At a Glance
- Tasks: Lead a team in delivering high-quality financial planning and analysis for strategic decision making.
- Company: Join a leading Lloyd’s syndicate at a pivotal point of transformation.
- Benefits: Competitive salary of £100,000, hybrid working, and opportunities for career progression.
- Why this job: Make a real impact on financial strategies and work closely with senior executives.
- Qualifications: Strong experience in financial planning within the insurance sector and leadership skills.
- Other info: Be part of a dynamic finance transformation initiative with excellent growth potential.
The predicted salary is between 72000 - 84000 £ per year.
A leading Lloyd’s syndicate is seeking a Lead Financial Analyst to join its Finance function at a pivotal point of transformation and growth. This is a high-profile role, working closely with senior stakeholders across Finance, Actuarial and the wider business, with direct exposure to Executive and Board-level decision making. Reporting to the Head of Financial Planning, you will lead the delivery of group GAAP (IFRS 4) annual planning, forecasting and scenario analysis, while playing a key role in enhancing planning capability and embedding a modern EPM environment. You will take ownership of the end-to-end GAAP planning cycle, with accountability for accurate, timely and high-quality outputs that support strategic decision making across the group.
Key responsibilities:
- Leading a team of 2 FP&A professionals, fostering a high-performance, service-led culture
- End-to-end ownership of 1-year GAAP plans, delivered to Executive Committee, PLC Board and downstream teams including Capital, Solvency II and US RBC
- Producing and presenting planning, forecasting and scenario analysis (technical and non-technical) to senior committees, including CFO-led forums
- Ownership of global GAAP P&L planning submissions across regional statutory and regulatory bases
- Providing robust challenge to business partnering and actuarial teams, ensuring outputs are timely, high quality and commercially insightful
- Working closely with IFRS 17 and strategic planning teams, understanding differences between standards and identifying process synergies
- Acting as Finance business lead for the continued development and embedding of an EPM planning tool (e.g. Workday Adaptive) into core planning and analytics
- Driving continuous improvement across planning processes, controls and documentation
- Acting as a GAAP consolidation subject matter expert across budgets and forecasts
- Coaching and developing team members, supporting capability building and career progression
- Contributing to finance transformation initiatives and wider business projects
About You:
- Confident FP&A expert with strong insurance knowledge and the credibility to operate at senior levels
- Strong experience in insurance financial planning, ideally within a Lloyd’s or London Market environment
- Proven ownership of annual planning and forecasting cycles within complex organisations
- Solid understanding of GAAP insurance financials
- Experience operating in deadline-driven, high-profile reporting environments
Lead Financial Analyst in City of London employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Financial Analyst in City of London
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those connected to the role you're after. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning and analysis. We recommend doing mock interviews with friends or using online platforms to boost your confidence.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, especially any GAAP planning or forecasting projects. This will help you stand out and demonstrate your hands-on experience.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
We think you need these skills to ace Lead Financial Analyst in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Lead Financial Analyst role. Highlight your experience in financial planning and forecasting, especially within the insurance sector. We want to see how your skills align with the key responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your ability to lead teams and deliver high-quality outputs. We love a good story that showcases your journey!
Showcase Your Technical Skills: Don’t forget to highlight your technical skills, especially around GAAP and EPM tools like Workday Adaptive. We’re looking for someone who can hit the ground running, so make sure we know you’ve got the chops to back up your claims.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Numbers
As a Lead Financial Analyst, you'll need to demonstrate your expertise in financial planning and analysis. Brush up on key financial metrics, GAAP standards, and the specifics of IFRS 17. Be ready to discuss how you've successfully managed annual planning cycles in previous roles.
✨Showcase Your Leadership Skills
You'll be leading a team of FP&A professionals, so it's crucial to highlight your leadership experience. Prepare examples of how you've fostered a high-performance culture and supported team development. Think about specific instances where you’ve coached team members or driven improvements in processes.
✨Prepare for Scenario Analysis Questions
Given the role's focus on forecasting and scenario analysis, expect questions that test your analytical thinking. Practice explaining your approach to creating forecasts and how you would present these to senior stakeholders. Use real-life examples to illustrate your thought process and decision-making.
✨Understand the Business Landscape
Familiarise yourself with the current trends in the insurance market, especially within the Lloyd’s environment. Being able to discuss how external factors impact financial planning will show your strategic insight. Research the company and its position in the market to tailor your responses effectively.