Position Title: Group Finance Analyst (Apprenticeship considered)
Department: Group Finance
Location: Stockport (other DR&P Group Offices considered)
Direct Reporting: Group Finance Manager
David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 300 dedicated colleagues, we place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.
Following a sustained period of growth, where DR&P Group has acquired multiple insurance businesses in the past 24 months and is continuing to grow both organically and through future acquisitions.
You will work closely with our data analytics team, supporting various data-driven projects, delivery of financial reporting and other key initiatives wile learning about the insurance industry. We will provide comprehensive training and hands-on experience to support your career as a Finance Analyst.
Roles & Responsibilities:
1- Collaborate with the data analytics team to gather requirements and develop interactive dashboards and reports using Power BI.
2- Assist in data collection, cleansing, transformation, and preparation to ensure accurate and reliable data for analysis.
3- Analyse complex datasets to identify trends, patterns, and insights that drive informed business decisions.
4- Develop data visualisations and reports that effectively communicate key findings and recommendations to stakeholders.
5- Collaborate with cross-financial teams to understand business needs and translate them into actionable data-driven solutions.
6- Assist in the maintenance and optimisation of existing Power BI reports and dashboards, ensuring data integrity and performance.
7- Support the development and implementation of data governance and data quality standards.
8- Stay updated with the latest Power BI features, functionalities, and best practices, and recommend innovative approaches for data visualisation and analysis.
9- Collaborate with IT and data engineering teams to ensure seamless data integration and connectivity between various systems and sources.
Key Performance Indicators:
1- Timely and accurate delivery of interactive dashboards and reports using Power BI.
2- Ability to identify valuable insights and provide data-driven recommendations for business improvements.
3- Effectiveness of data visualisations in conveying information and supporting decision-making.
4- Successful completion of the apprenticeship programme (if joining via this route)
5- Contribution to data governance initiatives and adherence to data quality standards.
6- Collaborative engagement with cross-functional teams and stakeholders.
1- Group Financial Controller: Collaborate closely with Finance Team to align data analysis efforts with business objectives.
2- Financial Analyst: Work collaboratively with the Financial Analyst to support various data-driven projects and initiatives.
3-Business Stakeholders: Engage with stakeholders to understand their requirements and provide data-driven solutions.
Qualifications/Key Skills Required:
1- Strong interest in data analysis and eagerness to learn and grow in the field.
2- Proficiency in Microsoft Power BI and understanding of data visualisation best practices.
3- Solid understanding of data concepts, including data cleansing, transformation, and data modelling.
4- Analytical mindset with the ability to interpret and analyse complex datasets.
5- Proficient in SQL and experience with querying and manipulating data.
6- Strong problem-solving skills and attention to detail.
7- Excellent written and verbal communication skills.
8- Ability to work independently and collaboratively in a team environment.
1- A minimum of GCSEs (or equivalent) in Mathematics and English.
2- A-Levels (or equivalent) in Mathematics, computer science, business intelligence, or Power BI is a plus but not required.
Salary: Based on experience (including regular incremental increases based on progress through Apprenticeship Scheme)
Hours: Mon-Fri- 9.00am to 5.00pm with an hour for lunch.
Holidays: 25 days holidays plus 8 bank holidays (increases to 28 days after 5 years’ service and 30 days after 10 years’ service)
Income Protection: 75% of annual salary (paid after 6 months) for up to 5 years.
Life Insurance: 4 X Annual salary.
Access to Cycle to Work Scheme
To apply, please email: Lynsey Brannagan, firstname.lastname@example.org