Finance Lead - Strategic Transformation Office

Pension Insurance Corporation plc; London; On-site; GBP 55,000 - 90,000; Full time

Job summary

An innovative firm is seeking a Finance Lead to drive financial management within its Strategic Transformation Office. This role is pivotal in overseeing the portfolio budget, ensuring effective financial planning and analysis, and managing benefits realization. You will collaborate with project managers, produce high-quality financial cases, and build strong partnerships across the organization. This position offers a dynamic environment where your expertise will contribute to significant change initiatives. With a competitive salary and outstanding benefits, this is an exciting opportunity for a finance professional looking to make a real impact in a thriving sector.

Benefits

Private medical insurance

28 days' annual leave

Generous pension scheme

Performance-related bonus plan

Qualifications

• Qualified accountant or equivalent experience in financial management.
• Strong understanding of change governance and portfolio management.

Responsibilities

• Manage financial planning and analysis for the change portfolio.
• Set standards for benefits management and project financial cases.

Skills

Change financial management

Financial services knowledge

Organisational skills

Communication skills

Persuasion and influence

Commercial judgement

Education

Qualified accountant

Experience in regulated environments

Tools

Portfolio management methodologies

Programme and Project Methodologies (Waterfall, Agile, Hybrid)

Job description

Finance Lead - Strategic Transformation Office

PIC is looking for a finance professional with experience working in Change functions.

The role sits within PIC's central portfolio team, the Strategic Transformation Office, and is responsible for the financial management of the portfolio budget.

Focus on portfolio level analysis and activities, specifically related to the budget and financial management.

Key Responsibilities:

• Financial planning and analysis for the change portfolio - set the standard for budget setting and tracking, ensuring assumptions are consistent across the portfolio. This includes the annual portfolio budgeting, supporting project managers with their individual budgets, and the analysis in between.
• Benefits management - Set the standards for good quality benefits management including quantifying them, tracking changes, and measuring realization after project delivery.
• Project Discovery and Business cases - Work with business owners and change colleagues to produce good quality cost estimates and articulate financial cases at each stage of the project lifecycle.
• Partnerships - Build strong collaborative relationships.
• Reporting - translating project and portfolio finances into helpful analysis that drives better decision making by our governance bodies.
• Line management - Line management of one STO administrator.

Requirements

Ideally a qualified accountant or demonstrable experience of working at a similar level with:

Technical

• Excellent experience working in change financial management.
• Experience of working in change functions at a portfolio level, as well as projects and programmes.
• Experience of financial services, insurance or pensions or working in a similarly regulated environment.
• Strong understanding of change governance and portfolio management methodologies.
• Strong understanding of financial planning, analysis and financial management methodologies and techniques.
• Strong understanding of finance change benefits management methodologies and approaches.
• Good understanding of Programme and Project Methodologies; including, Waterfall, Agile and Hybrid.

Personal

• Strong organisational skills.
• Strong communication skills.
• Ability to persuade and influence both directly and indirectly.
• Ability to manage people and other resources effectively.
• Ability to organise work to meet deadlines.
• Ability to work within defined procedures as recommended by functional teams.
• Commercial judgement.

Benefits

In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Administrative