Job Purpose: Create, construct and run Management Information (MI) reports to ensure products are providing value to consumers whilst achieving the applicable profitability and cashflows for the business Optimise MI provision to the business by developing a thorough understanding of the collective’s operations, controls, systems, payment structures, teams, people and the overall business model Complete accurate and timely financial reconciliations to support the management accounting and reporting processes Utilise financial modelling to reconcile policy sales and claims information with cash received & paid and to produce scheme performance reports, under the guidance of the Head of Commercial Finance (HCF) where applicable Work with the Product Review team to produce financial & non-financial reporting for products & schemes Support the Head of Underwriting by producing ad-hoc analyses, reports and business modelling Business-partner the Head of Claims and claims management team to maximise claims data integrity Support the HCF, CFO and Group Financial Controller in the production of accounting information when required, including liaison with auditors (under the guidance of the HCF where applicable) Support the HCF in managing transactional requirements in conjunction with Finance colleagues Support the HCF in the set-up and management of financial processes and reporting for new products and schemes Liaise with external partners to obtain accurate data for financial and management reports Identify potential data errors, investigate & take remedial action through pro-active communications Provide support to the HCF in meetings and financial reconciliations with external partners Work with internal and external partners to produce analysis and reporting to support business growth Proactively contribute to the development of the business through internal meetings and initiatives Provide commercial decision support to the sales management team in the analysis of prospective, new and existing schemes, under the guidance of the HCF where applicable Support the HCF & the Compliance team in reporting standard financial & non-financial information to the Financial Conduct Authority & other regulatory organisations Contribute to the development of new processes and systems by attending project meetings and undertaking systems testing Analyse, amend and upload financial & policy data to applicable systems as & when required Undertake any relevant projects as directed by the HCF, Group FC or CFO Respond to all relevant queries from the business and from external partners in a timely, accurate & professional manner Promote a high-quality governance and control environment, and associated processes Identify potential financial and non-financial risks and, where applicable, appropriately challenge processes, colleagues & the business in a professional & courteous manner Identify opportunities for, and contribute to, continuous improvement of processes & reporting Other financial and non-financial analysis, modelling and reporting as directed by the HCF Key Accountabilities: Accurate and timely creation, construction and running of standard & ad-hoc MI reporting Financial reconciliations and accounting to ensure governance and control requirements are met Pro-active contribution to the success of the business’s financial and non-financial objectives Supporting the HCF, business managers and senior managers by providing valuable and useful commercial analysis and reporting Being a highly reliable and valued colleague, particularly as a key "go-to" person for analytical and management information requests from the business generally, under the guidance of the HCF, and from senior managers as applicable Supporting, contributing towards and celebrating the success of team members and the collective Person Specification Essential Desirable Attainments (Academic & vocational) High level of numeracy and accuracy Advanced MS Excel user Good level of academic achievement and qualifications from school/college/university Demonstrable attainments in a similar analytical role which included extensive use of MS Excel Proficient in other MS Office applications Finance qualification or part-qualification Knowledge & Experience (Relevant experience in previous job) Extensive experience in financial reconciliations and management reporting Experience of business partnering within a professional work environment Efficient and highly-skilled at data analysis Broad experience of using standard accounting/ERP systems such as SAP, Oracle, Sage, etc. Abilities (Skills & aptitude) Strong level of attention to detail Ability to maintain high levels of focus, diligence, productivity and accuracy when in the office and when working from home Proactive approach to problem solving Influence, communicate and engage effectively at all levels Self-motivated, proactive, decisive, creative, flexible, dependable, reliable and able to clearly demonstrate a high level of resilience The confidence and professional capability to instigate contact and build relationships with internal and external partners Fast learner and receptive to coaching/guidance Ability to identify and implement efficiency improvements, with regards to self and the team/initiatives Comfortable liaising with all levels of the business, including non-finance teams & senior management Clear and concise, with a professional level of verbal and written communication skills Motivation (Drive / ambition/ Aspirations) A strong desire to understand all aspects of the business It is critical that the postholder embraces continuous guidance, coaching and learning regarding financial data management, analytical capabilities and new systems & processes Continuous professional development Strong ethical and business mindset Disposition Confident, approachable Strong professional integrity Maintains confidentiality at the highest level