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MI & Planning Analyst

  • Location:


  • Sector:

    Data and Analytics

  • Job type:


  • Job functions:

    Business Intelligence, Microsoft Power-Bi, Analyst, Bi Analyst, Business Analyst, Data Analyst

  • Salary:

    £40000 - £55000 per annum

  • Contact:

    William Sutton

  • Contact email:

  • Job ref:


  • Published:

    23 days ago

  • Expiry date:


  • Startdate:


Management Information & Planning Analyst

What you'll be doing

The creation of this role follows recent and continuing growth of the business throughout 2022. As an MI and Planning Analyst, you will assist the Operational and Technical Underwriting areas to shape and support MI requirements that help with our ambitious growth plans. The focus of the role will be to design and deliver an appropriate suite of reporting to all stakeholders and generate insight that supports decision-making and enable action across the business. Our aim is to provide reporting through PowerBI and other forms, so business leaders are able to easily access Underwriting related MI to carry out their functions.


* Automate MI reporting and processes using Power BI, Yellowfin& Salesforce
* Build and maintain strong working relationships whilst supporting key stakeholders
* Identify new sources of data to continually add to stakeholder metrics
* Provide detailed trend analysis and recommendations.
* Support the Development & Operational Underwriting Managers with the build of reporting packs
* Identify root causes of trends and seek to consistently improve quality of output
* Identify inefficiencies
* Provide support in collating MI requirements for: Rule performance, STP trends, STP anomalies, Operational performance against SLA's, Team level, Individual level
* Provide underwriting business communications to internal stakeholders

Skills and Experience required


* Experience in data analysis and MI report building using MS Excel
* Experience and strong knowledge of PowerBI report building and data visualisation
* Experience and strong knowledge of Yellowfin report building & data visualisation
* Understanding of dataflows and relational databases
* A high degree of self-motivation and the ability to work flexibly within tight deadlines with demanding stakeholders. - Demonstrating effective time management and prioritisation skills
* High level of attention to detail ensuring all data is correct whilst conducting or reviewing analysis/ reports
* Excellent communication skills

* Good knowledge of Life insurance products
* Experience of using SQL to query data
* Experience of using salesforce for reporting
* Presentation skills using PowerPoint

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