Finance Data Architect
Posted Today by Tria Recruitment
£900 Per day
Undetermined
Hybrid
London, UK
Summary: The Finance Intelligence Lead role focuses on leading finance transformation initiatives within the insurance consulting sector, specifically targeting life insurance and bulk annuity clients. This position involves collaborating with senior stakeholders to modernize finance operations and enhance reporting capabilities through technology and data-driven solutions. The successful candidate will leverage their finance transformation expertise to drive significant growth and operational efficiencies in a fast-paced consulting environment. This role combines strategic advisory, program delivery, and client engagement responsibilities.
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
Key Skills:
- 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
- ACA, ACCA, CIMA, or equivalent qualification (desirable)
- Previous consulting or professional services experience (desirable)
- Exposure to GenAI-enabled automation or modern finance data platforms (desirable)
- Experience delivering advanced analytics or management reporting solutions (desirable)
Salary (Rate): £900 per day
City: London
Country: UK
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Consulting
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.