Financial Planning Systems and MI Analyst

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Financial Planning Systems and MI Analyst

Employer: NFU Mutual

Location: Stratford-upon-Avon

Salary: £55,000 - £60,000 + 17.5% annual bonus + benefits package

Closing date: 3 May 2025

Sector: Banking and Financial Services

Role: Analyst

Contract Type: Permanent

Hours: Full Time

About the role

This role is internally known as Partnering MI Analyst. Our Finance division is seeking an accomplished Partnering MI Analyst on a permanent basis to join the successful and highly respected Financial Planning & Analysis team. The Financial Planning & Analysis (FP&A) department is integral to NFU Mutual's financial management and strategic planning activities.

As the Partnering MI Analyst, you will work closely with the business by offering advice and influencing senior stakeholders across various divisions. This involves identifying and extracting management information (MI) and conducting data analysis to support informed decision-making and providing recommendations that align with business performance and strategic objectives.

You will also play a key role in supporting the Senior Finance Business Partner with maintaining and developing the financial planning system, Workday Adaptive. You will also use the system to produce strategic projections and develop reporting dashboards.

Key Responsibilities

• Maintain and develop the planning tool Workday Adaptive.
• Produce projections and develop reporting dashboards.
• Provide analysis and commentary on financial projections.
• Build strong relationships with business departments to ensure effective communication and delivery of relevant MI.
• Assist with financial planning and reforecasting processes to ensure accurate financial plans are produced and managed.
• Design and implement data-driven models to predict and forecast future performance.
• Provide insightful reporting and analysis to senior management, helping them understand the impact of decisions and identify corrective actions.
• Drive continuous improvement initiatives to enhance the efficiency and effectiveness of MI reporting.
• Be a role model in the team, coaching and mentoring others to support development.

About you

You have strong experience in financial planning systems, with knowledge of Workday Adaptive being highly desirable. You thrive in a data-driven environment, using your analytical mindset and problem-solving skills to translate complex data into meaningful business insights. With excellent stakeholder engagement and communication skills, you can effectively collaborate with finance teams and business partners to influence decision-making. You have strong time management skills that allow you to prioritise workloads and ensure deadlines are met efficiently.

Additional Skills Required

• Experience in data warehousing and MI analysis within a finance function.
• Solid working knowledge of financial planning and modelling.
• Advanced Microsoft Excel skills, including VBA.
• Microsoft Power BI.

Above all, you're a team player, eager to contribute and support the wider finance function in achieving its strategic goals.

Benefits and Rewards

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:

• £55,000 - £60,000 annual salary (depending on experience).
• Annual bonus (up to 17.5% of salary).
• Contributory pension scheme, up to 20%, including your 8% contribution.
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme.
• A Family Friendly policy that helps you balance your work and family responsibilities.
• Access to savings at High Street brands, travel and supermarkets.
• £20 contribution to a monthly gym membership - subject to T&Cs.
• Health and wellbeing plan - cashback for dentist, opticians, physio and more.
• Access to voluntary benefits, including health assessments, private medical insurance and dental insurance.
• Employee Volunteering - volunteering in the community for one day each year.
• Unlimited access to Refer a Friend £500 bonus scheme.
• Life Assurance cover of 4 x salary.
• Employee discounts of 15% on a range of NFU Mutual insurance policies.

Working at NFU Mutual

We're one of the UK's leading general insurance and financial services companies. For over 110 years we've put our customers at the heart of everything we do. Our people are just as important to us.

We pride ourselves on being "a great place to work" and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025.

We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.

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