Job Description
Senior Reporting & Insight Analyst – Power BI
Liverpool (Hybrid – 2 days in office)
Salary dependant on experience
Forward Role are partnering with a highly respected, long‑established financial services organisation to recruit a Senior Reporting & Insight Analyst. This is an opportunity to join a business where reporting and insight sit at the heart of decision‑making, and where your work will have real visibility across senior leadership.
The role sits within a reporting function and is well suited to someone who enjoys turning complex data into clear, meaningful insight. This is not a BI Developer role, just building dashboards, you will have strong commerciality and be shaping how information is used across the business.
As the Senior BI & Reporting Analyst, you will be responsible for delivering high‑quality, production‑ready reporting that supports the wider organisation. The environment is evolving quickly, with growing demand from senior stakeholders and continued investment in data and analytics capability.
You will work with modern reporting tools, have exposure to senior decision‑makers, and be encouraged to add value quickly by improving how data is translated into insight, analysis and recommendations.
Role & Responsibilities:
* Take ownership of key management reporting, ensuring outputs are accurate, timely and trusted across the business
* Design, build and enhance dashboards and reports, primarily using Power BI alongside existing reporting tools
* Ensure reporting logic, assumptions and outputs are clear, consistent and well documented
* Work closely with stakeholders across finance and the wider organisation to gather requirements and shape reporting solutions
* Translate complex data and reporting logic into clear, meaningful insights for senior, non‑technical audiences
* Create reports and decks that support informed, data‑driven decision making
* Provide guidance, explanations, and support to end users where required
* Maintain reporting structures, hierarchies and reference data in line with governance standards
* Apply strong data quality controls in a regulated environment and proactively investigate and resolve issues
* Support the integration of new data sources into reporting platforms, working closely with data and engineering teams
* Assist with mapping, testing and validation to ensure reporting aligns with underlying data models
* Contribute to the automation and improvement of reporting processes to drive efficiency
* Spot opportunities to simplify and enhance reporting, feeding ideas into the wider reporting and analytics roadmap
Skills & Experience:
* Experience delivering BI & Insight reporting in a data‑driven environment – ideally working with/supporting senior leadership
* Strong hands‑on Power BI experience, with a focus on building clear, impactful outputs
* Ability to understand and translate business needs in to data and reporting
* Provide commercially driven insights and recommendations off the back of reporting
* A commercial mindset, with the ability to interpret data and identify trends, risks and opportunities
* Confidence communicating insight to senior, non‑technical stakeholders with clarity and professionalism
* Exposure to SQL‑based environments (experience with Snowflake or Alteryx is useful but not essential)
* Comfort working within governance, controls and audit requirements
This role is a great opportunity for someone who enjoys ownership, stakeholder interaction, and adding value quickly in a business that genuinely uses data to drive decisions.
If you’re a reporting analyst looking for a role with visibility, impact and room to influence how data is used across a business, please apply!