Optimum RX Lens Specialists
Finance and Business Performance Analyst
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Finance and Business Performance Analyst
Finance and Business Performance Analyst
Department: Finance, Data & Procurement
About the Role
We are looking for a curious and commercially minded Finance & Business Performance Analyst to join our Finance, Data & Procurement team.
This role is ideal for someone who enjoys working with data, solving problems, and helping people make better decisions. You will work closely with teams across Finance, Sales, Operations and Procurement, transforming information from multiple systems into meaningful insights that support the day-to-day running and long-term growth of the business, whilst also providing operational support to ensure the efficient running of the department.
The successful candidate will:
- Develop reports and analyse trends.
- Maintain key business data.
- Help stakeholders understand what is happening within the organisation and where opportunities for improvement lie.
- Identify opportunities, ask key questions, and suggest improvements to drive better performance.
This is an exciting opportunity for someone who wants to move beyond simply producing reports and become a trusted partner helping the business make data-driven decisions.
Key Responsibilities
Reporting & Analysis
- Produce and maintain regular business reports and KPI dashboards.
- Analyse trends in sales, customer activity, operational performance, and financial results.
- Develop customer, product, and departmental reporting to support business decisions.
- Monitor and report on key performance indicators, including service levels, productivity, and customer performance.
- Analyse customer purchasing trends, product performance, and service metrics to identify opportunities and support commercial decision-making.
- Support the development of management information used by leadership teams.
- Present findings clearly and make data-driven recommendations.
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Data Management
- Extract and manipulate data from multiple systems, spreadsheets, and reports.
- Combine information from different sources to create meaningful analysis.
- Ensure data accuracy and consistency across reports.
- Support the improvement of reporting processes and data quality.
- Help automate routine reporting where appropriate.
Finance, Stock & Procurement Support
- Support stock reporting and inventory analysis.
- Assist with procurement reporting and supplier performance monitoring.
- Support cost analysis and margin reporting.
- Assist with budgeting, forecasting, and ad hoc business analysis.
- Provide data and reporting support for business projects and improvement initiatives.
- Offer cover and support across the wider finance, data, and procurement team as required.
- Assist with stock ordering, supplier statement reconciliation, and month-end activities during busy periods.
Continuous Improvement
- Work with stakeholders to understand reporting requirements and business challenges.
- Identify opportunities to improve reporting, processes, and visibility of information.
- Develop new reports and dashboards where existing information is insufficient.
- Support the wider business in becoming more data-driven.
Skills & Experience
Essential
- Strong analytical and problem-solving skills.
- Advanced Microsoft Excel skills, including formulas, lookups, pivot tables, and data analysis.
- Experience working with large datasets and multiple information sources.
- Ability to present information in a clear and understandable format.
- Strong attention to detail and commitment to accuracy.
- Good organisational skills with the ability to manage multiple priorities.
- Confident communicator who can work across different departments.
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Desirable
- Experience using Power BI or similar reporting tools.
- Experience in a manufacturing, production, or operational environment.
- Experience supporting finance, commercial, or operational teams.
- Understanding of stock, procurement, or supply chain reporting.
- Experience working with ERP, finance, or production management systems.
Personal Attributes
- Naturally curious and enjoys investigating problems.
- Proactive and willing to take ownership.
- Naturally asks "why?" and enjoys investigating the root cause behind trends and results.
- Commercially aware and interested in how businesses operate.
- Enjoys turning complex information into simple, practical insights.
- Confident in asking questions and challenging assumptions.
- Positive, collaborative, and solutions-focused.
What Success Looks Like
Success in this role is measured not by the number of reports produced, but by:
- The quality of insight provided in a timely manner.
- Positively impacting decision-making across the business.
- Helping colleagues spend less time finding information and more time using it to improve performance.
Benefits
- Heka (employee wellness programme)
- EAP (Employee Assistance Programme)
- Virtual GP
- Canteen facilities
- Company pension
- Cycle to work scheme
- Discounted or free food
- On-site parking
Work Location
- In person (on-site, Morecambe Lab)
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