Data & Reporting Analyst

Overview

Data & Reporting Analyst

High-Performance Role

About Us

Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Cyprus, Spain, Switzerland, UAE and India. We deliver bespoke advice to internationally mobile clients, supported by specialist teams in financial planning, wealth creation, investment management and tax planning.

As an award-winning, multi-regulated business, Skybound is uniquely positioned to support complex client needs across borders. Our advice-led model is underpinned by cutting-edge technology, integrated client systems, and deep expertise in international lifestyles, income structures, and asset ownership.

About the Role

We are seeking a highly capable Data & Reporting Analyst to join our Finance function. This is not a routine processing role. It is a precision-driven position responsible for producing reliable, decision-grade data outputs that underpin business performance reporting across multiple jurisdictions.

The role involves working with large, complex datasets extracted from systems such as Salesforce and internal platforms, validating data integrity, analysing trends, and communicating clear insights to senior stakeholders.

Success in this position requires exceptional attention to detail, intellectual curiosity, personal ownership, and the discipline to deliver consistently accurate work within strict deadlines. Performance is measured primarily by the accuracy, reliability, and timeliness of outputs.

Based in Mumbai, you will collaborate with Finance, Operations, and Commercial teams globally, gaining exposure to international business operations within a fast-growing advisory firm.

Key Responsibilities

• Extract, compile, and manage large volumes of data from multiple systems, including Salesforce

• Perform rigorous validation, cleansing, and reconciliation to ensure data accuracy and completeness

• Produce recurring and ad-hoc reports to strict deadlines, maintaining consistently high quality

• Analyse datasets to identify trends, anomalies, risks, and business insights

• Translate complex data into clear, structured outputs for non-technical stakeholders

• Investigate discrepancies thoroughly and coordinate with relevant teams to resolve root causes

• Maintain robust documentation and audit trails for reporting processes

• Support monthly and periodic reporting cycles with dependable, decision-ready data

• Monitor data quality across systems and proactively highlight risks or inconsistencies

• Contribute to the development of reporting frameworks, templates, and dashboards

• Identify opportunities to streamline processes, reduce manual effort, and improve efficiency

• Ensure confidentiality and compliance with internal controls and data governance standards

Desired Skills & Experience

• Bachelor’s degree in Finance, Business, Data Analytics, Mathematics, Commerce, or a related field

• Exceptional ability to handle large datasets with a high degree of accuracy

• Strong data validation skills with a meticulous approach to checking and verifying information

• High proficiency in English, both written and verbal, with the confidence to communicate with international stakeholders

• Advanced Excel skills, including data manipulation, reconciliation, and analysis

• Comfortable working with CRM and enterprise systems such as Salesforce

• Knowledge of Power Query and Power BI is advantageous

• Strong analytical thinking with the ability to interpret data and explain what it means in business terms

• Highly organised with the ability to manage multiple priorities and tight deadlines

• Self-motivated, disciplined, and able to work independently with minimal supervision

• Strong sense of accountability and ownership over outputs

• Prior experience in reporting, operations, analytics, or finance support roles is essential

• Experience in international or shared services environments is desirable

Performance Measures

Success in this role will be assessed primarily on:

• Accuracy and integrity of all data outputs

• Timeliness and consistency of report delivery

• Ability to detect and resolve discrepancies independently

• Clarity and usefulness of communication to stakeholders

• Contribution to process improvements and efficiency gains

What We Are Looking For

This role is suited to individuals who:

• Take pride in producing precise, error-free work

• Enjoy working with data

• Are intellectually curious and willing to investigate issues thoroughly

• Demonstrate reliability, ownership, and professionalism

• Want to build a long-term career in finance, analytics, or operations

What You Will Benefit From

• Competitive salary with performance-linked incentives

• Exposure to international finance operations within a global organisation

• Structured training and professional development opportunities

• Collaborative, high-performance team environment

• Modern office environment in Mumbai with appropriate tools and systems

• Comprehensive employee benefits package aligned with local market standards