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Financial Performance and Insight Analyst, NATIONAL TRUST
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Important notice
The National Trust does not offer sponsorship. We welcome applicants with the right to work in the UK, but we are unable to offer any form of visa sponsorship.
We're looking for a Financial Performance and Insight Analysts
You'll be joining our Financial Insight and Planning Team.
We're a large, complex charity but the basic model upon which it runs is simple: we provide people with access to beautiful or historic places that provide physical and spiritual refreshment. People join, visit, and donate money which is invested in conservation and access. It is a virtuous circle. The more income we generate, the more we can spend on the places that support strategic decisions.
What It's Like To Work Here
- You'll be joining a collaborative, forward-thinking Financial Performance & Insight function that sits at the centre of the organisation, supporting teams across finance, strategy, IT, and operations.
- We're focused on creating a culture of data-driven decision making, continuous improvement, and strong financial governance.
- Working together to ensure high-quality insight underpins how the organisation plans for both the short and long term.
- Your contractual location will be our Finance Service Centre in Trowbridge, and you will be expected to work there for a minimum of 2 days a week. You may work remotely or at another National Trust Location on the other days.
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What You'll Be Doing
- Lead the delivery of high-quality, Trust-wide financial reporting, forecasting, and strategic insight that supports Executive and Board Level decision making.
- As a key member of the Financial Performance and Insight Reporting team, you'll own key reporting processes, act as a trusted advisor to senior stakeholders, and drive continuous improvement in financial insight capabilities.
- Support decision-making that influences the financial running of properties, places, and outdoor spaces - now and setting up foundations well for the longer term.
Who we're looking for
- Strong understanding of finance systems and management accounting, with AAT qualification or equivalent experience.
- Proven ability to translate complex financial data into clear, actionable insight within large organisations.
- Excellent numerical and analytical skills, with a high level of accuracy and attention to detail.
- Strong financial analysis and management reporting skills, supported by experience using Excel and reporting tools such as Tableau or Power BI.
- Confident communicator, able to engage and influence a wide range of stakeholders through clear written and verbal communication.
- Well-organised, with the ability to prioritise workload and meet tight deadlines.
- Experience delivering strategic financial insight and presenting to senior leadership to support decision-making.
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The National Trust does not offer sponsorship
We welcome applicants with the right to work in the UK, but we are unable to offer any form of visa sponsorship.
The package
The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too.
- Substantial pension scheme of up to 10% basic salary.
- Free entry to National Trust places for you, a guest, and your children (under 18).
- Rental deposit loan scheme.
- Season ticket loan.
- EV car lease scheme (for roles that meet the salary criteria).
- Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts.
- Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.
- Flexible working whenever possible.
- Employee assistance programme.
- Free parking at most Trust places.
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