Financial Planning Analyst

The City, UK
Competitive salary
16 Apr 2021
17 Apr 2021
Experience level
Part qualified
Are you a part qualified accountant looking for their next step?

Our Financial Planning Analysts support the Business Planning Manager and take ownership of business wide financial planning, forecasting and analysis activities of the syndicate. In order to build the plan for the syndicate the team liaise with stakeholders across the business, checking and challenging the information received to ensure levels of accuracy and reliability.

ERS recently announced the backing of Arcus, Lloyd's syndicate 1856, giving the firm the ability to write Specialty, Commercial and Reinsurance lines alongside the existing motor business within Syndicate 218.

Reporting to the Business Planning Manager your main responsibilities in the role will be to:
  • Work with wider Finance teams to develop and automate the business planning process
  • Prepare quarterly reforecasts, Lloyd's SBF and annual business plans, Year of Accounts and calendar year
  • Prepare Board and Executive papers with supporting narrative, both qualitative and quantitative
  • Own and continually develop the financial planning model based on business requirements
  • Liaise across the business to capture model inputs including but not limited to; reserving, underwriting, finance and expenses
  • Analyse AvEs to understand drivers of deviations, trends, and areas of opportunity or remedial action
  • Identify and analyse processes with the view to simplify and improve
  • Act as key Finance point of contact for all business planning related activities

About You

You will be part qualified (CA/ACA/CIMA/ACCA) commercially minded accountant with a strong knowledge of insurance accounting, UK GAAP and finance systems. You will be an intermediate to advanced user of Microsoft Excel and be excellent at managing your own workload to strict deadlines. We'd also like to hear from you if you:
  • Have strong analytical skills and an inquisitive mindset
  • Are highly organised and methodical in your approach

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