22 Financial Records jobs in the United Kingdom

Finance Data & Reporting Lead / Senior BI Analyst - North-West London (2 days Per Week in office) - £70k-£83k + benefits

Role Overview

This position will play a pivotal role in transforming how finance data is managed, visualised, and utilised across the organisation. The successful candidate will spearhead the development and implementation of advanced reporting solutions, including the use of Power BI and related tools, to enable data-driven decision-making and enhance finance user capability.

You’ll work closely with finance leadership and cross-functional teams to standardise reporting, optimise processes, and ensure the highest standards of data quality and governance. This is a highly collaborative role requiring technical expertise and strong stakeholder engagement skills to drive meaningful insights that support strategic and operational objectives.

Key Responsibilities

• Take ownership of the transition of existing finance reports into Power BI, ensuring consistency, usability, and alignment with best practices.
• Partner with senior finance stakeholders to prioritise reporting needs and champion a “data-first” approach across the function.
• Act as the primary liaison between Finance and the Data & Analytics team, providing subject matter expertise on reporting, data modelling, and visualisation.
• Support and grow the internal network of Power BI champions, ensuring capability development through training and mentoring.
• Define and maintain standards for reporting outputs, documentation, and data governance processes.
• Establish and oversee core finance datasets, ensuring accuracy, consistency, and compliance with organisational data policies.
• Collaborate with technology and business teams to define dataset requirements and manage implementation of solutions that meet both technical and business objectives.
• Deliver high-quality, insightful reports that effectively communicate performance trends, KPIs, and actionable recommendations.
• Identify and drive opportunities for automation and process optimisation within financial reporting.
• Maintain and govern finance BI workspaces and ensure alignment with broader organisational data strategy.
• Support audit and compliance checks relating to data integrity and reporting accuracy.

General Responsibilities

• Act as a role model for organisational values, promoting a culture of trust, inclusion, and accountability.
• Take responsibility for your own learning and professional development, ensuring mandatory training is completed.
• Prioritise health and safety considerations in all activities.
• Perform other duties as reasonably required to support the changing needs of the finance function.

Skills & Experience

Essential:

• Professional accounting qualification (ACA, ACCA, CIMA or equivalent).
• Strong experience delivering insights through data analytics and reporting solutions.
• Proven ability to translate complex data into clear, actionable insights for stakeholders at all levels.
• Advanced working knowledge of Power BI (including DAX), with practical experience of data modelling and visualisation.
• Familiarity with SQL and data governance principles.
• Excellent communication and stakeholder management skills, including experience influencing senior decision-makers.
• Solid understanding of financial systems and how finance data is structured and utilised.
• Experience leading small-scale reporting projects from concept to delivery.

Desirable:

• Knowledge of other BI tools (e.g., Tableau).
• Experience in developing self-service reporting solutions and driving user adopt

Financial Services - Data Manager - Scotland (Glasgow or Edinburgh, 2/3 days a week)

Were looking for a Data Manager to join our Financial Services Technology, Data & Resilience team. In this role, youll help leading banks and insurers modernise their data capabilities, strengthen governance, and navigate evolving regulations like Solvency II, IFRS 17, and BCBS239 .

Youll design enterprise-wide data .

Financial Services - Data Manager - Scotland (Glasgow or Edinburgh, 2/3 days a week)

Were looking for a Data Manager to join our Financial Services Technology, Data & Resilience team. In this role, youll help leading banks and insurers modernise their data capabilities, strengthen governance, and navigate evolving regulations like Solvency II, IFRS 17, and BCBS239 .

Youll design enterprise-wide data .

Job Title: Financial Crime Data Analyst (SQL & Large Data Sets)
Location: Remote (UK-based)
Job Type: Full-Time / Contract

About the Role:
We are seeking a highly skilled Financial Crime Data Analyst with a strong command of SQL and experience working with large and complex data sets. The ideal candidate will have a deep understanding of financial crime frameworks, particularly Anti-Money Laundering (AML), Know Your Customer (KYC), and transaction monitoring analytics.

