Group Financial Planning Analyst

Job Title:
Senior Group Planning Analyst

Location:
London (hybrid working)

Role Type:
12-month fixed term contract (FTC)

Role Purpose:

The Senior Group Planning Analyst contributes to ownership of Quarterly reforecasting, Lloyd's SBF & Annual planning process in conjunction with the Head of Group Planning, which encompasses the reporting of financial performance versus prior Plans and reforecasts across Aspen Group and servicing a global stakeholder group, including the Group CFO and the Group Corporate Finance Officer. The role also entails organising and managing planning processes, co-ordinating and working with a wider stakeholder group (Exco, Segment Finance, Actuarial, Outwards Reinsurance, Expenses, Investments, Treasury and Tax), together with contributing to value-add decision making for future performance and strategy. The role will also support and drive process improvements by further enhancing the existing toolset and/or partnering with the Financial Systems and/or Business Transformations teams to identify new opportunities.

Our Aspen Values are expected to be reflected in the delivery and performance of every role.

Key Responsibilities:

Strategy and Planning:

• Supporting the development and execution of Aspen's strategy where advised/guided by Senior Management
• Prepare, co-ordinate and analyse 3-year plans and regular forecasts to present to senior management on performance and valuations
• Support the Head of Group Planning to prepare Board and Executive papers, focused on articulating financial performance in a clear, concise and commercial tone
• Prepare ad-hoc analysis as needed by the Group CFO and Head of Group Planning
• Contributes to, monitors and advises on the plan developments and changes in order to ensure relevancy, compliance and optimal delivery
• Engage with all key Plan stakeholders, including Finance, Expense, MI, Actuarial, Outward Reinsurance, Capital & Strategy

Policy, Process and Procedures:

• Participate in producing strategic and operating plans and quarterly estimate forecast process
• Enhance Anaplan by working with consultants in testing and governance of any Anaplan Project requirements
• Support and drive process improvements by further enhancing the existing toolset and/or partnering with the Financial Systems and/or Business Transformations teams to identify new opportunities
• Support the enhancement of process automation by building on the existing gallery of Alteryx workflows
• Work with Business Transformation to design, implement revolutionise how financial planning information is distributed and consumed across the Group
• Work collaboratively with internal colleagues to coordinate responses on MI, plan, reforecasts and financial reporting activities relating to pricing, claims, expenses and investments

Environmental Awareness/Customer Focus:

• High profile deliverable on reporting and analysis servicing a global stakeholder group including the CFO, CEOs, CUOs, Active Underwriter, CSO and President

Technical Performance:

• Accountable for the quarterly and annual reforecast and planning process
• Prepare and circulate the reports to a global stakeholder group encompassing plan, reforecast and prior year lenses, split by line of business and platform
• Work closely with a broad stakeholder group, including but not limited to Platform Finance, Segment Finance, Outward Reinsurance, Actuarial, Investments and Strategy
• Source, prepare, reconcile, review and report on large-scale plan and reforecast multi-dimensional data sets
• Independently look to identify opportunities to evolve Group Planning analysis to more efficiently and effectively highlight emerging commercial trends
• Undertake reporting of financial performance of plan, reforecasts and prior year across the entire Aspen Group
• Assist in preparation of quarterly Anaplan submissions, ALM journals and Alteryx's

People Management:

• Work collaboratively with Finance colleagues to support, motivate and engage to deliver effectively against objectives and the requirement/needs of the business
• Maintain regular and effective communication, and knowledge sharing within Finance team
• Regular one-to-one meetings with team members
• Actively mentors team members and finance graduate rotations in order to assist their personal development

Requirements & Skills:

• General insurance experience, including an understanding of the core components of an Insurance P&L
• Previously worked in a fast-paced and/or dynamic environment in keeping with corporate values and principles
• Degree or equivalent in a numerical discipline
• Professional accounting qualification (ACA, ACCA, CIMA)
• Excellent analytics skillset, with ability to analyse large data sets and design reports that draw out the key themes
• Professional written and verbal communication style
• Good stakeholder management
• Problem solver, able to work under own initiative
• Organised, strong time management and prioritization
• Advanced user of Microsoft Excel with VBA desirable
• General familiarity with Microsoft PowerPoint, Word and Outlook
• Production of Plan, reforecast, analysis and reporting
• Exposure to Anaplan, Alteryx and Power BI (desirable)

About us:

Since Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions. We believe the way we work is just as important as the work we do, and we are guided by our core values of respect, honesty, trust and professionalism.

Aspen is a great place to develop your career offering an exciting and challenging environment where achievement is rewarded.

GSC Manchester TET is acting as an Employment Business in relation to this vacancy.