At Open GI it is our vision to connect the insurance community through market-leading technology. Our people are placed at the heart of this, and diversity, equity and inclusion are central to everything we do.
We know the key to achieving success is to enable a positive, inclusive, and collaborative working culture, and, as part of our commitment, we have signed up for a number of pledges and programmes designed to support and nurture our people.
No matter where you sit or which team you are a part of, we want you to know that you contribute in helping us to shape where the company will be in the future. We would love for each employee to be able to talk with pride about our company and, most importantly, consider Open GI to be an inclusive, fun, and fulfilling place to work.
Position:
We are seeking an experienced and commercially minded FP&A Manager to join our small but high-impact FP&A team. The role exists to act as a trusted financial partner to senior leadership, delivering high-quality insight, robust forecasting, and decision support across the Open GI group.
Reporting into the Head of FP&A, this role has significant autonomy and accountability for end-to-end cost forecasting, FP&A modelling strategy, and performance insight, while also line-managing and developing one FP&A team member.
The FP&A Manager will operate as a deputy to the Head of FP&A, with exposure to Executive, and plays a key part in shaping financial plans, challenging performance, and supporting decisions in a fast-paced, private equity-backed environment.
Key responsibilities
Business Partnership
* Serve as a trusted advisor to executive and senior management, offering insights and recommendations based on in-depth financial analysis, working collaboratively to understand their financial needs and provide support.
* Lead cross-functional meetings to discuss financial performance and strategic initiatives.
* Collaborate with procurement team to target cost saving opportunities.
FP&A, Modelling and Insight
* Own monthly FP&A reporting for Executive Committee and Board, ensuring clarity of narrative, strong analytical insight, and accuracy.
* Lead and own the design, development, and maintenance of complex FP&A models, including cost models, scenario analysis, sensitivities, and multi-year plans.
* Collaborate with stakeholders to develop a data cube and dashboard reporting to support FP&A analysis of historical growth drivers and support a dynamic forecast model.
* Translate financial results and forecasts into actionable insight, linking outcomes to operational and cost drivers.
* Be the primary FP&A subject-matter expert for cost analysis, R&D modelling, productivity analysis and forecasting methodologies.
Budgeting and Cost Forecasting
* Full accountability for the end-to-end cost forecasting process, including methodology, assumptions, governance, and ongoing accuracy.
* Support the annual budgeting process, working closely with department heads to ensure realistic budget submissions, through review and appropriate challenge.
* Monitor and provide regular updates on forecast and budget performance, highlighting risks and opportunities and recommending mitigating actions.
Leadership & Team Management
* Direct line management responsibility for one FP&A team member, including goal setting, coaching, development, and performance management.
* Act as a mentor and role model across the wider finance team, raising the bar for insight, rigour, ownership and reporting quality.
* Review and oversee analytical outputs, ensuring consistency, insight, and high technical standards.
* Develop team capability in modelling, forecasting, and stakeholder engagement, fostering a strong sense of ownership and accountability.
Strategic Initiatives & Continuous Improvement
* Support strategic initiatives and projects through thorough modelling and analysis.
* Drive continuous improvement in FP&A processes, forecasting accuracy, reporting quality, and model governance.
* Contribute to the development of stronger cost control, procurement, and financial governance practices.
* Leverage financial systems, data, and tools to improve automation, insight, and efficiency.
Requirements:
Qualifications
* The successful candidate will be a fully qualified accountant ACCA, ACA, CIMA (essential).
Experience & Technical Skills
* Strong, demonstrable experience in an FP&A role with clear ownership of forecasting and f inancial modelling
* Proven experience in business partnering with senior stakeholders and the procurement team, proactively driving margin-improving outcomes
* Advanced expertise in cost forecasting, scenario analysis, and analytical problem solving. Experience working in a SaaS environment advantageous.
* Proven experience managing, coaching, or developing others (or clear readiness to step into a people-management role).
* Ability to design and explain complex financial models to non-finance stakeholders.
* Advanced Excel skills, including complex formulas and structured modelling techniques.
* Experience with reporting and visualisation tools (Power BI desirable).
* Strong written and verbal communication skills, including Executive-level presentations.
* Experience with financial and operational systems (e.g. SAP, Jira, Salesforce) advantageous.
Aptitudes
* Commercially minded, inquisitive, and strongly performance-focused.
* Comfortable operating with autonomy in a lean FP&A environment.
* Confident and experienced in challenging assumptions and influencing senior stakeholders.
* Detail-oriented while retaining the ability to think strategically.
* Ownership-driven, resilient, and motivated by continuous improvement
Other information:
Mission and Values
It is our mission to be both the Technology Partner and Employer of Choice to the UK General Insurance market. Our people are placed at the heart of this and diversity, equality and inclusion are central to everything we do.
* Accountability: We own our actions and shape our success on the results we deliver
* Innovation: We tackle challenges with fresh thinking and bold ideas
* Teamwork: We work together, recognising we can’t do this without each other
* Trust: We build trust on integrity, transparency and mutual respect
We are looking for an individual who embraces our values in their actions, decisions, communications and processes to inspire positivity and, ultimately, exceptional performance.
Benefits package
* Competitive salary depending on skills and experience
* Company pension
* Bonus opportunity
* Life assurance and critical illness cover
* Cycle to work scheme
* Perkbox – an exclusive platform offering a wide range of discounts and benefits
* Holiday entitlement of 25 days per annum, increasing to 26 days per annum after three years of service & a holiday purchase scheme
* Opportunity for a more flexible approach to start, finish, and lunchtimes to allow you to better manage events outside of work
* Social clubs - whether you’re into your cycling, crafts, or other hobbies, we have a number of groups at Open GI where individuals who enjoy the same pursuits can get together
* Wellbeing – wills at work scheme, employee assistance programme and mental health first aiders
Please note, this is a hybrid position requiring in-office attendance at our Worcester location twice a week .