Lead Finance Business Partner - Workplace

Lead Finance Business Partner – Workplace

Apply for the Lead Finance Business Partner – Workplace role at Phoenix Group

Job Type
:
Permanent
Location
:
This role could be based in our Edinburgh, Birmingham or London office, 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 how to balance this with business requirements during the recruitment process.
Closing Date
: 16th January (23:55)
Salary and benefits
:
Up to £70,000 depending on experience, plus an indicative bonus range 16%‑32%, private medical cover, 38 days annual leave, excellent pension, 12× salary life assurance, career breaks, income protection, 3× volunteering days and more.

We want to be the best place that any of our 6,600 colleagues have ever worked. We’re Phoenix Group, a long‑term savings and retirement business. We offer a range of products across our market‑leading brands, Standard Life, Sun Life, 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.

We have a Lead Finance Business Partner opportunity to join our Pensions & Savings and Operations – Commercial & Finance team, supporting our Workplace and Retail Intermediated business
. Reporting to the Head of Finance Business Partnering (for Workplace and Retail Intermediated), you will play a crucial role in delivering meaningful financial support and insights across a range of financial metrics to support and enable effective business decisions. You will work closely with a range of stakeholders across the business and across finance to ensure collaboration and successful partnership.

• Provide challenge in business performance plans and outcomes, with an aim to maximise commercial value in the aligned business area.
• Play a proactive role in the development of financial forecasting and planning, across a range of financial metrics, and ensure connection and consistency with the respective business areas activity and delivery.
• Explain trading results to the business stakeholders in a meaningful way that can influence decisions and actions. Support the business unit in understanding the commercial drivers behind each of the businesses to execute value maximising activity.
• Identify options and opportunities for financial performance management through considered analysis of experience and ensure presentation of these findings in an appropriate method. Drive forward value to the aligned business area and champion a curiosity mindset.
• Deliver ad‑hoc commercial analysis, identifying key trends and bringing these to life for the business stakeholders. Make recommendations from the findings of the analysis.
• Support the creation of business cases that will improve strategic value and ensure that these are aligned to ongoing strategy, forecasting and planning for the business.
• Effectively communicate complex information to a wide group of stakeholders against a background of continuous regulatory and business change. Tailor outputs appropriately to the audience.
• A self‑starter attitude looking for ways to optimise or improve the outputs from the team to work efficiently and drive forward best‑practice.
• Take ownership for commercial assessments within broader activity and feed into broader investment decisions for the aligned business area, ensuring that all financial impacts are understood and considered as part of decision making.
• Represent the team across various internal and external working groups/management committees, sharing knowledge and opinions, proactively engaging, and influencing other stakeholders where appropriate.

• A strong understanding of pensions and savings products, along with awareness of the competitive landscape and wider markets.
• A naturally curious mindset with a willingness to engage in a wide range of initiatives and a natural desire for problem solving and optimisation.
• Analytical thinking skills, paired with the ability to clearly communicate…