FP&A Senior Analyst

Inventum Group (Formally Wells Tobias); London; On-site; GBP 70,000 - 80,000; Full time

Job summary

An established industry player seeks an FP&A Senior Analyst to enhance financial planning and strategic analysis for their reassurance division. This role is vital for delivering insights that drive informed decision-making. The ideal candidate will possess strong analytical skills and financial acumen, collaborating with cross-functional teams to provide variance analysis, support budgeting processes, and present findings to senior leadership. Join a dynamic environment where your expertise will shape business strategies and improve financial performance.

Qualifications

• 5+ years of experience in FP&A or financial analysis roles.
• Strong proficiency in financial modeling and Excel.

Responsibilities

• Prepare and analyze financial reports for key stakeholders.
• Develop forecasts and conduct financial modeling to support strategies.

Skills

Financial Analysis

Financial Modeling

Excel

Communication Skills

Detail-oriented

Education

Bachelor's Degree in Finance or related field

Tools

Power BI

Tableau

Job description

Job Title: FP&A Senior Analyst
Location: London
Salary: £70k-£80k

Job Summary:
The FP&A Senior Analyst plays a critical role in supporting the financial planning, forecasting, and strategic analysis processes for the reassurance division. This position requires strong analytical skills, excellent financial acumen, and the ability to collaborate with cross-functional teams to deliver impactful insights and recommendations that drive informed decision-making.

Key Responsibilities:

1. Prepare and analyse monthly, quarterly, and annual financial reports, ensuring accuracy and relevance to key stakeholders.
2. Provide variance analysis for actual performance against budget, forecast, and prior periods.
3. Support the annual budgeting process, including data collection, consolidation, and preparation of presentations for senior management.
4. Develop rolling forecasts and scenario analyses to anticipate future financial performance and risks.
5. Conduct in-depth financial modeling and analysis to support business strategies and initiatives.
6. Deliver actionable insights into key business drivers, risks, and opportunities for reassurance operations.
7. Serve as a liaison between FP&A and other departments, including Operations, Underwriting, and Risk teams, to align financial goals and strategies.
8. Assist in presenting financial results and analysis to senior leadership, highlighting critical findings and recommendations.
9. Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A deliverables.
10. Stay updated on industry trends and best practices, ensuring that analysis and reporting meet evolving business needs.

Qualifications:

1. Proven experience in FP&A, financial analysis, or related roles (typically 5+ years).
2. Strong proficiency in financial modeling, Excel, and business intelligence tools (e.g., Power BI, Tableau, or similar).
3. Solid understanding of financial statements, accounting principles, and key performance indicators (KPIs).
4. Excellent communication and presentation skills, with the ability to simplify complex financial data for various audiences.
5. Detail-oriented and highly organised, with the ability to manage multiple priorities and deadlines.
6. Experience in the reassurance or insurance industry is highly desirable.

Inventum Group is acting as an Employment Agency in relation to this vacancy