Senior MI & Expense Insights Leader

Standard Life plc; Birmingham; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Private medical cover

38 days annual leave

Up to 12% employer pension contrib.

12x salary life assurance

Career breaks

Income protection

3x volunteering days

Job summary

Standard Life plc is seeking a qualified finance leader to head the production and delivery of monthly BAU Expense MI. The role requires coordinating annual planning, forecasting, and reforecasting for BAU expenses, while ensuring accurate reporting, clear insights, and strong business commentary for senior stakeholders.

You will review expense submissions, support finance systems enhancement, and drive governance processes to improve efficiency and financial control across the function.

Qualifications

• CA/ACCA post-qualified experience in financial services.
• Financial Reporting experience with demonstrable track record of reporting accounts to board level.
• Background in Management Information production.
• People Management experience.

Responsibilities

• Coordinate the end-to-end annual planning (AOP), forecast, recut and reforecast processes for BAU expenses, supporting the wider Expenses team to deliver robust financial plans and meaningful business insights.
• Review and challenge consolidated expense submissions, ensuring financial integrity, reconciliation to the ledger and a clear understanding of material variances and cost drivers.
• Produce insightful analysis and commentary that explains business performance, highlights emerging risks and opportunities, and supports effective decision-making by senior stakeholders.
• Lead the quarterly production of financial updates for PGMS and RUKSL Boards, delivering concise and insightful reporting on financial performance and outlook.
• Support the design, testing and implementation of finance systems, reporting enhancements and new processes, ensuring strong controls and efficient delivery.
• Develop and maintain robust reporting, forecasting and governance processes that improve efficiency, strengthen financial control and enhance the quality of management information.
• Proactively contribute to continuous improvement initiatives across the Expenses function, identifying opportunities to simplify processes, improve insight and increase the value delivered by Finance.

Skills

CA/ACCA qualified

Financial reporting

Management information

People management

Tools

Oracle EPM/EPBCS

Power BI

Job description

Standard Life plc is seeking a qualified finance leader to head the production and delivery of monthly BAU Expense MI. The role requires coordinating annual planning, forecasting, and reforecasting for BAU expenses, while ensuring accurate reporting, clear insights, and strong business commentary for senior stakeholders.

You will review expense submissions, support finance systems enhancement, and drive governance processes to improve efficiency and financial control across the function.