MI and Forecasting Senior Analyst

Job Description

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. You can read more about Phoenix Flex here.

Closing Date: 9th February 2025 (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.

Find out more about

Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates

Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us