Financial Planning Analyst

Oliver James Associates Ltd.; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company is seeking a Qualified Accountant for a 6-month contract with potential for permanent placement. The role involves budget management, financial analysis, and supporting audit preparation. This position requires on-site work in central London and experience in the insurance industry.

Qualifications

• Qualified Accountant with 2+ years of experience in the insurance industry.
• Strong analytical and reporting skills.
• Experience in building detailed, complex financial models.

Responsibilities

• Develop and manage budgets and financial plans.
• Support monthly variance analysis for reporting purposes.
• Preparation of management accounts reports.

Skills

Strong analytical skills

Strong written communication skills

Strong spoken communication skills

Financial modeling

Education

Qualified Accountant

Tools

Anaplan

Job description

Duration: 6+ months with potential to go permanent

Rate/Salary: £500-650 per day inside IR35 (subject to experience)

Location: Based in central London (5 days on-site)

The Role:

• Develop and manage budgets and financial plans
• Support monthly variance analysis for reporting purposes
• Assist in the development of the budgeting and forecasting system
• Develop financial models and metrics to enable key decision making
• Regular monitoring of all insurance balances to ensure any issues are promptly identified for resolution e.g. unallocated cash position, aged debt profile
• Regular reviews of cash management effectiveness (collections and payments)
• Preparation of management accounts reports
• Support audit preparation and management as and when required.

Experience Required:

• Qualified Accountant with 2+ years Insurance industry experience is a must
• Strong written and spoken communication skills to enable communication at all levels
• Strong analytical and reporting skills
• Experience of building detailed, complex financial models
• Experience using Anaplan is desirable but not essential

If the above role is of interest and you fit the following criteria, please apply online for consideration. Please note that sponsorship cannot be offered for this role, and successful applicants must have a notice period of up to 2 weeks or shorter.