Financial Planning and Reporting Expert
1 week ago
We are seeking a skilled Financial Reporting and Planning Manager to join our team at Legal & General. The successful candidate will be responsible for managing the monthly consolidation of expense reporting and regular reforecast activities for the Retail division. This will involve ensuring the integrity, completeness, and consistency of all results before submission to Group. The ideal candidate will have a background in financial management reporting and knowledge of IFRS and SII results as well as internal KPIs.
Key Responsibilities
Manage the monthly consolidation of expense reporting and regular reforecast activities for the Retail division, ensuring the integrity, completeness, and consistency of all results before submission to Group.
Assist with the monthly consolidation of IFRS, Solvency II, and KPI reporting and regular reforecast activities for the Retail division, ensuring the integrity, completeness, and consistency of all results before submission to Group.
Support the communication of divisional results (both verbal and written) to Group and maintain a close liaison with Group Expense Management and Group Performance teams.
Support the provision of relevant management information for the Retail division that enables senior management to understand business results, improve performance, and continually grow value. This will require close liaison with the Finance Business Partners and Financial Reporting teams.
Support the development of innovative reports that show progress against divisional targets, KPIs, and OKRs, highlighting areas for improvement and recommending management actions where appropriate.
Coordinate the annual/5-year expense plan for Retail and ensure the relationship with the 5-year strategic plan is clearly articulated.
Work closely with all Finance Business Partners to ensure that they understand requirements and timescales and deliver consistent results.
Help to define, build, and refine the reporting and MI capability to ensure robust, accurate, and timely financial and performance data. This will be achieved by using relevant business tools (e.g., Anaplan, Power BI etc), including the development and implementation of new reporting requirements in response to changing business circumstances and strategic initiatives.
Requirements
A Qualified Accountant or Actuary (Part Qualified candidates may be considered if significant relevant experience can be demonstrated)
Financial Management Reporting background
Knowledge of the key drivers of IFRS and SII results as well as internal KPIs
Understanding of the Retail market, including products, distribution, operations, and competitive environment (desirable but not essential)
Experience of large-scale, complex financial planning/forecasting/reporting cycles
Experience of monthly expenditure reporting and analysis processes, i.e., MER, headcount analyses, etc.
Strong Excel and variance analysis skills (segmentation modeling and budgeting/forecasting techniques)
Ability to work effectively to deadlines, by prioritizing workload and using own initiative to ensure delivery.
Ability to take ownership of tasks and identify/resolve issues wherever possible and escalate accordingly when resolution is not possible.
Strong communication skills (both written and verbal) with the ability to liaise effectively with employees at all levels within the organization, including across functions.
What We Offer
The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
27 days holiday, plus public holidays
Competitive family leave
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice
Many discounts we offer - both for our own products and at a range of high street stores and online
In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
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