H

Financial Planning & Reporting Analyst

salary Salary :

£45,000 - 60,000 yearly

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Job Description - Financial Planning & Reporting Analyst

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.

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