Senior Financial Performance Analyst

3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.

The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.

Our primary aim is to provide interesting, worthwhile and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors.

Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work.

We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.

This role within our Finance Department will support our group of businesses across the UK. This role will report directly to the Chief Financial Officer but will also work collaboratively with the Group Financial Controller and with the wider Finance team as required to support routine finance processes. The candidate may also be required to work on a project basis with other senior personnel within the 3173 Group as required.

As with all our group supporting roles, you will be working in a fast-paced environment with multiple priorities and stakeholders. It is an exciting time to join our group of businesses as we are developing in a number of strategic areas. This role will play a key role in delivering against our growth strategy for the 3173 Group.

• Leading the preparation of both budgets and longer term strategic financial plans across the 3173 Group of businesses, including the gathering of source data, the development of financial models and the presentation of budgets to senior leadership and investors.
• Leading the preparation of rolling profit and cashflow forecasts across the Group, including the development of financial models and the presentation of such forecasts to senior leadership and investors.
• Leading the preparation of the financial investment appraisal of significant strategic investments across the Group.
• Supporting the wider Finance Team as required in the provision of variance analysis and other routine financial reporting across the Group, which includes monthly analysis of Group Payroll expenditure.
• Supporting the preparation of financial performance profitability monitoring and associated governance across the Group including contract profitability and staff utilisation metrics to enhance the overall performance of the Group.
• Collaborating with the wider Finance team to continually develop and innovate the financial reporting systems in use across the Group.
• Supporting the Group Financial Controller, CFO and other members of Senior Management as required.
• Managing the Group recruitment process, from a budgetary perspective – providing oversight and analysis of planned recruitment exercises.

• You will be a qualified accountant with a minimum of three years’ experience post qualification experience gained working within a busy commercial finance environment and are looking for the opportunity to develop and lead the Finance, Planning and Analysis function within 3173, a high growth provider of financial services to the pensions industry.
• As the Senior Financial Planning Analyst you will provide financial leadership and contribute proactively to the growth and development of 3173.
• You will be able to demonstrate your experience in supporting a commercial organisation through the financial planning…