Financial Planning & Analysis Partner

Simplyhealth; Andover; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Simplyhealth in the United Kingdom is seeking a Financial Planning & Analysis Partner to shape the financial direction by providing forecasting, planning and decision support to senior stakeholders across the Group. This highly visible role leads the end-to-end planning cycle, develops sophisticated financial models and challenges assumptions to identify risks and opportunities.

The position involves collaboration with Finance, Data, BI, Underwriting & Pricing teams, and requires a finance

Qualifications

• ACA, ACCA, CIMA or equivalent finance qualification.
• Significant FP&A experience in a complex, regulated environment.
• Strong budgeting, forecasting and long-range planning skills.
• Advanced financial modelling experience.
• Ability to translate complex financial data into clear, actionable insight.

Responsibilities

• Lead Group budgeting, forecasting and long-range planning processes.
• Coordinate planning activity across stakeholder groups for timely outputs.
• Develop and maintain financial models for planning and scenario analysis.
• Produce insightful analysis across income statements, balance sheets and cash flow.
• Prepare monthly, quarterly and annual reporting packs for Board and Executive.
• Provide commentary and recommendations to support decision-making.
• Support strategic initiatives with business case development and investment appraisal.
• Undertake scenario planning and sensitivity analysis for risk assessment.
• Support regulatory reporting and governance activities including ORSA.
• Drive continuous improvement in reporting, forecasting and finance technology.

Skills

FP&A expertise

Stakeholder management

Financial modelling

Data to insight

Regulated environment

Education

Professional finance qualification (ACA/ACCA/CIMA)

Tools

Dynamics 365

Power BI

Power Apps

Job description

At Simplyhealth, we're on a mission to improve access to healthcare for all in the UK. As a Financial Planning & Analysis Partner, you'll play a pivotal role in shaping the financial direction of the business by providing high-quality insight, forecasting and decision support to senior stakeholders across the Group.

This is a highly visible role at the heart of our Finance function, responsible for leading the end-to-end planning cycle including budgeting, forecasting, long-range planning and scenario analysis. You'll ensure financial plans are robust, aligned to business priorities and supported by meaningful analysis that helps drive strategic and operational decision-making.

Working closely with Finance, Data, BI, Underwriting & Pricing and wider business teams, you'll develop sophisticated financial models, challenge assumptions and provide insight that identifies risks, opportunities and actions that support business performance.

Key responsibilities include:

• Leading the Group's budgeting, forecasting and long-range planning processes.
• Coordinating planning activity across stakeholder groups and ensuring timely delivery of outputs for Executive and Board review.
• Developing and maintaining financial models to support planning, business decisions and scenario analysis.
• Producing insightful analysis across income statements, balance sheets, cash flow and key business performance indicators.
• Preparing monthly, quarterly and annual reporting packs, including Board and Executive reporting.
• Providing commentary and recommendations that support informed decision-making.
• Supporting strategic initiatives through business case development, investment appraisal and post-implementation reviews.
• Undertaking scenario planning and sensitivity analysis to evaluate financial impact and risk.
• Supporting regulatory reporting and governance activities, including contributions to the ORSA process.
• Driving continuous improvement across reporting, forecasting, modelling and finance technology capabilities.

About You

We're looking for a commercially focused and technically strong finance professional who enjoys turning data into meaningful insight and influencing decision-making at a senior level. You'll combine excellent analytical capability with strong stakeholder management skills and the confidence to challenge constructively.

To be successful in this role, you'll have:

• A recognised finance qualification such as ACA, ACCA, CIMA or equivalent.
• Significant FP&A experience within a complex and regulated environment.
• Strong expertise across budgeting, forecasting, performance management and long-range planning.
• Advanced financial modelling skills with experience building and challenging sophisticated models.
• The ability to translate complex financial data into clear, actionable business insight.
• A strong understanding of accounting principles, management reporting and financial controls.
• Experience operating within regulated financial services, insurance or similar environments.
• Strong systems and analytical capability, including experience with Dynamics 365, Power BI and Power Apps.
• An interest in leveraging technology, automation and AI to improve planning and forecasting processes.
• Excellent communication and business partnering skills, with the credibility to influence stakeholders at all levels.

Most importantly, you'll be a collaborative and commercially minded individual who enjoys solving complex problems, challenging thinking and helping the business make better decisions through high-quality financial insight.

Your Recruitment Journey

We're committed to providing a recruitment experience that is fair, inclusive and accessible for everyone. We want every candidate to have the opportunity to demonstrate the skills, experience and behaviours that will help them succeed at Simplyhealth.

Your recruitment journey will include:

• Application
• Introductory conversation with our Talent Acquisition Team
• Interview with the Hiring Manager
• Assessment activity
• Final interview
• Offer

This is an Andover-based role with regular attendance at our Hampshire head office, supported by our smart working approach and flexible remote working arrangements. Some UK travel and overnight stays may be required.

If you require any adjustments during the recruitment process, we'll be happy to support you. We're committed to creating an inclusive workplace where everyone can thrive while helping us improve access to healthcare for all.