Financial Reporting Assistant Manager, Lloyds

• A qualified/part qualified accountant (ACA, ACCA, CIMA or equivalent), or have alternatively gained a similar level of expertise acquired through substantial experience in a financial reporting function
• Minimum 2 years of relevant experience in financial reporting
• Strong communication and interpersonal skills, with the ability to connect and persuade colleagues across teams
• Strong organizational skills and careful attention to detail, combined with the capability to manage priorities and meet deadlines
• A proactive and collaborative approach, with confidence to take ownership and drive work forward
• A passion for refining processes, automation, and ongoing development
• The skill to examine financial data and transform it into clear, meaningful insights
• . Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply

Desirable

• We’re looking for a motivated finance specialist to become part of the External Reporting and Analysis group within the Insurance, Pensions and Investments (IP&I) Finance division
• This role belongs to the Scottish Widows Reporting team
• The team is responsible for producing high-quality reporting and analysis, assisting collaborators in understanding financial performance and important transactions throughout the business
• Based in Bristol, this role allows you to support important reporting processes for IFRS, Solvency II, and other regulatory returns
• Not only will you have direct involvement in full finance procedures, IP&I products, and fundamental finance systems, this position combines them with applied experience in tools such as Excel, Power BI, Power Query, and Power Automate to develop insight and efficiency
• This opportunity allows you to expand your technical financial reporting understanding, as well as your analytical and commercial capabilities, in a motivating and future-focused group
• You’ll gain wide exposure across the IP&I business and the broader Finance function, working closely with subject matter experts, supporting your growth in technical skills
• You’ll work closely with partners from Finance, including Actuarial, Investment Accounting, Systems, and Tax
• You’ll also help improve processes, drive automation projects, and apply modern analytical tools
• Own and deliver core reporting processes, including month-end close, operation of controls, and results analysis
• Provide elements of IFRS, Solvency II, and other regulatory reporting, ensuring outputs are accurate, well-controlled, and produced to tight deadlines
• Foster progress in reporting procedures by seeking opportunities to simplify, automate, and boost outputs through tools such as Power BI, Power Query, and Power Automate
• Build and sustain solid working relationships with collaborators across Finance and the wider Group, serving as a reliable point of contact
• Provide insightful analysis to support understanding of financial performance, key drivers, and business outcomes
• Support change initiatives and small projects by aiding the delivery of process, system, and reporting upgrades

• End Date: July 16, 2026