Financial & Insight Analyst

Overview

We’re looking for a Financial Performance and Insight Analyst to join our Financial Insight and Planning Team.

We’re a large complex charity but the basic model upon which it runs is simple, we provide people with access to beautiful or historic places that provide physical and spiritual refreshment, people join, visit and donate money which is invested in conservation and access. It is a virtuous circle. The more income we generate, the more we can spend on the places that support strategic decisions.

You’ll be joining a collaborative, forward-thinking Financial Performance & Insight function that sits at the centre of the organisation, supporting teams across finance, strategy, IT and operations. We’re focused on creating a culture of data-driven decision making, continuous improvement and strong financial governance, working together to ensure high-quality insight underpins how the organisation plans for both the short and long term.

Your contractual location will be our Financial Service Centre in Trowbridge and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview.

You’ll lead the delivery of high-quality, Trust wide financial reporting, forecasting and strategic insight that supports Executive and Board Level decision making. As a key member of the Financial Performance and Insight Reporting team, you’ll own key reporting processes, act as a trusted advisor to senior stakeholders and drive continuous improvement in financial insight capabilities. Ultimately, you’ll be supporting in decision making that influences the financial running of properties, places and outdoor spaces– now and setting up foundations well for the longer term.

You can view the full role profile for this role in the document attached. You don't need to have all of the knowledge, skills and experience listed in the role profile; this is just to provide a full picture of what’s possible in this role.

• Strong understanding of finance systems and management accounting, with AAT qualification or equivalent experience
• Proven ability to translate complex financial data into clear, actionable insight within large organisations
• Excellent numerical and analytical skills, with a high level of accuracy and attention to detail
• Strong IT and data management skills, including proficiency in MS Office, Alteryx, and Tableau
• Confident communicator, able to engage and influence a wide range of stakeholders through clear written and verbal communication
• Well‑organised, with the ability to prioritise workload and meet tight deadlines
• Experience delivering strategic financial insight and presenting to senior leadership to support decision-making

• Substantial pension scheme of up to 10% basic salary
• Free entry to National Trust places for you, a guest and your children (under 18)
• Season ticket loan
• EV car lease scheme (for roles that meet the salary criteria)
• Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts
• Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.

The National Trust celebrates diversity and is committed to creating a fair and equal society, free from discrimination. You can read more about our commitment to inclusion and diversity here.

The National Trust is committed to a safe recruitment processes to help the organisation attract and appoint the right staff/volunteer for the role and responsibilities as set out in the vacancy advert. We will not accept applicants who are not suitable to work with children, young people or adults  you have any questions around your suitability for this vacancy, please contact the people service centre.

Compliance. Eligibility to Work in the UK.

21 June 2026