Finance Analyst

TN United Kingdom; Telford; Hybrid; GBP 31,000 - 40,000; Full time

Job summary

An established industry player is seeking a Finance Analyst to join their Group Expenses Team. This role offers a unique opportunity to support the production and reporting of monthly management and annual statutory accounts. You'll engage in various responsibilities, including coordinating MI packs and ensuring accuracy in financial reporting. The company values flexibility, offering part-time and job-share options, and is committed to fostering an inclusive environment. If you're a newly qualified accountant with strong analytical skills and a passion for finance, this role could be your next exciting challenge.

Benefits

Private Medical Cover

38 Days Annual Leave

Excellent Pension

12x Salary Life Assurance

Career Breaks

Income Protection

3x Volunteering Days

Qualifications

• Newly or part-qualified accountant with a finance background.
• Strong analytical skills and excellent attention to detail.

Responsibilities

• Support the MI Team in producing accurate ServCo entity MI pack monthly.
• Assist with improving MI reporting to meet management requirements.

Skills

Analytical Skills

Attention to Detail

Computer Literacy

Accounting/Technical Experience

Education

Newly or Part-Qualified Accountant (ACA/CIMA/ACCA)

Tools

MS Office (Excel)

Oracle Cloud Ledger

Job description

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Location: This role could be based in our Edinburgh, Wythall (Birmingham) or Telford 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.

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

Salary and benefits : £31,000 - £40,000 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 here at Phoenix Group as a Finance Analyst to join our Group Expenses Team.

As Finance Analyst you will be responsible for assisting in the production and reporting of the monthly management and annual statutory accounts for the groups service companies.

This will involve supporting the month end process, ensuring intercompany positions are accurately reflected and providing MI to enable capital monitoring in all of groups service company entities.

Who are we?

We want to be the best place that any of our 6,800 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer our 12 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£259 billion of assets under administration. 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:

• Support the MI Team in producing, coordinating and issuing an accurate ServCo entity MI pack on a monthly basis in line with agreed timetables.
• Support the reconciliation of IFRS17 expenses with the Service Company ledger.
• Liaise with the wider Expenses team to understand the key drivers of the expense position in the service companies.
• With an emphasis on RUKSL – ensure the ServCo position is correct in the ledger on a monthly basis, reconcile numbers to ensure splits between Expenses & Income, BAU & Projects are understood.
• Assist with continuously improving the MI reporting to meet the evolving management requirements.
• Gain knowledge of the other expense processes in the expense MI team and provide cover as and when appropriate.
• Contribute to ad hoc projects and reporting deliverables as required.

What are we looking for?

• Newly or part-qualified accountant (ACA/CIMA/ACCA)
• A finance background with accounting/technical experience
• Strong analytical skills and excellent attention to detail.
• A good degree of computer literacy, covering MS Office (particularly Excel), General Ledgers, plus some familiarity with Oracle Cloud ledger and EPBCS would be an advantage.
• Flexible and varied approach to workload required
• Focus on controls and systems would be an advantage.
• High degree of initiative, dependability and ability to work autonomously with limited supervision
• An understanding of the Service Company business model, its drivers and the environment in which it operates would be an advantage

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.