Senior Analyst, FP&A
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What you'll do
- Lead financial planning, forecasting and analysis activities, helping to shape and deliver Unum's financial plans while supporting strategic business decision making.
- Play a key role in the annual planning cycle and ongoing forecasting process, providing insightful analysis and ensuring deliverables are completed accurately and on time for both UK and US stakeholders.
- Support the production of monthly management information, including the Monthly Performance Review (MPR), helping senior leaders understand business performance and key financial trends.
- Deliver high-quality financial analysis and recommendations that support senior executive decision making on a wide range of business priorities and opportunities.
- Develop and enhance reporting, forecasting and modelling tools that improve efficiency, accuracy and the quality of financial insights provided to the business.
- Build and maintain expertise in Unum's financial planning systems, including tools such as Anaplan, helping drive continuous improvement across FP&A processes.
- Partner with colleagues across Finance and the wider business to understand performance drivers, challenge assumptions and support informed decision making.
- Translate complex financial data into clear, meaningful insights and presentations for senior stakeholders.
- Build strong working relationships across the organisation, developing a deep understanding of business performance and the factors influencing financial results.
- Contribute to a strong governance and control environment, ensuring compliance with Information Security requirements, Consumer Duty, Treating Customers Fairly, Conduct Risk and Solvency II obligations.
What they're looking for
- Qualified Accountant (ACA, ACCA, ACMA CGMA) or equivalent finance and accounting experience.
- Experience within FP&A or a similar analytical finance role, ideally within a large or complex business environment.
- Strong understanding of financial performance drivers and the interaction between profit and loss, balance sheet and business performance metrics.
- Experience supporting business planning, forecasting, budgeting and financial analysis processes.
- Advanced Excel and PowerPoint skills, with the ability to create insightful reports, models and presentations for senior audiences.
- Strong analytical and problem-solving capability, with an ability to interpret complex information and provide meaningful recommendations.
- Excellent communication and stakeholder management skills, with confidence presenting financial information to senior Finance and business leaders.
- Ability to manage multiple priorities, work at pace and consistently deliver high-quality output to tight deadlines.
- Strong attention to detail combined with a continuous improvement mindset and interest in enhancing financial reporting tools and processes.
- Experience working in collaborative, high-performing teams within a professional business environment.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Who are we?
We’re a specialist employee benefits provider, striving to create healthy, happy workplaces. As part of the international Unum Group, we’re on a collective mission to help the working world thrive.
The role
What will you be doing?
○ Lead financial planning, forecasting and analysis activities, helping to shape and deliver Unum's financial plans while supporting strategic business decision making.○ Play a key role in the annual planning cycle and ongoing forecasting process, providing insightful analysis and ensuring deliverables are completed accurately and on time for both UK and US stakeholders.
○ Support the production of monthly management information, including the Monthly Performance Review (MPR), helping senior leaders understand business performance and key financial trends.
○ Deliver high-quality financial analysis and recommendations that support senior executive decision making on a wide range of business priorities and opportunities.
○ Develop and enhance reporting, forecasting and modelling tools that improve efficiency, accuracy and the quality of financial insights provided to the business.
○ Build and maintain expertise in Unum's financial planning systems, including tools such as Anaplan, helping drive continuous improvement across FP&A processes.
○ Partner with colleagues across Finance and the wider business to understand performance drivers, challenge assumptions and support informed decision making.
○ Translate complex financial data into clear, meaningful insights and presentations for senior stakeholders.
○ Build strong working relationships across the organisation, developing a deep understanding of business performance and the factors influencing financial results.
○ Contribute to a strong governance and control environment, ensuring compliance with Information Security requirements, Consumer Duty, Treating Customers Fairly, Conduct Risk and Solvency II obligations.
What will you bring?
○ Qualified Accountant (ACA, ACCA, ACMA CGMA) or equivalent finance and accounting experience.
○ Experience within FP&A or a similar analytical finance role, ideally within a large or complex business environment.
○ Strong understanding of financial performance drivers and the interaction between profit and loss, balance sheet and business performance metrics.
○ Experience supporting business planning, forecasting, budgeting and financial analysis processes.
○ Advanced Excel and PowerPoint skills, with the ability to create insightful reports, models and presentations for senior audiences.
○ Strong analytical and problem-solving capability, with an ability to interpret complex information and provide meaningful recommendations.
○ Excellent communication and stakeholder management skills, with confidence presenting financial information to senior Finance and business leaders.
○ Ability to manage multiple priorities, work at pace and consistently deliver high-quality output to tight deadlines.
○ Strong attention to detail combined with a continuous improvement mindset and interest in enhancing financial reporting tools and processes.
○ Experience working in collaborative, high-performing teams within a professional business environment.
Location
Hybrid working. 3 days in office, 2 days from home. From office locations in Dorking, London or Basingstoke.
Benefits
○ Competitive salary and annual bonus
○ Generous pension scheme
○ Income Protection, Life Assurance and Critical Illness cover
○ Employee wellbeing and mental health support
○ Generous holiday allowance with the option to buy and sell leave
○ Electric vehicle scheme and other flexible lifestyle benefits
○ Career development opportunities and professional qualification support
Why join us?
At Unum, we’ve created a workplace where people feel supported to progress and grow, and can see their ambitions coming to life.
As a part of our commitment to creating an inclusive workplace, we actively encourage applications from those with disabilities and those with long-term health conditions.
If you meet the essential criteria for the role and choose to opt in to the scheme during your application, you will be offered an interview under the Disability Confident Scheme.
If you need assistance and/or reasonable accommodation due to a disability during the application or recruiting process, please send a request to careers@unum.co.uk.
We are proud to be a Disability Confident Employer.
Company:
Unum UKCompany
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