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Finance & Planning Analyst

4 months ago


Croydon, United Kingdom Oliver James Full time

An opportunity to join a market leading insurer, in a newly created role.

Job Summary

To provide the CFO and Financial Controller with technical, strategic, and financial planning support, whilst being a valued member of the day-to-day team. This will involve the writing of technical accounting papers, assisting with the year end and other audits, along with being the lead finance individual for financial planning.

Key Responsibilities

  • Budget and Business Planning
  • Working Capital and Treasury
  • Financial Reporting
  • Projects
  • Audit Management

Essential Skills, Knowledge and Experience

  • Qualified accountant with first-time passes.
  • Strong written and spoken communication skills to enable communication at all levels.
  • Ability to handle a varied workload and competing priorities.
  • Strong analytical and reporting skills.
  • Proficiency in the Microsoft Office Suite, particularly Word, Excel, and PowerPoint.
  • Experience using Anaplan is desirable but not essential
  • Preferably having some financial analysis experience
  • Willingness to work extended hours, as required.

Preferred Skills, Knowledge and Experience

  • An understanding of the insurance intermediary market.
  • Experience of building detailed, complex financial models

Competencies and behaviours

  • Analytical with a strong attention to detail.
  • Ability to support success and timely delivery in a complex, multi-disciplinary environment.
  • Personal drive and resilience in established and new/changing situations.
  • A team player with strong interest in the performance of the business as a whole.
  • Commercially savvy, bright, energetic and positive with a 'can do' attitude and a focus on getting things done.

This is a full-time office role (Croydon Based) Please be mindful when applying.