Rathbones
Head of Financial Analysis, Insight & Data
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Role Title: Head of Financial Analysis & Data
Division: Finance
Location: London / Liverpool / Leeds
Contract: FTC
Working pattern: Full Time
About the Role
Accountable for the strategic direction and operational effectiveness of the Group Financial Analysis, Insight & Data team. The role oversees the production and distribution of key management information, including FUMA and net flows, and leads Finance engagement with client-facing teams and senior management to support understanding of commercial performance, strategic analysis and decision-making. The role ensures that reporting is accurate, timely, well-controlled and delivered to the required quality standards.
What you’ll be responsible for
- Lead the Financial Analysis, Insight & Data team, setting clear priorities and maintaining a culture of accuracy, collaboration, constructive challenge, integrity and right-first-time delivery.
- Develop and maintain effective processes, policies, procedures and control frameworks for the timely and accurate production of management and financial information, particularly FUMA and net flows reporting.
- Lead commercial analysis and business partnering for key areas of the Group, including executive management, client-facing leadership, RAM, CCO and Distribution.
- Provide analysis and insight to support strategic decisions, corporate activity and the assessment of commercial opportunities, leading workstreams where required.
- Lead financial pricing and remuneration analysis and support wider commercial decision-making.
- Use business data to identify trends, explain performance and turn management information into clear, actionable commercial insight.
- Work closely with the Group Data team on the use of data across the Group, including insight, governance, systems and controls, with particular focus on Finance requirements.
- Oversee the production and delivery of ad hoc reporting for internal and external purposes.
- Manage relationships with key internal stakeholders, including GEC members, business leaders and their teams.
- Identify and deliver improvements to processes, procedures, practices and systems, working with change resources and Technology as appropriate.
- Manage team workloads, delegation, performance, development and succession to sustain high-quality delivery against immovable deadlines.
- Member of the leadership team for the Director of Finance. Lead team through annual performance reviews, reward with a clear focus on team development and engagement.
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- Demonstrable ability to lead, motivate and develop a team, manage competing priorities and delegate effectively under pressure.
- Strong commercial acumen and the ability to connect detailed financial and operational analysis to the wider business picture.
- Excellent attention to detail, with a consistent focus on accuracy, quality and effective control.
- Strong communication, stakeholder management and business writing skills, with the ability to explain complex information clearly and concisely.
- Confidence working with senior management and influencing decisions through evidence-based insight and constructive challenge.
- Ability to analyse and interpret data from a range of systems using appropriate analytical and management reporting tools.
- Knowledge of financial control and experience of maintaining and enhancing control environments, particularly for FUMA and net flows reporting.
- Experience of sharing complex financial and management information across a broad stakeholder base.
- Understanding of data governance, reporting systems and the effective use of business data to support insight and decision-making.
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