Your newpany
This organisation operates in the clean‑energy and infrastructure space, providing publicly accessible technology that supports the growth of electric transport across the UK. It is expanding quickly and focuses on making sustainable options more convenient for everyday users.
Your new role
This is a dual-focus role sitting at the intersection of Data Analytics and Finance. You will support the CFO by maintaining thepany’s operational dashboards and data model and deliver accurate, timely financial reporting. The role suits someone who leads with strong data ability, especially in Power BI, and is keen to develop or deepen core accounting skills. It offers significant ownership, growth and cross-functional exposure with accounting and bookkeeping responsibilities taught and gradually adopted where needed.
Role responsibilities:
Data Analytics & Business Intelligence (approx. 40%)
1. Use AI and LLM tools to accelerate data analysis, automate routine reporting, draftmunications, and support research across finance and operations
2. Maintain and extend existing Power BI dashboards and data models built on Charge Detail Record (CDR) data from thepany’s data lake
3. Create new reports and visuals to track operational KPIs such as revenue per charger, utilisation rates, and site performance
4. Work with the Microsoft Fabric stack to transform raw data into actionable insights for the finance andmercial teams
5. Collaborate with the outsourced data engineering team to ensure data quality and pipeline reliability
6. Support ad-hoc data requests from the CFO and wider leadership team
Financial & Operational Reporting (approx. 30%)
7. Prepare concise board-ready narratives covering portfolio sales, utilisation metrics, fault tracking, and uptime performance
8. Produce operational performance reportsbining financial and non-financial data
9. Manage vendor and supplier relationships end-to-end, including invoice dispute resolution, credit note reconciliations, and payment runs across multiple banking platforms
Accounting & Bookkeeping (approx. 30%)
10. Perform day-to-day bookkeeping in Xero across multiple group entities, including purchase ledger, sales ledger, and bank reconciliations
11. Support the monthly close process: journals, accruals, prepayments, and balance sheet reconciliations
12. Process invoices through Dext and ensure accurate coding to the chart of accounts
13. Manage workflows and financial data within Salesforce
14. Use WorkflowMax to track construction work-in-progress (WIP) and warehouse inventory balance
What you'll need to succeed
Essential:
15. Proactive and effective use of AI/LLM tools ( ChatGPT, Claude) across analysis, reporting, andmunication tasks
16. Hands-on experience with Power BI (report building, DAX, data modelling)
17. Familiarity with the Microsoft Fabric stack or equivalent modern data platform
18. Strong Excel / spreadsheet skills for financial analysis
19. A genuine interest in accounting and willingness to develop bookkeeping skills (training will be provided)
20. Analytical mindset with attention to detail and accuracy
21. Ability tomunicate data insights clearly to non-technical stakeholders
Desirable:
22. Experience with Xero, Dext, or similar cloud accounting software
23. Exposure to Salesforce or other ERP systems
24. AAT qualification, part-qualified ACCA/CIMA, or relevant degree
25. Experience working with API-sourced data or data lake environments
What you'll get in return
26. Hybrid working
27. The opportunity to shape a growing finance function in a fast-scaling business
28. Exposure to both financial and operational data across the full business
29. A mission-drivenpany contributing to the UK’s net-zero goals
30. Professional development support, including accounting qualifications if desired