Finance Lead - Strategic Transformation Office

As a Finance Lead at Pension Insurance Corporation, your primary responsibilities include overseeing financial planning and analysis for the change portfolio, which encompasses budget setting, tracking, and ensuring consistency across project assumptions. You will also manage benefits effectively, conduct project discovery, create robust business cases, and nurture partnerships while compiling impactful financial reports to inform governance bodies.

To qualify for the Finance Lead position at Pension Insurance Corporation, you should ideally be a qualified accountant or possess substantial experience in a similar role. It's essential to have expertise in change financial management, knowledge of financial services or regulated environments, and a deep understanding of portfolio management methodologies. Excellent communication, organizational, and leadership skills are also crucial.

The Finance Lead plays a vital role in project success by ensuring that all financial aspects are well-managed, providing guidance for project managers regarding individual budgets, and developing business cases that enhance decision-making capabilities. By conducting thorough analysis and reporting, the Finance Lead helps streamline processes and maximize the realization of benefits post-project delivery.

Candidates for the Finance Lead position at Pension Insurance Corporation should have solid experience working in change functions, especially at a portfolio level. Familiarity with financial planning, analysis, and management methodologies, alongside a good grasp of program and project management techniques like Agile and Waterfall, will significantly benefit potential candidates.

As a Finance Lead at Pension Insurance Corporation, you will enjoy a competitive base salary, access to an annual performance-related bonus plan, private medical insurance, and 28 days of annual leave plus bank holidays. Additionally, a generous pension scheme is part of the comprehensive benefits package that supports your well-being and work-life balance.

When answering this question, highlight specific experiences where you've successfully managed financial planning and analysis processes within a change portfolio. Discuss challenges faced, how you tracked budgets, and methods you used to maintain consistency across different projects, showcasing your understanding of financial management principles.

To respond effectively, outline how you quantify, track, and measure the realization of benefits in change projects. Share examples of frameworks or methodologies you've used and how these approaches have supported project delivery and organizational goals, demonstrating your strategic thinking.

In your response, discuss the methodologies or tools you utilize to create accurate cost estimates for business cases. Mention collaborating with project managers and stakeholders, gathering historical data, and ensuring all assumptions are validated, showcasing your analytical and collaborative skills.

To answer this question, present a detailed example that illustrates the situation, your approach to communication, and how you successfully persuaded the stakeholder or team member. This showcases your interpersonal skills and ability to build strong relationships within a corporate environment.

When addressing this question, explain your understanding of governance frameworks and describe specific measures you've taken to ensure compliance in your previous roles. Discuss methods for monitoring adherence, engaging stakeholders in governance, and aligning financial activities with organizational policies.

In your response, mention methodologies you’ve worked with, like Agile, Waterfall, or Hybrid. Provide examples of projects where these methodologies were implemented and explain how they helped streamline processes, improve collaboration, or deliver value, demonstrating your adaptability.

Discuss your approach to resource management, including prioritizing budgets, effectively allocating resources across projects, and regularly reviewing financial performance. Share tools or software you use to track financial data as part of your overall strategy.

To answer this question, provide examples of your approach to simplifying complex financial data. Discuss the tools or visualization techniques you use and how clear communication fosters understanding and better decision-making among stakeholders.

Share a detailed example of a financial analysis you've conducted that led to a pivotal decision in a project. Discuss the analysis process, the insights gleaned, and how they influenced project direction or outcomes, emphasizing the importance of your analytical skills.

In your response, highlight skills such as financial expertise, strategic thinking, effective communication, leadership, and organizational abilities. Provide examples of how these skills have been essential in your previous roles and how they will contribute to success at Pension Insurance Corporation.