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- Tasks: Analyse financial data and produce insightful reports to guide strategic decisions.
- Company: Join Phoenix Group, a leading FTSE 100 company focused on long-term savings and retirement.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
- Why this job: Make a real impact by influencing financial strategies and collaborating with senior stakeholders.
- Qualifications: Qualified Actuary or Accountant with strong analytical and communication skills.
- Other info: Embrace a culture of inclusivity and continuous improvement in a dynamic work environment.
The predicted salary is between 60000 - 84000 £ per year.
This role is hybrid, with time spent working in one of our offices (Birmingham, Edinburgh, London or Telford) as well as time spent from home.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.
Closing Date: 9th February 2025 (23:55)
Salary and benefits: £70,000 - £90,000 per annum (dependant on experience) plus an indicative bonus range of 16-32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we? We want to be the best place that any of our 6,600 colleagues have ever worked. We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The role: This is an excellent opportunity to join the External Performance and Analysis team, tasked with acting as the financial strategic advisers to the business. The role will provide you with the opportunity to play a pivotal role in assessing the performance of our strategy through production of Management Information (MI) and forecasts. You will apply your technical and commercial acumen to produce high-quality insights that support decision-making and contribute to the Group’s strategic direction. You will work closely with senior stakeholders and collaborate across teams to ensure robust, accurate, and timely financial outputs. This role offers the opportunity to develop leadership capabilities, deepen technical expertise, and influence strategic outcomes.
Key Responsibilities
- Support the production of monthly and quarterly MI packs, dashboards, and performance reports.
- Deliver clear, insightful analysis and commentary on MI and forecast results, highlighting key drivers, risks, and opportunities.
- Collaborate with stakeholders across Finance and the wider business to ensure submissions are complete, accurate, and aligned with strategic goals.
- Champion continuous improvement in MI and forecasting processes and outputs.
- Build strong working relationships across the business and develop your understanding of financial performance.
What are we looking for?
- Qualified Actuary or Accountant
- Good base knowledge of our key reporting metrics (Solvency II, IFRS and UK GAAP).
- Proven ability to interpret complex financial data and communicate insights clearly to stakeholders.
- Strong stakeholder management and interpersonal skills.
We want to hire the whole version of you. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. We’re reviewing applications as they come in, so apply early to avoid missing out.
MI and Forecasting Senior Analyst in Birmingham employer: Phoenix Group Holdings
Contact Detail:
Phoenix Group Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MI and Forecasting Senior Analyst in Birmingham
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or at networking events. Ask them about their experiences and the company culture; it’ll give you insider info that can help you stand out in interviews.
✨Tip Number 2
Prepare for those tricky interview questions! Think about how your skills as a MI and Forecasting Senior Analyst can solve real problems for the company. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Tip Number 3
Show off your analytical skills! Bring examples of your past work with MI and forecasting to the interview. Discuss how your insights led to strategic decisions, and don’t forget to highlight your collaboration with stakeholders.
✨Tip Number 4
Don’t just apply anywhere—apply through our website! It shows you’re genuinely interested in joining Phoenix Group. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace MI and Forecasting Senior Analyst in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the MI and Forecasting Senior Analyst role. Highlight your experience with financial data, stakeholder management, and any relevant qualifications. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your understanding of key reporting metrics like Solvency II and IFRS.
Showcase Your Analytical Skills: In your application, don’t forget to showcase your analytical skills. Provide examples of how you've interpreted complex financial data in the past and how that led to insightful decision-making. We love seeing real-world applications of your expertise!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy to do!
How to prepare for a job interview at Phoenix Group Holdings
✨Know Your Numbers
As a MI and Forecasting Senior Analyst, you'll be dealing with complex financial data. Brush up on key reporting metrics like Solvency II, IFRS, and UK GAAP. Be ready to discuss how you've used these in past roles and how they relate to the company's strategic goals.
✨Showcase Your Stakeholder Skills
This role involves collaborating with senior stakeholders, so it's crucial to demonstrate your interpersonal skills. Prepare examples of how you've successfully managed relationships and communicated insights clearly in previous positions. This will show that you can effectively influence decision-making.
✨Prepare Insightful Questions
Interviews are a two-way street! Think of insightful questions that reflect your understanding of the company’s strategy and challenges. Ask about their approach to continuous improvement in MI processes or how they envision the role contributing to their net-zero goals by 2050.
✨Emphasise Flexibility and Adaptability
With the hybrid working model and flexible roles, highlight your ability to adapt to different working environments. Share experiences where you've successfully balanced remote work with in-office collaboration, showcasing your commitment to both personal and business needs.
