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
- 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.
- 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.
- 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.
- 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.
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
- 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.
- 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.
- 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.
- 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.
