Senior Finance Analyst—Forecasting, Insights & Automation

Legal & General

Cardiff

On-site

GBP 45,000 - 65,000

Full time

3 days ago
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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 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

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