Financial Planning and Analysis Manager

AXA Group; Redhill; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading global insurance and asset management firm is seeking a motivated Financial Planning and Analysis Manager in Redhill, UK. In this role, you will assist in financial forecasting, analyze trends, and prepare reports for management. The ideal candidate will have a Bachelor's degree in Finance or related fields, proficiency in financial modeling, and 1-3 years of relevant experience. Join a dynamic team focused on growth and collaboration while benefiting from competitive compensation and flexible working arrangements.

Benefits

Competitive annual salary

Annual company & performance-based bonus

Group Personal Pension Plan

Life Assurance (4x Annual Salary)

Private Healthcare Benefit

AXA employee discounts

Qualifications

• 1-3 years of experience in financial analysis or a similar role.
• Strong analytical skills with a keen attention to detail.
• A proactive mindset and a willingness to learn and adapt.

Responsibilities

• Assist in the development and preparation of financial forecasts and budgets.
• Analyze financial data, identify trends, and provide insights.
• Prepare regular financial reports for management.

Skills

Financial analysis

Proficiency in Microsoft Excel

Analytical skills

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

Financial planning software

ERP systems

Job description

Join Our Team as a Financial Planning and Analysis Manager.

We're seeking a motivated and detail-oriented Financial Planning and Analysis Manager to join our dynamic team. If you're passionate about financial strategy and analysis, and you're looking for a role that encourages growth and collaboration, we want to hear from you.

Key Responsibilities:

• Assist in the development and preparation of financial forecasts and budgets.
• Analyze financial data, identify trends, and provide insights to support decision-making.
• Collaborate with various departments to gather relevant financial information and ensure alignment with organizational goals.
• Prepare regular financial reports for management, highlighting key performance indicators and actionable recommendations.
• Support month-end and year-end closing processes, ensuring accuracy and timely reporting.
• Participate in financial modeling and scenario analysis to evaluate potential business opportunities.
• Help streamline financial processes and contribute to continuous improvement initiatives.
• Provide support during audits and ensure compliance with financial regulations.

Your Profile:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 1-3 years of experience in financial analysis or a similar role.
• Proficiency in Microsoft Excel and financial modeling techniques.
• Strong analytical skills with a keen attention to detail.
• Excellent communication skills – both written and verbal.
• Ability to work collaboratively in a team environment and build relationships across departments.
• A proactive mindset and a willingness to learn and adapt in a fast-paced setting.
• Experience with financial planning software or ERP systems is a plus.

About AXA

AXA Group is the world leader in insurance and asset management. We protect and advise our clients at every step in their lives, by offering products and services which satisfy their needs in the areas of insurance, personal protection, saving, and asset management. AXA is the leading insurance brand worldwide, with over 100 million clients. We are transforming from payer to partner for our clients, with a strong focus on risk prevention.

Our mission: Empower people to live a better life.

Our values: Customer First, Courage, Integrity, and One AXA.

About the Entity

AXA Partners is an AXA transversal business unit offering a wide range of solutions in assistance services, travel insurance, and credit protection. AXA Partners’ role is also to implement innovative solutions emerging from the AXA Innovation unit. Combining passion with advanced expertise, we design and deliver worldwide solutions for partners and communities. We protect what matters, when it matters.

What We Offer

At AXA Partners, we appreciate our employees, and our rewards package is regularly reviewed to reflect that. You can expect to receive:

• Competitive annual salary
• Annual company & performance-based bonus
• Group Personal Pension Plan
• Life Assurance (4x Annual Salary)
• Private Healthcare Benefit
• AXA employee discounts

We aim to be one of the most inspiring companies to work for, supporting employee needs, providing meaningful career development, and celebrating diversity. We understand everyone has individual work and home responsibilities, so we’re open to discussing flexible working arrangements.

We are committed to equal opportunities and welcome applications from all backgrounds. As a disability confident employer, we offer support and access to the AXA Accessibility Concierge for alternative application methods or reasonable adjustments.

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