Junior Finance Business Partner - Transformation

Management Level

Role Overview:

The Transformation Team consists of Senior Delivery Leads, Group Programme Management Office (PMO) and Finance Business Partnering for the Group Head of Transformation. Under the Finance Director - Transformation, the successful candidate and the PMO, are responsible for the successful delivery of the EQ Transformation, including the financial and business outcomes, within the expected budget.

The Finance Analyst for the Global Transformation function will support the financial management of the transformation budget, working directly for the Finance Director - Transformation and with the Divisional Finance Directors and their teams. The role will involve reporting on overall spend and financial benefits, ensuring projects are within financial governance, and providing early insight into financial risks and opportunities. This individual will act as a key partner to senior stakeholders across finance and will be key in ensuring that financial objectives are met within an effective governance framework.

Core Duties/Responsibilities

The successful candidate will be responsible for the following duties:

Budget Oversight & Spend Control:

Manage and control the transformation budget, ensuring that project expenditure is tracked, reported, and aligned with the approved financial plan. Highlight any budget variances, working with the Finance Directors and to ensure that corrective actions are taken to avoid overspend.

Financial Reporting:

Deliver monthly financial reporting that track and measures the realisation of benefits from the transformation program, including cost savings, efficiency improvements, and other key value drivers. Provide regular updates for the Programme Board on financial performance and benefit realisation, ensuring that the transformation s financial goals are being met.

Governance and Financial Compliance:

Alongside the PMO leads for the Transformation Programme, enforce strong financial governance processes, proactively identify financial risks and opportunities. Highlight early warning signs of potential risks (e.g., budget overruns, delays) and provide actionable recommendations to mitigate these risks. Similarly, identify financial opportunities that can optimise the program s cost-effectiveness and drive additional value.

Forecasting and Financial Modelling:

Lead the consolidation of periodic forecasts for the programme, highlighting any changes in scope, schedule, or cost assumptions. Utilise financial models and scenario analysis to assess the financial impact of potential changes to the transformation program and support decision-making.

Continuous Improvement and Financial Process Enhancement:

Drive the ongoing improvement of financial processes, systems, and reporting methods to enhance transparency, accuracy, and efficiency. Identify areas where automation, better tools, or process changes could improve financial oversight and governance for the portfolio.

Ad-Hoc Financial Analysis:

Provide ad-hoc financial analysis and insights as requested by senior management, especially in relation to specific risks, benefits, or financial issues within the transformation program. Support any business case evaluations, cost-benefit analyses, or decision-making that impacts the 100m transformation budget.

Skills, Knowledge & Experience

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

Experience in financial management, reporting, and analysis, with a focus on overseeing large budgets.Strong understanding of budgeting, cost control, and financial modelling techniques.

Experience in developing and completing financial reports that track the benefits and value delivered from large transformation programs. Familiarity with reporting frameworks such as ROI, NPV, or payback periods for measuring transformation success would be desirable.

Proficient in using advanced financial software and tools for data analysis, forecasting, and financial modelling, including high competency in Excel.Experience with financial ERP systems, BI tools (e.g., Power BI), or other reporting tools would be helpful.

Self-motivated with exceptional attention to detail and accuracy in financial reporting.

Education / Qualifications:

Experience