Hybrid Pensions & Savings Finance Lead

Posted last week

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About the role

  • Finance Lead managing financial MI and performance for Pensions & Savings within Phoenix Group. Collaborating with teams for strategic planning and delivering financial goals.

Responsibilities

  • Driving strategic and financial planning and forecasting for Pensions & Savings
  • Monitor financial performance and recommend actions to optimise results
  • Partner with the Finance Business Partnering teams to align results and messaging
  • Support and guide change activities, ensuring financial implications are well-managed
  • Communicate complex financial insights clearly to diverse stakeholders
  • Represent FP&A in governance forums, providing expert advice and challenge
  • Partner with the wider Finance teams to ensure understanding and accuracy of past results and forecasts

Requirements

  • Strong analytical skills with experience in working with financial and operational data to support decision-making
  • Problem-solving mindset with experience contributing to initiatives in complex environments
  • Detailed understanding of pensions and savings products and financial considerations including key drivers of profit and balance sheet dynamics under Solvency II and IFRS
  • Strong expertise in strategic planning, forecasting, and performance management
  • Broad based experience of financial work within a UK regulated Life company

Benefits

  • Up to £70,000 depending on experience plus 16% bonus up to 32%
  • private medical cover
  • 38 days annual leave
  • excellent pension
  • 12x salary life assurance
  • career breaks
  • income protection
  • 3x volunteering days
  • much more

Job title

Pensions & Savings Finance Lead

Job type

Experience level

Senior

Salary

£70,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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