Join to apply for the FP&A Business Partner - 12 month FTC role at PoloWorks
1 day ago Be among the first 25 applicants
Join to apply for the FP&A Business Partner - 12 month FTC role at PoloWorks
Description
The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd’s returns for Polo Managing Agency’s third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts.
Department: Corporate Finance
Location: Cheltenham
Description
The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd’s returns for Polo Managing Agency’s third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts.
The FP&A Business Partner will also be responsible for supporting the Polo Managing Agency with building capability and scale within the London based agency (PMA), and within the Cheltenham based service company (PCIS). This will involve establishing standardized models and processes and helping to roll-these out across multiple syndicates and amongst the wider Finance team at PCIS and PMA.
Key Responsibilities
Act as the main point of contact between PMA and third-party Syndicates on all matters financial planning and analysis relevant to Lloyd’s reporting, (with the PMA Finance Director).
Working with PMA Finance, including the PMA-FD and Syndicate FCs to prepare:
* annual planning and quarterly re-forecasting exercises, incorporating Solvency II / Solvency UK requirements
* forecast and planning information for existing clients and the relevant Lloyd’s returns (e.g. Cashflows in the QMA, Ultimates in the QMB, GAAP forecasts in the “Flash”),
* forecast and planning information for new PMA clients seeking permission to underwrite at Lloyd’s.
Establish a standardized PMA-GAAP Forecast model that can be used across multiple clients, existing and future, and that can be rolled out to the Polo services company (PCIS).
Assist FCs with Syndicate result’s commentary (plan v actual), Board/Committee reporting
Help establish 3rd Party FP&A capability in PCIS, working with the PCIS Head of Client Finance (based in Cheltenham) and PMA Finance Director (based in London).
Skills, Knowledge & Expertise
Qualified Accountant.
A critical thinker with the ability to deal with challenge when dealing with senior stakeholders.
Experience in FP&A including within the Lloyd’s market including knowledge of the relevant Lloyd’s returns.
Proficient back-end user of financial software (e.g. Anaplan, SUN, PowerBI) and the ability to create tailored reports and dashboards to support the end user.
Strong written communication skills.
Strong oral communication skills.
Collaborative and cooperative approach to all interactions both within and outside the organisation
Ability to enforce change and offer appropriate solutions.
Ability to communicate effectively with stakeholders of various seniority.
Job Benefits
As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Contract
Job function
* Job function
Finance and Sales
* Industries
Insurance
Referrals increase your chances of interviewing at PoloWorks by 2x
Sign in to set job alerts for “Financial Planning and Analysis Specialist” roles.
Commercial Finance Analyst, PlayStation Services
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 weeks ago
Financial Planning and Analysis Specialist
London, England, United Kingdom 1 week ago
London, England, United Kingdom 3 weeks ago
Equity Analyst - Multi-Asset Family Office
Greater London, England, United Kingdom 3 weeks ago
Goldman Sachs Alternatives - Private Credit Investing - Analyst - London
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 3 days ago
London, England, United Kingdom 2 years ago
Goldman Sachs Alternatives - Private Equity Investing (Climate & Sustainability)- Analyst /Junior Associate - London
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 3 weeks ago
Analyst/Associate, Venture Capital Fund, London, UK
Greater London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 6 days ago
Goldman Sachs Alternatives – Private Equity Infrastructure - Analyst - London
London, England, United Kingdom 1 week ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 days ago
Financial Planning and Analysis Specialist
London Area, United Kingdom £80.00-£80.00 5 hours ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 6 hours ago
Sr. Finance Analyst - International FP&A
London, England, United Kingdom 1 day ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr