Financial Planning Analyst Manager

Location London
Discipline: Finance & Strategy
Job type: Permanent
Contact email: george@weareedenbrook.com
Job ref: J5154
Published: 2 days ago
New opportunity with a specialty provider of primary insurance services in the UK. The successful candidate will ensure that overall budgeting and forecasting processes are efficient, effective and accurate in line with company and group requirements. Key Responsibilities & Accountabilities • Develop financial and capital plans and forecasts to support the company's business objectives. • Become a point of contact in the business to all forecast/ plan related questions as well as upgrade and maintain planning models • Assist in identifying and defining systems & process alternatives capable of improving planning and forecasting in the company • Create financial reports and presentations to communicate the results of financial performance to management and other stakeholders • Provide financial scenario analysis to support management in making informed decisions • Drives results: You consistently achieve results even under tough circumstances, with the organisation’s performance in the front of your mind. • Decision quality: You make good and timely decisions to keep things moving, using analysis, experience and judgement. • Customer focus: You build and maintain strong customer relationships, paying attention to their needs and adapting as this evolves. • Business insight: You are able to apply your knowledge of the business and the market to advance your businesses and wider organisation’s goals. • Persuades: You use compelling arguments to gain the support, buy-in and commitment of others. • Manages ambiguity: You continue to operate effectively even when things are uncertain and the way forward is unclear. • Courage: You are not afraid to step up to address difficult issues, saying what you believe needs to be said. You are willing to challenge the status quo, recognising opportunities to do so. Skills & Qualification • Expertise in building and maintaining financial models, organising and modelling data in an efficient manner allowing financial models to be understandable • Strong data analysis skills, including data mining, data visualization, and data interpretation. • Advanced Excel skills (VBA Macros, Power Query-linking various data sources), SQL coding skillset is an advantage • Knowledge of financial accounting principles, including GAAP (Generally Accepted Accounting Principles) and financial statement analysis • Bachelor's degree in finance, accounting, economics, or a related field. • Recognised accounting qualification • Experience in financial planning and analysis, preferably in insurance sector