Job Description

Finance Intelligence Lead - Insurance Consulting

📍 UK Wide / Hybrid - London

💼 Full Time

A leading UK consulting and administration business specialising in the pensions and insurance sectors is seeking a Finance Intelligence Lead to join its growing Insurance Consulting practice.

This is an exciting opportunity to join a business undergoing significant growth and transformation, working with some of the UK's leading life insurance and bulk annuity providers.

The organisation combines deep sector expertise with advanced technology, analytics, and advisory capability to deliver innovative solutions across finance, actuarial, reporting, and data transformation.

The Opportunity

The Finance Intelligence Lead will play a central role in designing and delivering finance transformation programmes for insurance clients. Working closely with senior stakeholders and multidisciplinary teams, you will help clients modernise finance operations, improve reporting capability, and unlock operational efficiencies through technology and data-led solutions.

This role offers a blend of strategic advisory, programme delivery, and client engagement, making it ideal for someone who enjoys solving complex business challenges while operating in a fast-growing consulting environment.

Key Responsibilities

Develop and implement finance transformation strategies for life insurance and bulk annuity clients

Lead the integration of finance systems, including ERP and EPM platforms, into efficient finance operating environments

Improve finance reporting processes, controls, and working day timetables

Design and implement finance target operating models

Collaborate with actuarial, reporting, and analytics teams to ensure seamless business integration

Support regulatory reporting and compliance requirements including Solvency II and IFRS 17

Lead transformation programmes from mobilisation through to benefits realisation

Engage with senior client stakeholders, including C-suite executives

Contribute to business development activity, proposals, and thought leadership initiatives

Profile

The successful candidate will bring strong finance transformation expertise within insurance or financial services, combined with excellent stakeholder engagement and programme leadership capability.

Essential Experience

Significant experience delivering finance transformation within life insurance, pensions, or general/specialty insurance

Strong knowledge of finance systems such as Oracle, SAP, Anaplan, or equivalent ERP/EPM platforms

Expertise in finance operations including reporting, controls, close processes, and regulatory compliance

Experience working with Solvency II and/or IFRS 17 requirements

Strong understanding of finance data integration and operating models

Proven experience leading complex transformation programmes

Excellent communication and stakeholder management skills

Desirable Experience

ACA, ACCA, CIMA, or equivalent qualification

Previous consulting or professional services experience

Exposure to GenAI-enabled automation or modern finance data platforms

Experience delivering advanced analytics or management reporting solutions

What's on Offer

Competitive salary and bonus package

Hybrid and flexible working arrangements

Pension and healthcare benefits

Flexible benefits programme

Career development within a growing consulting practice

Collaborative and inclusive culture

Opportunity to work on high-profile transformation engagements across the insurance sector

The organisation is committed to fostering an inclusive culture where individuals are valued for their unique perspectives, expertise, and contribution