Reporting Senior Analyst

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Reporting Senior Analyst

Division: Finance

Location: Liverpool

Contract: Permanent

Working pattern: Hybrid

About the Role

In this role you will be responsible for the delivery of productionised reporting to meet the needs of the Strategic Finance function and the wider business. You will deliver a high-quality reporting output to enable data driven decision making at all levels of the business.

In this role you will be working with best-in-class technology and have the opportunity to have a real impact leading on projects for Senior stakeholders across Rathbones.

If you have previous experience with Power BI and are passionate about understanding and harnessing data then we would like to hear from you. Experience with Snowflake and Alteryx would be desirable but can be taught.

What youll be responsible for

Reporting Ownership & Delivery

• Own the delivery accuracy and timeliness of core finance reporting.
• Build enhance and maintain dashboards and reports across tools (Power BI Business Objects).
• Ensure reporting logic assumptions and documentation are clear and consistent.
• Monitor report performance and resolve issues promptly.

Data Governance & Control

• Maintain business hierarchies static data and reference structures.
• Uphold data governance quality standards and security controls.
• Perform data quality checks and drive issue resolution.
• Support the maintenance of the central reporting data dictionary.

Stakeholder Engagement & Communication

• Translate complex reporting logic into clear nontechnical language.
• Engage with stakeholders to understand needs and shape reporting solutions.
• Provide guidance training and support for endusers.

Technical Oversight & Data Integration

• Support integration of new data sources into reporting platforms.
• Work with data engineering teams on requirements mapping and testing.
• Build and maintain data workflows (e.g. Alteryx) to automate preparation and validation.
• Ensure alignment of reporting logic with data models.

Continuous Improvement & Enablement

• Identify automation and efficiency opportunities within reporting processes.
• Contribute to the reporting and analytics roadmap aligned with team strategy.

About you

If you meet some of these criteria and are excited about the role we encourage you to apply:

Reporting Expertise

• Experience of delivering accurate insightful and reliable financial reporting and dashboards.
• Troubleshoot complex reporting issues and validate data with a rightfirsttime approach.

• Develop scalable reporting solutions using Power BI (experience with Alteryx and Snowflake is desirable but not essential).
• Support integration testing and optimisation of finance data models and systems.

Communication & Influence

• Translate complex data and logic into clear businessfriendly insights.
• Engage stakeholders to understand needs and influence decisionmaking through highquality reporting.

Process & Governance

• Maintain hierarchies reference data and reporting structures in line with governance standards.
• Ensure reporting complies with audit control and documentation requirements.

Strategic Insight

• Identify opportunities to simplify automate and enhance reporting processes.
• Contribute to the development of the team reporting strategy.
• Ability to interpret data through a commercial lens identifying trends risks and opportunities that directly impact financial performance or operational outcomes.

Our offer to you

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance Individual on joining family after 1 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Level 2 Disability Confident Employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability neurodiversity or other protected characteristic just let us know by emailing us at

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.