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Financial Data Analyst
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Role: Finance Data Lead
Rate: £535/day inside IR35 (via Umbrella)
Location: Gloucestershire (twice/week onsite)
Start date: Late August / Early September
Duration: 5-month initial contract (scope for extension)
We're seeking an experienced Finance Data Lead to join a leading Wealth Management client to provide business-critical financial information used across Finance and the wider organisation, including data supporting financial modelling, provisions, internal reporting and externally audited accounts.
Key Responsibilities:
- Provide day-to-day leadership, support, and technical guidance to a team of junior Financial Data Analysts, improving their financial understanding, SQL capability, and overall quality of delivery.
- Review and approve the team’s work, including SQL code, data analysis, and final financial outputs.
- Take professional ownership of financial data and numbers used within modelling, provisions, reporting, and the statutory accounts.
- Translate requests from Finance and wider business stakeholders into clearly defined data requirements. Work closely with Finance, Actuarial, Data, and Technology teams to produce reliable financial information.
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Required Experience:
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- Qualified Accountant or Actuary, such as ACA, ACCA, CIMA, FIA, or an equivalent recognised professional qualification.
- Experience working within a Finance function and taking ownership of financially material outputs.
- Practical SQL experience, including reading and reviewing queries, joining data from multiple sources, and validating outputs. Experience working with large or complex financial datasets.
- Strong communication skills, with the ability to clarify ambiguous requests and explain complex data clearly.
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