Up to £60,000

** At Saga we’re radically flexible which means our colleagues have total autonomy over where they work – home, hybrid or hub. This role has a hybrid element which means our team come together when we need to collaborate.**

Finance Lead- FP&A Fixed Term- 12 Months

Salary Up to £60,000 (dependent on experience)

FT- 35 hours per week

 At Saga we place real value in the diversity of our people and that’s why we recognise that some groups of people may not wish to apply if they haven’t met 100% of the criteria, or if they have taken a less traditional route to gaining their experience. We’d love to hear from you and encourage you to apply as you might be just the candidate we’re looking for! If this resonates with you then it’s time to do the best work of your life!

And right now, we are looking for a Finance Lead – FP&A to join our Underwriting Finance team. Reporting to the Head of Finance within the Insurance Finance team, this role is suited to a qualified accountant with previous experience in management reporting and planning, preferably within the insurance or underwriting. This role will be responsible for ensuring delivery of all financial reporting, planning and analysis in accordance with both internal and external reporting guidelines and requirements.

** All internal applicants, please discuss your aspirations to move to this role with your current line manager prior to submitting your application. As an organisation Saga are committed to supporting internal progression and if you require any assistance, please reach out to the Talent Acquisition Team**

  • Preparation of monthly management accounts and reports for the Underwriting entities including preparation of analysis and commentary in relation to P&L, balance sheet and cash flow, at a level appropriate for the intended audience.
  • Provide appropriate challenge and support to the commercial teams in order to deliver bi-monthly forecasts and longer-term projections which are challenging yet achievable.
  • Lead the planning and budgeting cycle for Underwriting and Claims entities.
  • Continuous design and improvement of existing financial planning processes to satisfy business requirements and support commercial decision making.
  • Support system development, implementation and change to deliver process improvement and enhanced management reporting.
  • Documentation of all FP&A systems and processes in order to minimise key man dependencies and enable cross-skilling of the team.
  • Coach and develop other team members, leading by example and providing motivation within both FP&A and the wider Finance team.
  • Professional qualification in accountancy such as ACA/ACCA/CIMA, likely to be 1-2 years post qualified experience, but exceptional candidates with less experience will also be considered.
  • A flair for systems and process efficiency, particularly MS Excel skills. Experience of IBM TM1 or Planning Analytics would be advantageous but not essential.
  • Excellent communication skills, both written and verbal. Ability to quickly build relationships across the organisation.
  • Curious and proactive – seeking solutions and deeper understanding of the ‘why’ and ‘how’.
  • Excellent time management skills with the ability to work under pressure whilst balancing multiple deliverables and priorities.
  • Exceptionally high attention to detail, with the ability to review (both themselves and peers) and feedback accordingly.
  • Previous experience working in the underwriting or insurance industry is desirable.

Our Saga Values:

  • Precision Pace – Always owning and making things happen. 
  • Empathy – Always aware of others. 
  • Curiosity – Always asking why.
  • Collaboration – Always one team, the Saga team!

Job Reference: saga/TP/119805/2731

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