Business & Portfolio Management Lead

Starting Salary: c. £75,000 Dependent on skills and experience

Location: York, Bristol or Norwich with 50% office attendance

Are you someone who thrives on combining financial management, business partnering and portfolio governance to drive strategic decision-making? This is a fantastic opportunity for an experienced finance or portfolio professional who enjoys working with senior stakeholders, influencing investment decisions, and providing clarity through robust financial oversight and governance. If you have experience managing budgets, forecasting, portfolio reporting and change demand processes within a complex organisation, we'd love to hear from you.

A bit about the job:

The Finance & Investment Operations (FIO) Business & Portfolio Management Lead is a high-profile role responsible for providing financial management, governance and portfolio oversight across Finance & Investment Operations. Acting as a trusted business partner to the FIO Leadership Team, you'll lead cost management activities across BAU and Change budgets, ensuring robust forecasting, insightful reporting and effective financial control. You'll also oversee Investment Operations change governance, portfolio reporting, annual planning activities and demand management processes, helping to ensure strategic priorities are aligned to funding, resources and delivery capacity. Working closely with senior leaders, including the Director of Finance & Investment Operations, you'll play a key role in enabling informed decision-making and delivering value across the organisation.

Skills and experience we're looking for:

• Strong experience in financial planning, budgeting, forecasting and management reporting within a complex business environment.
• Proven ability to build credibility with senior stakeholders and provide insightful financial business partnering and challenge.
• Experience managing portfolios, governance frameworks, change demand processes or PMO activities.
• Excellent analytical skills, with the ability to translate complex financial and portfolio data into meaningful management insight and recommendations.
• Strong stakeholder management, communication and influencing skills, with experience preparing reporting and governance materials for senior forums and committees.

What you’ll get for this role:

• Starting salary c. £75,000 (depending on location, skills, experience, and qualifications)
• Bonus opportunity - 12% of annual salary, (actual amount depends on your performance and Aviva’s.)
• Generous pension scheme e.g. if you put in 8%, Aviva adds 14%
• 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days
• Aviva-funded Private Medical Benefit to help you get expert support when you need it
• Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
• Brilliantly supportive policies including parental and carer’s leave
• Flexible benefits to suit you, including sustainability options such as cycle to work
• Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
• We take your wellbeing seriously with lots of support and tools

Aviva is for everyone: We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.