An excellent opportunity has arisen to join the UK Portfolio Team as a Project Finance Analyst. The UK Portfolio team are trusted advisors enabling project delivery across the UK business. The role is critical to aiding the safe and successful delivery of the portfolio of change through supporting the prioritisation of the portfolio budget. We are seeking a skilled and detail–oriented Financial Analyst to support the financial management of our portfolio of programmes and projects across the UK business. The successful candidate will ideally have some experience working in a Project or Portfolio environment in a similar industry and have or be working towards a financial qualification.
Key responsibilities:
Support the cost–benefit analysis reviews associated with the prioritisation of the portfolio budget
Monitor and report on benefit KPIs throughout the project lifecycle and post implementation
Continue to develop the benefits management processes in the UK
Prepare regular financial reports and presentations for senior management and stakeholders
Provide financial insights and recommendations to support decision–making and optimise project performance
Participate in financial audits and support audit processes as required
Continuous improvements of processes and tools to enhance efficiency and accuracy
Ensure centralised, consistent and accurate data in response to portfolio reporting requirements including ad–hoc analysis requests for reporting
Establish relationships with internal and external stakeholders
Administrative tasks including but not limited to meeting preparations, facilitation and outputs
Takes responsibility for the development of self
Your skills and experience:
Financial Analysis : Proficiency in financial modelling and analysis, including cost–benefit analysis. The candidate should be able to evaluate the feasibility and desirability of projects by comparing costs and benefits
Data Analysis : Strong skills in data analysis to monitor and report on benefit KPIs throughout the project lifecycle
Project Management : Understanding of project management principles and methodologies to support the Portfolio planning processes
Communication : Excellent verbal and written communication skills. Ability to present financial data and analysis clearly to stakeholders
Attention to Detail : High attention to detail to ensure accuracy in financial reporting and analysis
Process Improvement : Experience in developing and improving financial management processes
Industry Experience : Experience working in the insurance industry is desirable
Educational Background : Bachelor's degree in finance, Accounting, Business Administration, or a related field
Finance Qualification : Ideally, the candidate should have or be working towards a finance qualification such as CIMA, ACCA or CFA
Experience : Previous experience in a similar role involving financial analysis and project management
Technical Skills : Proficiency in financial software and project management tools, as well as advanced Excel skills. Competent user of intelligent software such as PowerBI is desirable
You'll feel the support of being part of a strong and stable company. A long–standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.
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