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Financial Planning & Reporting Analyst
Location: London
Salary: Competitive + Bonus & Excellent Benefits
We are partnering with a leading international insurance organisation to recruit a Financial Planning & Reporting Analyst into its London-based finance team.
This is an excellent opportunity for a part-qualified or newly qualified accountant with insurance or reinsurance experience who is looking to broaden their exposure across financial reporting, planning, forecasting and business analysis within a highly respected market-leading business.
The Role
Working closely with the Financial Controller, you will support financial planning, reporting and performance analysis activities across multiple entities and business lines. This is a varied position offering exposure to management reporting, regulatory reporting, forecasting and statutory accounts preparation.
Key Responsibilities
- Assist with quarterly financial reporting and underwriting performance analysis.
- Support the preparation of forecasts, budgets and long-term business plans.
- Produce financial commentary and management information for senior stakeholders.
- Assist with balance sheet reviews and financial performance reporting.
- Support the preparation of statutory accounts and regulatory submissions.
- Conduct financial reviews and credit assessments of insurance intermediaries.
- Contribute to business planning and forecasting activities.
- Provide ad hoc financial analysis and support to the wider finance team.
About You
- Part-qualified accountant (ACA, ACCA or CIMA preferred).
- Experience within the insurance, reinsurance or Lloyd’s market environment.
- Strong analytical and problem-solving skills.
- Excellent communication skills, both written and verbal.
- High attention to detail and ability to manage competing priorities.
- Proactive, self-motivated and eager to develop professionally.
- Strong team player with a collaborative approach.
Technical Skills
- Advanced Microsoft Excel skills including Pivot Tables, XLOOKUPs, SUMIFS and Power Query.
- Understanding of financial reporting and planning processes.
- Previous practice experience would be advantageous.