In this role, you will work remotely as part of a UK-based team, supporting financial crime investigations through data-driven insights and robust reporting. You’ll play a key role in helping to detect, prevent, and report financial crime, contributing to a safer and more compliant financial ecosystem.

Key Responsibilities:

• Write, optimize, and execute advanced SQL queries to extract and analyze large volumes of financial data
• Conduct in-depth analysis of AML, KYC, and transaction monitoring data to identify patterns, trends, and anomalies
• Translate complex datasets into actionable insights, visualizations, and compliance reports
• Collaborate with cross-functional teams, including compliance, risk, and technology, to support ongoing investigations and initiatives
• Ensure data integrity and adhere to data governance and regulatory standards
• Support the development and enhancement of monitoring rules and models based on analytical findings

Requirements:

• Proven expertise in SQL, including performance optimization and handling large-scale datasets
• Background in financial crime analytics (AML, KYC, transaction monitoring, etc.)
• Strong analytical and problem-solving skills with attention to detail
• Ability to interpret regulatory requirements and apply them to data analysis
• Familiarity with UK and international financial crime regulations and data governance best practices
• Experience with data visualization tools (e.g., Power BI, Tableau) is a plus

What We Offer:

• Fully remote role within a supportive UK-based team
• Competitive salary and flexible working hours
• Opportunity to work on high-impact projects in the financial crime domain

Are you a data-driven analyst with a passion for turning numbers into actionable insights – and ready to take the next step in your career?

We’re supporting a rapidly growing international wealth management platform that is expanding its Proposition team and looking for a Data Analyst to join them on a full-time permanent basis in Bath.

What you’ll be doing:

You’ll play a pivotal role in helping shape the future of the platform’s proposition. Working directly with the Proposition Director, you’ll use data to uncover insights that drive strategic decisions, improve performance, and identify opportunities for growth.

Your responsibilities will include:

• Analysing marketing, product, and client data to understand adviser behaviour, proposition performance, and market trends
• Translating complex data into clear, actionable insights that inform proposition development
• Developing dashboards and reports to monitor KPIs and track performance
• Identifying pain points, anomalies, and areas of underperformance within the proposition
• Highlighting new opportunities for product development and market expansion
• Designing and executing analytical experiments to test hypotheses and measure impact
• Preparing presentations and reports for senior stakeholders
• Collaborating with proposition, marketing, IT, and sales teams to embed insights into strategic planning
• Ensuring data quality, consistency, and integrity across reporting

What we’re looking for:

• Proven experience as a Data Analyst, ideally within marketing, product, or business intelligence (financial services experience advantageous)
• Strong analytical and problem-solving skills, with excellent attention to detail
• Proficiency in data visualisation tools such as Power BI, Tableau, or similar
• Advanced Excel skills (pivot tables, formulas, VLOOKUPs)
• SQL experience highly desirable; familiarity with CRM systems (e.g. Salesforce) a plus
• Strong written and verbal communication skills – able to explain data insights to non-technical stakeholders
• A strategic thinker who can connect insights to business objectives
• Self-motivated, curious, and proactive in uncovering opportunities
• Degree in Marketing, Business, Economics, Statistics, Data Science, or related field

Rewards & Benefits:

• Discretionary Bonus Scheme
• 9% pension contribution each month
• 33 days annual leave (including English statutory bank and public holidays)
• Option to buy or sell up to 5 days annual leave
• Private Healthcare Programme (including Dental)
• Employee Assistance Programme (EAP)
• Enhanced Parental Leave & Sick Pay
• Professional Development Support
• Life Assurance & Income Protection

If you’re ready to use your analytical expertise to shape propositions and drive meaningful impact in a growing international wealth management platform, we’d love to hear from you.

Apply today to find out more.

