Senior FP&A Accountant – Insurance Forecasting

WR Berkley; Greater London; On-site; GBP 75,000 - 110,000; Full time

Job summary

WR Berkley in London is seeking a skilled finance professional to support budgeting, forecasting and management reporting for the Lloyd's-related business. You will own planning processes, deliver periodic reporting to senior management and collaborate with Actuarial and Data & MI teams to present financial insights.

The role requires advanced Excel, strong data analysis, and the ability to translate financial information into actionable recommendations for decision-makers.

Qualifications

• Advanced Excel and data-analysis skills are required.
• Experience with general ledger, planning and reporting tools is advantageous.
• Strong communication and relationship-management skills with stakeholders at all levels.

Responsibilities

• Plan and forecast: support budgeting for Lloyd's business and profit centre; maintain planning models; own processes and deliver reporting for senior management review.
• Analysis and management reporting: produce monthly performance analysis; support CFO packs, Board reporting and ad-hoc analysis; develop performance metrics with Actuarial and Data & MI teams; provide decision support to Underwriting and other functions.
• Develop efficient analytical procedures, reports and reconciliations with audit trails; drive process improvements; maintain strong relationships with Underwriters, Actuarial, Data & MI and Finance.
• Maintain strong working relationships with stakeholders to support planning, forecasting and reporting processes.

Skills

Advanced Excel

Data analysis

Stakeholder management

Financial reporting

Forecasting

Education

Qualified accountant (ACA/ACCA/CIMA)

Tools

General ledger systems

Planning tools

Reporting/visualisation tools

Job description

WR Berkley in London is seeking a skilled finance professional to support budgeting, forecasting and management reporting for the Lloyd's-related business. You will own planning processes, deliver periodic reporting to senior management and collaborate with Actuarial and Data & MI teams to present financial insights.

The role requires advanced Excel, strong data analysis, and the ability to translate financial information into actionable recommendations for decision-makers.