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Finance Analyst

Job Introduction

Finance Analyst


Ashford Hybrid 

£30,000 - £34,000 dependent on experience

As a Finance Analyst, you will be supporting the FP&A teams across our Saga’s Insurance Business. 

You will be responsible for monthly and weekly reporting into the commercial, insurance underwriting and claims legal entities and will support monthly cash flow reporting and forecasting. You’ll ensure delivery and review of data imports into IBM Cognos TM1.

Reporting to the Senior Finance Manager, you will possess an inquisitive mind, and be able to identify anomalies or inconsistencies and pursue these through to a resolution

We offer flexibility over where you work – you choose a place where you feel most comfortable and productive, either from home or in one of our hubs in London or Kent. We come together with a purpose to collaborate, typically once a week in Ashford.

Role Responsibility

As a finance analyst, you will be responsible for supporting regular insurance reporting -. Working with stakeholders across the finance team to understand their workloads and pressures, you’ll offer support where required to meet the wider team’s overall goals.

Other accountabilities include:

  • Assist in the preparation of monthly management accounts, KPIs and reports for the Insurance entities including preparation of analysis and commentary in relation to P&L, balance sheet and cash flow, at a level appropriate for the intended audience
  • Support the FP&A Leads with the planning and budgeting cycle for all Insurance entities
  • Ensure accurate data uploads from insurance source policy systems into IBM Cognos TM1 ready for reporting purposes.
  • Prepare and distribute weekly and monthly MI reports to the commercial and pricing teams for their onward decision making.
  • System reconciliations
  • Continuous design and improvement of existing financial planning processes to satisfy business requirements and support commercial decision making
  • Support system development, implementation and change to deliver process improvement and enhanced management reporting
  • Documentation of FP&A systems and processes to minimise key person dependencies and enable cross-skilling of the team

The Ideal Candidate

As our new Finance Analyst you will have experience in either finance or data systems, and have a passion for process efficiency, establishing a culture of continuous improvement and challenging the status quo.

Experience in either the Insurance or Financial Services industries would be of advantage. However, we are happy to consider candidates across all sectors.

Skills & Experience required include: 

  • Highly focused on presentational skills and visual impact of outputs on stakeholders
  • Strong writing skills with the ability to consider the way stakeholders view the Insurance results and adapt the narrative accordingly
  • Excellent communicator – clear and concise so that senior leaders from both finance and non-finance areas can understand the issues quickly and make appropriate business decisions
  • Excellent time management skills, pro-active approach, and ability to prioritise work effectively
  • IBM Cognos TM1 (or similar) experience would be advantageous but not essential
  • SQL development experience advantageous.

Package Description

Everyday our colleagues deliver exceptional experiences to our customers. We believe exceptional work deserves even more exceptional rewards, that's why we have put together an amazing benefits package for all colleagues.

We offer total flexibility over where you work you choose a place that you feel most comfortable and productive, either from home or in one of our hubs in London, Ashford or Sandwich.


  • Our working week is 35 hours per week, these can be worked flexibly to suit your working style
  • 25 days holiday + bank holidays
  • Option to purchase additional leave up to 5 extra days
  • Pension scheme matched up to 10%
  • Life assurance policy on joining us
  • Wellbeing programme
  • Colleague discounts including family discounts on cruises and holidays
  • Range of reductions and offers from leading retailers, travel groups and entertainment companies
  • Enhanced maternity and paternity leave
  • Grandparents leave
  • Company performance related annual bonus - Up to 5%
  • Income protection
  • Access to Saga Academy, our bespoke learning platform

About the Company

Over the past 70 years we have become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic, recognised for its high quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance and the Saga Magazine.

At Saga we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better.

We’re passionate about diversity, equity, and inclusion. Championing diversity is important to us, and diverse teams really are the best ones. We’re dedicated to creating a culture where every colleague feels like they belong. So that at Saga, more than anywhere else, you can be your best, be yourself and make a difference.

Fair consideration is given to all applicants, including those with disabilities and those over who are over the age of 50. As champions of age inclusivity and signatories of the Age-Friendly Employer Pledge, we are proud of our multigenerational teams. We are also an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required. For more information on our DEI policies please visit our Saga Careers page.

Saga does not accept agency CVs unless specifically engaged on the role by the Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Saga will not be responsible for any fees related to CVs received in this unsolicited manner.


Saga Group


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