Assistant Planning and Performance Analyst

Why choose us?

Choosing to work for SMS means choosing to make a difference.

We are changing how businesses and consumers use energy for the better, helping achieve a greener, sustainable, and more affordable energy system for everyone. Through our range of innovative energy solutions, we are delivering the future of smart energy – working closely with private and public sector partners we are playing a critical role in transforming and decarbonising the UK economy by 2050.

• 25 personal holiday days per year (with additional 8 public holidays) increasing to 30 personal days after 5 years of service (includes options to buy and sell)
• Hybrid working options (for some positions).
• Enhanced Maternity leave. Paternity and Adoption leave.
• 24/7 free and confidential employee assistance service.
• Simply Health plan offers a wide variety of benefits from cashback on everyday healthcare treatments like optical, dental and physio treatments. Discounted gym memberships and free 24/7 online GP.
• Life Insurance (4 x annual salary)
• Pension matching scheme (up to 5% of salary)
• Developing our people is important to us - we support and encourage development by offering internal and external accredited courses, secondments and study support.

At SMS we are looking for a proactive and detail-oriented professional to join our team and support the Head of Planning and Performance. In this role, you will play a key part in delivering accurate, timely, and insightful data analysis and forecasting to drive informed business decisions. You will provide clear visibility of performance, trends, and opportunities through high-quality business analysis aligned with our overall strategy, while maintaining a suite of Power BI reports to track key performance indicators and support improvements in financial performance.

This role is offered on a 40 hour contract per week, Monday to Friday, from either our Bullrush or Hoyland Warehouse on a hybrid bases.

Please note:

While the role offers hybrid working, candidates should be prepared to travel to operational sites to engage directly with teams and gain a deep understanding of processes, ensuring maximum impact. Initially, the Analyst position will involve some travel to Cardiff.

• Support the Head of Planning and Performance in delivering accurate and reliable analysis across BAU, projects, and ad-hoc requests.
• Develop, enhance, and maintain interactive dashboards and reports using Power BI to support operational and strategic initiatives.
• Interpret data to provide insights and actionable recommendations that improve efficiency and profitability.
• Build and maintain robust forecasting models to support short-, medium-, and long-term decision-making aligned with business strategy.
• Produce weekly and monthly planning and performance reports, ensuring continuous development and accuracy.
• Promote and support a culture of Continuous Improvement throughout operational processes.
• Collaborate with finance, operations, HR, IT, and leadership teams to identify trends, root causes of performance issues, and recommend sustainable improvements.

• Progressing towards a Professional qualification e.g. ACCA / CIMA or equivalent.
• Degree qualification in a relevant subject Finance, Business or Economics (essential).
• Advanced Excel skills (essential).
• Energy Industry knowledge (desirable).
• Experience with Power BI (desirable).
• Data integration experience (essential).
• Experience working with large datasets.
• Experience with finance modelling including the creation of bespoke complex models.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent organizational skills and a methodical, logical approach to work.
• Strong written and verbal communication skills, including the ability to present to senior stakeholders.

#LI-Hybrid