Data and Analytics Lead

Salary: £70,000–£80,000 + benefits Reports to: IT Director

Overview

Our client is a fast-growing, privately-backed group of financial services businesses, built through an active buy-and-build acquisition strategy and now entering a rapid growth phase. This newly created role is the organisation's first dedicated data hire, tasked with building its central Data & Analytics function from the ground up and working directly with the executive and senior leadership team.

Role

A deliberately hands-on role: approximately 60% delivery / 40% strategic today, shifting towards strategy as the function and a team are built around the successful candidate. Not a Head of Data role at the outset – the candidate will do much of the work themselves while carrying genuine influence over data strategy and a clear path to leadership. Works across the organisation's core adviser/CRM, client portal and finance systems, with Power BI as the reporting layer and an enterprise data platform on the roadmap. A growing part of the role is defining, and in time leading, the migration of acquired firms' data into the group's systems.

Key Responsibilities

Clean, reconcile and integrate data across core systems; build day-to-day KPIs, dashboards and MI in Power BI (assets under advice, flows, revenue, adviser metrics) for the Board and finance team, from a single trusted source.

Own data quality – define and apply the checks, controls and audit evidence that underpin a trusted single source of truth, Consumer Duty and regulatory reporting.

Build and maintain data pipelines and reconciliation logic across the core adviser platform, client portal, finance system and provider platforms.

Define, and once established lead end-to-end, a repeatable process for migrating each newly acquired firm's data into the group's systems (profiling, mapping, cleansing, reconciliation, cutover).

Contribute to data strategy – platform selection, target data model, governance – and help define and, in time, lead the growing data team.

Skills & Experience

Strong, hands-on SQL and data manipulation skills.

Genuine depth in Power BI – data modelling and DAX, not just report-building.

Experience building and maintaining data pipelines, reconciliation and integrations.

Track record producing reporting, KPIs and MI for business and finance stakeholders.

Sound data quality/governance instincts, and the ambition to grow into a team-leading role.

Experience of the Snowflake data platform.

Financial-services data experience (assets under advice/flows, Consumer Duty); Python; a finance/management-reporting background; data migration or system onboarding experience; other platforms (Microsoft Fabric/Azure, Databricks).

Personal Attributes

Genuinely hands-on yet able to think strategically. Curious, ambitious and self-directed – comfortable being the first data hire and building from the ground up. Collaborative and credible with finance and senior stakeholders. Pragmatic, delivery-focused and comfortable with ambiguity in a fast-growing, acquisitive business.

#J-18808-Ljbffr