Expense Reporting Analyst - 12 Month FTC

AXA UK; Bolton; Hybrid; GBP 35,000 - 43,000; Full time

Job summary

A leading insurance company in Bolton is looking for a Financial Planning and Analysis Analyst to support expense forecasts and reporting. Ideal candidates will have experience in financial reporting and strong analytical skills. This role offers competitive salary, bonus potential, and flexible working arrangements.

Benefits

Competitive annual salary up to £43,000

Discretionary performance-based bonus

Contributory pension scheme

Life Assurance

Private medical cover

25 days annual leave plus Bank Holidays

Wellbeing services & resources

Employee discounts

Qualifications

• Experience in financial planning, reporting, or analysis roles in insurance or finance.
• Strong analytical skills with attention to detail for large data.
• Ability to meet tight deadlines under pressure.

Responsibilities

• Support delivery of UK&I expense forecasts and budgets.
• Assist in group reporting and perform results analysis.
• Develop dashboards to communicate performance insights.

Skills

Financial planning

Data analysis

Process improvement

Relationship building

Communication skills

Tools

Anaplan

Power BI

Power Pivot

Job description

Description

Are you passionate about financial reporting, data analysis, and process improvement? If you're analytical, detail-oriented, and eager to support strategic decision-making within a dynamic environment, this role offers an excellent opportunity to develop your skills. We're seeking a highly motivated individual to join our Finance team, assisting with expense forecasting, reporting simplification, portfolio analysis, and providing insights to influence business strategy.

As a Financial Planning and Analysis Analyst, you'll support the delivery of UK&I expense forecasts and budgets, contribute to group reporting and results analysis, and develop dashboards to communicate performance insights. You'll build strong relationships with business partners to understand MI needs and support strategic initiatives with data-driven analysis.

At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means either attendance at one of our office locations, visiting clients or attending industry events. We're also happy to consider flexible working arrangements, which you can discuss with Talent Acquisition.

What you’ll be doing:

• Support the delivery of consolidated UK&I expense forecasts, budgets, and results allocation
• Assist in the timely and accurate delivery of group reporting and perform results analysis
• Lead report simplification through redesign and redevelopment of expense reporting
• Build strong relationships with expense business partners to understand MI needs and business priorities
• Gather and analyse relevant data to assess business productivity metrics and identify trends
• Develop dashboards and reports to communicate performance insights clearly
• Support portfolio management by maintaining business case templates, portfolio forecasts, and analysing risks/opportunities
• Develop and maintain complex financial models to support strategic decision-making and evaluate financial impact of projects and investments

Due to the number of applications we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we're able to effectively manage interest. Therefore, if you're interested in joining us at AXA, please don't hesitate to apply.

What you’ll bring:

• Experience in financial planning, reporting, or analysis roles preferably within insurance or finance sectors
• Strong analytical, process improvement, and data management skills
• Advanced MI tools proficiency, including Anaplan, Power BI, Power Pivot
• Excellent attention to detail with the ability to handle large data volumes and summarise key points effectively
• Strong communication skills to convey complex insights clearly and professionally
• Proven ability to deliver under pressure and meet tight deadlines
• High integrity in handling confidential and sensitive data
• Ability to build collaborative relationships across teams and influence stakeholders at all levels

Internal candidates are encouraged to apply for this role as a secondment opportunity through the internal careers site.

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

What we offer:

At AXA UK, we're appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:

• Competitive annual salary of up to £43,000 depending on experience
• Discretionary company & performance-based bonus
• Contributory pension scheme (up to 12% employer contributions)
• Life Assurance (up to 10 × annual salary)
• Private medical cover
• 25 days annual leave plus Bank Holidays
• Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
• Wellbeing services & resources
• AXA employee discounts

To apply, click on the 'apply for this job' button, you'll then need to log in or create a profile to submit your CV. We're proud to be an Equal Opportunities Employer and don't discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, we're proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to [e-mail].

#LI-Hybrid

Who we are:

AXA UK Support Functions power AXA's three customer-facing business units, providing the infrastructure, support and expertise to ensure our customers can always count on us. Whether you've got heaps of experience and qualifications behind you, or you're just starting out, we'll give you the support and opportunities to help you grow and develop with confidence.