Insurance FP&A Analyst – Lloyd’s Market Insight

Canopius; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Canopius in Sydney is seeking an FP&A Analyst to provide financial planning and analysis support for the Australian business, translating financial and insurance data into clear insights for decision-making.

You will partner with underwriting and operations to challenge assumptions, develop dashboards, support budgeting, forecasting and month-end close, and apply AI-enabled tools to improve reporting and forecasting processes.

Qualifications

• Experience in financial planning and analysis, management reporting or similar analytical finance role.
• Insurance industry experience, including broker and coverholder financial flows.
• Lloyd’s market knowledge or exposure is advantageous.
• Strong financial modelling, budgeting, forecasting and variance analysis.
• Ability to analyse complex data and communicate insights to senior stakeholders.
• Experience with premium receivables, reconciliations or insurance finance processes.
• Proficiency in Excel; Databricks/Power BI or similar data visuals are a plus.
• Experience with insurance policy administration and finance systems preferred.
• Detail-oriented, collaborative, proactive and commercially minded.

Responsibilities

• Support annual planning, budgeting and forecasting with financial models.
• Prepare monthly management reporting and commentary on performance.
• Analyse premiums, claims, commissions, expenses and KPIs.
• Partner with underwriting and operations to inform commercial decisions.
• Develop dashboards, reports and presentations for management.
• Support scenario analysis, business cases and ad hoc analyses.
• Analyse performance across brokers, coverholders and portfolios.
• Monitor distribution performance, pipeline and portfolio trends.
• Assist with reconciliation of insurance data across systems.
• Support month-end close, accounts, audits and reporting requirements.
• Identify opportunities to improve controls, data quality and finance processes.
• Utilise AI-enabled tools to enhance FP&A activities and insights.

Skills

FP&A

Insurance knowledge

Financial modelling

Budgeting

Forecasting

Data analysis

Stakeholder communication

Attention to detail

Collaboration

Scenario modelling

Education

Accounting/Finance degree

CA/CPA/CIMA advantageous

Tools

Databricks

Power BI

Excel advanced

Job description

Canopius in Sydney is seeking an FP&A Analyst to provide financial planning and analysis support for the Australian business, translating financial and insurance data into clear insights for decision-making.

You will partner with underwriting and operations to challenge assumptions, develop dashboards, support budgeting, forecasting and month-end close, and apply AI-enabled tools to improve reporting and forecasting processes.