Business Finance Analyst

Job Type: Permanent

Location: This role could be based in either our London or Edinburgh offices with time spent working in the office and at home .

**Flexible working:**All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: 14th March 2025 (23:59)

Salary and benefits: £35,000 - £47,000 depending on experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

We have an incredible opportunity to join us here at Phoenix Group as a Business Finance Analyst to join our financial planning and forecasting team.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

Reporting into the Senior Strategic Forecasting Manager, the Finance Analyst will be responsible for helping to build and own the monthly forecast process, challenging and analysing the latest forecast, and supporting the presentation of key messages to senior stakeholders.

An important part of the job is working closely with key stakeholders to support Phoenix’s strategic objectives so strong stakeholder management skills are essential. You will be a strong team player who works collaboratively, challenges positively, and communicates effectively.

Key Responsibilities

• To contribute to the production of high quality, timely monthly financial forecast management information
• Assist in the development and setting up of monthly rolling forecast process
• Analyse and interpret key financial metrics and trends versus plan
• To support the implementation of improvements in the processes and controls
• Proactively engage other members of the team and the department to establish, manage and improve processes
• Ensure a high quality of content and consistent presentation across all reports issued by the team
• To contribute to Group Finance Planning & Forecasting  workstreams when necessary

What are we looking for?

• An analytical mindset with an interest in financial forecasting
• Proficiency in analysing financial data to identify trends, performance and opportunities for improvements
• A part qualified Actuary / Accountant (or equivalent experience)
• Experience in building relationships and communicating with a wide range of stakeholders
• Understanding of technical regulatory requirements, reporting and accounting knowledge of life companies. Experience of solvency or IFRS17 metrics (ideal)

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

 If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

Find out more about #LifeAtPhoenix

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

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