Finance Business Partner in London

Role Summary

The Rokstone Finance Business Partner is responsible for working closely with underwriting and senior leadership, providing high-quality financial insight, challenge and decision support for a complex, multi-line MGA. Reporting to the Rokstone Finance Director, this is a hands-on role sitting at the intersection of finance, underwriting and commercial performance. The successful candidate will develop a deep understanding of Rokstone’s portfolio and use financial and operational data to help the business understand performance, identify opportunities and make better decisions, while working closely with the financial controller, underwriting, operations, and Group Finance. The role combines strong financial fundamentals with commercial curiosity and partners with underwriters and senior stakeholders in a fast-paced, entrepreneurial MGA environment.

Role Accountabilities

• Support the Finance Director with budgeting, forecasting, Board reporting, and commercial analysis, providing reliable underlying data.
• Act as a trusted finance partner to underwriting teams and business leaders, providing constructive challenge and commercially focused financial advice.
• Develop detailed understanding of individual portfolios, including GWP, commissions, compensation, opex, headcount, margins and profitability.
• Translate financial and underwriting data into clear, actionable insights for senior management.
• Support portfolio and product decisions through scenario analysis, business cases and financial modelling.
• Identify emerging performance trends, risks and opportunities and ensure these are understood by the relevant stakeholders.
• Support commercial discussions around new products, capacity arrangements and growth opportunities.
• Own and support budgeting, forecasting and longer-term planning including cash flow analysis for relevant business areas.
• Produce regular forecasts covering GWP, commissions, compensation, expenses, headcount and profitability margins.
• Analyse actual performance against budget, forecast and prior periods, explaining key drivers and recommending appropriate actions.
• Develop appropriate KPIs and management information to improve visibility of business and portfolio performance.
• Lead the production of monthly management reporting and performance packs.
• Provide clear commentary explaining financial results and key movements.
• Continuously improve reporting process, models and data-quality.
• Work with stakeholders to improve forecast accuracy and financial accountability.
• Work with the Financial Controller and own the Rokstone month end, quarter end and year end close, maintaining a clear timetable, accountable owners, quality review and timely escalation of risks to delivery.
• Ensure with the Financial Controller accurate and complete accounting for income, commissions, profit commissions, expenses, accruals, prepayments, and other material transactions.
• Produce accurate divisional, business unit reporting and ensure that management information reconciles to the general ledger and agreed source systems.
• Investigate and explain material financial variances, data inconsistencies and processing backlogs, agreeing corrective action with Finance, Operations and underwriting teams.
• With the Financial Controller lead continuous improvement of finance processes and systems, reducing manual activity, strengthening preventative controls and improving the timeliness and usability of reporting.

Role Requirements

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Strong post qualification experience in business partnering or FP&A.
• Experience within an MGA, insurance carrier, insurance broker or another complex regulated financial-services organisation is strongly preferred.
• Understanding of MGA finance including premium, commission, insurer and broker balances, IBA processes and profit commission, is highly desirable.

Skills and Abilities

• Operate as a commercial partner rather than simply report the numbers.
• Strong financial budget modelling and analytical skills.
• Advance excel skills and confidence dealing with large datasets.
• Ability to analysis financial information into concise commercial insight, and strong power point presentation and report writing skills.
• Strong communication skills, including confidence with working directly with senior stakeholders and underwriters.
• A proactive mindset and willingness to challenge assumptions constructively.
• The ability to operate effectively in a fast-growing and evolving organisation.
• Highly organised and able to manage recurring deadlines, competing priorities and complex dependencies without losing grip on detail.
• Analytical problem solver who can identify root causes, quantify exposure and drive issues through to sustainable resolution.
• Clear and confident communicator who can explain financial issues to non-finance colleagues and elevate concerns constructively.
• Pragmatic approach to process improvement, balancing stronger control with proportionate and efficient ways of working.
• High integrity, sound judgement and a strong understanding of confidentiality, governance and regulated conduct.

Management Duties

• Yes

We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.

We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.

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