Financial Planning Analyst (Insurance Sector)

JR United Kingdom; City Of London; On-site; GBP 79,000 - 91,000; Full time

Job summary

A global financial services organization seeks a Financial Planning Analyst to join their finance team in London. You will support financial planning and forecasting across regions, enhance planning tools, and foster collaboration within the finance team. This role is ideal for a proactive finance professional with strong analytical skills, looking to work in a dynamic international environment.

Qualifications

• Experience in financial planning and analysis in the insurance sector.
• Strong understanding of the insurance industry.
• Proficient in data modeling and presenting findings to non-technical stakeholders.

Responsibilities

• Support financial planning and forecasting processes across various units.
• Collaborate with finance partners for timely plan submissions.
• Ensure adherence to planning timelines and milestones.

Skills

Analytical Skills

Data Interpretation

Multitasking Abilities

Attention to Detail

Education

ACA, ACCA, or CIMA qualified

Tools

Excel

SAP

Anaplan

Power BI

Job description

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Financial Planning Analyst (Insurance Sector), London (City of London)

Client:

Lorien

Location:

London (City of London), United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

16.06.2025

Expiry Date:

31.07.2025

Job Description:

Salary: Up to £79,000 + 15% Bonus

Type: Permanent

Overview:

We’re working with a global financial services organization seeking a Planning Analyst to join their finance team. This role supports financial planning and forecasting across multiple regions and entities, aiding strategic decision-making and performance management.

This is an excellent opportunity for a finance professional with analytical skills and a collaborative approach to work in a dynamic, international environment.

Key Responsibilities:

• Support financial planning and forecasting processes across various units and regions.
• Create planning outputs and templates for reporting and presentations.
• Collaborate with finance partners and regional teams for timely plan submissions.
• Maintain and develop planning tools and systems.
• Ensure adherence to planning timelines and milestones.
• Provide analysis for ad hoc projects and strategic initiatives.
• Document planning assumptions and maintain audit trails.
• Ensure data quality and integrity during planning cycles.
• Improve planning processes and tools continuously.

Qualifications and Skills:

• ACA, ACCA, or CIMA qualified
• Experience in financial planning and analysis in the insurance sector
• Strong understanding of the insurance industry
• Excellent analytical skills and data interpretation
• Ability to handle large data sets, model building, and present to non-technical stakeholders
• Proficiency in Excel and familiarity with planning/reporting tools (e.g., SAP, Anaplan, Power BI)
• Proactive, self-starting, with good multitasking abilities
• Attention to detail and commitment to data accuracy