Senior Analyst, FP&A

Jobtailor; Dorking; On-site; GBP 65,000 - 90,000; Full time

Job summary

Unum is seeking a seasoned FP&A professional to lead planning, forecasting and analysis across UK and US stakeholders. You will shape financial plans, deliver insightful reporting, and support senior decision making with robust modelling tools.

The role focuses on driving annual planning cycles, monthly performance reviews and continuous improvement of financial reporting processes, including governance and compliance requirements.

Qualifications

• Qualified Accountant (ACA/ACCA/ACMA CGMA) or equivalent finance experience.
• Experience in FP&A or similar analytical finance role in a large, complex business.
• Strong understanding of P&L, balance sheet and performance metrics.
• Experience supporting budgeting, forecasting and financial analysis processes.
• Advanced Excel and PowerPoint; ability to create insightful reports and models.
• Excellent communication and stakeholder management; confident presenting to senior leaders.

Responsibilities

• Lead FP&A activities and support strategic decision making.
• Support annual planning cycle and ongoing forecasting for UK and US stakeholders.
• Produce monthly management information, including Monthly Performance Review (MPR).
• Deliver financial analysis and recommendations for senior executive decision making.
• Develop and enhance reporting, forecasting and modelling tools.
• Build and maintain expertise in financial planning systems (Anaplan).
• Partner with Finance and business teams to understand performance drivers and challenge assumptions.
• Translate complex financial data into clear insights and presentations for senior stakeholders.
• Build strong relationships across the organisation and understand business performance.
• Contribute to governance and control; ensure compliance with Information Security and regulatory obligations.

Skills

Financial planning

Forecasting

Budgeting

Financial analysis

Reporting

Modelling

Data interpretation

Stakeholder management

Presentation skills

Attention to detail

Education

ACA

ACCA

ACMA CGMA

CGMA

Tools

Anaplan

Excel

PowerPoint

Job description

• 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 for UK and US stakeholders
• Support the production of monthly management information, including the Monthly Performance Review (MPR)
• Deliver financial analysis and recommendations supporting senior executive decision making
• Develop and enhance reporting, forecasting and modelling tools
• Build and maintain expertise in financial planning systems, including Anaplan
• Partner with Finance and wider business colleagues to understand performance drivers and challenge assumptions
• Translate complex financial data into clear insights and presentations for senior stakeholders
• Build strong working relationships across the organisation and develop understanding of business performance
• Contribute to governance and control, ensuring compliance with Information Security, Consumer Duty, Treating Customers Fairly, Conduct Risk and Solvency II obligations

Requirements

• 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

Core Competencies

Demonstrates expertise in financial planning, forecasting, and analysis, with a strong ability to translate complex financial data into actionable insights for senior stakeholders. Proficient in utilizing financial planning systems like Anaplan and advanced Excel to enhance reporting and modeling processes.

Highest-signal resume keywords

• Qualified Accountant (ACA, ACCA, ACMA CGMA)
• Financial Planning & Analysis (FP&A)
• Advanced Excel Skills
• Stakeholder Management
• Analytical Problem-Solving

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Forecasting
• Budgeting
• Financial Analysis
• Reporting
• Modelling
• Data Interpretation
• Performance Metrics
• Compliance
• Information Security

Soft Skills

• Communication
• Attention to Detail
• Collaboration
• Time Management
• Continuous Improvement Mindset

Certifications & Qualifications

• ACA
• ACCA
• ACMA
• CGMA

Industry Keywords

• Financial Performance Drivers
• Profit and Loss
• Balance Sheet
• Consumer Duty
• Treating Customers Fairly
• Conduct Risk
• Solvency II

Tools & Technologies

• Anaplan
• Excel
• PowerPoint