Senior Strategic Financial Planning & Forecasting Analyst (Global Specialty Insurer)

Role Overview

This role sits within a market leading Finance team and serves as the deputy and key support to the Head of FP&A, acting as the number-two for planning and forecasting activities across the organisation. The position plays a central role in:

• Leading the annual business planning cycle and quarterly forecasting processes.
• Delivering robust financial forecasts, scenario modelling, and analytical insights that guide senior leadership decisions.

Key Responsibilities

Lead Planning Cycles

• Oversee the full end-to-end annual planning and quarterly forecasting processes. This includes shaping methodologies, maintaining structured timelines, and coordinating delivery across all relevant internal teams.

Maintain Forecasting Frameworks

• Manage and improve the International Financial Forecast Model and associated processes, ensuring high-quality inputs, reliable outputs, and timely delivery for capital planning, Board reporting, and regulatory submissions.

Enhance Data and Analytical Capability

• Establish and evolve processes that capture detailed, accurate data across products, business units, and markets, enabling robust driver-based analysis.

Documentation & Controls

• Ensure all assumptions, methodologies, and outputs are fully documented and compliant with internal controls and review requirements.

Process Improvement & Automation

• Drive continuous improvement in planning and forecasting workflows, identifying opportunities for automation and enhanced accuracy within Excel and, where appropriate, system-based solutions.

Act as Deputy to the Head of FP&A

• Support the Head of Financial Planning & Forecasting in developing team capability, providing training to analysts, and stepping in as the senior representative for FP&A when required.

Reporting Support

• Contribute to the preparation of monthly and quarterly management reporting packs, Board presentations, and performance analyses.

Project & Initiative Support

• Participate in broader Finance initiatives and deliver ad hoc analytical work that supports organisational priorities.