Finance Operations Manager

at  LegalAndGeneral

Company Description
Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.
Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.
We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.
Joining us means helping create brighter financial futures for all our customers.
Job Description
We’re recruiting for a Finance Operations Manager to join our Retail Operations team in Cardiff. The purpose of this role is to oversee on a day to day basis the Sonata Finance change Team they will be responsible for driving the change agenda within Finance Operations the reconciliation of customer assets (cash and investments) held by Personal Investing and Workplace Pension customers, ensuring customer assets are protected in line with FCA CASS regulations.to achieve business objectives.

What you’ll be doing:

• Oversee a team of finance analyst to ensure all elements of change for Finance Operations are in place – requirements / build / test / business readiness
• Aspire to be an AutoRek SME and champion, leading financial operations-driven changes with AutoRek, encompassing requirements, build, test, and business readiness. Aid in the continuous enhancement of the AutoRek application, as well as the operational processes and controls necessary for performing reconciliations and related tasks with maximum efficiency and reliability
• Serve as the Finance Operations representative to assist with Sonata change activities, such as aiding other scrum teams and the testing team.
• Identify the root cause of issues and provide recommendations to reduce repeated issues, taking ownership for issues identified and see them through to resolution
• Collaborate closely with the Finance Operations Reconciliations Team to enhance efficiency and ensure stability
• Understand and apply the FCA and CASS rules governing client money treatment, calculations, and reconciliations, maintain knowledge to ensure compliance when designing processes

Qualifications

Who we’re looking for:

• Qualified accountant required
• A working knowledge and understanding of Finance Reconciliation Processes
• Knowledge of operational and banking systems, functions and processes and their impacts on client accounts
• Have an understanding of L&G’s products and funds and the related operational processes
• Have an understanding of methods of reconciliation and data analysis
• Have an understanding of agile change methodology within a Finance Team
• Managerial experience preferably within a Finance setting
• Reconciliation experience essential, knowledge of AutoRek or a similar automatic reconciliation tool being advantageous
• Finance change & Testing experience
• Understands own work in the wider business context, has sufficient knowledge to recognise if the output is broadly in line with expectations or if there are obvious errors, makes judgements (under some guidance) about action to take and whether an issue needs to be notified or escalated
• Previous experience in a technical accounting/information role and excellent numeracy, investigation and financial problem solving skills

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Private medical insurance (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

What you’ll be doing:

• Oversee a team of finance analyst to ensure all elements of change for Finance Operations are in place – requirements / build / test / business readiness
• Aspire to be an AutoRek SME and champion, leading financial operations-driven changes with AutoRek, encompassing requirements, build, test, and business readiness. Aid in the continuous enhancement of the AutoRek application, as well as the operational processes and controls necessary for performing reconciliations and related tasks with maximum efficiency and reliability
• Serve as the Finance Operations representative to assist with Sonata change activities, such as aiding other scrum teams and the testing team.
• Identify the root cause of issues and provide recommendations to reduce repeated issues, taking ownership for issues identified and see them through to resolution
• Collaborate closely with the Finance Operations Reconciliations Team to enhance efficiency and ensure stability
• Understand and apply the FCA and CASS rules governing client money treatment, calculations, and reconciliations, maintain knowledge to ensure compliance when designing processe

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Private medical insurance (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the hear