Planning, Performance & Risk Analyst

Planning, Performance & Risk Analyst Birmingham or Bristol (hybrid) £40,000 to £50,000 per annum Permanent

I am currently recruiting for a Planning, Performance and Risk Analyst. You will play a crucial role in shaping how the organisation plans its activities, measures performance outcomes, manages risks, and interacts with key external stakeholders.

Planning, Performance & Risk Analyst – What will you be doing?

• Preparing comprehensive monthly business review packs for the Executive Committee and quarterly reports for the Board by gathering financial, HR, and business plan data from across the organisation.
• Promoting the adoption of modern productivity tools like CoPilot and Dataverse to foster continuous improvement.
• Designing and maintaining insightful data visualisations using Power BI to communicate key metrics on office occupancy, rolling forecasts, and time recording to stakeholders.
• Developing new productivity applications using Power Apps to replace outdated legacy systems and improve operational efficiency.
• Acting as primary contact for internal auditors by coordinating audit schedules, maintaining records of issued reports, organising meetings, and following up on audit recommendations.

Planning, Performance & Risk Analyst – What will you need?

• Experience using Power BI to build dashboards and visualisations that translate complex datasets into actionable insights for non-technical audiences.
• Advanced proficiency with Power Query for automating data extraction, transformation processes, and integrating information from diverse sources efficiently.
• Hands-on experience with Power Automate for streamlining workflows within finance or similar environments to reduce manual intervention.
• Solid background in conducting thorough data analysis that informs decision-making at various organisational levels.
• Experience engaging with external stakeholders professionally, handling complex queries sensitively while maintaining positive relationships.

Robert Walters are proud to specialise in BI & Data recruitment across the UK, offering amazing opportunities on a permanent and interim basis. We are also proud to be heading up the Data Leaders roundtables and PBI BRUM meetup group, bringing new and exciting networking opportunities to candidates and clients in the Midlands.

If you would be interested in speaking about the role or having a general chat about your job search, please send your CV to matthew.collier@robertwalters.com.

*Applicants must reside in the UK & have full right to work*

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates