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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 70000 - 90000 £ per year.
Job Type: Permanent
Location: 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 2026 (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 employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MI and Forecasting Senior Analyst
✨Tip Number 1
Network like a pro! Reach out to current employees at Phoenix Group on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research the company’s recent projects and their approach to sustainability. Being able to discuss how your skills align with their goals will definitely impress the hiring team.
✨Tip Number 3
Show off your analytical skills! Be ready to share examples of how you've used data to drive decisions in past roles. This is key for a MI and Forecasting Senior Analyst, so have those stories at the ready.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Phoenix Group family.
We think you need these skills to ace MI and Forecasting Senior Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the MI and Forecasting Senior Analyst role. Highlight relevant experience and skills that match the job description, especially your knowledge of financial metrics like Solvency II and IFRS.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've interpreted complex financial data and communicated insights effectively.
Showcase Your Stakeholder Management Skills: Since this role involves collaborating with various stakeholders, make sure to highlight your interpersonal skills. Share examples of how you've built strong working relationships in previous roles.
Apply Early!: We’re reviewing applications as they come in, so don’t wait until the last minute! Head over to our website and submit your application early to increase your chances of standing out.
How to prepare for a job interview at Phoenix Group
✨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 interpreted these in past roles and how they can impact decision-making.
✨Showcase Your Stakeholder Skills
This role requires strong stakeholder management. Prepare examples of how you've successfully collaborated with different teams or senior stakeholders. Highlight your interpersonal skills and how you’ve communicated insights clearly to drive strategic outcomes.
✨Prepare Insightful Questions
Interviews are a two-way street! Think of insightful questions that show your interest in the company’s strategy and performance. Ask about their approach to continuous improvement in MI processes or how they envision the role contributing to their net-zero goals.
✨Demonstrate Your Analytical Mindset
Be ready to discuss specific instances where your analytical skills made a difference. Whether it was through producing MI packs or delivering forecasts, share how your insights led to actionable outcomes. This will showcase your technical acumen and problem-solving abilities.
