Senior Management Information & IBA System Specialist

Job Description

Purpose of the Role:

At the Ardonagh Group we have big ambitions. To deliver our ongoing plans for growth we aim to enhance our ability to build & produce operational, business and regulatory reporting in the Ardonagh Advisory IBA Operations teams. To build capability in this are we are looking for an experienced MI reporting specialist to play a key role in this team.

The MI Specialist will be responsible for ensuring MI and reports are produced and delivered promptly and accurately, and support the administration and ongoing maintenance of all major IBA reconciliation systems.

Job Description:

  • Assist in Month End critical financial and CASS 5 reporting schedules
  • Act as specialist across all IBA systems and associated procedures; acting as the owner of technical issues, escalations and administration of the underpinning IBA systems
  • Management of own workload to ensure work is being completed to the agreed Service Levels (SLAs) and quality standards; producing KPI deliverables on a daily, weekly & monthly basis to agreed timetable
  • Strive for excellence in reporting by the design & build of MI/BI reports & dashboards as requested within Ardonagh Advisory operations
  • Embrace & encourage the use of technology to deliver MI/BI in the most effective ways, continually embracing new technology and techniques where appropriate, supporting ongoing change initiatives and programmes
  • Identify, analyse & interpret trends & patterns in complex data systems & reports
  • Ensure data integrity across the suite of MI produced as well as the support and administration of local IBA reconciliation systems
  • Act as central point of contact for any IBA system audits via internal or external audit
  • Willingness and ability to apply existing skills to other ad-hoc tasks
  • Ensure successful completion of training and assessment exercises as assigned from the Compliance and Training Department
  • Fulfil your responsibilities in line with agreed processes to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules

Key role accountabilities:

Functional Knowledge/ technical knowledge:

  • Excellent knowledge & understanding of Microsoft Office suite
  • Have an excellent working knowledge of SQL Server
  • Have good knowledge of PowerBI

Business Expertise:

  • Ability to communicate effectively
  • High level of attention to detail / accuracy
  • Have had exposure to working within a regulated organisation

Driving continuous improvement and innovation:

  • Proactively undertake reviews of the KPI’s to ensure they meet the requirements of the IBA centre
  • Embrace and encourage the use of technology to deliver MI/BI in the most effective ways

Building self-insight & relationships:

  • Strong stakeholder management skills
  • Takes ownership of own development needs & performance

Qualifications & Experience:

  • Education – GCSE Maths & English Grade C or above (or equivalent).
  • Specialised Knowledge/Skills – SQL, MS Office, VBA, PowerBI, AutoRek, ReconNet, Kyriba
  • Experience – Previous experience of working in MI within a regulated environment, ideally within the insurance sector

Person Specification:

  • High level of attention to detail
  • Strong organisational skills and attention to detail
  • Strong written and oral communication skills
  • Initiative, proactivity, enquiring approach, resourcefulness
  • Adaptability, ability to embrace and respond positively to change
  • Analytical and investigative skills, logical reasoning and problem-solving skills – individually and collaboratively
  • Ability to work under pressure
  • Ability to quickly learn and work with new processes and systems
  • Integrity and assertiveness when dealing with complex / business critical issues
  • Flexibility of working practices, priorities and hours to meet business demands