Fixed Term f/t (37.5 hrs per week) until 30/06/27
Trowbridge
Ref: IRC177004
Financial Performance & Insight Analyst – Salary: £36,621 per annum
Summary
We’re looking for a Financial Performance & Insight Analyst to join our Financial Insight & Planning Team.
We’re a large complex charity with a simple model: we provide people with access to beautiful and historic places that offer physical and spiritual refreshment. People join, visit and donate, and those funds are invested in conservation and access. A virtuous circle: the more income we generate, the more we can spend on the places that support strategic decisions.
This is a fixed-term contract to cover the period while a previous employee returns from maternity leave. The exact duration is unclear but is unlikely to be longer than 12 months.
What it's like to work here
You’ll be joining a collaborative, forward-thinking Financial Performance & Insight function that sits at the centre of the organisation, supporting teams across finance, strategy, IT and operations. We’re focused on creating a culture of data-driven decision making, continuous improvement and strong financial governance, working together to ensure high‑quality insight underpins how the organisation plans for both short and long term.
Your contractual location will be our Financial Service Centre in Trowbridge and you are expected to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40–60% of your working week. This will be discussed in more detail at interview.
What you'll be doing
You’ll lead the delivery of high-quality Trust-wide financial reporting, forecasting and strategic insight that supports executive and board-level decision making. As a key member of the Financial Performance & Insight Reporting team, you’ll own key reporting processes, act as a trusted advisor to senior stakeholders and drive continuous improvement in financial insight capabilities. You’ll support decision making that influences the financial running of properties, places and outdoor spaces now and set foundations for the longer term.
Who we're looking for
* Strong understanding of finance systems and management accounting, with AAT qualification or equivalent experience
* Proven ability to translate complex financial data into clear, actionable insight within large organisations
* Excellent numerical and analytical skills, with a high level of accuracy and attention to detail
* Strong IT and data management skills, including proficiency in MS Office, Alteryx, and Tableau
* Confident communicator, able to engage and influence a wide range of stakeholders through clear written and verbal communication
* Well-organised, with the ability to prioritise workload and meet tight deadlines
* Experience delivering strategic financial insight and presenting to senior leadership to support decision‑making
The package
The National Trust values inclusion and diversity. It’s important that our people reflect the communities we serve.
* Substantial pension scheme of up to 10% basic salary
* Free entry to National Trust places for you, a guest and your children (under 18)
* Season ticket loan
* EV car lease scheme (for roles that meet the salary criteria)
* Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts
* Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria
Location
Epsom Court, Epsom Road, Trowbridge, BA14 0XF
Compliance
Eligibility to work in the UK required.
Equal Opportunities Statement
The National Trust celebrates diversity and is committed to creating a fair and equal society, free from discrimination.
Safeguarding Statement
The National Trust is committed to safe recruitment processes to help the organisation attract and appoint the right staff or volunteer for the role and responsibilities as set out in the vacancy advert. We will not accept applicants who are not suitable to work with children, young people or adults at risk. If you have any questions around your suitability for this vacancy, please contact the people service centre.
Please note we reserve the right to close this advert early and therefore we encourage you to apply for this position early.
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