Senior Finance Business Partner in Cheltenham

As a market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, protection, and financial services industry. With one of the industry’s largest data sets, we help advisors and agents automate, digitally optimize, and grow their business to better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continue to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized in the industry as a repeat winner of various excellence awards, including our selection as a 2022 Top Workplace in the U.S., and as a Best Life Insurance Software Solution award winner in the UK. We believe that the culture we’ve built for our nearly 900 employees around the world is exceptional -- and we’ve built a place where our employees love to come to work, every single day.

Come join our team!

You Can Enjoy!

• Flexible Hybrid working.
• New, contemporary, open-plan office space
• Company matched pension benefits
• Generous Life and Critical Illness Cover
• Perkbox membership (discounts and freebies)
• 25 days holiday allowance plus option to buy and sell
• Well stocked kitchen of free soft drinks, tea, coffee and fruit
• An annual wellness allowance to keep you happy and healthy

Purpose of the Role:

We are seeking a highly analytical and detail-oriented Finance Business Partner to join our Global Finance department. The ideal candidate will have a background in financial analysis, budgeting & forecasting, business partnerships, and building performance management KPIs. As Finance Business Partner, this role will play a pivotal role in driving financial performance and strategic decision making across various departments within the organization. This role will work closely with both the US based Global Finance team and UK management, so clear communication, attention to detail, and strong business acumen are vital to position.

Responsibilities:

• Serve as a trusted liaison to cross-functional teams, providing financial insights and guidance to support decision-making and achieve business objectives.
• Be a key part in the development and execution of the financial planning process, including annual budgets and quarterly forecasts.
• Working with project managers to drive accuracy of revenue forecasting.
• Update complex financial models and run analysis on these.
• Develop financial models where required to support decision-making within the business.
• Analyse business performance metrics, including revenue and overheads. Identify and investigate variance between actuals and budgets/forecasts, providing explanations and recommendations to management.
• Prepare financial reports and presentations for management, summarizing key findings, insights, and recommendations.
• Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial planning and analysis activities within the business.
• Conduct system data validation to ensure accuracy of reporting.  
• Perform ad-hoc financial analysis and special projects as requested by management to support strategic initiatives and business needs.
• Minor level of other financial support duties.

Skills/Experience Required

• Preferably a bachelor’s degree in accounting and/or finance. 
• Previous experience as a Financial Analyst, or similar role with focus on supporting cross-functional teams.
• Strong proficiency in financial modelling, forecasting techniques, excel, and Salesforce.com. Experience with Power BI, Intacct, and Adaptive a plus.
• Excellent ability to partner effectively with cross-functional teams and communicate financial concepts to non-finance stakeholders.
• Proven analytical skills with the ability to translate complex data into actionable insights.
• Ability to thrive in fast-paced, dynamic environment and manage multiple priorities effectively.
• Must have excellent written, verbal, and presentation skills.