Corporate Finance Manager (Capital Planning)

HFG; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company is seeking an experienced Corporate Finance Manager to lead capital management and reporting across the group. Responsibilities include developing capital policies, overseeing debt structures, and producing reports for senior leadership. The ideal candidate has over 5 years of experience in capital management, preferably within insurance or banking, and possesses strong Excel and report writing skills.

Qualifications

• 5+ years in capital management within insurance or banking.
• Desirable: Experience in Lloyd's capital management.
• Advanced report writing and PowerPoint skills.

Responsibilities

• Develop capital policy and risk frameworks.
• Oversee execution of all debt structures.
• Produce all capital reporting for senior leadership.

Skills

Capital management

Advanced Excel

Strong capital process knowledge

Report writing

Bloomberg skills

Education

Part-qualified or qualified Actuary/Accountant

Job description

We're seeking an experienced Corporate Finance Manager to lead capital management across the group and its subsidiaries. You'll shape capital policy, risk frameworks, dividend and debt‑equity strategies, and manage execution and reporting across senior leadership, regulators and other key stakeholders.

Key Responsibilities

Capital Strategy

• Develop capital policy and risk frameworks; secure approvals from Committees and Boards.
• Analyse and optimise capital and debt structures across the group.
• Lead long-term capital planning, including equity and external debt.
• Manage capital plans for underwriting entities, ensuring compliance with regulatory and rating agency requirements.
• Define dividend strategy and work with cross‑functional teams on capital‑efficient solutions.
• Provide recommendations on optimal debt/equity mix and draft approval papers.
• Manage banking relationships and negotiate structures and deals.

Execution

• Oversee execution of all debt structures, coordinating with banks, legal advisers and internal governance bodies.
• Lead annual capital planning with the parent company.
• Manage capital rebalancing activities for underwriting entities.
• Handle planning and reporting to rating agencies.

Reporting

• Produce all capital reporting for senior leadership and governance bodies.
• Deliver MI to the CFO, Exec Team and Boards.
• Manage regulatory and statutory capital reporting across jurisdictions.
• Produce return‑on‑capital analysis.

  Other

  • Act as key point of contact for capital queries from the parent company and external stakeholders.
  • Work with Investment & Treasury to align capital plans with cash‑flow needs.
  • Collaborate with Capital Modelling on forward‑looking capital requirements.

  Experience & Skills required

  • 5+ years in capital management within insurance or banking.
  • (Desirable) Experience in Lloyd's capital management.
  • Strong capital process knowledge.
  • Advanced Excel, PowerPoint, report writing and Bloomberg skills.
  • Part‑qualified or qualified Actuary/Accountant (or equivalent experience).