Overview
In this role you partner with senior GI leaders to turn complex financial data into clear insight that drives performance and profitability. You’ll shape plans, forecasts and scenario modelling, support investment and transformation initiatives, and ensure financial reporting is robust and business-relevant. By translating numbers into strategic recommendations, you help prioritise initiatives and optimise commercial outcomes. This is a visible, cross-functional role at a market-leading bank that values collaboration and impactful decision-making.
Pay / Benefits
- pension contribution up to 15%
- annual performance-related bonus
- share schemes including free shares
- 30 days’ holiday plus bank holidays
- wellbeing initiatives
- generous parental leave policies
Responsibilities
- Develop financial and commercial models to support initiatives and respond to regulatory changes
- Articulate revenue and cost drivers to optimise opportunities and manage change
- Support investment cases with interlock on benefits, tracking and objectives
- Deliver 4YOP, quarterly forecasts, rolling monthly forecasts and QBR outputs for GI
- Collaborate with Actuarial, Pricing and Commercial teams to build credible plans
- Develop and report metrics to meet customer needs and present results to senior partners
Key requirements
- Qualified accountant (ACA, ACCA, CIMA or equivalent)
- Experience in finance partnering with senior stakeholders
- Strong planning, forecasting and modelling capabilities
- Excellent communication and ability to translate complex data into insights
- Proven track record of delivering results and managing priorities
- Experience identifying financial risks and opportunities with practical recommendations
- Knowledge of General Insurance processes and performance drivers (nice to have)
- Experience with large-scale transformation or strategic change programmes (nice to have)
- Experience with Power Platform tools (Power BI, Power Query, Power Automate) (nice to have)
- excellent communication
- relationship-building with senior partners
- commercial acumen
- financial planning and modelling
- forecasting (4YOP, quarterly, rolling forecasts)
- management information and reporting
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