puestos de Business Intelligence en Gran Bretaña

This role involves managing production tracking, forecasting, planning, and other financial and operational tasks to support UKI P&C Management.

Key responsibilities include monitoring new business and renewal bookings using Insight/BI tools, identifying outstanding premiums or reinsurance bookings, and liaising with stakeholders to ensure timely accruals and corrections.

The role also involves monthly production variance analysis, technical P&L variance analysis, and managing production/commission accruals.

Forecasting and planning duties include collaborating with underwriters to gather production expectations, completing adjustments in TM1, maintaining variance analysis commentary, and reconciling across BI systems.

The role supports strategic planning, handles ad-hoc queries, and prepares reports such as T&E and Submission/Quote/Bound stats for management meetings.

The successful candidate will be expected to identify and implement opportunities for process improvements. With the aim of ensuring process are as automated as possible, whilst continuing to ensure accuracy.

Key responsibilities:

• Production Tracking and Analysis: Monitor new business and renewal bookings using Insight/BI tools, identify outstanding premium/reinsurance bookings, and perform monthly production variance analysis by PRF caption and line of business.
• Financial Reporting and Accrual Management: Manage monthly and quarterly production/commission accruals, highlight outstanding bookings, and assist in technical P&L variance analysis, including NEP and commissions.
• Forecasting and Planning: Collaborate with underwriters to gather production expectations, complete PRF and management adjustments in TM1, reconcile plans across BI systems, and assist with strategic planning and technical P&L forecasting.
• Error Resolution and Stakeholder Liaison: Identify booking errors, liaise with Operations/BI teams for corrections, and address ad-hoc queries from Finance and UKI P&C underwriting teams.
• Reporting and Communication: Prepare and distribute reports such as monthly T&E reports and Submission/Quote/Bound stats for weekly management meetings, and communicate monthly projections to UKI P&C Management.
• Process Improvement and Automation Leadership: Lead initiatives to enhance process efficiency and implement automation solutions to streamline workflows whilst maintaining accuracy across all FP&A processes.

Knowledge & Experience:

• Prior experience in FP&A or analytical Finance roles.
• P&C insurance industry experience is advantageous but not essential
• Process Improvement:A track record of identifying and implementing process improvements would be highly valued.
• Reporting & Analytics:A track-record of delivering on-time, robust, clear, analytics to senior leadership through regular cycles as well as ad-hoc strategic analysis.
• Systems:Proficiency in Reporting and Business Intelligence tools will be advantageous (Microsoft Office applications such as Excel, Qlik, PowerBI, PowerQuery, TM1, Python etc).
• Team Player:Professional with strong stakeholder management and a track-record working successfully in a team. Willingness to roll sleeves up and be hands on. Able to promote loyalty and respect with a friendly and understanding approach to others.
• Drive & Resilience:Self-motivated, self-starter who can work well under pressure and delivers on business commitments, irrespective of constraints encountered.
• Ethics:The candidate must uphold the highest ethical standards and promote Chubb’s values and vision.
• Transformation:Individual must be responsive to change and be able to adapt to a dynamic FP&A environment.

Desirable, but not essential

• Insurance FP&A Experience:An understanding of insurance and underwriting result drivers would be an advantage, but not essential. A strong, commercially ‘savvy’ operator who has a deep desire to deliver complete and accurate business results (Actuals, Forecast and Plan).