Finance Business Partner in Portsmouth

The Finance Business Partner will be responsible for providing financial expertise and support to drive business performance. They will be required to analyse financial data, develop insights and offer strategic guidance to senior management to help the business make informed decisions and improvements.

Key Responsibilities

• Supporting the implementation and effective execution of the month-end P&L close process and preparing the month-end pack.
• Preparing month end P&L analytical review for Assistance and UK Claims cost centres, e.g., identifying movements against budget, and prior month actuals.
• Working closely with the Financial Accounting (R2R) team to ensure timely delivery of actuals in line with month-end close deadlines.
• Liaising with the relevant Operations heads of departments to provide commentary on material cost and revenue variances against budget.
• Preparing a month-end pack highlighting the performance against various KPIs.
• Ensuring any corrections or exceptional postings are input to relevant Finance systems in line with the month-end close timelines.
• Regular communication with the Assistance and UK Claims SMT, reporting on monthly financials and assisting with ad hoc requests.
• Preparation of weekly cashflow forecasts and budgets.
• Review of cashflow forecasts to determine relevant cash repatriations to Group.
• Driving and owning the process for producing the annual budget and 3 year/strategic plan for UK Claims and Assistance.
• Working closely with the business Directors and senior Finance leaders to obtain required information and ensure the annual budget and 3 year/strategic plan is completed in a timely manner.
• Uploading budget and plan information into Finance systems.
• Ensuring data accuracy in TM1 and resolving any issues with the system accountants.
• Provide ad hoc support to the Senior FBP and Finance Director and across the team as required.
• Identifying and supporting the implementation of opportunities to simplify and streamline processes.
• Carry out Ad Hoc duties and tasks that are allocated to you at the discretion of management and that are within your capabilities and within the scope of your post.
• Demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.

Required Skills

• ACCA or ACA Qualified within The Big 4/professional services environment looking for their first role in industry.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Strong communicator with good presentation skills.
• Strong interpersonal skills and ability to build effective relationships with the business, Finance and other Stakeholders.
• Demonstrable ability to prioritise tasks and work under time pressure.
• Team player with a can-do attitude who is also comfortable working independently without supervision.
• Keen to learn and continually develop skills.
• Excellent attention to detail.
• Proactive and keen to find more efficient ways of working.
• Excellent organisation and time management skills.

About Us

Founded in 1884 as a mutual insurance association, Charles Taylor began under the leadership of coal merchant Charles Taylor, whose astute management set the stage for growth. Today, we are a global leader providing insurance services and technology solutions with a team of c.4,000 experts across 120+ countries on 6 continents. Our unmatched depth of specialist expertise, from loss adjusters to forensic accountants, helps the global insurance market to address its challenges.

Through our trusted partnerships model, we build long‑term, personal relationships with clients based on trust and cooperation. Our powerful technology helps our clients improve their customers’ experience from start to finish. Thanks to our global reach, our clients can access our services wherever they are in the world, whenever they need us.

Our services and solutions support every stage of the insurance lifecycle and every aspect of the insurance operating model, across all major commercial insurance lines serving a blue‑chip international customer base that includes insurance companies, mutuals, captives, MGAs, Lloyd’s syndicates and reinsurers, along with brokers, distributors and corporate insureds.

Our Group Business Services (GBS) function supports the overall efficiency and effectiveness of the company ensuring that teams have the tools, systems and support needed to deliver high‑quality client solutions. Focused on finance operations, HR services, IT infrastructure, legal and compliance support, and workplace management, the GBS function enables the business to operate with agility, maintain compliance and focus on delivering value to our clients.

Why join Charles Taylor?

Charles Taylor prides itself on being a people‑centric business. Our culture and values define who we are, what we stand for and how we behave. They guide how we work with our colleagues and our clients, today and in the future. By living our values every day when we come to work, we deliver better results for the world of insurance. We strive to provide a positive working environment that offers opportunities for professional development and growth across all our business areas. This includes a structured onboarding process, job-specific skills development, online and in‑person training, as well as study assistance for professional qualifications.

Our Values

• Accountability (We take ownership and responsibility)
• Agility (We learn, evolve and adapt quickly)
• Care (We are compassionate and human)
• Collaboration (We are one)
• Integrity (We do the right thing)

Equal Opportunity Employer

At Charles Taylor, we are proud to be an Inclusive Employer. We foster an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital or family status, race, religion, sex or sexual orientation. We recognise that Diversity, Equity and Inclusion is essential in enabling us to deliver better insurance outcomes and fulfilling our responsibilities to clients, colleagues, and the community. We proactively promote and celebrate differences and strive to create an environment where our people feel included and can reach their full potential. We take pride in our inclusive and diverse culture, which is supported by strong partnerships and a transparent, fair recruitment process.