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To own the design, accuracy, automation, and financial integrity of data and reporting processes across the business. The role is central to maintaining reliable datasets, developing insightful reports and dashboards, supporting revenue assurance activity, and ensuring the organisation can make confident, data-driven decisions.
Job Responsibility:
Own the design, accuracy, automation, and financial integrity of data and reporting processes across the business
Own the structure, integrity, and reliability of data across Zoho CRM and Zoho Analytics
Design and maintain SQL queries that power core reports, dashboards, and automated workflows
Ensure data quality through proactive validation, reconciliation, and exception reporting
Act as the primary point of contact for all business data requirements, translating stakeholder needs into robust SQL and analytics solutions
Manage and document data logic, definitions, and relationships across key datasets
Develop and maintain interactive dashboards and reports in Zoho Analytics to track performance across sales, operations, and finance
Continuously refine SQL models to improve efficiency and accuracy of reporting
Deliver ad hoc data analysis and recommendations to support operational and strategic decision-making
Ensure all reports and metrics are traceable back to trusted data sources
Produce and maintain reporting that supports financial controls, aged receivables tracking, and revenue assurance activity
Perform reconciliation and forensic analysis across commission, invoice, payment, and ledger data to identify discrepancies, missing revenue, duplicate clawbacks, and incorrect balances
Support revenue recovery activity by identifying and evidencing underpayments, negative balances, and other financial anomalies for investigation
Maintain accurate views of outstanding commission items, aged balances, and supplier-related payment issues
Support month-end finance operations, including updating commission items, validating expected versus actual values, and ensuring records are aligned to source data and payment status
Produce accurate partner and internal commission statements, ensuring exceptions and adjustments are clearly identified and resolved where possible
Assist in the review and clean-up of historical finance data, helping to close out or resolve legacy ledger issues
Work closely with Finance and operational stakeholders to improve visibility, control, and confidence in commercial data
Use Python and APIs to automate data flows, refresh schedules, exception alerts, and financial control checks
Build and maintain integrations between Zoho CRM, Zoho Analytics, and other data sources
Simplify and streamline manual processes using automated SQL scripts and data pipelines
Replace manual spreadsheet checks with scalable automated reporting and validation routines
Monitor system syncs and resolve discrepancies promptly
Drive ongoing improvements in reporting efficiency, scalability, transparency, and financial data accuracy
Document and maintain clear procedures for all data and finance-related processes
Collaborate with finance, product, and operations teams to ensure data models evolve with changing business needs
Champion best practices in data governance, security, auditability, and version control
Requirements:
Expert-level SQL for data extraction, transformation, validation, and reporting
Experience with Zoho CRM and Zoho Analytics (or equivalent other relational databases/CRMs)
Strong data modelling and analytical skills
Working knowledge of Python for automation, integration, and ETL tasks
Strong attention to detail, accuracy, and process documentation
Problem-solving ability with a forensic mindset to identify trends, exceptions, anomalies, and financial discrepancies
Clear communication with both technical and non-technical stakeholders
Understanding of finance, commercial reporting, commissions, invoicing, reconciliations, and ledger-based processes advantageous
Able to balance analytical work with routine but business-critical operational tasks
What we offer:
Competitive Salary
Monday – Friday 9am-5pm
Free private healthcare
23 days holiday plus bank holidays
Generous breaks
15 mins morning & afternoon + 45 mins for lunch
Sell annual leave options
Up to £40/month broadband allowance (no catch – just submit your bill)
Themed incentives, team nights out, summer & Christmas parties
Exciting rewards such as Wembley trips, Cup Finals, hospitality suites, Vegas holidays, and more
Generous referral scheme
A phenomenal office culture – themed days, fun incentives, and a genuinely supportive environment