Senior FP&A Accountant - Insurance Forecasting & Insights

Berkley Specialty London (a Berkley Company); Greater London; On-site; GBP 70,000 - 95,000; Full time

Job summary

Berkley Specialty London, part of the Berkley Group, is seeking a Finance Planning & Forecasting professional in London. The role focuses on budgeting for Lloyd’s and the profit centre, maintaining planning models, and delivering monthly performance analyses and CFO packs.

You will own end-to-end processes, drive improvements, and work closely with Underwriting, Actuarial and Data & MI teams to present clear financial insights to senior management.

Qualifications

• Qualified accountant status (ACA/ACCA/CIMA or equivalent) or equivalent experience.
• Advanced Excel and data-analysis skills are essential.
• Experience with general ledger, planning, reporting or visualization tools is advantageous.

Responsibilities

• Support the annual budgeting process for the Lloyd’s business and the profit centre, plus updates to forecasts.
• Maintain and develop planning models to meet Lloyd’s and parent company requirements.
• Own processes from inputs to outputs, delivering reports for senior management review and approval.
• Produce monthly performance analysis and explain variances to stakeholders.
• Support quarterly CFO packs, Board reporting, financial MI and ad-hoc analysis.
• Develop performance metrics with Actuarial and Data & MI teams for clear reporting to non-finance stakeholders.
• Provide analysis support to Underwriting and other business functions.
• Contribute to wider Finance objectives and deliverables.
• Develop efficient analytical procedures, with audit trails and reconciliations.
• Identify and implement process improvements with Finance and other departments.
• Maintain strong relationships with Underwriters, Actuarial, Data & MI and Finance teams.

Skills

Advanced Excel

Data analysis

Stakeholder comms

Time management

Education

Qualified accountant (ACA/ACCA/CIMA or equivalent)

Tools

General ledger

Planning tools

Reporting tools

Job description

Berkley Specialty London, part of the Berkley Group, is seeking a Finance Planning & Forecasting professional in London. The role focuses on budgeting for Lloyd’s and the profit centre, maintaining planning models, and delivering monthly performance analyses and CFO packs.

You will own end-to-end processes, drive improvements, and work closely with Underwriting, Actuarial and Data & MI teams to present clear financial insights to senior management.