Financial Planning & Analysis Partner

Simplyhealth; United States; Hybrid; USD 93,000 - 147,000; Full time

Job summary

Simplyhealth, a UK healthcare charity, is seeking a Financial Planning & Analysis Partner to shape the Group’s financial direction. You’ll lead end-to-end planning—budgeting, forecasting, long-range planning and scenario analysis—ensuring robust plans and clear insights for senior stakeholders.

Working with Finance, Data, BI, Underwriting & Pricing and other teams, you’ll build sophisticated models, challenge assumptions and identify risks and opportunities to improve performance.

Qualifications

• Qualified finance professional with ACA/ACCA/CIMA or equivalent.
• Significant FP&A experience in a regulated environment.
• Expertise in budgeting, forecasting, performance management and long-range planning.
• Advanced financial modelling and scenario analysis.
• Ability to translate complex data into clear business insights.
• Knowledge of accounting principles, reporting and controls.
• Experience in regulated financial services or insurance.
• Strong systems skills with Dynamics 365, Power BI, Power Apps.
• Interest in leveraging tech, automation and AI.
• Excellent communication and stakeholder management.

Responsibilities

• Lead budgeting, forecasting and long-range planning.
• Coordinate planning across groups for Exec/Board outputs.
• Develop and maintain financial models for planning and scenario analysis.
• Provide analysis of income statements, balance sheets, cash flow and KPIs.
• Prepare monthly/quarterly/annual reporting packs including Board reports.
• Offer commentary and recommendations to support decisions.
• Support strategic initiatives with business case development.
• Conduct scenario planning and sensitivity analysis.
• Support regulatory reporting and ORSA contributions.
• Drive continuous improvement in reporting, forecasting and finance tech.

Skills

ACA/ACCA/CIMA

FP&A experience

Budgeting

Forecasting

Long-range planning

Power BI

Power Apps

Dynamics 365

Stakeholder management

Communication

Education

ACA/ACCA/CIMA or equivalent

Tools

Dynamics 365

Power BI

Power Apps

Job description

At Simplyhealth, we're on a mission to improve access to healthcare for all in the UK. As a Financial Planning & Analysis Partner, you'll play a pivotal role in shaping the financial direction of the business by providing high-quality insight, forecasting and decision support to senior stakeholders across the Group.

This is a highly visible role at the heart of our Finance function, responsible for leading the end-to-end planning cycle including budgeting, forecasting, long-range planning and scenario analysis. You'll ensure financial plans are robust, aligned to business priorities and supported by meaningful analysis that helps drive strategic and operational decision-making.

Working closely with Finance, Data, BI, Underwriting & Pricing and wider business teams, you'll develop sophisticated financial models, challenge assumptions and provide insight that identifies risks, opportunities and actions that support business performance.

Key responsibilities include:

• Leading the Group's budgeting, forecasting and long-range planning processes.
• Coordinating planning activity across stakeholder groups and ensuring timely delivery of outputs for Executive and Board review.
• Developing and maintaining financial models to support planning, business decisions and scenario analysis.
• Producing insightful analysis across income statements, balance sheets, cash flow and key business performance indicators.
• Preparing monthly, quarterly and annual reporting packs, including Board and Executive reporting.
• Providing commentary and recommendations that support informed decision-making.
• Supporting strategic initiatives through business case development, investment appraisal and post-implementation reviews.
• Undertaking scenario planning and sensitivity analysis to evaluate financial impact and risk.
• Supporting regulatory reporting and governance activities, including contributions to the ORSA process.
• Driving continuous improvement across reporting, forecasting, modelling and finance technology capabilities.

We're committed to providing a recruitment experience that is fair, inclusive and accessible for everyone. We want every candidate to have the opportunity to demonstrate the skills, experience and behaviours that will help them succeed at Simplyhealth.

This is an Andover-based role with regular attendance at our Hampshire head office, supported by our smart working approach and flexible remote working arrangements. Some UK travel and overnight stays may be required.

If you require any adjustments during the recruitment process, we'll be happy to support you. We're committed to creating an inclusive workplace where everyone can thrive while helping us improve access to healthcare for all.

We're looking for a commercially focused and technically strong finance professional who enjoys turning data into meaningful insight and influencing decision-making at a senior level. You'll combine excellent analytical capability with strong stakeholder management skills and the confidence to challenge constructively.

To be successful in this role, you'll have:

• A recognised finance qualification such as ACA, ACCA, CIMA or equivalent.
• Significant FP&A experience within a complex and regulated environment.
• Strong expertise across budgeting, forecasting, performance management and long-range planning.
• Advanced financial modelling skills with experience building and challenging sophisticated models.
• The ability to translate complex financial data into clear, actionable business insight.
• A strong understanding of accounting principles, management reporting and financial controls.
• Experience operating within regulated financial services, insurance or similar environments.
• Strong systems and analytical capability, including experience with Dynamics 365, Power BI and Power Apps.
• An interest in leveraging technology, automation and AI to improve planning and forecasting processes.
• Excellent communication and business partnering skills, with the credibility to influence stakeholders at all levels.

Most importantly, you'll be a collaborative and commercially minded individual who enjoys solving complex problems, challenging thinking and helping the business make better decisions through high-quality financial insight.