Business Planning Analyst

Harrison Holgate; Greater London; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

Harrison Holgate in London is seeking a Business Planning Analyst to join its FP&A team, supporting financial planning, forecasting, budgeting and performance reporting with finance, underwriting and senior stakeholders.

This hybrid, permanent role offers exposure to planning models and regulatory reporting, with preference for insurance finance experience, advanced Excel and familiarity with Anaplan, Qlik Sense or Power BI. You'll also deliver regular management reports and board packs.

Qualifications

• 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.

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.

Skills

Financial planning

Insurance finance

ACA/CA/ CIMA qualification

Excel modelling

Anaplan

Qlik Sense

Power BI

Analytical thinking

Prioritization

Education

ACA/ACCA/CIMA qualification

Studying towards ACCA/CIMA

Tools

Anaplan

Qlik Sense

Power BI

Job description

A leading Lloyd's market insurer is looking to appoint a Business Planning Analyst to join its FP&A team. This role will support financial planning, forecasting, budgeting and performance reporting, working closely with Finance, Underwriting and senior stakeholders to provide meaningful commercial insight and support business decision-making.

London | Hybrid | Permanent

Key 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.

About You

• 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.

This is an excellent opportunity to join a well-established insurer in a broad FP&A role offering exposure to senior stakeholders, financial planning, forecasting and business partnering within a collaborative finance function.