Head of Financial Planning and Performance

Job Posting End Date: January 04

Who are we?

We’re a specialist employee benefits provider, striving to create healthy, happy workplaces. As part of the international Unum Group, we’re on a collective mission to help the working world thrive.

The role

What will you be doing?

Position: Head of Financial Planning and Performance
Location: Dorking (with hybrid working, including Basingstoke office)
Reporting To: Chief Financial Officer
About the Role:
This is a unique Head of Financial Planning and Performance role is like no other. At Unum UK, we are big enough to have ambitious growth plans and small enough for you to really have an impact in a role that influences and changes the success of the business. In this role you’ll get exposure and breadth where you will collaborate and establish relationships across the whole UK business, and with our US parent, helping our strategy come to life as you influence financial decisions and support in our continued growth.
In this pivotal role, you will drive performance and provide critical financial insights that shape our business's future. Your strategic mindset, exceptional communication skills, and ability to build strong relationships will be key. As a proactive problem-solver and analytical thinker, you will collaborate with business leaders to support strategic planning and manage expenses effectively.

What will you bring?

Key Responsibilities:

• Lead Financial Planning: Spearhead the annual financial planning process, producing insightful projections and forecasts.
• Performance Reporting: Deliver comprehensive financial performance reports to the UK Board and Unum Group.
• Strategic Partnering: Collaborate with business leaders to provide financial insights and support strategic planning.
• Expense Management: Oversee expense budgets and conduct activity-based costing to drive efficiency.
• Management Reporting: Produce and present monthly and quarterly management reports.
• M&A Support: Play a key role in M&A activities and maintain relationships with rating agencies.

Requirements:

• Graduate calibre with relevant post-graduate qualifications.
• Extensive experience in financial planning and analysis, preferably in financial services/insurance.
• You have a strategic mindset and can see the big picture while managing the details.
• Your excellent communication skills enable you to influence and inspire others.
• You excel at building strong relationships across all levels of the organisation.
• Your ability to analyse complex data helps you make informed decisions.
• Proactive Problem-Solver: You anticipate challenges and develop innovative solutions.

Our Benefits:

• Competitive Bonus
• Car allowance
• Private Medical Insurance
• Pension scheme
• Life, medical, and income insurance
• Access to remote GP, nutrition coaching, personal training, unlimited mental health support, and medical second opinion
• 27 days holiday with the option to buy and sell up to 5 days (plus Bank Holidays)
• Salary sacrifice electric car scheme with free on-site electric chargers

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Why join us?

At Unum, we’ve created a workplace where people feel supported to progress and grow, and can see their ambitions coming to life.

We’ve built a supportive, inclusive environment where you can be yourself, whilst also being part of a growing organisation. From charity and volunteer opportunities to career growth, your possibilities are endless.

If you need assistance and/or reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

Company:

Unum UK