Financial Planning Analyst
CFC
Job Level
Mid-LevelSenior
About the role
- Ensure robustness of planning infrastructure and shape annual budget, LTP process, and investor and Board reporting
- Collaborate with MI owners to create and maintain group forecast models aligned with financial objectives and strategic priorities
- 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 assess performance, identify trends and communicate risks and opportunities to senior leadership
- Perform scenario and sensitivity analysis to assess potential risks and 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 financial, actuarial and other operational reports and data from a variety of sources
- Respond to queries and provide analysis to investors
- Provide ad hoc project and strategic initiative support
- Report to Neal Woodman
Requirements
- Strong understanding of financial modelling and forecasting
- Exceptional analytical and problem-solving skills
- Ability to communicate complex financial data clearly and effectively to diverse stakeholders
- Qualified accountant with over three years of post-qualified experience (ACA/CA/ACCA/CIMA preferred)
- Ideally experience within the insurance industry
- Experience in a central Group FP&A role
- Proficiency in 3-statement financial modelling
- Knowledge of accounting principles and financial reporting standards
