Financial Planning Analyst for Global Financial Services co / Qualified Accountant / Exceptional Finalist recruitment

*** Financial Planning Analyst for Global Financial Services co. ***

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The Company

Global Financial Services company offering Wealth Management, Employee Benefits and Individual Protection in the UK.

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The Role

Provide support to the UK CFO and to the Western Europe Financial Planning Analysis team.

Key activities of this role are:

Comply with FPA reporting requirements for the UK office - including monthly projections, quarterly business reviews and annual business planning

Investigate and understand variance analysis against plan and projections, and articulate variances to both the UK CFO and the Western Europe FPA team

Preparation of country financial projections and plans, and providing analysis of key variances in actual v projection/plan, through the corporate Hyperion Planning tool and Excel; Following those queries to their conclusion.

Ensuring that UK analysis is consistent with Regional expectations;

Supporting the CFO in the preparation of the Monthly Business Review (MBR) and Quarterly Business Review (QBR) presentation slides.

To interpret financial performance of the Business, identifying risks and opportunities

Proactively working with the stakeholders (incl. Finance and Actuarial) and reviewing actual v budgets, refining the projections based on understanding these variances

Robustly challenge business decision making

Other ad hoc reporting activities

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Skills / Experience

Qualified Accountant or exceptional Finalist

Significant Insurance and/or financial services experience

Numerate, systematic thinker, organised and possessing attention to detail

Independently prioritises tasks and meets deadlines.

Able to identify best practice and apply consistent reporting processes, tools and formats across key projects in a way that supports performance review.

Excellent Excel skills, including understanding of macros

Strong written and verbal communication skills - clear and concise so that both finance and non-finance people can understand the issues quickly, and can engage and manage key stakeholders across the business

Team player, good at networking and building positive relationships at all levels and across countries

Able to identify key risks and opportunities, and able to summarise succinctly both verbally and in report format

Provides flexible, proactive support to the UK businesses

Drives continuous improvement

Flexible and adaptable

Customer focussed - providing flexible, proactive support to the businesses being supported.