Responsibilities
Pan-European FP&A Operating Model Delivery
Work in conjunction with the FP&A Director to implement the pan-European FP&A shared service model, ensuring clear accountabilities, interfaces and ways of working across Finance, Actuarial and country teams.
Lead defined elements of the target operating model, including standardised planning, forecasting and performance management processes across Europe.
Drive adoption of common KPIs, dashboards and reporting packs to support a consistent European performance narrative.
Work with country finance teams to embed practical, sustainable processes that improve insight, consistency and efficiency.
Planning, Forecasting & Scenario Analysis
Lead coordination and delivery of the European financial planning cycle, including strategic plan, annual plan, forecasts and long-term outlook, under the direction of the FP&A Director.
Ensure planning assumptions, timelines, submissions and outputs are robust, clearly documented and aligned with Group and country requirements.
Own the European consolidation timetable and manage the quarterly consolidation process across European markets, ensuring all Group timelines, submissions and deliverables are met.
Develop scenario analysis to support strategic decisions, including market movements, expense pressures, capital implications and business performance risks or opportunities.
Partner with Actuarial, Treasury and Risk to integrate capital, solvency and liquidity considerations into planning outputs.
Performance Management & Executive Insight
Lead the production of monthly and quarterly European performance reporting, ensuring outputs are accurate, insightful and suitable for senior executive review.
Deliver clear analysis of P&L, balance sheet, cash, expenses and capital performance, identifying key drivers, trends, risks and opportunities.
Support the development of Board, Committee, Group and investor relations messaging materials where European FP&A insight is required, including messaging to support GWL.
Requirements
Demonstrable track record in senior FP&A and/or finance business partnering roles, ideally within life insurance or broader financial services.
Experience supporting or leading regional/centralised FP&A delivery within a complex, matrixed organisation.
Strong understanding of financial planning, forecasting, performance management and management information processes.
Detailed understanding of life insurance financials, including earnings drivers, expenses, capital and solvency, with IFRS 17 knowledge.
Experience improving finance processes through standardisation, automation, workflow tools, reporting platforms or data visualisation.
Exposure to AI-enabled analytics, predictive forecasting or advanced scenario analysis in a finance or FP&A context would be advantageous.
Ability to influence, challenge and build credibility with senior stakeholders across countries and functions.
Experience leading, coaching and developing finance professionals, including geographically dispersed teams.
Ability to translate complex financial information into clear insight, recommendations and executive-level messaging.
Hands-on experience with enterprise planning, reporting or visualisation tools such as Anaplan, Oracle, SAP, Power BI, Tableau or similar.
Job description
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
The opportunity:
The role holder is responsible for the delivery of financial planning, forecasting, performance management and strategic decision support across Canada Life’s European operations, supporting a consistent pan-European performance narrative for the FP&A Director, Europe – GWL, European Finance Leadership and Group stakeholders.
This is a senior leadership role within the European FP&A function, accountable for translating the FP&A Director’s strategic agenda into high-quality planning, reporting, insight and execution across European entities. The role will help embed a cohesive, standardised FP&A operating model, with particular focus on planning discipline, performance insight, automation, AI-enabled analytics and effective use of on-shore, near-shore and off-shore capabilities.
Reporting to the FP&A Director, Europe – GWL, the role will act as a senior deputy and trusted partner, leading key workstreams, managing senior stakeholders and developing a high-performing European FP&A team. The role requires strong executive presence, technical finance credibility and the ability to provide constructive challenge and clear recommendations in a complex, matrixed environment.
What you'll do:
Pan-European FP&A Operating Model Delivery
Work in conjunction with the FP&A Director to implement the pan-European FP&A shared service model, ensuring clear accountabilities, interfaces and ways of working across Finance, Actuarial and country teams.
Lead defined elements of the target operating model, including standardised planning, forecasting and performance management processes across Europe.
Drive adoption of common KPIs, dashboards and reporting packs to support a consistent European performance narrative.
Work with country finance teams to embed practical, sustainable processes that improve insight, consistency and efficiency.
Planning, Forecasting & Scenario Analysis
Lead coordination and delivery of the European financial planning cycle, including strategic plan, annual plan, forecasts and long-term outlook, under the direction of the FP&A Director.
Ensure planning assumptions, timelines, submissions and outputs are robust, clearly documented and aligned with Group and country requirements.
Own the European consolidation timetable and manage the quarterly consolidation process across European markets, ensuring all Group timelines, submissions and deliverables are met.
Develop scenario analysis to support strategic decisions, including market movements, expense pressures, capital implications and business performance risks or opportunities.
Partner with Actuarial, Treasury and Risk to integrate capital, solvency and liquidity considerations into planning outputs.
Performance Management & Executive Insight
Lead the production of monthly and quarterly European performance reporting, ensuring outputs are accurate, insightful and suitable for senior executive review.
Deliver clear analysis of P&L, balance sheet, cash, expenses and capital performance, identifying key drivers, trends, risks and opportunities.
Support the development of Board, Committee, Group and investor relations messaging materials where European FP&A insight is required, including messaging to support GWL.
Automation, Data & Process Improvement
Support the FP&A Director in developing and executing the roadmap for GWL led FP&A tool, automation, AI-enabled insight and self-service reporting within European FP&A.
Identify and deliver opportunities to standardise and streamline data collection, reconciliations, reporting production and scenario modelling.
Partner with Data, IT and Group Finance teams to improve the quality, consistency and governance of FP&A data and tools.
Embed continuous improvement disciplines across key FP&A processes, using metrics and feedback to improve cycle time, control and insight quality.
Strategic Business Partnering
Act as a senior finance partner to the CFO and CEO office, supporting strategic agenda setting, business reviews and decision-making across Europe.
Translate financial analysis into concise recommendations and actions for the FP&A Director, CFO Europe, Country CFOs and other senior stakeholders.
Provide robust financial evaluation and advice on major initiatives, restructuring and operating model changes.
Lead or support ad hoc financial analysis, business cases and executive briefings as required.
Governance, Controls & Stakeholder Management
Ensure European FP&A reporting, planning and forecasting outputs are delivered to agreed standards, timelines and governance requirements.
Maintain strong documentation, controls and review disciplines across FP&A processes, tools, automation solutions and AI-enabled models.
Develop trusted working relationships with key stakeholders across Europe and Group FP&A, including Group Finance, Country CFOs, Finance teams, Actuarial, Risk, Data and IT, embedding the European agenda and contributing to improvements in Group-wide FP&A processes through effective engagement, alignment and delivery.
Escalate material issues, risks and dependencies clearly, with practical options and recommendations for resolution.
Senior Leadership & Team Development
Lead, coach and develop FP&A colleagues ac
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