Senior Finance Analyst

Legal & General; Cardiff; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Performance bonus

Pension contribution

Life assurance

Healthcare Plan

25 days holiday + BHs

Electric car scheme

Employee discounts

Job summary

Legal & General (L&G) is recruiting a Senior Finance Analyst to join the Finance team in the UK. You will support financial planning, forecasting, reporting and analysis while driving data-powered insights and automation improvements to simplify finance processes.

The role suits someone analytical, collaborative and detail-oriented, with strong data skills. You’ll work with stakeholders across Finance, business units and technical teams, contributing to dashboards and packs that inform decisions

Qualifications

• Proven experience in financial planning, analysis, reporting or MI.
• Strong analytical skills with ability to interpret data and variances.
• Excellent attention to detail and well-controlled outputs.

Responsibilities

• Support financial planning, forecasting and reporting activities.
• Prepare, review and explain financial data for stakeholders.
• Review data exceptions and support month-end activity linked to AUM and flows.
• Support monthly ANNR forecasting and distribution team data requests.
• Identify opportunities to simplify, standardise and automate finance processes.
• Collaborate with Data colleagues on automation projects, testing and implementation.
• Maintain and improve reporting tools, dashboards and analysis packs.
• Build trusted relationships across Finance, business stakeholders and technical teams.

Skills

Financial planning

Data analysis

Data interpretation

Excel

Tableau/Power BI

Education

Part-qualified accountant

Tools

Excel

Tableau

Power BI

Job description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Who we are

Legal & General (L&G) is a leading UK financial services group and major global investor.

We've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Job Description

We're recruiting for a Senior Finance Analyst to join us. We're offering a competitive base salary.

This is a great opportunity for someone who enjoys working with data, asking good questions and turning financial information into clear insight.

You’ll support financial planning, forecasting, reporting and analysis, while also helping the team improve how it uses data, automation and emerging technology. The role would suit someone analytical, curious and collaborative, with strong attention to detail and an interest in making finance processes simpler, clearer and more efficient

What you’ll be doing

• Supporting financial planning, forecasting and reporting activities
• Preparing, reviewing and explaining financial data for stakeholders
• Reviewing data exceptions and supporting month-end activity linked to AUM and flows
• Supporting monthly ANNR forecasting and distribution team data requests
• Identifying opportunities to simplify, standardise and automate finance processes
• Collaborating with Data colleagues on automation projects, testing and implementation
• Maintaining and improving reporting tools, dashboards and analysis packs
• Building trusted relationships across Finance, business stakeholders and technical teams

Who we’re looking for

• Part-qualified accountant, working towards ACCA, ACA, CIMA, CFA or equivalent, or able to demonstrate relevant finance experience
• Experience in financial planning, analysis, reporting or management information
• Strong analytical skills and confidence interpreting data, variances and key movements
• Excellent attention to detail and commitment to accurate, well-controlled outputs
• Clear communication skills and confidence working with Finance, business and technical stakeholders
• Good Excel skills, with Tableau, Power BI or similar reporting tools beneficial
• Interest in automation, process improvement and practical AI use in finance
• Asset Management experience would be helpful, but is not essential

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We're creating net-zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in-person experience

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part‑time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn't matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.