This role is responsible for ensuring the accurate and timely production of UK legal entity reporting in compliance with all relevant regulatory requirements. The successful candidate will provide oversight across statutory reporting, consolidation, and financial planning activities, while supporting forward-looking analysis, continuous improvement, and strategic finance initiatives.
Key Responsibilities
• Lead the preparation of annual UK statutory accounts (solo and consolidated) for multiple legal entities, including analytical review and variance analysis.
• Oversee monthly consolidation processes, ensuring accurate reporting, reconciliations, and analysis.
• Coordinate with Financial Planning & Analysis (FP&A) teams to produce financial information for inclusion in quarterly CFO and Board reports, covering both UK GAAP and US GAAP perspectives.
• Support the completion of overseas entity statutory reporting.
• Manage the relationship with external auditors to ensure timely completion of annual audits.
• Maintain an annual timetable for all audited statutory reporting and ensure all deliverables meet regulatory deadlines.
• Prepare branch financials and collaborate with Tax on related submissions.
• Review quarterly results for all UK entities and liaise with Controllership to ensure journal completeness and accuracy.
• Coordinate internal reporting requirements, including key financial and risk metrics.
• Lead or support legal entity reporting and finance transformation projects, ensuring timely delivery against objectives.
• Define goals for statutory and technical reporting aligned with wider finance objectives.
• Support strategic projects and cross-functional initiatives in collaboration with senior finance leaders.
• Act as a key contact for internal and external audit requests.
• Promote a culture of continuous improvement, collaboration, and end-to-end process optimisation.
• Monitor, research, and assess technical accounting issues affecting UK, US, and local GAAP and regulatory reporting.
• Prepare technical papers and recommendations for internal and external review.
• Ensure compliance with evolving accounting standards and reporting regulations.
• Manage and maintain internal planning and forecasting models (e.g., Anaplan or equivalent).
• Lead annual and long-term planning processes for multiple entities.
• Oversee expense planning, partnering with department heads (HR, IT, Operations) to forecast headcount, project spend, and operating costs.
• Prepare statutory, budgetary, and financial plans with robust analysis from both Year of Account (YOA) and GAAP perspectives.
• Deliver financial analysis including performance metrics, peer benchmarking, and variance commentary.
• Support management information (MI) reporting and presentations for Board and sub-committee meetings.
• Drive process improvements to enhance efficiency, accuracy, and data integrity across planning and reporting activities.
• Build strong relationships with business and underwriting teams to provide financial challenge and insight.
Skills & Experience
• Qualified accountant (ACA, ACCA, or CIMA) with post-qualification experience in insurance, financial services, or a related sector.
• Proven experience in legal entity reporting, statutory accounts preparation, and financial analysis.
• Strong understanding of UK GAAP, US GAAP, and regulatory reporting requirements.
• Demonstrated ability to manage multiple deliverables within tight deadlines.
• Strong practical accounting, analytical, and problem-solving skills.
• Advanced Excel skills and proficiency in Microsoft Office applications.
• Experience maintaining effective financial controls and working within a robust governance framework.
• Proven ability to lead or support change initiatives, including system or process enhancements.
