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- Tasks: Join us as an FP&A Business Partner, driving financial planning and analysis for our London-based agency.
- Company: Polo Managing Agency is a leading player in the Lloyd's market, known for innovation and excellence.
- Benefits: Enjoy flexible hybrid working, private health insurance, generous leave, and exciting social events.
- Why this job: Be part of a dynamic team, make impactful decisions, and enhance your finance skills in a collaborative environment.
- Qualifications: Qualified Accountant with FP&A experience, especially in the Lloyd's market, and strong communication skills.
- Other info: This is a 12-month fixed-term contract with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
FP&A Business Partner – 12 month FTC
Department: Corporate Finance
Employment Type: Fixed Term Contract
Location: London
Reporting To: PMA Finance Director
Description
The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd’s returns for Polo Managing Agency’s third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts.
The FP&A Business Partner will also be responsible for supporting the Polo Managing Agency with building capability and scale within the London based agency (PMA), and within the Cheltenham based service company (PCIS). This will involve establishing standardized models and processes and helping to roll-these out across multiple syndicates and amongst the wider Finance team at PCIS and PMA.
Key Responsibilities
Act as the main point of contact between PMA and third-party Syndicates on all matters financial planning and analysis relevant to Lloyd’s reporting, (with the PMA Finance Director).
Working with PMA Finance, including the PMA-FD and Syndicate FCs to prepare:
- annual planning and quarterly re-forecasting exercises, incorporating Solvency II / Solvency UK requirements
- forecast and planning information for existing clients and the relevant Lloyd’s returns (e.g. Cashflows in the QMA, Ultimates in the QMB, GAAP forecasts in the “Flash”),
- forecast and planning information for new PMA clients seeking permission to underwrite at Lloyd’s.
Establish a standardized PMA-GAAP Forecast model that can be used across multiple clients, existing and future, and that can be rolled out to the Polo services company (PCIS).
Assist FCs with Syndicate result’s commentary (plan v actual), Board/Committee reporting
Help establish 3rd Party FP&A capability in PCIS, working with the PCIS Head of Client Finance (based in Cheltenham) and PMA Finance Director (based in London).
Skills, Knowledge & Expertise
Qualified Accountant.
A critical thinker with the ability to deal with challenge when dealing with senior stakeholders.
Experience in FP&A including within the Lloyd’s market including knowledge of the relevant Lloyd’s returns.
Proficient back-end user of financial software (e.g. Anaplan, SUN, PowerBI) and the ability to create tailored reports and dashboards to support the end user.
Strong written communication skills.
Strong oral communication skills.
Collaborative and cooperative approach to all interactions both within and outside the organisation
Ability to enforce change and offer appropriate solutions.
Ability to communicate effectively with stakeholders of various seniority.
Job Benefits
As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
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FP&A Business Partner - 12 month FTC employer: Polo
Contact Detail:
Polo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Business Partner - 12 month FTC
✨Tip Number 1
Familiarise yourself with the Lloyd's market and its specific reporting requirements. Understanding the nuances of Lloyd's returns will give you a significant edge in discussions with senior stakeholders.
✨Tip Number 2
Network with professionals already working in FP&A roles within the Lloyd's market. Attend industry events or webinars to connect with potential colleagues and gain insights into the role and company culture.
✨Tip Number 3
Brush up on your financial software skills, particularly with tools like Anaplan, SUN, and PowerBI. Being proficient in these systems will not only help you during the interview but also demonstrate your readiness to hit the ground running.
✨Tip Number 4
Prepare to discuss your experience in establishing standardised processes and models. Highlight any previous successes in similar roles, as this will showcase your ability to contribute to building capability and scale within the agency.
We think you need these skills to ace FP&A Business Partner - 12 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in FP&A, particularly within the Lloyd’s market. Emphasise your qualifications as a certified accountant and any specific financial software you are proficient in, such as Anaplan or PowerBI.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the key responsibilities of the FP&A Business Partner role. Mention your experience in financial planning and analysis, and your ability to communicate effectively with senior stakeholders.
Showcase Your Communication Skills: Since strong written and oral communication skills are essential for this role, consider including examples in your application that demonstrate your ability to convey complex financial information clearly and effectively.
Highlight Collaborative Experience: The job requires a collaborative approach, so be sure to mention any past experiences where you successfully worked with cross-functional teams or senior management to achieve financial goals or implement changes.
How to prepare for a job interview at Polo
✨Know Your Numbers
As an FP&A Business Partner, you'll be expected to have a strong grasp of financial data. Brush up on key metrics and forecasts relevant to the Lloyd's market, as well as any recent trends that could impact your role.
✨Demonstrate Stakeholder Engagement
Prepare examples of how you've successfully communicated with senior stakeholders in the past. Highlight your ability to present complex financial information clearly and concisely, as this will be crucial in your interactions with the PMA Finance Director and other senior personnel.
✨Showcase Your Technical Skills
Familiarise yourself with the financial software mentioned in the job description, such as Anaplan and PowerBI. Be ready to discuss how you've used these tools to create reports or dashboards that support decision-making.
✨Prepare for Scenario Questions
Expect questions that assess your critical thinking and problem-solving abilities. Think about scenarios where you've had to enforce change or offer solutions in a financial context, and be prepared to discuss your thought process and outcomes.
