Performance Reporting Analyst

TN United Kingdom; Fareham; Hybrid; GBP 40,000 - 70,000; Part time

Job summary

An established industry player is seeking a Planning and Performance Reporting Analyst to join their dynamic team. This role involves ownership of the UK P&C group reporting process, collaborating with senior leaders, and delivering insightful financial performance reports. Ideal candidates will possess strong analytical thinking and problem-solving skills, with opportunities for growth and development within a supportive and inclusive environment. Join a forward-thinking organization committed to making a positive impact and fostering employee wellbeing.

Qualifications

• Proven track record with deep insight or advanced analytical thinking.
• Strong problem-solving skills and high level of agility.

Responsibilities

• Ownership of the UK P&C group reporting process.
• Lead delivery of quarterly CFO performance papers.

Skills

Analytical Thinking

Problem-Solving

Communication Skills

Stakeholder Management

Education

Qualified Accountant

Job description

Social network you want to login/join with:

Planning and Performance Reporting Analyst

Working hours: This role is available on a part-time, job-share or full-time basis.

Location: Swindon, Fareham or London / Hybrid

Closing date for applications: Thursday 22nd May 2025

The opportunity:

An excellent opportunity has arisen to join the Planning and Performance Reporting (PPR) team in an existing role focused on assisting the Group close and preparation of UK board papers, reporting into the Head of PPR.

The PPR team sits at the heart of PPM (Planning and Performance Management) and at the leading edge of the UK’s financial performance management, encompassing both the UK P&C and Life businesses. We are a dynamic and agile team that thrives in dealing directly with the UK CFO, CEO and senior leaders within the UK and at Group. We are a diverse team from a number of backgrounds, and pride ourselves on our energy, drive, thirst for learning and high standards.

We are looking for an ambitious candidate to act as the Planning and Performance Reporting analyst for the UK business, ensuring accurate, timely & insightful in year reporting. The role offers excellent growth for the right candidate, with opportunities for development and progression.

What will you be doing?

• Ownership of the UK P&C group reporting process, including reviewing results/forecasts, preparation of Group presentations and key systems uploads and controls. Provide an in-depth understanding and produce all commentary in respect of the financial performance of the UK P&C business.
• Lead and manage the delivery of quarterly CFO performance papers to the ZIC UK Branch, working collaboratively with all teams across finance to provide inputs.
• Manage the UK P&C delivery of the annual planning cycle in line with the UK & Group timelines.
• Input to UK Business Unit Reviews and UK Exec reporting activities as required.
• Demonstrate ongoing process improvement and support to other PPR activities as required.
• Act as the conduit between Group PPM and local Business Partnering teams.
• Role reports into the Head of Planning & Performance Reporting.

What are we looking for?

• A proven track record with deep insight or advanced analytical thinking
• Strong problem-solving skills, and a high level of agility.
• Energetic and inquisitive mind with a strong desire to jump in, get involved, and make a contribution
• A proven quick learner and take ownership of tasks as appropriate.
• A good understanding of the insurance financial performance framework is desirable but not essential.
• You will have experience in building and managing relationships with varied stakeholders across multiple functions.
• Strong communication skills and can build a message for several different stakeholders including Executive Committee members.
• You will have the ability to see the bigger picture as well as maintain excellent attention to detail.
• Qualified Accountant or similar level of professional qualification applicable to role advisable but not essential.
• The role offers excellent opportunity to progress and develop.

What happens next?

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people and our planet.

With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great.

Our Culture:

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm,Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million. #li_hybrid

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.