• Assist in the collection, cleaning, and preprocessing of large, complex datasets from various sources.
• Support the development and implementation of statistical models and machine learning algorithms for predictive analytics and data mining.
• Conduct exploratory data analysis (EDA) to identify trends, patterns, and anomalies within the data.
• Collaborate with senior team members to design and execute experiments and A/B tests.
• Visualize data and model results effectively to communicate findings to technical and non-technical stakeholders.
• Participate in the documentation of data science processes, methodologies, and code.
• Contribute to the continuous improvement of data science tools and techniques.
• Learn and apply advanced statistical and machine learning concepts.
• Assist in the evaluation and validation of model performance.
• Stay up-to-date with the latest research and advancements in data science and artificial intelligence.

• Recent graduate with a Master's or PhD degree in Data Science, Computer Science, Statistics, Mathematics, Physics, or a related quantitative field.
• Solid understanding of statistical concepts, machine learning algorithms, and data mining techniques.
• Proficiency in programming languages such as Python or R, and experience with relevant libraries (e.g., Pandas, NumPy, Scikit-learn, TensorFlow/PyTorch).
• Familiarity with SQL and database management.
• Strong analytical and problem-solving skills with a keen eye for detail.
• Excellent communication and teamwork abilities.
• Eagerness to learn and a passion for uncovering insights from data.
• Previous internship or project experience in data analysis or machine learning is a plus.
• Understanding of financial markets or services is advantageous but not essential.

• Develop and implement sophisticated machine learning models and statistical algorithms to analyze financial data, identify trends, and predict outcomes.
• Design and execute A/B tests and other experimental frameworks to evaluate the effectiveness of financial strategies.
• Clean, transform, and process large, complex datasets from various sources, ensuring data integrity and quality.
• Collaborate with cross-functional teams, including finance, product, and engineering, to understand their data needs and deliver actionable insights.
• Build and maintain data pipelines and automated reporting solutions for key financial metrics.
• Create compelling data visualizations and dashboards to communicate findings and recommendations to stakeholders at all levels.
• Stay abreast of the latest advancements in data science, machine learning, and financial analytics, and apply them to business challenges.
• Mentor junior data scientists and contribute to the development of best practices within the data science team.
• Proactively identify opportunities for data-driven improvements in financial processes and product offerings.
• Communicate complex analytical findings clearly and concisely to both technical and non-technical audiences.
• Manage multiple projects simultaneously, ensuring timely delivery of high-quality results in a remote setting.

• Master's or Ph.D. in a quantitative field such as Computer Science, Statistics, Mathematics, Economics, or a related discipline.
• 5+ years of professional experience in data science or a related analytical role, with a strong focus on financial analytics.
• Expertise in programming languages commonly used in data science, such as Python or R, and associated libraries (e.g., scikit-learn, TensorFlow, Pandas, NumPy).
• Proven experience with SQL and working with relational databases.
• Deep understanding of statistical modeling, machine learning algorithms (e.g., regression, classification, clustering, deep learning), and their practical application.
• Experience with data visualization tools (e.g., Tableau, Power BI, Matplotlib, Seaborn).
• Familiarity with cloud platforms (e.g., AWS, Azure, GCP) and big data technologies is a plus.
• Excellent problem-solving skills and the ability to think critically and creatively.
• Strong communication and interpersonal skills, with the ability to explain complex technical concepts to non-experts.
• Proven ability to work independently, manage priorities effectively, and deliver results in a remote environment.

nalyst FS Banking & Insurance Data
? London or Scotland | ? Permanent

Were looking for an Analyst to join our Financial Services Technology, Data & Resilience team. Youll work with leading banks and insurers to modernise their data capabilities, strengthen governance, and meet regulatory demands such as Solvency II, IFRS 17, and BCBS239 .

In this role, youll support the development of data strateg.

WHJS1_UKTJ

nalyst FS Banking & Insurance Data
? London or Scotland | ? Permanent

Were looking for an Analyst to join our Financial Services Technology, Data & Resilience team. Youll work with leading banks and insurers to modernise their data capabilities, strengthen governance, and meet regulatory demands such as Solvency II, IFRS 17, and BCBS239 .

In this role, youll support the development of data strateg.

WHJS1_UKTJ