Business Planning Analyst

Overview

In this role you will support financial planning, forecasting, budgeting and performance reporting within a cross-functional FP&A team. You will deliver management commentary and board packs, develop planning models, and provide insights to drive business decisions. Based in London with hybrid working, you will interact with senior stakeholders and contribute to regulatory submissions and planning cycles. This is a broad, hands-on role in a well-established insurer offering exposure to senior finance partners and strategic financial tasks.

Responsibilities

• Produce regular management reports, Board packs and financial commentary
• Prepare quarterly forecasts under UK GAAP and IFRS
• Maintain and develop financial planning and forecasting models
• Deliver variance analysis and provide insight into financial performance
• Support the annual planning and budgeting process
• Assist with Syndicate Business Forecast submissions and regulatory reporting
• Produce ad hoc financial analysis for senior management
• Support the continued development of Anaplan planning models and reporting processes

Key requirements

• Previous experience in Financial Planning & Analysis
• Insurance finance or accounting experience, ideally within the Lloyd’s or London Market
• ACA, ACCA or CIMA qualification (or be actively studying)
• Advanced Excel skills, including financial modelling and data analysis
• Experience with Anaplan, Qlik Sense or Power BI would be advantageous
• Strong analytical skills with the ability to communicate financial information clearly
• A proactive approach and the ability to manage multiple priorities

• strong analytical skills
• proactive
• multitasking / ability to manage multiple priorities
• Advanced Excel (financial modelling)
• Anaplan
• Qlik Sense

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