At a Glance
- Tasks: Lead financial planning, budgeting, and forecasting for a global insurance provider.
- Company: Join AXIS Capital, a trusted leader in specialty lines insurance and reinsurance.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Make a real impact in a dynamic environment with a focus on innovation and collaboration.
- Qualifications: 10+ years in finance, preferably in insurance, with strong analytical and communication skills.
- Other info: Inclusive culture that values diverse backgrounds and perspectives.
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves.
The Corporate FP&A team provides enterprise-level financial planning, forecasting, reporting, expense management and analytical support. It supports corporate reporting cycles and planning frameworks and maintains strong relationships across the organization.
Key Responsibilities- Planning, Budgeting & Forecasting: Lead annual budget, forecasts, and long‑range planning for the group. Consolidate Group plan and prepare presentations for Executive leadership and Board meetings. Maintain driver‑based models and produce scenario and sensitivity analyses. Maintain bridges across Actuals, Forecast, and Plan for P&L, balance sheet, and cash flow. Support analysis of capital metrics, leverage and liquidity forecasts. Partner with the Capital modelling and Treasury function to drive financial and capital planning, including modeling of various scenarios.
- Executive, CFO & Board Materials: Prepare materials for CFO, Executive Leadership and Board meetings as required. Draft clear narratives, charts, and trend explanations that support earnings preparation, capital discussions and ad hoc analysis. Maintain consistency across exhibits, commentary, and corporate messaging. Support corporate development initiatives and activities.
- Expense Management & Productivity: Manage the group expense process and the expense business partnering team. Develop expense tracking, expense allocations, project spend, insights on spending and recommendation on opportunities for efficiencies. Track expense KPIs such as productivity ratios, expense leverage, and admin-expense ratio trends.
- Management Reporting & Performance Analytics: Produce consolidated quarterly forecast reports, covering P&L, underwriting income, combined ratio and return on equity. Generate variance analysis and provide qualitative narratives. In collaboration with Investor Relations provide insights into projections and trends.
- Process Improvement & Automation: Act as functional owner of Anaplan to ensure system specification is fit for purpose and addresses functional and business requirements. Enhance expense reporting processes and system connectivity. Build repeatable scenario tools.
- 10+ years of extensive financial experience gained in Insurance or Reinsurance industry.
- Experience with Corporate FP&A, including production of management information reporting and leading firm wide financial planning process.
- Strategic and capable of delivering new insights to senior management.
- Solid understanding of accounting relevant for insurance, in particular US GAAP. Ideally familiarity with Anaplan.
- Understanding of corporate finance concepts and processes.
- Strong analytical and modeling skills.
- Ability to build collaborative relationships with senior stakeholders globally and from various backgrounds.
- Excellent written and verbal communication skills.
- Bachelor’s degree in Finance, Accounting, Economics; MBA/CPA/CFA is preferred.
- Strong analytical, modelling, and data‑driven thinking.
- Precision and attention to detail.
- Effective written communication and executive‑level summarization.
- Structured approach to process improvement and model governance.
- High integrity with a strong control mindset.
For this position, we currently expect to offer a base salary in the range of $240,000.00 to $290,000.00 (New York). Your salary offer will be based on an assessment of a variety of factors including your specific experience and work location. In addition, you will be offered competitive target incentive compensation, with awards based on overall corporate and individual performance. On top of this, you will be eligible for a comprehensive and competitive benefits package which includes medical plans for you and your family, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.
Head of Corporate Financial Planning and Analysis employer: AXIS (AXIS Capital)
Contact Detail:
AXIS (AXIS Capital) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Corporate Financial Planning and Analysis
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and reinsurance sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching AXIS Capital thoroughly. Understand their corporate culture, values, and recent developments. Tailor your responses to show how your experience aligns with their mission of outstanding client service and intelligent risk-taking.
✨Tip Number 3
Practice your storytelling skills! Be ready to share specific examples from your past experiences that highlight your analytical skills and ability to manage financial planning processes. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Head of Corporate Financial Planning and Analysis
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Head of Corporate Financial Planning and Analysis role. Highlight your relevant experience in financial planning, forecasting, and reporting, and show how you align with our values at AXIS Capital.
Showcase Your Skills: Don’t just list your qualifications; demonstrate your analytical and modelling skills through specific examples. We want to see how you've used these skills in real-world scenarios, especially in the insurance or reinsurance industry.
Be Clear and Concise: When drafting your application materials, clarity is key. Use straightforward language and structure your thoughts logically. This will help us understand your insights and thought processes better, which is crucial for this role.
Apply Through Our Website: We encourage you to submit your application directly through our website. This ensures that your application is reviewed promptly and gives you the best chance to stand out in the selection process.
How to prepare for a job interview at AXIS (AXIS Capital)
✨Know Your Numbers
As a candidate for the Head of Corporate Financial Planning and Analysis, you need to be on top of your financial game. Brush up on key metrics like P&L, balance sheets, and cash flow statements. Be ready to discuss how you've used these in past roles to drive decision-making and improve financial performance.
✨Showcase Your Strategic Thinking
AXIS Capital values strategic insights, so prepare examples that demonstrate your ability to think critically and provide new perspectives. Think about times when your analysis led to significant changes or improvements in financial planning processes and be ready to share those stories.
✨Communicate Clearly and Effectively
Strong communication skills are essential for this role. Practice summarising complex financial information into clear narratives. You might even want to prepare a mock presentation for an executive audience to showcase your ability to convey important insights succinctly.
✨Build Relationships
This position requires collaboration with various stakeholders. Think about how you've built relationships in previous roles, especially with senior management. Be prepared to discuss your approach to fostering these connections and how it has benefited your teams and projects.