Senior MI & Forecasting Analyst – Hybrid & Flexible

Phoenix Group; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading retirement firm is seeking a qualified Actuary or Accountant to join their External Performance and Analysis team in a hybrid role. You will assess financial performance, produce Management Information and support strategic decision-making. The ideal candidate will have strong analytical skills, a solid understanding of reporting metrics, and proven stakeholder management abilities. The company offers competitive salary and benefits, including private medical cover, annual leave, and a bonus.

Benefits

Private medical cover

38 days annual leave

Excellent pension scheme

12x salary life assurance

Income protection

3x volunteering days

Qualifications

• Must be a qualified Actuary or Accountant.
• Knowledge of key reporting metrics such as Solvency II, IFRS, and UK GAAP is essential.
• Ability to interpret and present complex financial data.

Responsibilities

• Support the production of monthly and quarterly MI packs and dashboards.
• Deliver insightful analysis on MI and forecast results.
• Collaborate with stakeholders to ensure submissions are aligned with goals.
• Champion continuous improvement in MI and forecasting.
• Build strong working relationships across the business.

Skills

Qualified Actuary or Accountant

Good base knowledge of key reporting metrics (Solvency II, IFRS and UK GAAP)

Proven ability to interpret complex financial data

Strong stakeholder management skills

Job description

A leading retirement firm is seeking a qualified Actuary or Accountant to join their External Performance and Analysis team in a hybrid role. You will assess financial performance, produce Management Information and support strategic decision-making. The ideal candidate will have strong analytical skills, a solid understanding of reporting metrics, and proven stakeholder management abilities. The company offers competitive salary and benefits, including private medical cover, annual leave, and a bonus.