Summary
Overview
Work history
Education
Skills
Accomplishments
Timeline
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Dan Grundy

Liverpool,Please select...

Summary

Senior Reporting Analyst with over 3 years of experience in financial systems, data governance, and reporting automation in wealth management. Expertise in designing scalable reporting solutions and implementing strong data controls. Recognised SAP Business Objects Super User, providing technical training and stakeholder support. Proven ability to lead integration activities and deliver data insights that enhance regulatory compliance and inform business decisions.

Overview

9
9
years of professional experience

Work history

Senior Reporting Analyst – Systems & Data

Rathbones Group Plc
01.2025 - 07.2025
  • Solely managed report distribution and controls during a major organisational merger and transition, balancing business-as-usual activities including scheduled reports, systems and data inbox queries, ad-hoc support, enhancements, and project delivery.
  • Own and maintain SAP Central Management Console (CMC) setups, managing dynamic and enterprise recipient lists for secure delivery of over 50 automated reports.
  • Led process improvements and integration activities to incorporate Investec Wealth and Investment's reporting into Rathbones systems, streamlining delivery and embedding controls to ensure accuracy and compliance.
  • Built and maintain a central Reporting Catalogue and 10+ Data Directories aligned to KPIs, enabling scalable self-serve reporting and reducing bespoke requests.
  • Collaborate closely with Tech teams to maintain and support the data warehouse environment, demonstrating good knowledge of source systems, data flows, and how data integrates across platforms including SAP Business Objects, SUN, SAC, and formerly BPC.
  • Own the quarterly Investment Management Remuneration report distribution process, partnering with Management Accountants and Reward teams to ensure timely delivery with audit controls.
  • Act as a Finance Super User for SAP Business Objects and CMC, providing first-line technical support, training, and stakeholder management.
  • Developed process documentation and led onboarding of new team members, including Investec analysts and managers.
  • Delivered a Lean Yellow Belt-certified automation project, saving the business over £5,600 annually through streamlined report production.

Senior Finance Analyst – Systems & Data

Rathbones Group Plc
01.2024 - 12.2024
  • Managed the Systems and Data inbox, handling all data queries, business-as-usual reporting delivery, enhancements, and project work.
  • Maintained and developed reporting inputs for SAP Analytics Cloud (SAC), SUN, and SAP BPC prior to decommissioning, supporting consistency and accuracy.
  • Owned key SAP Business Objects report structures and CMC distribution setups, ensuring correct configuration and delivery.
  • Automated the Loans Team's month-end loan book control, reducing a two-day manual process to five minutes, significantly lowering error risk and supporting regulatory reporting.
  • Supported maintenance of the Client Money report, a critical control for CASS compliance, ensuring timely escalation and issue resolution.
  • Collaborated with Finance, Compliance, and Tech teams to troubleshoot data quality issues and implement fixes.
  • Created detailed process notes and training videos to support continuity and handovers.

Finance Analyst – Loans

Rathbones Group Plc
11.2021 - 12.2023
  • Delivered detailed credit risk assessments and financial models to support lending decisions and portfolio management.
  • Developed and maintained month-end control spreadsheets, improving reporting accuracy and audit readiness.
  • Spearheaded the development of a Power BI dashboard consolidating loan book data, enhancing operational monitoring for 20+ users and improving data accessibility.
  • Prepared comprehensive Banking Committee papers enabling senior leaders to make informed, data-driven lending and risk decisions.
  • Awarded Excellence Award in 2022 and consistently achieved top-band appraisal ratings.

Customer Assistant

Lidl GB
Liverpool
01.2018 - 12.2021
  • Part-time while studying, developing strong customer service and teamwork skills.

Concourse Steward

Liverpool FC
Liverpool
01.2017 - 12.2018
  • Ensured safety and customer care during major events.

Sales Assistant

JD Sports
Liverpool
01.2017 - 12.2017
  • Provided retail support during the busy Christmas period.

Education

BA (Hons) - Business and Management

Edge Hill University

A Levels - C C C

GCSEs - 3 A's and 7 B's

Lean Competency System Level 1B - Yellow Belt

Skills

  • Financial and Regulatory Reporting
  • SAP Business Objects
  • Central Management Console (CMC)
  • SAP Analytics Cloud (SAC)
  • SAP BPC
  • Data Directories
  • Reporting Catalogues
  • Master Data Services (MDS)
  • Governance and Quality Controls
  • Process Automation
  • Advanced Excel Modelling
  • Technical Training
  • Stakeholder Support
  • Alteryx
  • Power BI
  • SQL
  • Proactis
  • Sun Systems

Accomplishments

  • Excellence Award, 2022, for outstanding performance
  • Top-band annual appraisal ratings, 1, 2, 2
  • Promoted to Senior Reporting Analyst, 01/01/24, following a successful secondment

Timeline

Senior Reporting Analyst – Systems & Data

Rathbones Group Plc
01.2025 - 07.2025

Senior Finance Analyst – Systems & Data

Rathbones Group Plc
01.2024 - 12.2024

Finance Analyst – Loans

Rathbones Group Plc
11.2021 - 12.2023

Customer Assistant

Lidl GB
01.2018 - 12.2021

Concourse Steward

Liverpool FC
01.2017 - 12.2018

Sales Assistant

JD Sports
01.2017 - 12.2017

A Levels - C C C

GCSEs - 3 A's and 7 B's

Lean Competency System Level 1B - Yellow Belt

BA (Hons) - Business and Management

Edge Hill University

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