At a Glance
- Tasks: Shape budgets and forecasts while analysing financial performance and trends.
- Company: Join a leading finance team in a dynamic London-based company.
- Benefits: Permanent full-time role with competitive salary and growth opportunities.
- Other info: Ideal for those looking to advance their career in finance.
- Why this job: Make a real impact on financial planning and strategy in a collaborative environment.
- Qualifications: Qualified accountant with strong financial modelling and analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
Finance Planning Analyst
Department: Finance
Employment Type: Permanent - Full Time
Location: GB - London
Reporting To: Neal Woodman
Description
Are you ready to take on a pivotal role within our Group’s central FP&A team? We are looking for a passionate and skilled professional to ensure the robustness of our planning infrastructure. You will play a key role in shaping our annual budget, LTP processes, and investor and Board reporting.
Your mission will be to collaborate with MI owners to create and maintain group forecast models that align with our financial objectives, long-term value maximisation, and strategic priorities.
Key Responsibilities
Key responsibilities will include but are not limited to:
- Maintain and enhance the Group’s main planning infrastructure, comprising of a three statement model and cash conversion
- Identify and implement process improvements to increase efficiency and accuracy of financial modelling
- Analyse monthly, quarterly, and annual financial results to the assess the company’s performance, identifying trends and communicating risks + opportunities to senior leadership
- Perform scenario and sensitivity analysis to assess potential risks and their financial impacts
- Prepare regular financial reports (Monthly/quarterly finance packs, Group reforecast pack, annual budget)
- Develop and maintain dashboards and KPIs to monitor ongoing financial performance
- Work closely with business partnering team to consolidate forecast information into group financial planning model
- Obtain, interpret and utilise effectively financial, actuarial and other operational reports and data from a variety of sources
- Responding to queries and providing analysis to investors
- Ad hoc project and strategic initiative support
Skills, Knowledge & Expertise
The ideal candidate will have a strong understanding of financial modelling and forecasting, exceptional analytical and problem-solving skills, and the ability to communicate complex financial data clearly and effectively to diverse stakeholders.
You should be a qualified accountant with over three years of post-qualified experience (ACA/CA/ACCA/CIMA qualification preferred), ideally within the insurance industry.
Experience in a central Group FP&A role, proficiency in 3-statement financial modelling, and knowledge of accounting principles and financial reporting standards are essential
Finance Planning Analyst in City of London employer: CFC Underwriting
As a Finance Planning Analyst in our dynamic London office, you will thrive in a collaborative and innovative work culture that prioritises employee growth and development. We offer competitive benefits, including professional training opportunities and a supportive environment that encourages you to enhance your financial expertise while contributing to strategic decision-making at the highest level. Join us to be part of a forward-thinking team dedicated to maximising long-term value and driving impactful financial performance.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Planning Analyst in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in the finance sector, especially those in FP&A roles. Use platforms like LinkedIn to connect and engage with them. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss your experience with three-statement models and how you've improved processes in previous roles. Show us you can think critically about financial data!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. When you find a role that excites you, apply through our website to ensure your application gets the attention it deserves!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the Finance Planning Analyst role. It shows you're genuinely interested!
We think you need these skills to ace Finance Planning Analyst in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial modelling expertise and any relevant qualifications, like ACA or ACCA, to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about the Finance Planning Analyst role. Share specific examples of how you've improved financial processes or contributed to budgeting in previous roles.
Showcase Your Analytical Skills:In your application, emphasise your analytical and problem-solving abilities. We want to see how you’ve tackled complex financial data and communicated insights effectively to stakeholders.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our FP&A team.
How to prepare for a job interview at CFC Underwriting
✨Know Your Financial Models
Make sure you brush up on your financial modelling skills before the interview. Be prepared to discuss your experience with three-statement models and how you've used them in past roles. This will show that you understand the core responsibilities of the Finance Planning Analyst position.
✨Showcase Your Analytical Skills
Be ready to demonstrate your analytical prowess. Prepare examples of how you've analysed financial results in the past, identified trends, and communicated risks and opportunities to senior leadership. This will highlight your ability to contribute to the company's performance assessment.
✨Understand the Business Context
Familiarise yourself with the company’s strategic priorities and how they align with financial objectives. Being able to discuss how your role as a Finance Planning Analyst can support these goals will impress the interviewers and show that you're not just focused on numbers.
✨Prepare for Scenario Analysis Questions
Expect questions around scenario and sensitivity analysis. Think of specific instances where you've assessed potential risks and their financial impacts. This will demonstrate your problem-solving skills and your ability to think critically about financial data.
