Insights Financial/Data Analyst

About the Opportunity

We’ve just acquired a high-performing UK business with untapped potential.

We are now entering Phase 1 post-acquisition — the first 12–16 weeks — a critical window to drive exponential growth and send strong signals to all stakeholders (previous owner, lenders, tax man, and future investors) that the business is under elite stewardship and on a rapid scaling trajectory.

We’re looking for a strategic, numbers-driven operator to work closely with the CEO as his Chief of Staff to bring clarity, insight, and momentum from Day 1.

What You’ll Do

1. Create Total Visibility Across the Business

• Map and clean the business data sources across CRM, accounting, operations, and marketing.
• Build performance dashboards that show us what’s working, what’s not, and where the opportunities are.

2. Surface and Prioritise Quick Wins

• Use data to identify low-hanging growth opportunities — e.g. SEO expansion, past-customer monetisation, pricing optimisation, sales cycle improvements.
• Work with CEO to quickly validate and implement experiments that generate fast cashflow and operational uplift.

3. Model Cashflow & Growth

• Build cashflow forecasts, debt coverage models, and profitability scenarios to support critical funding decisions (including funding a post-acquisition finance facility).
• Create simple but powerful reports for stakeholders — from the bank to the tax man — to demonstrate momentum and stewardship.

4. Improve Data Systems & Tools

• Help integrate the tech stack (Xero, CRM, project tools, analytics) to ensure a clean, actionable “single source of truth”.
• Recommend automations, dashboards, or workflows that will unlock smarter, faster decisions.

About You

• You’re numbers-first — comfortable in Excel/Sheets, slicing up P&Ls, and building decision-grade forecasts.
• You’ve been a financial analyst, FP&A lead, RevOps manager, or strategy consultant in a fast-moving environment.
• You have strong business acumen — you don’t just build models, you help drive action.
• You’re systems-fluent — can navigate tools like GA4, PowerBI, Looker, Xero, or Zapier/Notion.
• Bonus: experience in turnaround, or strategy and growth is a big plus.

Tools You Might Use

• Google Sheets / Excel (modelling)
• Xero or QuickBooks (financial data)
• PowerBI / Tableau / Looker / Notion (dashboards)
• GA4 / CRM tools / HubSpot / SEMrush (marketing data)
• Zapier / Make.com (automation)

Why This Role is Special

• Real impact: You’ll play a central role in shaping the next phase of a real business with real cashflow.
• Founding analyst seat: You’ll be the first data hire with a seat at the table.
• Path to full-time: We’re looking for someone to scale with us — this starts as freelance and becomes full-time if we’re a great fit.
• CEO exposure: You’ll work directly with the Group CEO on strategic and operational decisions.
• Mission-driven: The business promotes smart energy, smart homes, and green tech — with meaningful environmental impact.