
- Qualifications: Qualified accountant with strong Power BI skills and commercial analysis experience.
The predicted salary is between 45000 - 55000 £ per year.
UKAS is seeking a Financial Planning & Reporting Analyst to play a key role in strengthening business insight, reporting capability and strategic decision-making across the organisation. This is an exciting opportunity for a skilled analyst with strong Power BI expertise and commercial acumen to influence business performance and support strategic growth. Working closely with Commercial and operational stakeholders, you will lead the development of insightful reporting and support the delivery of high-quality financial and operational analysis across the business.
Key Responsibilities
- Lead the development and standardisation of Power BI reporting across UKAS, from executive dashboards to exception reporting and operational insight.
- Integrate financial performance and risk reporting into project delivery processes, enabling proactive decision‑making throughout the project lifecycle.
- Partner with Commercial teams to support business development strategies through detailed analysis of growth, profitability, utilisation, and revenue performance.
- Deliver meaningful insight into income streams and product performance, from lead generation through to long‑term growth and retention.
- Consolidate monthly management accounts through Power BI, including budget and forecast comparisons, supporting the acceleration of month‑end reporting timelines to within five working days.
- Produce accurate and insightful balanced scorecard reporting aligned to strategic business objectives, while continuously improving data flows and reporting automation.
- Line management and development of Data Analysts.
About You
You will be an experienced analyst passionate about turning data into actionable business insights. You will be a qualified accountant (ICAEW/ACCA/CIMA) combining strong technical capability with excellent stakeholder engagement skills and a proactive, commercially focused mindset. You will ideally have:
- Power BI and data visualisation skills.
- Strong financial planning, forecasting and management reporting experience.
- Experience developing dashboards and automated reporting solutions.
- Commercial analysis and business modelling capability.
- A continuous improvement mindset with strong attention to detail.
Equity, Diversity, and Inclusion: Fostering a Culture of Belonging
UKAS is proud to be the United Kingdom's sole Accreditation Body. We wouldn't be able to do what we do without a diverse mix of minds, backgrounds and experiences. UKAS is committed to promoting a culture of belonging and values the differences and uniqueness that everyone brings to the organisation. We welcome candidates across all types of backgrounds, circumstances, and identities to support our Equity, Diversity and Inclusion (EDI) commitments.
Financial Planning & Reporting Analyst employer: UKAS
UKAS is an exceptional employer that values diversity and fosters a culture of belonging, making it an ideal workplace for those seeking meaningful and rewarding careers. As a Financial Planning & Reporting Analyst, you will benefit from a collaborative work environment that encourages professional growth through continuous improvement and innovative reporting solutions. With a commitment to employee development and a focus on strategic decision-making, UKAS offers a unique opportunity to influence business performance while working alongside talented professionals in the heart of the UK's accreditation landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning & Reporting Analyst
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those who work at UKAS or similar organisations. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Show off your Power BI skills! If you get the chance, bring examples of your dashboards or reports to interviews. Demonstrating your expertise visually can really impress the hiring team.
✨Tip Number 3
Prepare for those tricky questions! Think about how you can relate your past experiences to the key responsibilities listed in the job description. We want to see how you can influence business performance and support strategic growth.
✨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, it shows you’re genuinely interested in joining the UKAS team.
We think you need these skills to ace Financial Planning & Reporting Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planning & Reporting Analyst. Highlight your Power BI skills and any relevant experience in financial planning and reporting. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our needs. Be sure to mention your commercial acumen and any specific achievements that demonstrate your analytical prowess.
Showcase Your Analytical Skills:In your application, don’t just list your skills—show us how you've used them! Provide examples of how you've turned data into actionable insights or improved reporting processes in previous roles. We love seeing real-world applications of your expertise.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do—just follow the prompts and submit your materials!
How to prepare for a job interview at UKAS
✨Master Power BI
Since the role heavily relies on Power BI, make sure you brush up on your skills. Prepare to discuss specific projects where you've used Power BI to create dashboards or reports. Bring examples of how your insights influenced decision-making.
✨Know Your Numbers
Be ready to dive deep into financial planning and reporting. Familiarise yourself with key financial metrics and be prepared to discuss how you've used them in past roles. This will show that you can translate data into actionable insights.
✨Engage with Stakeholders
This position requires strong stakeholder engagement, so think about times when you've collaborated with different teams. Prepare anecdotes that highlight your communication skills and how you’ve successfully partnered with commercial teams to drive business growth.
✨Show Your Improvement Mindset
UKAS values continuous improvement, so come armed with examples of how you've streamlined processes or improved reporting accuracy in previous roles. This will demonstrate your proactive approach and attention to detail.
