Hybrid FP&A Partner: Strategic Financial Planning

Simplyhealth; Andover; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Simplyhealth in the United Kingdom is seeking a Financial Planning & Analysis Partner to shape the financial direction by providing forecasting, planning and decision support to senior stakeholders across the Group. This highly visible role leads the end-to-end planning cycle, develops sophisticated financial models and challenges assumptions to identify risks and opportunities.

The position involves collaboration with Finance, Data, BI, Underwriting & Pricing teams, and requires a finance

Qualifications

• ACA, ACCA, CIMA or equivalent finance qualification.
• Significant FP&A experience in a complex, regulated environment.
• Strong budgeting, forecasting and long-range planning skills.
• Advanced financial modelling experience.
• Ability to translate complex financial data into clear, actionable insight.

Responsibilities

• Lead Group budgeting, forecasting and long-range planning processes.
• Coordinate planning activity across stakeholder groups for timely outputs.
• Develop and maintain financial models for planning and scenario analysis.
• Produce insightful analysis across income statements, balance sheets and cash flow.
• Prepare monthly, quarterly and annual reporting packs for Board and Executive.
• Provide commentary and recommendations to support decision-making.
• Support strategic initiatives with business case development and investment appraisal.
• Undertake scenario planning and sensitivity analysis for risk assessment.
• Support regulatory reporting and governance activities including ORSA.
• Drive continuous improvement in reporting, forecasting and finance technology.

Skills

FP&A expertise

Stakeholder management

Financial modelling

Data to insight

Regulated environment

Education

Professional finance qualification (ACA/ACCA/CIMA)

Tools

Dynamics 365

Power BI

Power Apps

Job description

Simplyhealth in the United Kingdom is seeking a Financial Planning & Analysis Partner to shape the financial direction by providing forecasting, planning and decision support to senior stakeholders across the Group. This highly visible role leads the end-to-end planning cycle, develops sophisticated financial models and challenges assumptions to identify risks and opportunities.

The position involves collaboration with Finance, Data, BI, Underwriting & Pricing teams, and requires a finance