Syndicate FP&A Lead: Lloyd's Planning & AI-Driven Forecasting

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

Job summary

Everest Advisors (Uk), Ltd. seeks an Syndicate FP&A Lead to steer Lloyd’s planning, SBF and QMB submissions, and alignment with US GAAP group views. You will partner with Underwriting, Actuarial and Reinsurance and lead forecasting efforts for the Syndicate and Internal Business Plan.

You will drive automation using Power Platform and AI tools, ensuring clear, board-ready insights and a unified financial narrative across domains.

Qualifications

• Qualified accountant with solid Lloyd’s planning & reporting exposure.
• Experience in budgeting, forecasting, and planning cycles for syndicate or underwriting units.
• Strong capability bridging US GAAP to Lloyd’s reporting requirements.
• Advanced Excel skills; familiarity with Power Platform tools.
• Comfort communicating complex numbers to senior stakeholders; proactive business partnering.

Responsibilities

• Lead Syndicate planning cycle including SBF and QMB inputs through sign-off.
• Support Syndicate and internal forecasts and explain actuals vs plan.
• Bridge Syndicate, EGM and Group plans and results for consistency.
• Partner with Underwriting, Actuarial and Reinsurance to challenge assumptions.
• Develop automation and AI-enabled insights to speed analysis.

Skills

Qualified accountant

Lloyd’s know-how

Planning breadth

US GAAP

Excel expert

Power Platform

Business partner

Education

ACA, ACCA, CIMA or equivalent

Tools

Power BI

Power Query

Power Pivot

Job description

Everest Advisors (Uk), Ltd. seeks an Syndicate FP&A Lead to steer Lloyd’s planning, SBF and QMB submissions, and alignment with US GAAP group views. You will partner with Underwriting, Actuarial and Reinsurance and lead forecasting efforts for the Syndicate and Internal Business Plan.

You will drive automation using Power Platform and AI tools, ensuring clear, board-ready insights and a unified financial narrative across domains.