Grow with UTB

A new job opportunity with United Trust Bank.

Data and BI Analyst | Finance

A new opportunity to work in our Finance team where you support the Finance Department’s Digital Strategy, Finance Department Systems, Data and associated Controls. The Data and BI Analyst will play a pivotal role in transitioning to and supporting our new Azure data warehouse,

Job Reference: FI019-24
Department: Finance 
Reporting to: Finance Systems Manager
Location: London 
Work pattern: Hybrid 

Job description

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This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home.

Role Purpose:

Supporting on Finance Department’s Digital Strategy, Finance Department Systems, Data and associated Controls. The Data and BI Analyst will play a pivotal role in transitioning to and supporting our new Azure data warehouse.


Maintenance of Azure and BI Processes

  • Support the Azure data warehouse Finance adoption and migration process
  • Support and maintain Power BI reporting and processes.
  • Ensure data accuracy and integrity within the new Azure data warehouse
  • Documentation for new processes, including user manuals and process flow diagrams
  • Collaborate with IT and other departments to resolve any technical issues in the Azure reporting processes
  • Oversee System Reconciliations and Exception Reporting Analysis

Continued Adoption of the Data Warehouse

  • Facilitate the integration of new data sources into the Azure data warehouse
  • Conduct training sessions and workshops to increase data warehouse literacy across the team
  • Develop strategies to enhance user engagement with the data warehouse
  • Provide ongoing support and guidance to users for effective data warehouse utilisation
  • Analyse and report on data warehouse usage and suggest improvements

Support and Creation of PowerBI Dashboards

  • Design, develop, and maintain PowerBI dashboards and reports for various Finance needs
  • Work closely with stakeholders to understand their data visualisation requirements
  • Provide training and support to users on self-serve data sets and utilising PowerBI

 Support Automation and Reporting Solutions

  • Identify opportunities for automation in finance reporting processes
  • Implement and maintain reporting solutions using tools like Alteryx and other automation applications
  • Develop and automate robust, scalable financial reports and models

Skills and Experience sought

  • Strong systems and data management skills
  • Azure Experience: Proficiency in Azure data services and cloud architecture, beneficial for data management and analytics
  • Power BI and Automation Expertise: Proficiency in data visualisation and automation tools
  • SQL and programming experience: Ability to write and optimise queries and scripts for reporting and data analysis
  • Strong foundation of financial knowledge
  • Project Management: Experience managing data and BI projects is advantageous
  • Programming and Data Handling: With capabilities in data extraction, manipulation, and visualisation
  • Advanced Excel Proficiency: pivot tables, complex formulas, and VB
  • Automation and AI Tools: Familiarity with automation technologies and machine learning/AI principles is an advantage
  • Proven ability to drive change and implement improvements
  • Effective communication with operational and project management teams
  • Ability to plan, organise, and prioritise workloads to meet deadlines
  • Accuracy and attention to detail


About UTB

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UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

Employee benefits

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  • Competitive Salary and Bonus package
  • 26 Days Holiday
  • 2 Wellbeing Days
  • Contributory Pension
  • Life Insurance / Income Protection / Critical Illness cover
  • Private Medical Insurance
  • Season Ticket Loans
  • Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

Apply Now

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