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.
- Other info: Inclusive culture that values diverse backgrounds and perspectives.
- 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; strong analytical and communication skills required.
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 Capital
Contact Detail:
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 finance and insurance sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings at AXIS Capital!
✨Tip Number 2
Prepare for those interviews! Research AXIS Capital’s culture and values, and think about how your experience aligns with their mission. Practise answering common interview questions, especially around financial planning and analysis, so you can showcase your expertise confidently.
✨Tip Number 3
Show off your analytical skills! Be ready to discuss specific examples of how you've used data to drive decisions in your previous roles. Bring along any relevant reports or presentations that highlight your achievements in financial planning and forecasting.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the AXIS team. Make sure to tailor your application to highlight your fit for the Head of Corporate FP&A role!
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 AXIS Capital's values and culture.
Showcase Your Analytical Skills: Since this role requires strong analytical and modelling skills, be sure to include specific examples of how you've used these skills in previous positions. Use numbers and data to back up your achievements – it makes a stronger impact!
Communicate Clearly: Effective written communication is key for this position. Keep your application clear and concise, and ensure that your narratives are easy to follow. Avoid jargon unless it's industry-specific and relevant to the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at AXIS Capital!
How to prepare for a job interview at 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. Be ready to discuss how you've used these in past roles to drive decision-making and improve financial performance.
✨Tailor Your Presentation Skills
You'll likely be preparing materials for executive leadership and board meetings, so practice presenting complex financial data clearly and concisely. Use visuals effectively and be prepared to explain your thought process behind the numbers. This will show that you can communicate with stakeholders at all levels.
✨Showcase Your Analytical Skills
Highlight your experience with scenario modelling and sensitivity analyses. Be ready to discuss specific examples where your analytical skills led to actionable insights or improved processes. This is crucial for a role that demands strong data-driven thinking.
✨Emphasise Collaboration
This role requires building relationships across various teams. Share examples of how you've successfully collaborated with senior stakeholders in the past. Discuss how you’ve navigated different perspectives to achieve common goals, as this will demonstrate your ability to work within AXIS's inclusive culture.