Data Analyst (Finance background)

DATA ANALYST (Financial Background)

Money Maximising Advisors | Ireland

Position Overview

Money Maximising Advisors is seeking a highly skilled and detail-oriented Data Analyst with strong financial knowledge and technical expertise. The successful candidate will be responsible for managing, analysing, and integrating business data to support strategic decision-making and operational efficiency. This role involves working across reporting systems, CRM data, dashboards, automation tools, and internal database management.

Key Responsibilities

Develop and maintain interactive dashboards and analytical reports using Excel and Power BI

Conduct detailed data analysis, cleansing, manipulation, and modelling

Utilise Python scripting for automation, transformation, and ETL processes

Manage and oversee company-wide database projects , ensuring data accuracy, integrity, organisation, and proper file documentation

Perform routine database checks, updates, and optimisation to enhance reliability

Use APIs to integrate and synchronise data between multiple platforms and internal systems

Work with CRM data (Go High Level, Salesforce or similar) to produce performance and operational reporting

Support internal departments with data-driven insight and reporting requirements

Establish best practices for data governance, documentation, and reporting structure

Required Skills & Qualifications

Strong understanding of financial concepts or experience in financial services, banking, or investment analysis

Advanced knowledge of Microsoft Excel (Power Query, Pivot Tables, complex formulas)

Proven experience building dashboards using Power BI

Proficiency in Python (data manipulation, process automation, ETL scripting)

Experience working with APIs , integrating applications, and automating workflows

CRM system knowledge, ideally with Go High Level or similar platforms

Experience managing database structure, organisation, and data validation

Strong analytical and problem-solving abilities

Excellent communication and documentation skills

High accuracy and attention to detail in handling multi-source data

Professional Attributes

Self-motivated and capable of working independently

Strong organisational skills with the ability to prioritise workload

Collaborative mindset with ability to support internal teams and stakeholders

Committed to continuous learning and improvement

About Money Maximising Advisors

Money Maximising Advisors is a regulated financial advisory firm in Ireland dedicated to providing expert mortgage, pension, investment, and financial planning services. We focus on helping individuals and families make confident financial decisions and build long-term security through professional, transparent, and client-centric guidance.