fp&a

fp&a Job Description Template

Our company is looking for a fp&a to join our team.

Responsibilities:

  • Take overall responsibility for headcount reporting at group level;
  • To support management decisions through the analysis, control and presentation of actual and forecast information;
  • Active monitoring of business plan and budget execution;
  • Preparation of related board briefing materials;
  • Analysis and preparation for business partnering work;
  • Produce ad hoc reporting and analysis of information based on underwriting data in the Data Warehouse;
  • Financial modelling;
  • Maintenance of models and spreadsheets including role forward for monthly close;
  • As directed, provide specific resource analysis for Senior Management and the Board of Directors;
  • Analytical review of business performance issues and forecast accuracy;
  • Forecasting, commentaries, analysis of results, budgeting and planning, regulatory returns, spreadsheet modelling and production of board packs;
  • Manage the group’s budget and forecast processes;
  • Preparation and review of group management reporting and KPIs;
  • To assist the FP&A Manager and Senior Business Planning Analyst in all FP&A related tasks;
  • Provide advice and guidance to budget holders.

Requirements:

  • Strong Excel skills including use of pivot tables, lookups and data manipulation including ability to roll forward, update and amend Financial Models;
  • Knowledge of Data Analytic systems such as Qlik Sense or Power BI would be advantageous;
  • Excellent financial modelling and analytical skills;
  • Previous insurance and accounting knowledge within Financial Planning;
  • Part-Qualified CIMA or ACCA;
  • The ability to produce accurate, constructive and timely reports;
  • Ability to understand and explain variances to plan and prior year.