Financial Planning Analyst

A unique opportunity for a Financial Planning Analyst to join a dynamic team in a growing insurance group based in Bristol (Cribbs Causeway). This is a highly commercial role supporting all key operations in the business and reporting to the Head of Commercial Finance

Salary: competitive depending on experience

Key responsibilities include (but are not limited to)

  • Assist in the annual group-wide budget and ongoing forecast process, ensuring its robustness and cohesiveness
  • Provide support and challenge to operational management in planning, forecasting, analysing and then maximising business performance across the group
  • Interpret monthly financial results and present to operational management, providing challenge and support to maximise operational efficiency
  • Presentation of the annual budget results to senior members
  • Deliver ad-hoc analysis and review of major business initiatives
  • Drive forward improvements in timely and accurate management information

Key Skills and attributes

  • Part qualified (ACA, ACCA or CIMA) and/or similar industry experience, ideally in commercial finance, business partnering or financial planning – broker or insurance experience is preferred but not essential
  • Excellent interpersonal and communication skills
  • Commercial outlook
  • Able to present financial information clearly and simply
  • Advanced Microsoft excel skills
  • Able to interpret financial results and suggest/implement business improvements
  • Strong numerical ability and good attention to detail

Please apply for this position by submitting your CV to [email protected] and someone will be in touch to discuss.