Finance Data & Analytics Manager, Principal
London
Position Description
We are seeking a highly analytical and strategically minded Finance Data & Analytics Manager to join our Finance team. This role sits within Finance and is designed to bridge detailed data execution with forward-looking strategic thinking.
The successful candidate will be responsible for consolidating and transforming multiple disparate data sources (Excel, SAP, Power BI and other internal systems) into robust, usable datasets that support financial consolidation, analysis and reporting.
In addition, this role will support the effective maintenance, optimisation and utilisation of core finance systems, including SAP ERP and SAP Concur, ensuring they are configured and used in a way that maximises efficiency, data integrity and reporting capability.
This is a hands-on role requiring comfort operating in the detail, while also contributing to the longer-term design and evolution of finance data architecture, systems usage and reporting capabilities.
The role will also act as a key liaison between Finance and the Data / Transformation teams to ensure finance systems and data flows are aligned, scalable and fit for purpose.
Key Responsibilities
Data Integration & Consolidation
- Extract, reconcile and integrate data from multiple sources including SAP ERP, Excel models, Power BI, SAP Concur and other finance systems.
- Develop structured, reliable datasets for use in:
- Forecasting and budgeting
- Improve data integrity, governance and consistency across finance outputs.
- Reduce manual processes and spreadsheet risk through improved data modelling and automation.
Finance Systems Ownership & Optimisation
- Support the day-to-day maintenance and effective use of SAP ERP and SAP Concur within Finance.
- Ensure finance processes are optimally configured within SAP (e.g. chart of accounts, cost centres, reporting hierarchies).
- Drive continuous improvement in system usage, controls and reporting outputs.
- Partner with IT and Transformation teams on system upgrades, enhancements and integrations.
- Identify opportunities to automate workflows and improve efficiency across procure-to-pay, expense management and financial reporting processes.
- Ensure finance data structures within SAP support robust reporting, consolidation and analysis.
Reporting & Analytics
- Build and maintain reporting models in Excel and Power BI.
- Develop dashboards and analytical tools to support:
- AUM tracking and analysis
- Revenue drivers (management fees, performance fees)
- Cost allocation and profitability analysis
- Business performance metrics
- Support senior finance leadership with high-quality analysis and insight.
- Move reporting from reactive to forward-looking and insight-driven.
Strategic Finance Data Development
- Identify opportunities to enhance finance data architecture and reporting processes.
- Contribute to the development of a scalable, sustainable finance data environment.
- Translate finance reporting needs into structured data and system requirements.
- Support automation and finance transformation initiatives.
Cross-Functional Collaboration
- Work closely with Data and Transformation teams to:
- Align finance data requirements with broader system architecture
- Improve integration between SAP, Concur and reporting tools
- Support system upgrades and finance transformation initiatives
- Act as a “translator” between Finance and technical teams.
- Ensure finance-specific nuances (e.g. revenue recognition, AUM flows, performance fee mechanics) are correctly reflected in data structures and system configurations.
Other
- Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Required Skills / Experience
Experience
- Approximately 4–8+ years’ experience in:
- Or a finance-focused data / transformation role
- Experience within financial services preferred, ideally investment management.
- Strong understanding of:
- Assets under Management (AUM)
- Revenue drivers (management fees, performance fees)
- Cost structures within investment firms
- Experience working with ERP systems (SAP preferred).
- Experience with expense management systems (SAP Concur desirable).
Qualifications
- Strong academic background preferred.
Technical Skills
- Advanced Excel (complex modelling, Power Query, structured datasets).
- Strong Power BI capability (data modelling, DAX, dashboard design).
- Experience working with SAP ERP (essential).
- Familiarity with SAP Concur (desirable).
- Python (desirable but not essential).
- Strong understanding of data structures, data transformation and relational concepts.
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible \"results-focused\" working model.
Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.
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