Performance Analyst

Job Type: Permanent

Location: This role could be based in our Edinburgh, Birmingham, Telford or London office 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: 16th January (23:55)

Salary and benefits: £60,000 -  £74,000 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 and much more

Who are we?

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

We're Phoenix Group, we're a 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 issuces such as transitioning our portfolio to net zero by 2050, and we're not done yet.

We’re currently recruiting for a Performance Analyst to join our External Performance and Analysis Team.

As a Performance Analyst you will support delivery of timely and high-quality reporting to the Board Renumeration Committee aligned to agreed internal targets and scorecards. Coordinate business unit and function scorecard submissions while ensuring robust challenge and adding valuable analysis and insights.

You will play an important role in supporting the Year End and Half Year announcements by producing insightful investor presentations, results packs and Q&A responses.  A key element of your role will be collaborating with other Finance teams to identify key messages and potential areas of challenge for results announcements.  You will also carry out regular peer and market analysis and feed that into the strategy discussions and financial framework for the organisation.

The role

• Maintain regular peer benchmarking of KPIs
• Prepare competitor and industry reports to inform Group CEO, Group and LifeCo CFO’s, IR, and strategy
• Provide decision support / modelling as required to support external narrative
• Support ad hoc strategy and Board requests with external data
• Support preparation of investor presentations, results packs, and Q&A
• Provide peer and market data for IR narratives
• Anticipate investor/analyst questions with robust analysis
• Work with CFO/IR to ensure external messages align with internal insight
• Support coordination and consolidation scorecards across the organisation and provide suggestions and recommendations to the REMCO for Annual Incentive Planning and Long Term Incentive Planning.

What are we looking for?

We’re seeking a commercially minded finance professional with a strong background in FP&A or commercial finance. You’ll bring sharp analytical and problem-solving skills, paired with excellent communication and presentation abilities that allow you to translate complex data into clear, actionable insights for external audiences.

You have a meticulous eye for detail and accuracy, and can confidently synthesise financial information to support strategic decision-making. Your ability to navigate shifting priorities and deadlines, while managing stakeholders across all levels of the organisation, makes you an effective and collaborative partner.

Essential

• Proven experience in FP&A or commercial finance
• Strong analytical and problem-solving capabilities
• Excellent communication and presentation skills
• ACCA qualification (or equivalent)

Desirable

• A strong awareness of external market dynamics is highly desirable, as is the ability to apply this insight to financial planning and performance analysis.

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.

We’re reviewing applications as they come in, so apply early to avoid missing out.

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

Hiring over the festive period: Many of our colleagues will be taking a well-earned break over the festive period. We’re still advertising our open roles and as part of our commitment to providing the best candidate experience, we wanted to let you know that there may be a delay in responding to applications received between the 19th December and 5th January. Please bear with us and we’ll be in touch as soon as we can.

#LI-SM1

#Hybrid