Financial Planning and Analysis Accountant

Overview

In this FP&A Accountant role, you will strengthen the global broking finance team by professionalising reporting, forecasting, and commercial insight. You’ll shape the forecasting framework and drive data-enabled performance analysis across divisions. The role blends hands-on reporting with strategic business partnering to support growth and resilience. You’ll work closely with the CFO and key stakeholders to deliver timely insights and improved financial controls.

Responsibilities

• Build and automate reporting using ERP data (Workday) and billing systems to generate commercial insights
• Enhance monthly reporting with Power BI dashboards, moving away from Excel-based outputs
• Partner with divisional heads to analyse drivers, trends and performance
• Design and implement a forecasting framework across broking divisions
• Support budgeting, reforecasting, and scenario analysis incorporating market trends and broker activity
• Act as a financial advisor to the business, challenging assumptions and supporting commercial initiatives
• Collaborate with market analysts to combine internal and external intelligence
• Identify opportunities to leverage Workday and other tools for data extraction and analysis
• Support finance transformation and data governance initiatives
• Contribute to M&A activity or new business initiatives and regional growth projects

Key requirements

• Professional finance qualification (CPA, ACA, ACCA, CIMA or equivalent)
• Experience in FP&A, commercial finance or management reporting
• Solid understanding of budgeting, forecasting, and variance analysis
• Experience working with large datasets and multiple source systems
• Strong interpersonal skills to work with non-financial stakeholders
• Familiarity with Workday is highly preferred
• Experience integrating financial and operational data for insights
• Experience setting up forecasting framework from scratch

• Strong interpersonal communication
• Commercial mindset
• Ability to engage credibly with brokers, market analysts and divisional MDs
• Power BI
• Excel
• Workday

…