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This role will support the Group and Syndicate Financial Planning & Analysis function, contributing to budgeting, forecasting, financial analysis, and strategic decision-making. You will partner with key stakeholders across the business to provide insights, challenge assumptions, and drive improvements in financial performance and planning processes.
Key Responsibilities
• Manage and maintain internal planning and forecasting models (Anaplan)
• Lead the Atrium Group annual plan and long-term planning processes
• Oversee the expense planning process, partnering with department heads (HR, IT, etc.) to forecast headcount, salary, and project expenditure
• Support preparation of SBF, QMB, and Syndicate GAAP plans, ensuring robust analysis from both YOA and GAAP perspectives
• Deliver insightful financial analysis, including performance metrics, peer comparisons, and variance commentary
• Conduct analytical reviews of budgets and financial results (expense drivers, commissions, premiums, and losses)
• Identify and implement process improvements to enhance efficiency and data integrity
• Contribute to management information (MI), financial performance reports, and presentations to Board sub-committees
• Build strong relationships with underwriting and business teams to provide financial support and challenge
• Assist the FP&A Manager with strategic projects, such as reforecasting cycles and centralising group planning processes
Skills & Experience
• Qualified accountant (ACA, CIMA, or ACCA) with prior experience in an FP&A or Finance Business Partnering role within the Lloyd’s or insurance market
• Strong understanding of insurance technical accounting and group consolidations (UK or US GAAP)
• Excellent analytical and financial modelling skills with attention to detail and accuracy
• Ability to interpret complex financial data and present insights clearly to non-financial stakeholders
• Confident communicator, capable of influencing and building credibility across the organisation
• Strong prioritisation and time management skills, able to meet tight deadlines in a fast-paced environment
• Advanced Excel skills; experience with Anaplan (desirable) and proficiency in Microsoft Office tools
• Curious and improvement-focused, with a desire to enhance processes and systems
Senior Finance Business Partner
Discipline: | Finance & Strategy |
Job type: | Permanent |
Contact email: | sonny@weareedenbrook.com |
Job ref: | J5534 |
Published: | about 14 hours ago |
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