Financial Planning Lead

1 week ago

Tunbridge Wells, Kent, United Kingdom AXA Group Full time

A key role within AXA Health has become available to take ownership of strategic financial planning, budgeting, and performance analysis. You will support AXA Health executives to achieve financial results and manage stakeholder understanding of business performance, within the wider AXA UK and AXA Group. You will need strong leadership skills to effectively manage a small team, to continuously evolve financial MI and analysis of performance to identify emerging performance trends and any potential impact on achieving targets.

At AXA, we work smart and balance time between home and the office to best support our team and customers. You will work at least 40% of your week away from home, at our office location, in Tunbridge Wells.

Key Responsibilities:

  • Own the communication of financial results to summarise current performance and the future implications against business targets.
  • Coordinate the building and messaging of management actions to mitigate any gaps between actuals and target to manage stakeholders' understanding of business performance.
  • Manage the delivery of the annual strategic financial planning process, ensuring aligned input from the Strategy, Pricing and Distribution teams.
  • Maintain the formal in-year forecasting process for half-year and full year, and relevant ad-hoc local out-turn analysis.
  • Drive dynamic Financial MI and analysis that gives insight on performance. Using new tools, such as PowerBI, to maximise efficiency and quality.
  • Lead a team within a wider Financial Management Team, ensuring direct report objectives are clear and performance managed.
  • Deputise for Head of Financial Management and contribute to the wider leadership of the Financial Management Team to ensure all financial processes remain aligned and efficient end-to-end.
  • Ensure team outputs and key messages including ad-hoc and formal deliverables are clear and accurate with messages tailored to the key stakeholder audience.
  • Own the strategic planning process by coordinating and reviewing all inputs, ensuring timely delivery and effective communication to stakeholders.

Due to the number of applications we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we're able to effectively manage interest. Therefore, if you're interested in joining us at AXA, please don't hesitate to apply.

Your Profile:

We know that some candidates may be discouraged from applying if they don't meet every requirement. If you're excited by this job and the prospect of working at AXA but you're not sure you tick every box, we'd still encourage you to apply.

Requirements:

  • ACA, ACCA or CIMA qualified and relevant post-qualified experience.
  • Proven accounting, business, and commercial acumen in previous roles.
  • Leadership skills, including people management and development.
  • Relationship management and influencing skills of finance and non-finance colleagues.
  • Strong analytical skills, both performing and designing, and written and verbal presentation skills.
  • Ability to work accurately under pressure with the ability to lead and motivate the wider Finance community in pursuit of departmental goals.
  • Experience in SAP, Anaplan, or PowerBI would be beneficial.
  • Ability to represent Finance credibly to the wider organisation.

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

About AXA:

We help our members be the best version of themselves by providing access to health and wellbeing support for mind and body. We're transforming our business by developing easy, efficient, digital experiences for our customers. We're a collective of specialists passionate about helping our members flourish, whether that's individuals and families, small businesses, or huge corporates.

What We Offer:

At AXA UK, we're appreciative of the people who work for us, and our rewards package is reviewed regularly to reflect that. You can expect to receive:

  • Competitive annual salary dependent on experience.
  • Annual company & performance-based bonus.
  • Contributory pension scheme (up to 12% employer contributions).
  • Life Assurance (up to 10 x annual salary).
  • 28 days annual leave plus Bank Holidays.
  • Opportunity to buy up to 5 extra days leave or sell up to 5 days leave.
  • AXA employee discounts.
  • Gym benefits.

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