Reporting & Insights Analyst

Salary: £39,140 - £44,000 per annum  + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more

Location:  Hybrid with travel to London on an approximately monthly basis & team meetings   

Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services?

That’s nearly a third of all adults in the UK.

We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. 

We are continuing our work following our latest round of funding, and as a result we are now seeking a Reporting & Insights Analyst to play a vital role in enabling our mission by turning programme and partner data into meaningful insights that help shape our pilots, influence product design, and improve outcomes for people in financially vulnerable circumstances.

This is an excellent opportunity to combine analytical rigour with social purpose, contributing to work that genuinely delivers impact for people who need fair, affordable and appropriate financial support.

Key Responsibilities

• Interpret and consolidate partner and programme data into monitoring reports, insight summaries and dashboards.

• Present monthly dashboards and recommendations to internal teams to support evidence-based decision-making.

• Contribute to impact and process evaluations alongside internal teams and external research partners.

• Conduct ad-hoc quantitative analysis across our wider organisational priorities.

• Support research activities including market sizing, segmentation work and data visualisation.

• Coordinate monthly and quarterly reporting cycles, ensuring timely, accurate and high-quality submissions from delivery partners.

• Present insights in internal and external programme review meetings, supporting discussions with robust data.

• Contribute to team learning, knowledge sharing and continuous improvement of analytical practice across the organisation.

• Maintain strong data quality assurance processes to ensure accuracy and reliability of reporting data.

• Identify and investigate data quality issues, trends or anomalies.

• Monitor investee performance against KPIs and contractual reporting requirements.

Essential experience & qualifications:

• Strong data processing skills, including cleaning, aggregating and validating datasets.

• Intermediate Excel proficiency (pivot tables, VLOOKUP/XLOOKUP, charts and visualisations).

• High levels of accuracy and attention to detail.

• Ability to analyse both quantitative and qualitative data from multiple sources.

• Confidence in identifying trends, gaps, inconsistencies and insights in data.

• Ability to present complex information clearly, concisely and visually.

• Strong problem-solving skills and willingness to adopt creative, practical approaches.

• Ability to manage and prioritise reporting demands across multiple programmes simultaneously.

Desirable experience

• Advanced Excel skills.

• Experience optimising or automating reporting and analysis processes.

• Understanding of customer needs in the financial wellbeing or financial inclusion space.

• Experience using data to design or influence solutions that improve customer outcomes.

• Experience working in the social sector or with customers in vulnerable circumstances.

Person Profile

• Passionate about financial inclusion and improving outcomes for people in vulnerable circumstances.

• Diligent, reliable and comfortable with repetitive processes that require high accuracy.

• Able to work independently, handle complexity and adapt to evolving needs.

• Skilled at building relationships and communicating clearly with colleagues and partners.

• Curious, analytical and eager to learn.

• Comfortable working in innovative and experimental environments.

• A team player who enjoys working collaboratively in a small, mission-driven organisation.

• Someone who brings positive energy and enjoys being part of a passionate, purpose-led team.

Who are Fair4All Finance?

We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. 

Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.

Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector. 

You can find more information on us and our work at www.fair4allfinance.org.uk.

Fair4All Finance is a Disability Confident Committed scheme member. 

Fair4All Finance is a Disability Confident Committed member. We’re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You’ll be able to indicate this in your application.  

If you do require any support or reasonable adjustments during the process, please contact us at jobs@fair4allfinance.org.uk. 

Our Benefits include:

Financial Security:

•                   Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave

Wellbeing:

•           27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme)

Personal & Professional Development:

•           Individual discretionary Training budget

•           Book Club – mission aligned, up to 4 per year

Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status.

We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance.

To apply, submit your application via Applied by 5pm on Friday 9th January.

For informal enquiries, please contact us at jobs@fair4allfinance.org.uk.

Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process.

Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.

All applicants must have an existing Right to Work in the UK