Job Details
Job Type: Permanent
Location: This role is primarily based in our London office, with regular office attendance of a minimum of 3 days per week required to support collaboration and stakeholder engagement.
Flexible working: All 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: 30th July (23:55)
Salary and benefits: £125,000‑£145,000 depending on experience plus an indicative bonus range of 30%-60%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
About the Role
A strategic and analytical leader is sought to join the FP&A team, taking ownership of the Group’s performance reporting and management information (MI). This role oversees the delivery of high‑quality, timely reporting that measures performance against plan and provides robust forecasts. The insights generated will support transparency for the Life/Group CFO, Executive Committee (ExCo), and the Board.
The successful candidate will focus on enhancing reporting frameworks and processes to enable better decision‑making and drive continuous improvement. This role plays a pivotal part in shaping the organisation’s understanding of its market position, identifying performance gaps and opportunities, and translating external intelligence into actionable recommendations.
This position offers the opportunity to engage with senior stakeholders, including ExCo, to define and measure performance against KPIs aligned with the strategic direction of the organisation.
Essential Qualifications
- Significant experience in FP&A, commercial, or strategic finance roles, with a strong track record of delivering insight-driven analysis that has influenced key business decisions.
- Strategic thinker with strong commercial acumen and a deep understanding of financial frameworks in the Financial Services sector, revenue drivers, and market dynamics, combined with strong analytical skills and the ability to extract meaningful insights from available data.
- Experience building strong relationships with senior leaders, including ExCo, and confidence in constructive challenge.
- Ability to lead and develop a high-performing team.
- Ability to communicate insights effectively to non‑financial stakeholders, translating complex information into compelling narratives that support strategic decision-making.
- Understanding of commercial levers and key industry performance metrics, with deep knowledge of the drivers behind P&L, balance sheet, cash flow, and working capital.
Inclusion
We are committed to ensuring that everyone feels accepted and welcome. Applicants from all backgrounds are encouraged to apply. 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.
Head of Performance & Analysis employer: Phoenix Group
Phoenix Group is an excellent employer, offering a dynamic work environment in the heart of Edinburgh where you can thrive as an Investment Operations Analyst. With a strong emphasis on flexibility through a hybrid work model, employees benefit from a supportive culture that prioritises operational excellence and collaboration with diverse stakeholders. Additionally, the company provides comprehensive benefits, including a competitive salary, bonuses, and generous leave, ensuring that team members are well-rewarded for their contributions.
