Financial Planning & Reporting Analyst

Overview

In this role you will support a global insurance finance function with broad exposure to financial reporting, planning, and regulatory tasks. You will work within a high-performing team to provide underwriting performance analysis, budgeting and forecasting, and balance sheet reviews, helping to drive accurate reporting across multiple entities. The role combines technical rigor with business partnering to inform strategic decisions. This is a growth-focused opportunity in a market-leading insurer with hybrid working and career progression.

Pay / Benefits

• Competitive base salary
• Discretionary bonus scheme
• Private medical insurance
• Enhanced pension
• Study support
• Hybrid working environment

Responsibilities

• Support quarterly underwriting performance commentary and financial analysis.
• Assist with annual budgeting, forecasting and long-term strategic planning processes.
• Contribute to group, regulatory and management reporting requirements.
• Support balance sheet reviews and financial performance reporting.
• Assist with statutory accounts preparation across multiple legal entities.
• Perform financial reviews and credit assessments of insurance intermediaries.
• Work closely with senior finance stakeholders on ad hoc projects and analysis.

Key requirements

• ACA, ACCA or equivalent qualified or actively studying
• Previous insurance, reinsurance or Lloyd’s market experience is essential
• Strong understanding of financial reporting and planning processes
• Advanced Excel skills including Pivot Tables, XLOOKUPs, SUMIFS and Power Query
• Strong analytical mindset with excellent attention to detail
• Excellent communication skills and the ability to build relationships across the business
• Prior practice experience would be advantageous

• communication skills
• ability to build relationships across the business
• attention to detail
• Advanced Excel (Pivot Tables, XLOOKUP, SUMIFS)
• Power Query
• financial reporting and planning processes

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