Financial Planning and Reporting Expert

1 week ago


Brighton, Brighton and Hove, United Kingdom Legal & General Full time
Job Overview

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

  • Brighton, Brighton and Hove, United Kingdom Brighton and Hove Albion Foundation Full time

    **Job Title:** Financial Reporting SpecialistWe are seeking an experienced Financial Reporting Specialist to join our team at Brighton and Hove Albion Foundation. This is an exciting opportunity to work with a dynamic organization that competes at the highest levels of football.Key Responsibilities:Prepare and present financial reports to...


  • Brighton, Brighton and Hove, United Kingdom Kennedy Pearce Consulting Careers Full time

    We are seeking a Financial Planning and Analysis Leader to join our team at Kennedy Pearce Consulting Careers. As a key member of our finance department, you will be responsible for developing and implementing financial models to support business planning and strategic decisions.Key Responsibilities:Present financial analysis, including variance,...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Financial Reporting & Planning Manager RoleWe're seeking a highly skilled Financial Reporting & Planning Manager to join our team on a 12-month fixed-term contract basis. As a key member of our Finance team, you'll play a crucial role in delivering a robust and proactive expense management and financial accounting service for the L&G Retail division.Key...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Financial Reporting ManagerWe are seeking a highly skilled Financial Reporting Manager to join our team at Legal & General. As a key member of our finance department, you will be responsible for managing the monthly consolidation of expense reporting and regular reforecast activities for the Retail division. Your primary goal will be to ensure the integrity,...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Financial Reporting and Analysis ManagerWe are seeking a highly skilled Financial Reporting and Analysis Manager to join our team at Legal & General. As a key member of our finance team, you will be responsible for managing the monthly consolidation of expense reporting and regular reforecast activities for the Retail division.Key Responsibilities:Manage the...


  • Brighton, Brighton and Hove, United Kingdom https:www.energyjobline.comsitemap Full time

    Job Title: Financial Planning Team LeaderEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we're looking for a skilled Financial Planning Team Leader to join our...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Financial Reporting and Planning RoleWe are seeking a talented Financial Reporting and Planning Manager to support our Retail division in delivering a robust and proactive expense management and financial accounting service.The ideal candidate will have a strong background in financial management reporting, with experience in managing large-scale financial...


  • Brighton, Brighton and Hove, United Kingdom Legal & General Group Full time

    Role OverviewWe are seeking a skilled Financial Reporting Analyst to join our Private Markets Central Financial Reporting team at Legal & General Group.As a Financial Reporting Analyst, you will be responsible for producing monthly and quarterly reporting data to support other finance teams and to produce the consolidated results for the LGC legal entity for...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    We are seeking a highly skilled and accomplished Financial Planning Director to join our team at Evelyn Partners.Your primary responsibility will be to provide expert financial planning and wealth management advice to clients, while also mentoring and managing a team of professionals to ensure seamless delivery of our services.In this role, you will be...


  • Brighton, Brighton and Hove, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor in the Brighton area is an exciting opportunity to build a career in financial planning, helping families save, invest and protect their finances.You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Advisor, you will be reviewing their life insurance, savings, retirement...


  • Brighton, Brighton and Hove, United Kingdom Business & Human Rights Resource Centre Full time

    Are you a financial expert passionate about making a difference? We're seeking a skilled Finance Director to join our Board of Directors, bringing their expertise to support our mission to reduce environmental impact, empower communities, and promote sustainable food systems. Key ResponsibilitiesOversee the presentation of budgets, internal management...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job OverviewEvelyn Partners, a leading financial services firm, is seeking an experienced Strategic Financial Planning Manager to join their team. As a key member of the organization, you will be responsible for delivering high-quality financial planning and wealth management advice to clients.Key ResponsibilitiesDevelop and implement comprehensive financial...


  • Brighton, Brighton and Hove, United Kingdom Legal & General Full time

    Actuarial Financial Control Manager RoleLegal & General is seeking an experienced Actuarial Financial Control Manager to join our team.Key ResponsibilitiesSupport the Financial Control Lead and Senior Managers in maintaining an effective and efficient Financial Control Framework (FCF) across the annual reporting cycle.Operate as an Actuarial control expert...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our extensive range of financial and professional services includes:Key ResponsibilitiesAssign tasks and responsibilities to team members, ensuring seamless collaboration and...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Evelyn Partners, a leading UK-based integrated wealth management and professional services group, is seeking a seasoned Financial Planning Director to drive business growth and excellence. With over 186 years of experience in helping individuals and businesses thrive, we offer a wide range of financial and professional services.We pride ourselves on our core...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Role OverviewWe are seeking a highly skilled Expense Accountant to support the delivery of Group Protection financial targets by providing proactive financial and management accounting services.This is a hybrid working opportunity, allowing you to split your working week between your home and either our Hove or London Offices.Key ResponsibilitiesReport...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Job DescriptionWe are seeking a skilled Financial Reporting & Planning Manager to join our team on a 12 Month Fixed Term Contract basis. As part of our Retail division, you will be responsible for providing financial management information and key performance indicators that enable the business to meet its key strategic objectives.This is a hybrid working...


  • Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full time

    About the RoleWe are seeking a highly skilled Senior Financial Reporting Specialist to join our team on a 12-month fixed-term contract basis. This exciting opportunity offers a competitive salary, great benefits, and the chance to support the delivery of a robust and proactive expense management and financial accounting service for the L&G Retail...


  • Brighton, Brighton and Hove, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Specialist to support our Financial Adviser in Hove.The successful candidate will have a strong background in pensions, investments, and protection products, with excellent report writing skills and a keen eye for detail.Key responsibilities include:Assisting the Financial Adviser in establishing new client...