Senior financial analyst jobs

About We Care Home Improvements (WECHI) 

​WE Care Home Improvements (WECHI) is a well-established home improvement agency dedicated to helping older, disabled and vulnerable people live safely, independently and with dignity in their own homes. Working across Bristol, Bath & North East Somerset (B&NES) and Gloucestershire, we deliver vital minor adaptations, ramp installations and handy person services funded by commissioners as well as self-funded customers. Our colleagues know what a difference their work makes to the lives of local people. We live and breathe our organisational values, which guide our work from day to day. These are:

• We are experts
• We are resourceful
• We are caring
• We act with integrity

Purpose of the role

​The Business Analyst will play a key role in improving our organisational efficiency, strengthening our data and reporting infrastructure, and supporting the growth and sustainability of our services. Working across teams, the postholder will analyse and streamline processes, enhance data capture and reporting, and support the integration and improvement of our core systems (CRM, Finance, and operational tools). The role will help reduce manual analysis, free up staff time, improve insight and decision-making, and strengthen our ability to deliver high-quality services to the communities we support.

​As this is a 12-month fixed-term contract, the role is focused on delivering clear, sustainable outcomes. By the end of the contract, WECHI will have:

• A full set of documented business processes, including process maps, supporting notes, and clear user guides.
• Clear ownership of processes, with all staff understanding agreed ways of working and what is required of them.
• Core systems (CRM, Finance, and operational tools) effectively integrated, with minimal manual intervention or duplication.
• Appropriate data controls and validation checks in place, providing confidence in the accuracy and integrity of information.
• Automated dashboards, drawing directly from core systems, providing timely operational and financial insights.
• Reduced reliance on manual reporting and spreadsheet-based workarounds.
• Embedded processes and tools that are sustainable beyond the life of the contract.

Success at 12 months will mean the organisation is operating more efficiently, using reliable and accessible data to inform decision-making, and is better equipped to manage growth and demonstrate impact.

​​What you'll do 

• Define key data capture points across systems to enable consistent and accurate reporting.
• Develop and maintain reporting dashboards that provide operational, financial, and strategic insight.
• Improve data flow and integration between CRM and Finance systems to ensure completeness and accuracy of data and revenue capture.
• Provide timely and reliable data analysis to support decision-making at Executive and Board levels.
• Analyse internal and external data to identify service demand, emerging needs, and opportunities for growth.
• Review and map current business processes (particularly stock management, purchasing, invoicing, CRM and finance systems).
• Identify inefficiencies, duplication, and opportunities for automation or system enhancement.
• Develop and implement improved workflows and processes to increase efficiency and reduce manual work.
• Ensure improvements lead to a consistent and high-quality customer experience from first contact through to service delivery.
• Support the development of new services and income streams aligned with identified need.
• Produce data-driven recommendations to support business planning, sustainability, and income diversification.
• Upskill and support staff across teams in using data and systems effectively.
• Develop user guides, process documentation, and provide training to ensure sustainable adoption of new systems and processes.
• Build organisational confidence and capability in data-led decision making.

​​Who we're looking for

​​We are seeking someone who:

• Brings proven experience in business analysis and service improvement, with the ability to map, redesign and embed efficient processes across CRM, finance and operational systems.
•  Is highly analytical and confident working with data, able to build dashboards, strengthen data quality, and translate complex information into clear insight for senior decision-makers.
• Has hands-on experience improving system integration and reporting, reducing manual work and creating automated, reliable management information.
• Can deliver sustainable change within a 12-month timeframe, leaving behind documented processes, trained staff, and embedded tools that continue to add value beyond the life of the contract.

​Why join us?

​​Make a tangible difference in the lives of older and vulnerable people across our region.

• Be part of a collaborative, supportive and flexible work environment where your leadership truly matters.
• Help shape and grow an essential community service with real impact.
• Generous benefits and development opportunities.
• Work directly with senior leadership, influencing strategy and service innovation.

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Additional information

• ​​Full Job Description and Person Specification is attached below.
• To apply, please submit your CV and a supportive statement (not more than two pages) telling us why you are the right person for this role.
• ​Application deadline: Tuesday 24th March 2026 (5 pm)
• Please note: We reserve the right to close this advert early if sufficient suitable applications are received. Shortlisting will take place on a rolling basis, and early applications are strongly encouraged.
• Interviews: Week commencing 6 April.
• ​Disclaimer: We Care Home Improvements is unable to offer sponsorship or take over the sponsorship of employment visas at this time. All applicants must have the permanent right to work in the UK without restriction.