Finance Business Partner

Benefact group; Newcastle upon Tyne; Hybrid; GBP 100,000 - GBP 125,000; Full time

Job summary

A leading financial services group in Newcastle is seeking a Finance Business Partner to support senior stakeholders and enhance financial performance. The ideal candidate will possess strong technical expertise, especially in PowerBI and Excel, and demonstrate effective communication skills. This role offers hybrid working arrangements and various perks including a competitive salary, annual bonus, and career development opportunities. Join a company that values inclusion and strives to make a positive impact in the community.

Benefits

Competitive salary

Hybrid working available

Employer pension contribution

Annual Bonus scheme

Life Assurance cover

Career development opportunities

Employee Assistance Programme

Qualifications

• Minimum qualification – ACA, ACMA, ACCA status.
• Specific interest in PowerBI and driving automation of processes.
• Strong Excel/PowerPoint skills and experience of manipulating large data sets.
• Able to take on a people management responsibility, including supervision.

Responsibilities

• Act as a trusted finance partner to the business.
• Deliver monthly P&L reporting, variance analysis, commentary.
• Provide financial insight to support strategic and operational decisions.
• Lead annual budgeting, quarterly forecasting, and financial planning processes.

Skills

Strong technical knowledge

PowerBI interest

Excel/PowerPoint skills

Influential communication

Education

ACA, ACMA, ACCA qualification

Job description

Working hours:35 hours per week, Monday to Friday

Duration:Permanent

Location:Newcastle

About the role

Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Finance Business Partner to join our Newcastle office.

We are seeking a highly commercial Finance Business Partner to support senior stakeholders and drive financial performance across the business. The role reports into the FP&A Manager.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

What you'll be doing

• Act as a trusted finance partner to the business
• Deliver monthly P&L reporting, variance analysis, commentary and insight to measure performance across both Income and Costs
• Providing financial insight, guidance, and challenge to support strategic and operational decisions
• Identifying key drivers, risks, and opportunities
• Working alongside Transactional Finance to monitor costs
• Lead annual budgeting, quarterly forecasting, and financial planning processes for areas of responsibility
• Develop and review business cases, investment appraisals, and ROI analysis working alongside key stakeholders
• Analysis of operational trends, identifying implications and recommending actions
• Continuous improvement in financial reporting, forecasting using data-driven modelling
• Collaborate effectively with central finance and cross-functional teams to improve financial processes, controls, and decision-making frameworks

What you'll need to have

• Possesses strong technical knowledge, Minimum qualification – ACA, ACMA, ACCA status.
• Specific interest in PowerBI and driving automation of processes
• Strong Excel/PowerPoint skills and experience of manipulating large data sets
• Confident and influential communicator with the ability to create relationships with all levels of stakeholder.
• Able to take on a people management responsibility, including supervision

What we offer

• A competitive salary - let's discuss it
• Hybrid working available
• Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
• Annual Bonus scheme (Discretionary based on individual and company performance)
• Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary
• 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
• Career development opportunities with funded support and financial incentives for all professional qualifications.
• An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.

About us

The Lycetts Group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26