Finance Planning Analyst
Department: Finance
Employment Type: Permanent - Full Time
Location: GB - London
Reporting To: Neal Woodman
Description
Are you ready to take on a pivotal role within our Group’s central FP&A team? We are looking for a passionate and skilled professional to ensure the robustness of our planning infrastructure. You will play a key role in shaping our annual budget, LTP processes, and investor and Board reporting.
Your mission will be to collaborate with MI owners to create and maintain group forecast models that align with our financial objectives, long-term value maximisation, and strategic priorities.
Key Responsibilities
Key responsibilities will include but are not limited to:
- Maintain and enhance the Group’s main planning infrastructure, comprising of a three statement model and cash conversion
- Identify and implement process improvements to increase efficiency and accuracy of financial modelling
- Analyse monthly, quarterly, and annual financial results to the assess the company’s performance, identifying trends and communicating risks + opportunities to senior leadership
- Perform scenario and sensitivity analysis to assess potential risks and their financial impacts
- Prepare regular financial reports (Monthly/quarterly finance packs, Group reforecast pack, annual budget)
- Develop and maintain dashboards and KPIs to monitor ongoing financial performance
- Work closely with business partnering team to consolidate forecast information into group financial planning model
- Obtain, interpret and utilise effectively financial, actuarial and other operational reports and data from a variety of sources
- Responding to queries and providing analysis to investors
- Ad hoc project and strategic initiative support
Skills, Knowledge & Expertise
The ideal candidate will have a strong understanding of financial modelling and forecasting, exceptional analytical and problem-solving skills, and the ability to communicate complex financial data clearly and effectively to diverse stakeholders.
You should be a qualified accountant with over three years of post-qualified experience (ACA/CA/ACCA/CIMA qualification preferred), ideally within the insurance industry.
Experience in a central Group FP&A role, proficiency in 3-statement financial modelling, and knowledge of accounting principles and financial reporting standards are essential
