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Data Management Officer - Finance and Workforce

Civil Service

Job Description

Job summary

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This position sits within the Borders and Trade (B&T) Group Finance Team, part of the Finance Planning and Performance Directorate, under the leadership of the Group Finance Director.

The B&T Group Finance Team provides strategic financial services at group level, including budgeting, financial management, reporting, control, and analysis. We support senior stakeholders, including the B&Ts Senior Leadership Team (SLT), Enterprise Transformation Group (ETG), and HMRC Central Finance. Our team works closely with the wider finance function, including Financial Business Partnering (FBP) teams.

We are currently recruiting for a Data Management Officer - Finance and Workforce (HO) reporting to the Grade 7 Workforce and Data Lead. This role plays a key part in managing, transforming and analysing complex financial and workforce data from multiple sources to support accurate reporting, planning and decision making.

Job description

As a Data Management Officer - Finance and Workforce, you will design, develop and maintain robust data systems that enable the processing and analysis of large volumes of complex financial and workforce information. You will play a key role in supporting the reporting needs of the Borders & Trade (B&T) Group, with your work directly informing senior decision-making and contributing to effective financial management.

Data is drawn from a wide range of sources, including SAP General Ledger systems and third-party spreadsheets across the Department. You will be responsible for shaping, transforming and integrating this data to support core reporting outputs, including data libraries, workforce and finance hubs, dashboards, and Power BI reports.

This role requires strong technical capability in advanced Excel and Power Query to manage existing datasets, adapt them to evolving requirements, and develop new solutions to support business needs. As part of a team responsible for maintaining high-quality, reliable data, you will play a critical role in ensuring the smooth and efficient delivery of a dynamic reporting process.

Key responsibilities include:

  • Designing, developing and maintaining robust data systems
  • Maintaining B&Ts group data hubs to ensure accuracy, consistency and accessibility
  • Integrating data from multiple sources to ensure completeness, integrity and reliability
  • Supporting high-quality documentation of data processes, workflows and assurance activities
  • Assisting with troubleshooting and resolving data-related issues
  • Proactively driving continuous improvement to ensure data practices align with modern standards
  • Person specification

    • We are looking for someone who is analytical, proactive and confident working with complex financial and workforce data, with the ability to turn insights into clear outputs that support decision-making.

    The ideal candidate should demonstrate:

  • Confidence in managing and interpreting large, complex datasets, with proven ability to analyse and present clear, actionable insights using tools such as, Power Query, Power BI and Excel dashboards.
  • Effective communication skills, with the ability to engage confidently with stakeholders and present complex information in a clear and accessible way.
  • Strong organisational skills, with the ability to manage competing priorities and deliver high-quality outputs to tight deadlines.
  • The ability to take ownership and work independently, delivering outcomes at pace while contributing effectively to team objectives.
  • Strong financial and analytical skills, with a high level of accuracy and attention to detail when (sentence appears to have cut out)
  • Essential Criteria

    • Advanced Excel, Power Query and Power BI skills, with the ability to design, develop, manage and present complex datasets
  • Experience in data modelling, integration and troubleshooting, ensuring data accuracy and integrity
  • Strong analytical skills and attention to detail, with the ability to generate clear, actionable insights
  • Strong communication skills, able to translate complex data into clear insights for stakeholders
  • Ability to work at pace, managing competing priorities and delivering high-quality outputs
  • Desirable Criteria

    • Experience in a finance, analytical or workforce planning role, with sound understanding of financial processes.

    Further Location Information

    Please ensure that you only apply for a location that you are willing and able to work from, as we will only make one offer of employment. Any additional notes included in a Further Location Preferences (optional) field within the application form, will not be considered. Please be aware that you cannot change your location preference after submitting your application.

    Office Closures

    If your location preference is for the following site, its important to note that this is not long-term site for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.

    For more information on where you might be working, review this information on our locations (opens in a new window)

    This site is:

    • Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle

    You will be given more information about what this means at the job offer stage.

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