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Business finance analyst

Birmingham (West Midlands)
Phoenix Group Holdings
Finance analyst
Posted: 22h ago
Offer description

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We have an incredible fixed term contract opportunity to join us here at Phoenix Group as a Business Finance Analyst to join our Expense Transformation Team in Group Financial Performance.

Job Type: Fixed Term contract until 31st March 2026

Location: This role could be based in our Edinburgh, Telford or Birmingham office with time spent working in the office and at home.

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Closing Date: 25th August 2025

Salary and benefits: Up to £45,000 depending on experience plus 8% target bonus with maximum of 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, 3x volunteering days and much more!

We have an incredible opportunity to join us here at Phoenix Group as a Business Finance Analyst to join our Expense Transformation Team in Group Financial Performance.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, a long-term savings and retirement business offering a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life, and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organization tackling key issues such as transitioning our portfolio to net zero by 2050.

The role

We are looking for a detail-oriented and proactive Finance Analyst to support the delivery of enhancements to our Oracle Enterprise Performance Management (EPM) platform and drive improvements in Expense Accounting processes. A key focus is ensuring strict adherence to project governance frameworks, supporting structured delivery, and enabling effective decision-making through data and insight.

Key Responsibilities:

* Requirements Gathering & Analysis: Collaborate with finance and technical stakeholders to elicit, document, and validate business requirements for Oracle EPM enhancements and expense accounting improvements.
* Process Mapping & Optimization: Analyse current processes and identify opportunities for automation, efficiency, and control improvements.
* Project Governance Support: Ensure all project activities comply with governance standards, including documentation, approvals, change control, and audit readiness.
* Testing & Validation: Develop test cases, support UAT, and validate system changes to meet business needs and compliance standards.
* Stakeholder Communication: Act as a liaison between finance, IT, and project teams, ensuring clear and consistent communication throughout the project lifecycle.
* Reporting & Documentation: Maintain high-quality documentation including business cases, process flows, governance logs, and project status updates.

What are we looking for?

* Strong understanding of Oracle EPM modules (Planning, Financial Consolidation, etc.)
* Experience in expense accounting processes and financial data analysis.
* Familiarity with project governance frameworks (e.g., PMO standards, audit controls).
* Proficiency in tools such as Excel, PowerPoint, Visio, and JIRA.
* Excellent analytical, communication, and stakeholder management skills.
* Knowledge of the Phoenix Finance Architecture.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcomes applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

We’re reviewing applications as they come in, so apply early to avoid missing out.

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