Data Analyst

Legend Financial and Tax Adviser Limited

Company overview

Legend Financial is renowned for its taxation, accountancy, and business development services in the UK, as we cater to all businesses and professionals regardless of niches and sizes. For over a decade, we have completed more than six hundred projects,
gaining many loyal clients over the years.

Job Description:

We are seeking a detail-oriented and analytical Data Analyst to join our team at a growing financial services firm. In this role, you will be responsible for collecting, interpreting, and analysing financial and operational data to provide insights that support decision-making and business growth. You will work closely with the bookkeeping and compliance teams to identify trends, assess risks, and highlight opportunities that improve efficiency and client service. The role will involve developing reports and dashboards, ensuring data accuracy, and presenting findings in a clear and accessible way to both technical and non-technical stakeholders. The ideal candidate will have strong problem-solving skills, proficiency with data analysis tools such as Excel, SQL, or Power BI, and the ability to turn complex data into actionable insights. This position offers the opportunity to play a key role in shaping how we use data to deliver value to clients and enhance our operations.

Ideal Candidate:

We are seeking someone who is:

Analytical and detail-oriented – able to spot trends, inconsistencies, and opportunities in financial and operational data.

Tech-savvy – comfortable working with spreadsheets, databases, and data visualisation tools.

Communicative – able to present complex findings in a clear, simple way to colleagues and clients.

Problem-solving minded – eager to use data to improve processes and support business growth.

Collaborative – willing to work closely with a small, dynamic team where your input will directly influence company success.

Key Responsibilities

Data collection and processing:

Collect, clean, and validate large financial and operational datasets from various internal and external sources, ensuring accuracy and integrity.

Data analysis and modeling:

Perform statistical and quantitative analysis to identify trends, patterns, and anomalies in financial data. Develop and maintain financial models to support forecasting, budgeting, and planning.

Reporting and visualization:

Create comprehensive reports, dashboards, and visualizations using tools like Tableau or Power BI to communicate key insights to both technical and non-technical stakeholders.

Performance monitoring:

Track key performance indicators (KPIs) and other metrics to monitor business performance and support ongoing strategy evaluation.

Process improvement:

Identify opportunities to increase efficiency and optimize data collection and analysis processes by automating data workflows and improving data quality.

Stakeholder collaboration:

Work with finance, accounting, risk, and other business units to understand their data requirements and provide analytical support for their initiatives.

Problem-solving:

Investigate and diagnose data issues, unusual behavior, or inconsistencies in reporting to find root causes and propose solutions.

Qualifications

Education: A Bachelor’s degree in a quantitative field such as Finance, Economics, Statistics, or Computer Science is typically required.
Experience: Relevant experience in data or financial analysis is desired.
Technical skills: Proficiency in Excel is required. Experience with data visualization tools like Tableau or Power BI is also valuable, and knowledge of programming languages like Python or R can be a plus.
Analytical skills: Strong analytical and problem-solving abilities are essential.
Soft skills: Effective communication and the ability to work well in a team environment are important. A proactive approach to learning is also beneficial.

Compensation

Salary for this position will be competitive and commensurate with experience. We are committed to providing fair compensation that reflects the skills, qualifications, and responsibilities of the successful candidate.

SEND US YOUR CV

Application Deadline: 6th October 2025

Send your CV and Cover Letter to hello@legendfinancial.co.uk

Qualifications

Education: A Bachelor’s degree in a quantitative field such as Finance, Economics, Statistics, or Computer Science is typically required.
Experience: Relevant experience in data or financial analysis is desired.
Technical skills: Proficiency in Excel is required. Experience with data visualization tools like Tableau or Power BI is also valuable, and knowledge of programming languages like Python or R can be a plus.
Analytical skills: Strong analytical and problem-solving abilities are essential.
Soft skills: Effective communication and the ability to work well in a team environment are important. A proactive approach to learning is also beneficial.

Compensation

WHY ARE WE THE BEST?

We stand out by serving value to our clients through professional skills, technology, and comprehensive understanding of clients’ needs and requirements to deliver impeccable, cost-effective, and responsive solutions.

SERVICES

Your business’s accounts shouldn’t be a distraction from the mission or a cause of stress – properly maintained and calibrated, they’re a powerful decision-making tool and an engine for success.