Head of Financial Planning Analysis

Vermelo RPO; England; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading recruitment firm is seeking a Head of Group FP&A for a rapidly growing client in the insurance sector. The role involves developing financial planning and reporting, working closely with executive teams. Ideal candidates will have qualifications in accounting, experience in FP&A roles, and a background in financial services. This is a full-time position with mid-senior level responsibilities and offers a hybrid approach to work.

Qualifications

• Qualified Accountant, ideally with Audit Firm background.
• Solid experience in a Group FP&A role.
• Experience in a highly regulated industry like insurance.

Responsibilities

• Develop forecast modelling and scenario analysis on the Group Model.
• Partner with business units for business planning and forecast modelling.
• Review and present balance sheet and cash forecasts to Treasury.

Skills

Qualified Accountant

Financial Services experience

Advanced Excel skills

Anaplan experience

Commercially focused

Tools

Anaplan

Sage Intacct

LucaNet

Job description

Job Title: Head of Group FP&A - Insurance

Ideal locations are Essex / London / Manchester – however, remote applications will be considered with occasional travel to a site if required.

Our rapidly growing Insurance client is recruiting for a Head of FP&A. This fundamental role within the group’s FP&A reporting team encompasses working with the financial planning & reporting, business analysis/insight, and cashflow forecasting. Reporting to the Director of Group FP&A you will play a key role in the continuous improvement of Group planning and Board reporting and work closely with the executive management team and business leads to provide insight-led analysis.

Comfortable working across many entities within a complex, fast-paced and entrepreneurial environment. The role requires experience of implementing and embedding group-wide policy and procedures and liaising with senior members of exec teams across the group.

Responsibilities

• Developing forecast modelling and scenario analysis on the Group Model, working closely with the Planning Systems Manager, utilising Anaplan.
• Critical eye on the FP&A outputs, both actuals and forecasts, adding additional market insight, both in terms of trends and reportable KPIs.
• Partnering with business units for business planning and forecast modelling.
• Reviewing and presenting balance sheet and cash forecasts to Treasury and Exec team.
• Providing divisional and Board level performance packs and insight.
• Working with the external reporting team and supporting shareholder information requests.

What we need

• Qualified Accountant, ideally with Audit Firm background
• Financial Services experience desired, ideally insurance (highly regulated industry)
• Solid experience in a Group FP&A role
• Commercially focused
• Advanced Excel skills and preferably Anaplan experience

Additional Skills

• Finance planning/reporting tools, such as Anaplan, Vena, Power BI
• Working knowledge of Sage Intacct and LucaNet

Employment type

• Full-time

Seniority level

• Mid-Senior level

Job function

• Accounting/Auditing

Industries

• Insurance and Financial Services