Financial Analyst

Introduction

Financial services - Insurance

Description

Finance Analyst - Job Description
Role Summary
The Finance Analyst provides the financial reporting, systems, and data integrity backbone for product profitability and portfolio analytics. The role ensures accurate, reconciled, and automated financial insights that support pricing, product, and executive decision-making, while acting as the key interface between Finance, IT, and business stakeholders.
Key Responsibilities

• Deliver monthly and quarterly product profitability reporting, including revenue, claims, expenses, margins, and variance analysis.
• Analyse portfolio performance across products, channels, and segments, identifying trends, risks, and improvement opportunities.
• Support pricing reviews, business cases, forecasting, and budgeting with accurate financial inputs and scenario analysis.
• Manage and enhance finance systems (ERP, sub-ledgers, reporting tools) to ensure reliable, system-driven outputs.
• Coordinate UAT, system changes, and reporting enhancements, ensuring data accuracy and successful deployment.
• Maintain strong data integrity through reconciliations, master data controls, and issue resolution with Finance and IT teams.
• Develop and automate reporting processes, dashboards, and standardised metrics.
• Track and report benefits from pricing, product, and automation initiatives.
• Act as a key liaison between Finance, Product, Analytics, IT, and external vendors, and support user training on reporting tools.
  Requirements
• Degree in Finance, Accounting, Economics, or related field.
• 3-5 years' experience in financial analysis, management accounting, reporting, or finance systems.
• Strong Excel and financial modelling skills; experience with Power BI and SQL preferred.
• Understanding of ERP systems, reconciliations, and financial controls.
• Experience in insurance or financial services environments is advantageous.
  Key Competencies
• Strong analytical and problem-solving skills with attention to detail.
• Systems and process-oriented mindset with a focus on automation and efficiency.
• Ability to translate financial data into actionable insights.
• Effective stakeholder communication across Finance, IT, and business teams.
  Outcome Focus
  Success is defined by delivering timely, accurate, and automated product profitability reporting, strengthening data integrity and finance systems, and enabling confident, insight-driven product and pricing decisions.