Funder Reporting Analyst

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.

To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.

Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company. Our portfolio of brands comprises of Key (the Adviser) More2Life (the Lender) and Air (Adviser software service).

We are looking for an experience Analyst to join our Data and BI team, to take ownership of all the data we provide to funders. The Funder Reporting Analyst will play a critical role in ensuring the accurate and timely preparation of reports for funders, enabling effective monitoring and management of Key Group's lending portfolio. This position will require strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams to ensure compliance and data integrity.

Key Responsibilities

Funder Reporting

• Prepare and deliver accurate, timely, and compliant reports to funders, adhering to agreed timelines and formats.

• Maintain detailed knowledge of funder requirements, updating processes as needed to align with changes.

• Investigate and resolve discrepancies or queries raised by funders.

Data Analysis and Reconciliation

• Perform data analysis and reconciliations to ensure reporting accuracy and integrity.

• Identify trends, anomalies, and opportunities for improvement in the data.

Stakeholder Collaboration

• Liaise with internal departments (e.g., Finance, Operations, and Risk) to collect and validate data.

• Act as a key point of contact for funders regarding reporting queries and requirements.

Process Improvement

• Identify opportunities to streamline and automate reporting processes.

• Support the development of reporting tools and dashboards to enhance data visualization and accessibility.

Key Skills and Experience

Essential:

• Strong numerical and analytical skills, with experience in financial or operational reporting.

• Advanced knowledge of Microsoft Excel (e.g., formulas, pivot tables, and macros).

• High attention to detail and accuracy in reporting.

• Excellent communication skills, both written and verbal.

Preferred:

• Experience in the financial services or lending sector, preferably within later-life lending or a similar field.

• Knowledge of regulatory requirements related to funder reporting.

• Understanding of SQL or other database querying tools.

Personal Attributes

• Proactive and self-motivated, with the ability to work independently and manage multiple priorities.

• Strong problem-solving skills and a solutions-oriented mindset.

• A collaborative team player who values cross-functional relationships.

• Commitment to continuous improvement and professional development

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true and transparent in all our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
 

Benefits:

• 23 days holiday, plus bank holidays. Rising to 28 based on length of service.

• Additional holiday purchase scheme

• 1 charity day

• Tier 1 pension (5% Employee, 8% Employer)

• Simply Health cashback scheme

• Life Assurance

• Rewarding Staff Referral Scheme

• Long Service Award

• Enhanced Maternity & Paternity Pay