HM Revenue & Customs
Data Management Officer - Finance and Workforce
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Newcastle-upon-Tyne, Stratford
Job Summary
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This position sits within the Borders and Trade (B&T) Group Finance Team, part of the Finance Planning and Performance Directorate, under the leadership of the Group Finance Director.
The B&T Group Finance Team provides strategic financial services at group level, including budgeting, financial management, reporting, control, and analysis. We support senior stakeholders, including the B&T’s Senior Leadership Team (SLT), Enterprise Transformation Group (ETG), and HMRC Central Finance. Our team works closely with the wider finance function, including Financial Business Partnering (FBP) teams.
We are currently recruiting for a Data Management Officer - Finance and Workforce (HO) reporting to the Grade 7 Workforce and Data Lead. This role plays a key part in managing, transforming and analysing complex financial and workforce data from multiple sources to support accurate reporting, planning and decision making.
Job Description
As a Data Management Officer - Finance and Workforce, you will design, develop and maintain robust data systems that enable the processing and analysis of large volumes of complex financial and workforce information. You will play a key role in supporting the reporting needs of the Borders & Trade (B&T) Group, with your work directly informing senior decision-making and contributing to effective financial management.
Data is drawn from a wide range of sources, including SAP General Ledger systems and third-party spreadsheets across the Department. You will be responsible for shaping, transforming and integrating this data to support core reporting outputs, including data libraries, workforce and finance hubs, dashboards, and Power BI reports.
This role requires strong technical capability in advanced Excel and Power Query to manage existing datasets, adapt them to evolving requirements, and develop new solutions to support business needs. As part of a team responsible for maintaining high-quality, reliable data, you will play a critical role in ensuring the smooth and efficient delivery of a dynamic reporting process.
Key Responsibilities Include:
- Designing, developing and maintaining robust data systems
- Maintaining B&T’s group data hubs to ensure accuracy, consistency and accessibility
- Integrating data from multiple sources to ensure completeness, integrity and reliability
- Supporting high-quality documentation of data processes, workflows and assurance activities
- Assisting with troubleshooting and resolving data-related issues
- Proactively driving continuous improvement to ensure data practices align with modern standards
Person specification
We are looking for someone who is analytical, proactive and confident working with complex financial and workforce data, with the ability to turn insights into clear outputs that support decision-making.
The ideal candidate should demonstrate:
- Confidence in managing and interpreting large, complex datasets, with proven ability to analyse and present clear, actionable insights using tools such as, Power Query, Power BI and Excel dashboards.
- Effective communication skills, with the ability to engage confidently with stakeholders and present complex information in a clear and accessible way.
- Strong organisational skills, with the ability to manage competing priorities and deliver high-quality outputs to tight deadlines.
- The ability to take ownership and work independently, delivering outcomes at pace while contributing effectively to team objectives.
- Strong financial and analytical skills, with a high level of accuracy and attention to detail when
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Essential Criteria
- Advanced Excel, Power Query and Power BI skills, with the ability to design, develop, manage and present complex datasets
- Experience in data modelling, integration and troubleshooting, ensuring data accuracy and integrity
- Strong analytical skills and attention to detail, with the ability to generate clear, actionable insights
- Strong communication skills, able to translate complex data into clear insights for stakeholders
- Ability to work at pace, managing competing priorities and delivering high-quality outputs
Desirable Criteria
- Experience in a finance, analytical or workforce planning role, with sound understanding of financial processes.
Further Location Information
Please ensure that you only apply for a location that you are willing and able to work from, as we will only make one offer of employment. Any additional notes included in a ‘Further Location Preferences (optional)’ field within the application form, will not be considered. Please be aware that you cannot change your location preference after submitting your application.
Office Closures
If your location preference is for the following site, it’s important to note that this is not long-term site for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.
For more information on where you might be working, review this information on our locations
This Site Is:
Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle
You will be given more information about what this means at the job offer stage.
Behaviours
We'll assess you against these behaviours during the selection process:
- Changing and Improving
- Making Effective Decisions
- Managing a Quality Service
We only ask for evidence of these behaviours on your application form:
Changing and Improving
Technical skills
We'll assess you against these technical skills during the selection process:
- Analytical and Data Management Skills
- Data modelling, transformation and integration
Salary and Benefits
Alongside your salary of £37,682, HM Revenue and Customs contributes £10,916 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
- Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
- Family friendly policies.
- Personal support.
- Coaching and development.
To find out more about HMRC benefits and find out what it’s really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service
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Artificial intelligence
Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance for more information on appropriate and inappropriate use.
Selection process details
This vacancy is using Success Profiles, and will assess your Behaviours, Experience and Technical skills.
How To Apply
As part of the application process, you will be asked to provide the following:
- A name-blind CV including details of your Job History up to your last 3 roles (150 words per role), giving a brief summary of what you delivered and any key achievements in each role.
- A 500-word Personal Statement. Your Personal Statement should be used to describe how your skills and experience would be suitable for the advertised role, making reference to the Essential Criteria and Person Specification outlined in the advert.
- A 250-word statement addressing the behaviour Changing and Improving.
Please evidence any Desirable Criteria where applicable (up to 150 words max, anything over this will not be considered). This is not essential for the role but may be considered by the vacancy holder where candidates have the same score at interview.
Further details around what this will entail are listed on the application form.
After submission of the first stage of your application, you will be invited to complete a Civil Service Verbal Test and Civil Service Numerical Test. If you successfully pass these tests, you will be invited to complete the final stage of the application.
Please complete the online tests as soon as possible (within 24-48 hours is recommended) and ensure you allow sufficient time to complete and submit the final stage of your application after submitting your online test.
The deadline for both the test and the application is 20th August at 23:55.
Sift
In the event of a large number of applications being received, an initial sift may be held on your Personal Statement.
At full sift your behaviour statement, CV and Personal Statement, will be assessed, with the successful candidates being invited to interview.
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the panel interview, your experience will be assessed and you will be asked behaviour-based questions to explore in detail what you are capable of.
The Behaviours You Will Be Assessed Against Will Be:
- Changing and Improving
- Managing a Quality Service
- Making Effective Decisions
You will also be assessed on your Technical Skills. You will be asked a technical question to assess your:
- Analytical and data management skills, including your ability to work with complex datasets
- Understanding of data modelling, transformation and integration
Interviews will take place face to face in either Newcastle-upon-Tyne or Stratford. Sift and interview dates to be confirmed.
Online Tests – Banked Scores
When an applicant has a banked score they are not asked to retake the same test, providing it is:
- set at the same job level, and
- within the same system.
Scores will be banked for six months
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