Financial Planning & Analysis Partner

Simplyhealth; Basingstoke; On-site; GBP 60,000 - 100,000; Full time

Job summary

Simplyhealth in the United Kingdom is seeking a Financial Planning & Analysis Partner to lead the end-to-end planning cycle, delivering robust forecasts and strategic insight for senior stakeholders across the Group. You'll build sophisticated financial models, challenge assumptions and drive action through board-ready reporting and scenario analysis.

Close collaboration with Finance, Data and Business teams is essential.

Qualifications

• Experience delivering budgeting, forecasting and long-range planning.
• Ability to produce insightful analysis across income statements, balance sheets and cash flow.
• Strong ability to present to senior stakeholders and board-level audiences.

Responsibilities

• Lead the Group's budgeting, forecasting and long-range planning processes.
• Coordinate planning activity across stakeholder groups for Executive and Board review.
• Develop and maintain financial models to support planning and scenario analysis.
• Produce commentary and recommendations to support decision-making.
• Support regulatory reporting and governance activities as needed.

Skills

Financial modelling

Forecasting

Stakeholder management

Financial analysis

Scenario planning

Tools

Excel

Power BI

Finance planning software

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.