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- Tasks: Support financial planning and analysis for third-party syndicates at PoloWorks.
- Company: PoloWorks is a dynamic insurance agency focused on innovative financial solutions.
- Benefits: Enjoy flexible hybrid working, private health insurance, and 25 days annual leave plus more perks!
- Why this job: Join a collaborative team, make an impact in finance, and develop your skills in a supportive environment.
- Qualifications: Qualified Accountant with FP&A experience, especially in the Lloyd’s market.
- Other info: This is a 12-month fixed-term contract with opportunities for growth.
The predicted salary is between 48000 - 72000 ÂŁ per year.
Join to apply for the FP&A Business Partner – 12 month FTC role at PoloWorks
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Join to apply for the FP&A Business Partner – 12 month FTC role at PoloWorks
Description
The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd’s returns for Polo Managing Agency’s third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts.
Department: Corporate Finance
Location: Cheltenham
Description
The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd’s returns for Polo Managing Agency’s third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts.
The FP&A Business Partner will also be responsible for supporting the Polo Managing Agency with building capability and scale within the London based agency (PMA), and within the Cheltenham based service company (PCIS). This will involve establishing standardized models and processes and helping to roll-these out across multiple syndicates and amongst the wider Finance team at PCIS and PMA.
Key Responsibilities
Act as the main point of contact between PMA and third-party Syndicates on all matters financial planning and analysis relevant to Lloyd’s reporting, (with the PMA Finance Director).
Working with PMA Finance, including the PMA-FD and Syndicate FCs to prepare:
- annual planning and quarterly re-forecasting exercises, incorporating Solvency II / Solvency UK requirements
- forecast and planning information for existing clients and the relevant Lloyd’s returns (e.g. Cashflows in the QMA, Ultimates in the QMB, GAAP forecasts in the “Flash”),
- forecast and planning information for new PMA clients seeking permission to underwrite at Lloyd’s.
Establish a standardized PMA-GAAP Forecast model that can be used across multiple clients, existing and future, and that can be rolled out to the Polo services company (PCIS).
Assist FCs with Syndicate result’s commentary (plan v actual), Board/Committee reporting
Help establish 3rd Party FP&A capability in PCIS, working with the PCIS Head of Client Finance (based in Cheltenham) and PMA Finance Director (based in London).
Skills, Knowledge & Expertise
Qualified Accountant.
A critical thinker with the ability to deal with challenge when dealing with senior stakeholders.
Experience in FP&A including within the Lloyd’s market including knowledge of the relevant Lloyd’s returns.
Proficient back-end user of financial software (e.g. Anaplan, SUN, PowerBI) and the ability to create tailored reports and dashboards to support the end user.
Strong written communication skills.
Strong oral communication skills.
Collaborative and cooperative approach to all interactions both within and outside the organisation
Ability to enforce change and offer appropriate solutions.
Ability to communicate effectively with stakeholders of various seniority.
Job Benefits
As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Contract
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Job function
Finance and Sales
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Industries
Insurance
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FP&A Business Partner - 12 month FTC employer: PoloWorks
Contact Detail:
PoloWorks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Business Partner - 12 month FTC
✨Tip Number 1
Familiarise yourself with the Lloyd's market and its reporting requirements. Understanding the nuances of Lloyd's returns will give you a significant edge when discussing your experience and insights during interviews.
✨Tip Number 2
Network with professionals in the FP&A field, especially those who have experience in the insurance sector. Engaging with industry contacts can provide valuable insights and potentially lead to referrals for the role.
✨Tip Number 3
Demonstrate your proficiency with financial software like Anaplan or PowerBI by preparing examples of how you've used these tools to create reports or dashboards in previous roles. This practical knowledge will resonate well with hiring managers.
✨Tip Number 4
Prepare to discuss your collaborative approach to working with senior stakeholders. Highlight specific instances where you've successfully navigated challenges and enforced change, as this aligns closely with the responsibilities of the FP&A Business Partner role.
We think you need these skills to ace FP&A Business Partner - 12 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis, particularly within the Lloyd's market. Use specific examples that demonstrate your ability to work with senior stakeholders and your proficiency in financial software.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the FP&A Business Partner role at PoloWorks. Mention how your skills align with the job requirements, such as your experience with GAAP forecasts and your collaborative approach to finance.
Highlight Key Skills: Emphasise your strong written and oral communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated complex financial information to various stakeholders in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in finance roles.
How to prepare for a job interview at PoloWorks
✨Understand the Role
Make sure you thoroughly understand the responsibilities of the FP&A Business Partner role. Familiarise yourself with financial planning, analysis, and reporting processes, especially in relation to Lloyd's returns. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Technical Skills
Be prepared to discuss your proficiency with financial software like Anaplan, SUN, and PowerBI. Highlight any experience you have in creating tailored reports and dashboards, as this is crucial for the role. Consider bringing examples of your work to illustrate your capabilities.
✨Prepare for Stakeholder Interaction
Since the role involves working closely with senior stakeholders, practice how you would communicate complex financial information clearly and effectively. Think about past experiences where you've successfully navigated challenging conversations or enforced change.
✨Demonstrate a Collaborative Mindset
The job requires a cooperative approach to interactions both within and outside the organisation. Be ready to share examples of how you've worked collaboratively in previous roles, particularly in finance teams or cross-departmental projects.
