At a Glance
- Tasks: Manage expense planning and optimise decision-making processes with stakeholders.
- Company: Join a leading financial services firm with a focus on innovation.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic role with opportunities for growth in a complex industry.
- Why this job: Make a real impact in financial planning and drive strategic decisions.
- Qualifications: Qualified accountant with experience in financial services or insurance.
The predicted salary is between 55000 - 65000 £ per year.
My client is seeking a Senior Expense Planning Analyst to manage how the companies decisions are reflected in the expense base in the current / next year, as well as more medium term horizon, working closely with a wide range of business stakeholders.
About the Role
This role is a strategic and operationally focused role to optimise the way decisions are understood / realised through the expense base and processes around delivering a planned expense ratio.
Responsibilities
- Provide continuous coaching to stakeholders, helping them understand the way Expense Accounting & Financial Performance analyses data and arrives at an insight (GAAP output and expense ratios), allowing them to apply it consistently in their decision‑making processes.
- Challenge stakeholders’ assumptions to ensure they are robust, commercially sound, reduce bias and introduce finance perspective.
- Monitor leading indicators to identify operational performance gaps, drive action or provide alternative approaches.
- Provide financial insight across the Expense Accounting Arena.
- Working across the Expense Accounting team to lead the development & implementation of a comprehensive expense planning process aligned with overall objectives (GAAP, Platform & YOA).
- Lead the SBF expense preparation process as part of the Lloyd's annual submission, ensuring it accurately reflects expectations and group requirements / structure.
Qualifications
- Experienced qualified accountant (ACA/ACCA/CIMA)
- Experience of the financial services or insurance market (preferably Lloyd’s)
- Experience of Expense roles within complex insurance organisations and knowledge of accounting policies adopted
Preferred Skills
- Experience with financial planning software
- Knowledge of GAAP and regulatory requirements
- Familiarity with the Lloyd’s insurance market
Senior Planning Analyst - Expenses employer: WPR
As a Senior Planning Analyst - Expenses at our esteemed financial services firm, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive benefits, continuous professional development opportunities, and a supportive environment that encourages you to challenge assumptions and drive impactful decisions. Located in the heart of the insurance market, this role provides unique exposure to industry leaders and the chance to shape financial strategies that matter.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Planning Analyst - Expenses
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services or insurance sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of GAAP and expense planning processes. We want you to be able to discuss how you can optimise expense ratios and provide financial insights confidently. Practice common interview questions and have your own questions ready to show your interest!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role. We love seeing candidates who are proactive!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly can sometimes give you a leg up in the process. Let’s get you that Senior Planning Analyst role!
We think you need these skills to ace Senior Planning Analyst - Expenses
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Expense Planning Analyst role. Highlight your experience in expense roles and any relevant qualifications like ACA/ACCA/CIMA. We want to see how your background aligns with the responsibilities outlined in the job description.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your ability to provide financial insight and challenge assumptions. This will help us see how you can contribute to our team.
Be Clear and Concise:When writing your application, keep it clear and concise. Avoid jargon unless it’s relevant to the role. We appreciate straightforward communication, so make sure your points are easy to understand and directly related to the job.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at WPR
✨Know Your Numbers
As a Senior Planning Analyst, you'll need to be comfortable with financial data. Brush up on your knowledge of GAAP and expense ratios before the interview. Be ready to discuss how you've used these metrics in past roles to drive decision-making.
✨Stakeholder Engagement
This role involves working closely with various stakeholders. Prepare examples of how you've successfully coached or challenged stakeholders in previous positions. Highlight your ability to communicate complex financial concepts in a way that’s easy for others to understand.
✨Showcase Your Strategic Thinking
The role is both strategic and operational, so be prepared to discuss how you've optimised processes in the past. Think of specific instances where your insights led to improved expense management or operational performance.
✨Familiarity with Financial Planning Software
If you have experience with financial planning software, make sure to mention it. If not, do a bit of research on common tools used in the industry. Showing that you're proactive about learning can set you apart from other candidates.
