13 дней назад
Finance Business Partner - Pensions
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Finance Business Partner - Pensions (Commercial Finance/FP&A): Building finance ownership, budgets, forecasts, KPI reporting, and commercial insight for Actuarial & Consulting while assuring consistent reporting across the DB pensions business with an accent on business partnering, profitability, and data quality. Focus on designing driver-based forecasts, aligning shared-client reporting between business units, and developing Power BI reporting for Executive and Board-level decisions.
Location: Birmingham, United Kingdom; hybrid and flexible working approach.
Company
is a UK professional services advisory firm delivering pensions, employee benefits, and wealth advisory services through offices across the United Kingdom.
What you will do
- Partner with the Actuarial & Consulting leadership team and establish finance ownership for the business unit.
- Own budgets, forecasts, monthly business reviews, KPI reporting, and performance analysis covering fee income, utilisation, rate realisation, recovery, WIP, and lock-up.
- Support pricing, rate-card governance, discounting, margin improvement, sales pipeline reporting, and conversion into forecast revenue.
- Build business cases for investment, hiring, and change initiatives, and support bids and renewals.
- Review Pensions Administration reporting for consistency with Group standards and provide a joined-up view of DB pensions performance.
- Deliver accurate reporting for Executive and Board packs and develop Power BI reporting, data quality, automation, and reporting best practice.
Requirements
- Fully qualified accountant: ACA, ACCA, CIMA, or equivalent, with meaningful post-qualified experience in commercial finance, FP&A, or business partnering.
- Experience owning a business-unit budget and forecast cycle.
- Track record of partnering directly with senior non-financial stakeholders and influencing business decns.
- Strong variance analysis, commercial insight, and ability to explain performance drivers.
- Advanced Excel and working knowledge of Power BI.
- Ability to work across organisational boundaries, improve imperfect data, and automate reporting.
Nice to have
- Experience in professional services, consulting, or partnership economics, including utilisation, rate realisation, recovery, WIP, and lock-up.
- Experience establishing finance support where none previously existed or taking ownership from a non-finance role.
- Experience in a private-equity-backed or fast-growing business.
- Exposure to pricing, bid support, or commercial governance.
Culture & Benefits
- Hybrid, flexible approach designed to support work-life balance.
- Career development through diverse client work, training, and opportunities to explore different career paths.
- Supportive, inclusive, equitable, and diverse workplace culture.
- Work focused on pensions, employee benefits, wealth advisory, and technology-enabled professional services.
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