Lead Financial Analyst FTC

Beazley is seeking a Lead Financial Analyst to work closely with a wide range of stakeholders. Reporting to the Head of Financial Planning, the role involves managing accurate and timely delivery of group GAAP (IFRS 4) planning and forecasting deliverables with a short-term focus (annual plans) and scenarios, alongside ultimate oversight of all related GAAP planning submissions. The role includes reviewing and enhancing the current Financial planning capability and championing the development of an EPM tool (Workday Adaptive) into core processes and analytics. The role will manage a team (2 direct reports).

Key Responsibilities

• Lead a team focused on group short-term (annual) planning on GAAP basis, ensuring best-in-class service and on-time delivery of 1-year GAAP plans to executive stakeholders and downstream reporting teams.
• Manage accurate and timely delivery of group planning and forecasting deliverables, analytics, and scenarios to the Group CFO at committee level.
• Ultimate ownership of all global 1-year GAAP P&L planning submissions on a regional statutory and regulatory basis, working closely with the Head of European/Wholesale/North American Finance.
• Challenge stakeholders on output timeliness and quality to deliver real board-room value.
• Ensure close collaboration with the IFRS 17 planning and strategic planning team, understanding differences between standards and identifying synergies.
• Review and enhance the current global planning capability, championing the use of the Workday Adaptive Tool in core processes and embedding future efficiencies.
• Participate in projects, presenting ideas and meaningful challenges to ensure beneficial outcomes for all parties.
• Ensure all employees have the knowledge and skills necessary to perform effectively and support career progression.
• Work with the Head of Financial Planning to foster a culture that values employee experience, empowerment, and wellbeing.
• Own GAAP consolidation accounting across all budgets and forecasts, acting as subject matter expert on technical matters.
• Embed oneself within wider company activities and support various Finance and charitable initiatives.

General

• Adhere to Beazley’s core values – Being Bold, Striving for Better, and Doing the Right Thing.
• Comply with Beazley procedures, policies, and regulations including the code of conduct.
• Undertake training on Beazley policies and procedures.
• Display business ethics that uphold customer interests.
• Ensure fair outcomes and keep up to date with developments.
• Carry out additional responsibilities as notified.

Personal Specification

• Flexible employer offering a friendly, collaborative, diverse, and inclusive work environment.
• Competitive salary, discretionary bonus, and strong benefits package including commuting reimbursement, free in-office lunch, excellent parental leave, and wellbeing contributions.

Education and Qualifications

• Experienced qualified accountant (ACA/ACCA/CIMA).
• Experience of the insurance market, preferably Lloyd’s.
• Experience of planning roles within complex insurance organisations and knowledge of accounting policies adopted.
• Experience using and developing the capabilities of EPM planning Tools (such as Workday Adaptive) is preferred but not essential.

Capabilities

• Coaching & leadership skills.
• Stakeholder management and relationship building.
• Customer focus.
• Understanding of controls frameworks including documentation.
• Experience of a deadline-driven environment.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Analytical and conceptual thinking.
• Problem solving/Decision making.
• Creativity / Innovation.
• Adaptability.