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Expense partner

Wells
Permanent
Opus Perm
Posted: 19 January
Offer description

Benefits

* Annual company & performance-based bonus
* Contributory pension scheme (up to 12% employer contributions)
* Life Assurance (up to 10 x annual salary)
* Private medical cover
* 28 days annual leave plus Bank Holidays
* Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
* Wellbeing services & resources


What you'll be doing

* Build and maintain strong relationships with Finance Directors and senior leaders, providing expert expense partnering support that directly impacts growth, profitability, and customer service
* Influence leadership to embed a cost-conscious mindset, supplementing standard reports with ad-hoc insights and detailed analysis of the cost base
* Oversee monthly cost forums, presenting performance against budget, risks, opportunities, and key decision points for fast-moving functions
* Drive budget and forecast accuracy by leading reviews, challenging assumptions, and providing clear financial insights to support accountability
* Collaborate with teams to agree cost allocation drivers and ensure transparent, fair distribution of costs across channels, products, and activities
* Support change portfolio governance by tracking project costs, benefits, and delivery, providing early warning of underperforming initiatives and supporting course correction
* Lead reforecasting and reprioritisation efforts, ensuring agility in response to changing business needs and strategic priorities
* Manage approval forums for budget adjustments, investment funding, and cost-saving initiatives, ensuring alignment with business goals


What you'll bring

* Fully qualified accountant (ACA, CIMA, or ACCA) with proven experience in cost management, budgeting, and forecasting within financial services or insurance
* Strong relationship builder with excellent negotiation, influencing, and presentation skills, capable of engaging senior leaders confidently
* Analytical mindset with the ability to turn complex data into clear, compelling insights that drive decision-making
* Business acumen and commercial awareness, with a proactive, solution-oriented attitude
* Ability to work under pressure, meet tight deadlines, and manage multiple priorities effectively
* Integrity and discretion in handling sensitive financial data
* Experience working across functions and engaging with diverse stakeholders, including finance leaders and operational managers
* Proactive, energetic, and versatile approach with a focus on continuous improvement and value delivery
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