Syndicate FP&A Lead – Lloyd’s Planning & AI-Driven Finance

Everest; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Everest is seeking an FP&A Lead to manage Syndicate planning and forecasting within Lloyd's and US GAAP contexts in London. You will partner with underwriting, actuarial and reinsurance teams to deliver accurate plans and insightful commentary.

You'll drive automation using Power Platform, deliver board-ready analyses, and shape the Internal Business Plan while ensuring consistency across reporting streams.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA or equivalent.
• Solid Lloyd’s planning and reporting experience.
• Strong forecasting, budgeting and scenario analysis.
• Bridge US GAAP to Lloyd’s view.
• Advanced Excel, Power BI, Power Automate.
• Comfort with AI tools for automation.

Responsibilities

• Lead Syndicate and Internal planning cycles including SBF and QMB.
• Forecast and explain actual vs plan on calendar-year and year-of-account.
• Reconcile Syndicate, EGM and Group plans; provide inputs for consolidation.
• Partner with Underwriting, Actuarial and Ceded Reinsurance.
• Produce concise board-ready insights for CFO and EMAL Board.
• Advance automation using Power Query/Power Pivot and Copilot.

Skills

Lloyd’s know-how

Forecasting & budgeting

Stakeholder management

Analytical storytelling

Education

Professional accounting qualification (ACA, ACCA, CIMA)

Tools

Power BI

Power Automate

Power Query

Excel

US GAAP knowledge

Job description

Everest is seeking an FP&A Lead to manage Syndicate planning and forecasting within Lloyd's and US GAAP contexts in London. You will partner with underwriting, actuarial and reinsurance teams to deliver accurate plans and insightful commentary.

You'll drive automation using Power Platform, deliver board-ready analyses, and shape the Internal Business Plan while ensuring consistency across reporting streams.