Financial AnalyticsFinancial Planning and Analysis
Useful technologies
ExcelPower BIPower PivotPower QueryPythonSQLVBA
Original posting
Role Summary
Responsibilities: Be the data-driven partner the Finance team relies on. Translate business needs into analytics, deliver Power BI dashboards, and define meaningful KPIs across functions to inform decisions
Salary: £40,000 to £45,000 per annum (please note that we have established salary bands that are determined by your level of educational attainment to ensure a fair and consistent approach for all applicants, eliminating the need for individual negotiations)
Benefits: Discretionary profit share bonuses paid twice per year, hybrid and flexible working options, generous holiday allowance, private medical insurance, critical illness cover, income protection, full funding for external training, and more
Role Type: Full-time, permanent role
Start Date: : We are recruiting for start dates throughout 2026, which occur on a monthly basis. You will be asked to state your availability on your application form
Application Deadlines: Whilst there are no set application deadlines, we strongly recommend applying as early as possible. The role will close when a suitable candidate is found
We are looking for a curious, commercially minded Data Analyst to join our Finance and Operations team and play a key role in how data drives decision-making across the business.
This is more than a reporting role. It’s an opportunity to influence strategy, improve performance, and build scalable data solutions that senior leaders rely on.
Key responsibilities:
Analyse financial and operational performance to identify trends, risks and opportunities
Define, track and evolve KPIs and key financial metrics
Communicate insights clearly through strong data story telling
Design and Deliver engaging Power BI dashboards and reports to support business decisions
Support forecasting, budgeting and scenario modelling through robust, data-led insights
You will combine strong analytical thinking with hands-on technical expertise, working across tools such as Power BI, Excel, SQL (where relevant) and programming languages like Python or VBA. This includes:
Using advanced Excel, Power Query, Power Pivot, automation and scripting to streamline data processes
Applying programming skills to automate workflows, deepen analysis and enhance reporting capabilities
Building scalable data models and continuously improving processes through automation and optimisation
Working closely with Finance and the People team, you’ll help transform how data is used to plan, forecast and drive performance across the organisation. A core part of the role will involve:
Bringing together data from multiple systems, including from multiple systems, including data via APIs across different ERP platforms
Creating a single, reliable source of truth to enable consistent and scalable reporting
Driving improvements in governance and automation
You’ll also have the opportunity to explore emerging technologies, including agentic AI, using intelligent automation and AI-driven workflows to further enhance insight and efficiency.
This role is ideal for someone who enjoys working across the full data lifecycle and is confident both technically and commercially, from extracting and modelling data through to delivering clear, impactful insights.
About Costello Medical
Costello Medical has grown organically since our foundation in 2008 to become one of the most established independently owned agencies delivering medical communications and health economic services. We work with a wide range of clients, including the industry’s most successful pharmaceutical and medical technology companies, patient and public health bodies, and charitable organisations. We have been listed in the Top 100 Best Companies to Work For list since 2017, the Boston Globe’s Top Places to Work list in 2025 and were proud to receive B Corporation accreditation in 2022. Learn more about us, our work, and our mission on our website: https://www.costellomedical.com/
Requirements
About You
Essential requirements for the role are:
Degree in a quantitative field (minimum 2:1 or equivalent). We welcome applications from a diverse range of specialisms, including but not limited to; Computer Science, Mathematics, Statistics, Finance, Data Science, Data Analytics
A minimum of 2 to 3 years of experience in data analytics work in a finance context
Strong Power BI skills, including building and maintaining dashboards/reports
Solid finance/FP&A knowledge, including the ability to define and track KPIs and financial metrics
Data cleaning, validation, and quality assurance with a focus on data accuracy and reliability
Understanding of data governance, security, and privacy best practices
Excellent communication and data storytelling, including the ability to be able to present insights to both finance and non-finance audiences
Proven cross-functional collaboration and stakeholder management
Ability to document data sources, transformations, methodologies, and dashboards; maintain data lineage
Strong time management, prioritisation, and ability to work in a fast-paced environment
Desired requirements for the role are:
Experience with a coding tool (e.g Python) for advanced analyses or familiarity with statistical methods
Proficient SQL for data extraction, joining sources and shaping datasets
Advanced Excel skills (Power Query, Power Pivot)
FP&A experience, including budgeting, forecasting, scenario modelling
Experience designing robust data models (star/snowflake schemas) and scalable analytics solutions
Ability to automate/report scheduling and improve dashboard delivery processes
Familiarity with data storytelling frameworks and dashboard usability improvement
Experience within the ‘’big 4’’ professional services networks
Benefits
What We Offer
Alongside our award-winning company culture, where every team member is celebrated, respected, and has their voice heard, we are proud to offer a comprehensive benefits package that includes:
A starting salary of £40,000 to £45,000 per annum, depending on your previous experience, as well as a discretionary profit share bonus paid twice per year. Please note that we have established salary bands to ensure a fair and consistent approach for all applicants, eliminating the need for individual negotiations
25 days’ annual leave plus bank and public holidays, as well as a holiday buy and sell scheme
Flexible working hours and the chance to work from home for up to half of your working time after passing probation
Flexible benefits scheme offering cash payments, additional pension contributions and more
Private Medical Insurance which offers comprehensive cover on a “medical history disregard” basis
Paid study leave and funding for external qualifications
Critical Illness Cover, Income Protection and Life Assurance
Paid and unpaid sabbaticals based on length of service
Hybrid Working Policy: We believe that having face-to-face time in the office holds many benefits and is central to ensuring that the community we have created, where people have a workplace they belong to and feel part of, is never lost. At the same time, we recognise that homeworking can improve work life balance, reduce commuting times and costs, and provide the opportunity to juggle personal commitments.
Therefore, we offer flexible working arrangements that allow our colleagues who have passed probation to work from home up to half their time, measured across a 2-week rolling period. During your probationary period (normally the first 6 months of the role), you will be able to work from home 1 day per week.
The Application Process
You are required to submit your CV and a cover letter via our online application form. In your cover letter, you must explain why you think you would be suited to the role and why you would like to join Costello Medical, with examples to support both. Your CV should clearly state the dates of all qualifications and grades achieved where applicable.
Then, our recruitment process includes a telephone interview, and a technical assessment for you to complete in your own time. If successful, you will be invited to an on-site interview.
As an equal opportunity employer, we are committed to fostering a diverse and inclusive workforce and, throughout the recruitment process, there are a number of reasonable adjustments we can provide: https://www.costellomedical.com/reasonable-adjustments/
Please note that, whilst we embrace AI to innovate and improve processes, your role may involve working with confidential data that cannot be uploaded to AI. Therefore, it is important for us to assess your own skills and abilities, so we recommend that you do not rely solely on this technology to generate any application materials.
Visa Sponsorship
Dependant on the salary you are offered and due to the Skilled Worker visa regulations, you will only be eligible for visa sponsorship if you meet at least one of the following criteria:
You have a PhD in a subject that is relevant to the Financial Data Analyst role
You obtained your first Skilled Worker visa in the UK prior to 4th April 2024 and have continuously held a Skilled Worker visa since then (i.e., you will be switching employer)
You will be asked to provide details of your right to work in the UK within your application, which will be used to help assess your eligibility for visa sponsorship.