Financial Planning & Analysis Partner

Simplyhealth; Winchester; Presencial; GBP 70 000 - 100 000; Tempo integral

Resumo da oferta

Simplyhealth is seeking a Financial Planning & Analysis Partner to shape the financial direction by delivering high-quality insight, forecasting and decision support to senior stakeholders across the Group.

This highly visible role leads the end-to-end planning cycle including budgeting, forecasting, long-range planning and scenario analysis to ensure robust plans aligned with business priorities and informed decision-making across the organisation.

Responsabilidades

• 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.

Descrição da oferta de emprego

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.