Mattioli Woods

About the Company

At Mattioli Woods, we're more than just a leading UK provider of wealth management and employee benefits -- we're here to help you achieve your financial ambitions. We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first. Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently. For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported. At Mattioli Woods, we're committed to helping you, your business, and your people thrive every step of the way.

Listed Jobs

Company Name

Mattioli Woods

Job Title

Insights Analyst

Job Description

Job Title: Insights Analyst Role Summary: Leads performance measurement and reporting within the Consultant Operations team, translating complex data into strategic insights for senior leaders. Designs, builds, and maintains Power BI dashboards and Excel reporting tools, ensuring data accuracy and consistency across financial and operational metrics. Collaborates cross‑functionally with Finance, Business Analysis, Wealth Management, and operational teams to harmonise data sources, validate reports, and streamline reporting processes. Expectations: * 2–3 years of analyst experience in finance, business analysis, or data‑centric roles. * Proven ability to analyse trends, identify variances, and communicate findings clearly to non‑technical stakeholders. * Experience managing end‑to‑end reporting cycles and delivering actionable insights. * Comfortable driving process improvements, automation, and integration of standardised reporting practices. * Collaborative mindset; thrives in a fast‑growing, data‑driven environment. Key Responsibilities: - Deliver accurate, timely performance reports on key financial and operational metrics. - Analyse data trends, identify variances, and provide concise commentary to support decision‑making. - Build and maintain Power BI dashboards and Excel reporting tools that enhance efficiency and consistency. - Partner with Finance and Business Analysis teams to harmonise data and produce unified, accurate reports. - Collaborate with Wealth Management Directors, Consultants, and operational teams to validate data and drive performance insights. - Support integration projects by establishing standardised reporting processes for new acquisitions. - Identify opportunities to streamline reporting, automate manual tasks, and improve data accuracy. Required Skills: - Advanced Microsoft Excel (modelling, reporting) proficiency. - Proven experience developing Power BI dashboards from scratch. - Strong analytical thinking with meticulous attention to detail. - Effective written and verbal communication; able to explain complex data to non‑technical audiences. - Collaborative team player who enjoys process improvement and problem solving. - Knowledge of SQL and relational databases is advantageous. - Experience in financial services sectors preferred. Required Education & Certifications: - Bachelor’s degree in Finance, Business Analytics, Economics, or related field, or equivalent professional experience. - Relevant certifications (e.g., Microsoft Power BI, Excel Data Analysis, or finance analytics) are a plus but not mandatory.

Leicester, United kingdom

On site

Junior

04-11-2025