Lead Finance Business Partner

Lead Finance Business Partner

Edinburgh Full-Time 60000 - 80000 £ / year (est.) No home office possible
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Phoenix Group Holdings

At a Glance

  • Tasks: Lead financial insights and support decision-making across business units.
  • Company: Join Phoenix Group, a leading FTSE 100 retirement and savings business.
  • Benefits: Enjoy flexible working, competitive salary, generous leave, and health perks.
  • Why this job: Be part of a team driving sustainability and innovation in finance.
  • Qualifications: Experience in business partnering within dynamic environments is essential.
  • Other info: Open to diverse backgrounds; adjustments available for the recruitment process.

The predicted salary is between 60000 - 80000 £ per year.

Location: The roles could be based in any of our UK offices (London, Birmingham, Telford or Edinburgh) with time spent working in the office and at 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 July 2025 (23:59)

Salary and benefits: £60,000 - £80,000 (depending on experience) plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

We have 2 x Lead Finance Business Partner opportunities to join our Support Services Expenses Management team which forms part of our wider Group FP&A team.

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: Lead Finance Business Partner role(s) are strategic roles that act as a bridge between the finance function and other business units, providing financial expertise and insights to support decision-making and drive performance. Responsibilities include:

  • Providing end-to-end expenses management, integrating BAU and Project expense partnering including responsibilities for project benefit realisation and setting and understanding cost allocation drivers.
  • Support management of stakeholders across commercial, financial and actuarial teams to drive visibility of allocations of costs across BUs, entities, and by activity and the implications on business KPIs.

What are we looking for? We are looking for candidates who can demonstrate:

  • Experience of Business partnering within a complex, dynamic environment.
  • Challenging ExCo -1 stakeholders (and their teams) on business performance against targets.
  • Ability to manage competing deliverables whether across change and BAU, different stakeholder requirements, time constraints or other.
  • Understanding the inter-plays between change and BAU, such as project recharge/benefit tracking and ensuring interlock on both sides supporting delivery of the cost allocation processes and reporting throughout Phoenix.
  • Driving collaboration, proactive engagement in reducing inefficiencies and looking for improved ways of working.

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.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

Lead Finance Business Partner employer: Phoenix Group Holdings

Phoenix Group Holdings is dedicated to being the best employer for its 6,600 colleagues, offering a supportive and flexible work environment in Edinburgh. With competitive salaries, generous benefits including up to 38 days of annual leave, private medical cover, and opportunities for career growth, we prioritise employee well-being and development. Join us in making a meaningful impact as we tackle significant challenges like transitioning to net zero by 2050, all while fostering a culture of collaboration and inclusivity.
Phoenix Group Holdings

Contact Detail:

Phoenix Group Holdings Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Lead Finance Business Partner

✨Tip Number 1

Familiarise yourself with Phoenix Group's mission and values. Understanding their commitment to sustainability and long-term savings will help you align your responses during interviews, showcasing how your experience can contribute to their goals.

✨Tip Number 2

Network with current or former employees of Phoenix Group on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Lead Finance Business Partner role.

✨Tip Number 3

Prepare specific examples from your past work that demonstrate your ability to manage stakeholders and drive performance. Highlighting your experience in complex environments will resonate well with the hiring team.

✨Tip Number 4

Stay updated on industry trends and challenges related to finance and business partnering. Being knowledgeable about current issues will allow you to engage in meaningful discussions during interviews, showing your proactive approach to the role.

We think you need these skills to ace Lead Finance Business Partner

Financial Analysis
Business Partnering
Stakeholder Management
Cost Allocation
Project Management
Performance Measurement
Data Interpretation
Strategic Thinking
Communication Skills
Problem-Solving Skills
Collaboration
Adaptability
Understanding of Financial KPIs
Experience in a Complex Environment

Some tips for your application 🫡

Understand the Role: Thoroughly read the job description for the Lead Finance Business Partner position. Make sure you understand the key responsibilities and required skills, such as business partnering and stakeholder management.

Tailor Your CV: Customise your CV to highlight relevant experience in finance and business partnering. Use specific examples that demonstrate your ability to manage competing deliverables and drive performance.

Craft a Compelling Cover Letter: Write a cover letter that connects your experience with the requirements of the role. Emphasise your strategic thinking and ability to provide financial insights that support decision-making.

Highlight Your Soft Skills: In your application, showcase your soft skills such as collaboration, proactive engagement, and communication. These are crucial for managing stakeholders and driving efficiencies within the team.

How to prepare for a job interview at Phoenix Group Holdings

✨Understand the Role

Make sure you have a clear understanding of what a Lead Finance Business Partner does. Familiarise yourself with the responsibilities outlined in the job description, especially around business partnering and expense management.

✨Prepare for Stakeholder Management Questions

Expect questions about your experience managing stakeholders across various teams. Be ready to share specific examples of how you've successfully navigated complex relationships and driven collaboration in previous roles.

✨Showcase Your Analytical Skills

As this role involves providing financial insights to support decision-making, be prepared to discuss your analytical skills. Bring examples of how you've used data to influence business performance and drive efficiencies.

✨Demonstrate Flexibility and Adaptability

Given the dynamic nature of the role, highlight your ability to manage competing deliverables and adapt to changing circumstances. Share experiences where you've successfully balanced multiple priorities or adapted to new challenges.

Lead Finance Business Partner
Phoenix Group Holdings
Location: Edinburgh
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