Finance Business Partner

Management Level

EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1600 employees globally, 189 years of knowledge and 13 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services.

Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.

The Role

The EQ Retirement Solutions Finance Business Partner will be responsible for the financial reporting, P&L and working capital forecasting, commercial analysis and business case support for one of the Retirement Solutions business sectors. The successful candidate will work closely with the sector Managing Director along with other key stakeholders. 

Core Responsibilities

The successful candidate will be responsible for the following:

Financial and management reporting

• Monitor the sector month-end reporting processes, reviewing monthly reporting produced offshore and delivering financial presentations to senior management.  Be responsible for the accurate and timely submission of deadlines

• Lead the sector budget and forecast processes; ensure the sector delivers to revenue and profit targets, provides ongoing risk and opportunity analysis and insight to course correct when required

• Support the development, modelling and reporting capability using the Equiniti Group’s planning tool, Adaptive Insights and Workday

• Act as a second line review of the transactions processed, including legal entity, invoices and cash and balance sheet movements

• Monitor working capital performance and identify opportunities for working capital improvements

• Support the Relationship Management team as required

Commercial financial analysis and insight

• Partner with the EQ Retirement Solutions commercial team on pricing, deals, marketing and ad-hoc financial analysis

• Support the financial modelling of business cases, including pricing and capex

• Support the development of client profitability through the provision of data, critically reviewing the output and reviewing results with commercial and delivery personnel

• Perform first line IFRS-15 assessment for client projects within the scope of the EQ groups policy

Business Case Support

• Support the production, monitoring and delivery of business cases as appropriate.

Other

• Work closely with the Offshore FP&A function to achieve business outcomes, including accuracy of the overall numbers

• Provide cover for the other finance business partners as required

• Partner with the Financial Reporting team to successfully complete the Group’s annual external audit

• Ensure compliance with EQ’s accounting policy

• Production of ad-hoc analysis / insight as requested

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviours:

• Strong experience post qualified experience having worked in FP&A or commercial finance roles

• Accounting qualification (ACA, ACMA, ACCA)

• Stakeholder management at Heads of Function and Senior Level.  Ability to influence decision makers and lead conversations to ensure optimal financial outcomes for Equiniti

• Ability to drive results, having a track record of high performance and examples of delivering financial and process improvements

• Knowledge of financial reporting systems

• Strong financial analytical, modelling and accounting skills.  Create and provide insight

• A strong commercial acumen

• Excellent communication skills; ability to deliver key messages to senior leaders and drive action to improve financial results

• Exhibiting a Growth Mindset; having an inquisitive mind, desire to learn and take on stretch goals

• Self-motivated with an ability to organise and work independently

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

• All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

• Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

• Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

• Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

• Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

• Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

• Learning & Development – Investment in LinkedIn Learning for all colleagues. 

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.