General Insurance Finance Partner: Strategy & Forecasting

Lloyds Bank plc; Leeds; Hybrid; GBP 67,000 - 82,000; Full time

Benefits offered by this job

Pension contribution up to 15%

Annual bonus

Share schemes with free shares

30 days holiday

Job summary

Lloyds Banking Group is seeking a General Insurance Finance Business Partner in Leeds. You will partner with senior leaders to drive profitable growth, turning complex financial data into clear insights across P&L, Balance Sheet, Capital and Cash Flow.

You’ll develop plans, forecasts, and scenario models while supporting pricing decisions and strategic initiatives. The role requires ACA/ACCA/CIMA or equivalent, strong partnering skills, and experience in financial planning and reporting.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA or equivalent.
• Finance professional with strong partnering experience.
• Excellent forecasting and modelling capability.
• Ability to influence senior partners with clear insights.
• Experience with Power Platform tools is advantageous.

Responsibilities

• Provide financial and commercial modelling to support initiatives and regulatory responses.
• Understand revenue/cost drivers to optimise opportunities and drive improvement.
• Support investment projects and business cases with robust financials.
• Ensure alignment on benefits, tracking, and targets for initiatives.
• Deliver 4YOP, forecasts, and quarterly updates for GI.
• Collaborate with Actuarial, Pricing, and Commercial teams to build credible plans.
• Develop and report new metrics to meet customer needs.
• Present results clearly to senior partners.

Skills

Business partnering

Forecasting

Financial modelling

Communication

Senior stakeholder

Education

Qualified accountant (ACA/ACCA/CIMA)

Tools

Power BI

Power Query

Power Automate

Job description

Lloyds Banking Group is seeking a General Insurance Finance Business Partner in Leeds. You will partner with senior leaders to drive profitable growth, turning complex financial data into clear insights across P&L, Balance Sheet, Capital and Cash Flow.

You’ll develop plans, forecasts, and scenario models while supporting pricing decisions and strategic initiatives. The role requires ACA/ACCA/CIMA or equivalent, strong partnering skills, and experience in financial planning and reporting.