Data Analyst
Posted 2 weeks ago by 1748501501
£200 Per day
Inside
Hybrid
Edinburgh
Summary: The Data Analyst role is a 6-month contract position based in Edinburgh, requiring immediate availability. The position involves financial data management, supporting ongoing projects, and ensuring compliance with internal systems. The role is classified as inside IR35, indicating specific tax implications for contractors.
Key Responsibilities:
- Inputting information (financial models, budgets, management accounts) onto PortF and tracking outstanding information.
- Supporting ongoing PortF improvement projects.
- Tracking companies against financial forecasts and assisting in deep dives for performance issues.
- Conducting exit analysis for portfolio companies, including valuation analysis.
- Providing general admin support to maintain Salesforce and SharePoint, and updating KYC checks.
Key Skills:
- Experience in financial analysis or portfolio management, including financial modelling and budgeting.
- Proficiency with data entry and management systems, particularly financial platforms like PortF, Salesforce, and SharePoint.
- Attention to detail and strong organisational skills.
- Understanding of key financial indicators and forecasting.
- Exposure to investment or corporate finance processes, particularly exit analysis.
- Project support experience in financial or systems improvement contexts.
- Working knowledge of compliance requirements, including KYC processes.
Salary (Rate): £200 daily
City: Edinburgh
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: inside IR35
Seniority Level: undetermined
Industry: Other
Data Analyst| 6 Month Contract | (Inside IR35) | Hybrid/Edinburgh | Starting ASAP
Day Rate: £200
Main Duties:
- Inputting information (financial models, budgets, management accounts) onto PortF. Keeping track of outstanding information on PortF and flagging / chasing Portfolio Management Lead for outstanding data on a monthly basis.
- Helping / supporting with ongoing PortF improvement project.
- Helping to track companies against relevant financial forecasts. Flagging when companies are off track and helping Portfolio Management Lead in performing deep dives to ascertain why companies are off track.
- Helping with ongoing exit analysis for companies in the portfolio (including exit valuation analysis).
- General admin support to ensure Salesforce and SharePoint are all up to date as well as helping to update KYC checks.
Essential Skills & Experience:
- Experience in financial analysis or portfolio management, including familiarity with financial modelling, budgeting, and interpreting management accounts.
- Proficiency with data entry and management systems, particularly financial platforms like PortF (or similar portfolio management tools), Salesforce, and SharePoint would be beneficial.
- Attention to detail and organisational skills, enabling effective tracking of outstanding data, documentation, and follow-ups with internal stakeholders.
- Understanding of key financial indicators and forecasting, with the ability to support performance monitoring and highlight variances or risks in company performance.
- Exposure to investment or corporate finance processes, particularly experience supporting exit analysis or valuation assessments.
- Project support experience, ideally within a financial or systems improvement context, showing ability to contribute to continuous improvement initiatives.
- Working knowledge of compliance requirements, including supporting Know Your Customer (KYC) processes and maintaining up-to-date records.
This role has been deemed Inside IR35 by the client. Applicants must hold, or be happy to apply for, a valid Basic Disclosure Scotland. Please click the link to apply.