Senior Analyst, FP&A

Unum; Basingstoke; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Pension scheme

Income protection

Mental health support

Holiday buy/sell

EV scheme

Professional development

Job summary

Unum UK is seeking an FP&A specialist to lead the financial planning, forecasting and analysis activities, shaping the company’s financial plans and supporting strategic decisions.

You will drive the annual planning cycle and ongoing forecasting for UK and US stakeholders, develop reporting tools and present financial insights to senior leaders. Strong Excel, PowerPoint, and Anaplan skills are essential.

Qualifications

• Qualified Accountant (ACA, ACCA, ACMA CGMA) or equivalent finance experience.
• Experience in FP&A or a similar analytical finance role.
• Advanced Excel and PowerPoint skills for insightful reports.

Responsibilities

• Lead financial planning, forecasting and analysis activities.
• Support annual planning and ongoing forecasting for UK and US stakeholders.
• Produce monthly management information and MPR insights.
• Develop and enhance reporting, forecasting and modelling tools.
• Partner with Finance and business colleagues to understand drivers.
• Translate complex data into actionable insights for senior leaders.

Skills

Advanced Excel

PowerPoint

Analytical skills

Stakeholder management

Communication

Education

ACCA/ACA/CGMA or equivalent

Tools

Anaplan

Job description

What will you be doing?

• Lead financial planning, forecasting and analysis activities, helping to shape and deliver Unum's financial plans while supporting strategic business decision making.
• Play a key role in the annual planning cycle and ongoing forecasting process, providing insightful analysis and ensuring deliverables are completed accurately and on time for both UK and US stakeholders.
• Support the production of monthly management information, including the Monthly Performance Review (MPR), helping senior leaders understand business performance and key financial trends.
• Deliver high-quality financial analysis and recommendations that support senior executive decision making on a wide range of business priorities and opportunities.
• Develop and enhance reporting, forecasting and modelling tools that improve efficiency, accuracy and the quality of financial insights provided to the business.
• Build and maintain expertise in Unum's financial planning systems, including tools such as Anaplan, helping drive continuous improvement across FP&A processes.
• Partner with colleagues across Finance and the wider business to understand performance drivers, challenge assumptions and support informed decision making.
• Translate complex financial data into clear, meaningful insights and presentations for senior stakeholders.
• Build strong working relationships across the organisation, developing a deep understanding of business performance and the factors influencing financial results.
• Contribute to a strong governance and control environment, ensuring compliance with Information Security requirements, Consumer Duty, Treating Customers Fairly, Conduct Risk and Solvency II obligations.
  Qualified Accountant (ACA, ACCA, ACMA CGMA) or equivalent finance and accounting experience.
• Experience within FP&A or a similar analytical finance role, ideally within a large or complex business environment.
• Strong understanding of financial performance drivers and the interaction between profit and loss, balance sheet and business performance metrics.
• Experience supporting business planning, forecasting, budgeting and financial analysis processes.
• Advanced Excel and PowerPoint skills, with the ability to create insightful reports, models and presentations for senior audiences.
• Strong analytical and problem-solving capability, with an ability to interpret complex information and provide meaningful recommendations.
• Excellent communication and stakeholder management skills, with confidence presenting financial information to senior Finance and business leaders.
• Ability to manage multiple priorities, work at pace and consistently deliver high-quality output to tight deadlines.
• Strong attention to detail combined with a continuous improvement mindset and interest in enhancing financial reporting tools and processes.
• Experience working in collaborative, high-performing teams within a professional business environment.
  We're a specialist employee benefits provider, striving to create healthy, happy workplaces. As part of the international Unum Group, we're on a collective mission to help the working world thrive., Unum UK
• Competitive salary and annual bonus
• Generous pension scheme
• Income Protection, Life Assurance and Critical Illness cover
• Employee wellbeing and mental health support
• Generous holiday allowance with the option to buy and sell leave
• Electric vehicle scheme and other flexible lifestyle benefits
• Career development opportunities and professional qualification support
• Why join us? At Unum, we've created a workplace where people feel supported to progress and grow, and can see their ambitions coming to life.