Finance Insight Partner (Hybrid) — Budget & Forecasting

LPPA Pensions; Preston; Hybrid; GBP 43,000 - 48,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme

Health plan

Dental plan

Employee Assistance Programme

Referral scheme

Perk Site discounts

Wellbeing events

Free fruit in office

Free car parking

Job summary

LPPA Pensions is seeking a Finance Analyst to provide financial insight, analysis and support to budget holders and operational leaders across LPPA. Working with the Finance Lead, you will translate complex financial and operational information into clear insights that drive decision-making, support budgeting, forecasting and robust business cases.

This is a fantastic opportunity to join a fast-paced, member-focused organisation with a collaborative culture and strong development potential.

Qualifications

• Part-qualified ACA, ACCA or CIMA, or equivalent experience.
• Experience in management reporting, financial analysis or business partnering.
• Strong commercial awareness and analytical skills.
• Experience of budgeting and forecasting processes.
• The ability to communicate financial information clearly to non-finance stakeholders.
• Advanced Excel skills and confidence handling large datasets.
• Strong interpersonal and stakeholder management skills, with a proactive and solution-focused approach.

Responsibilities

• Produce reporting packs and performance dashboards for budget holders to support decision-making.
• Analyse financial and operational data, identifying trends, risks and opportunities and translating these into meaningful insight and recommendations.
• Deliver insightful variance analysis, helping stakeholders understand the key drivers behind financial and operational performance.
• Build effective relationships with budget holders and operational leaders, providing financial support, challenge and guidance.
• Support annual budget setting and periodic forecasting.
• Support project costing, cost modelling and the tracking of expenditure and anticipated financial benefits.
• Analyse service delivery costs, cost-to-serve and cost-per-member metrics, and support pricing and cost recovery analysis.
• Develop scenario planning, sensitivity analysis, reporting tools and management information to inform decisions.
• Support automation, process improvement and finance transformation activity while maintaining accurate reporting and audit trails.

Skills

Part-qualified ACA/ACCA/CIMA

Management reporting

Financial analysis

Business partnering

Budgeting & forecasting

Stakeholder communication

Advanced Excel

Stakeholder management

Tools

Business Central

Job description

LPPA Pensions is seeking a Finance Analyst to provide financial insight, analysis and support to budget holders and operational leaders across LPPA. Working with the Finance Lead, you will translate complex financial and operational information into clear insights that drive decision-making, support budgeting, forecasting and robust business cases.

This is a fantastic opportunity to join a fast-paced, member-focused organisation with a collaborative culture and strong development potential.