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Data & planning analyst

Teksystems
Planning analyst
Posted: 24 June
Offer description

Seeking a highly analytical and detail-oriented Junior/Mid-Level Data & Planning Analyst to support strategic planning and data consolidation activities across key programmes and initiatives. This role is ideal for someone with strong financial services experience, advanced Excel capabilities, and a passion for working with complex data sets to drive business insights and planning accuracy.

Key Responsibilities:

* Consolidate and manage complex data sets using advanced Excel techniques, including Power Query and complex formulas.
* Support project and programme leads in completing planning templates, business cases, and financial forecasts.
* Develop and maintain data collection templates to ensure consistency and accuracy across business units.
* Assist in the preparation and review of financial budgets and planning cycles.
* Leverage SharePoint (forms/lists) to streamline data collection and reporting processes.
* Collaborate with cross-functional teams to ensure alignment of data inputs and planning assumptions.
* Provide insights and recommendations based on data analysis to support decision-making

Key Skills & Experience:

* Advanced Excel skills (Power Query, pivot tables, complex formulas) - essential.
* Proven experience working with complex data sets and data consolidation.
* Strong understanding of financial budgeting and planning processes.
* Experience in the financial services or banking sector - essential.
* Familiarity with SharePoint (especially forms and lists) - preferred.
* Knowledge of technology and financial infrastructure (FI) - desirable.
* Excellent attention to detail and ability to work under pressure to meet deadlines.
* Strong communication and stakeholder engagement skills.

Job Title: Data & Planning Analyst

Location: Sheffield, UK

Job Type: Contract

Trading as TEKsystems. Allegis Group Limited, Bracknell, RG12 1RT, United Kingdom. No Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at our website.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go our website.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the "Contacting Us" section of our Online Privacy Notice on our website for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.

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