Jobs at Zurich Insurance in United Kingdom

The Financial Planning & Analysis (FP&A) Global Process Owner (GPO) will lead the strategic direction and continuous improvement of the Group's planning and performance management processes, ensuring alignment with the organisation's strategic objectives and compliance requirements.

Scope of process oversight to include Financial Planning, Financial Analysis and Performance Reporting. This role is pivotal in driving process standardisation, optimisation, and automation across all BUs/regions.

The GPO will report to the Group Head of Financial Planning & Analysis, working closely with Finance teams, Technology and Shared Services, as well as other stakeholders, to implement best practices, enhance efficiency, and maintain the integrity and control of financial data.

Location - Windsor with flexible working

The Role

Process Leadership and Governance:

• Develop and maintain a comprehensive global FP&A process framework, ensuring it aligns with the company's financial strategy and regulatory requirements.
• Establish and govern global policies, procedures, and standards for FP&A processes, in line with best practice.
• Monitor and evaluate the effectiveness of FP&A processes, identifying areas for improvement and implementing changes as necessary.

Continuous Improvement:

• Lead initiatives to optimise and streamline FP&A processes, leveraging technology and best practices to enhance efficiency and accuracy.
• Foster a culture of continuous improvement, encouraging Finance teams to identify and act on opportunities for process enhancements.
• Conduct regular process reviews to ensure adherence to standards and identify automation opportunities.

Stakeholder Management:

• Collaborate with community of BU & Functional finance teams, Finance Systems and other key teams to ensure cohesive process implementation and management.
• Act as the primary point of contact for FP&A process-related inquiries, providing guidance and support to stakeholders across the organisation.
• Facilitate communication and knowledge sharing, promoting best practices and consistency in FP&A processes.
• Collaborate with other GPOs (e.g. Record to Report, Purchase to Pay) to drive the GPO model across the Group.

Project Management:

• Lead and manage Group FP&A projects, from concept through to implementation, ensuring projects are delivered on time and within budget.
• Oversee the selection and implementation of FP&A systems and tools.
• Coordinate with Finance Systems to manage system upgrades, enhancements, and troubleshooting related to FP&A processes
• Oversee change management efforts associated with FP&A process improvements, ensuring minimal disruption to operations.

Performance Measurement and Reporting:

• Define and track key performance indicators (KPIs) to measure the effectiveness and efficiency of FP&A processes
• Prepare and present regular reports to senior management on the status of FP&A initiatives, process performance, and areas for improvement.
• Ensure accurate and timely financial reporting in compliance with standards.

Compliance and Risk Management:

• Ensure that FP&A processes are compliant with applicable internal policies.
• Identify and mitigate risks associated with FP&A processes, implementing controls and monitoring mechanisms to safeguard the integrity of financial data.
• Stay abreast of changes in financial regulations and standards, adjusting processes as necessary to maintain compliance.

The Person

• Experience of FP&A systems and processes within a large organisation
• Experience of process improvement and standardising
• Project management experience from concept through to implementation
• Previous experience of operating as a GPO beneficial but not essential
• Background in Finance/Accounting
• Degree qualification
• Strong senior stakeholder management experience and relationship building
• Able to digest, collate and clearly communicate complex ideas and information
• High emotional intelligence, ability to see and understand differing stakeholder perspectives
• Entrepreneurial, adaptable, innovative, transformative mindset and embraces change
• Pro-active, resilient, motivated and results oriented

We have tailored our well-being & benefits package around our employees as follows:

• Competitive salary and bonus potential
• Car Allowance
• Employee Energy Allowance
• Pension scheme
• Healthcare
• Electric car lease scheme
• 25 days holiday allowance, public holidays, and the option to buy up to 5 additional days
• Excellent range of flexible benefits, including technology vouchers & travel insurance