Head of FP&A

Discipline: Finance & Strategy
Job type: Permanent
Contact email: sonny@weareedenbrook.com
Job ref: J5645
Published: about 12 hours ago
Reporting into the Chief Financial Officer, this role plays a pivotal part in leading the Financial Planning & Analysis function within a high-growth, entrepreneurial Lloyd’s insurance group. You will take ownership of the Group planning and reforecasting cycle, oversee shareholder and Board reporting, and act as a strategic business partner to underwriting and senior leadership. This role offers significant exposure to executive stakeholders and the opportunity to shape, automate, and enhance FP&A processes across the organisation. Key Responsibilities • Lead and coordinate the annual financial planning and reforecasting process across all Group entities, including Lloyd’s and non-Lloyd’s operations, on both Calendar Year (CY) and Year of Account (YOA) bases. • Oversee the production and submission of the Lloyd’s Syndicate Business Forecast (SBF), working closely with underwriting management and key contributors. • Own the monthly financial reporting to shareholders and the Board, including detailed variance analysis versus budget and prior year. • Partner with the Financial Controllership team to ensure timely and accurate delivery of monthly management information. • Support the CFO in communicating financial performance to key stakeholders, including shareholders, the Executive team, the Group Board, and employees, including periodic presentations. • Drive the ongoing development and documentation of the Group financial planning cycle, ensuring clarity of roles, responsibilities, and governance. • Lead the automation and enhancement of FP&A processes and deliverables, including development of planning tools (e.g. Anaplan) and collaboration with Data teams. • Act as a strategic business partner to underwriting teams, presenting quarterly results and providing insight into financial performance. • Develop and implement monthly expense reporting against budget for underwriting teams and functional heads. • Produce annual peer group benchmarking and analysis for presentation to executive leadership and the Board. • Prepare for and manage the future line management of an FP&A analyst as the team expands. • Engage proactively with senior stakeholders across Underwriting, Actuarial, Risk, Compliance, HR, and executive leadership to support informed decision-making. Core Skills and Experience • Professionally qualified accountant (ACA, ACCA, CIMA or equivalent). • Extensive post-qualified experience in finance, with significant exposure to the insurance or Lloyd’s market environment. • Strong knowledge of UK GAAP and Lloyd’s financial reporting requirements. • Proven track record of leading financial planning cycles and delivering change and transformation initiatives. • Experience overseeing Board- and shareholder-level reporting within a regulated financial services environment. • Strong analytical and problem-solving capability with excellent attention to detail. • Demonstrated ability to communicate complex financial information clearly to senior stakeholders. • Strong interpersonal and stakeholder management skills, with experience partnering with underwriting and executive teams. • Experience driving automation and systems development within FP&A, including planning tools and data integration. • Ability to thrive in a dynamic, fast-paced, and entrepreneurial environment.