FP&A Analyst

Responsibilities

This role sits within the Financial Planning and Analysis (FP&A) function within finance. The role works alongside the Operations team and the Financial Reporting team, and is expected to contribute to any of the responsibilities of the overall finance function as required.

Overall responsibilities of this role are outlined below:

• Contribute to the FP&A month, quarter and year end planning and reporting process
• Maintain, develop and enhance the reporting templates in VENA (FP&A MI system).
• Work with Pricing teams to deliver monthly dashboards reporting to quarterly UC's/Executive teams
• Analyse Monthly/Quarterly results
• Expense reporting for both legal entity and Corporate Profit Centre
• Work collaboratively with the wider finance team to support FP&A deliverables
• Get involved with supporting finance projects VENA development, reporting dashboards and tools to help with financial analysis
• Work with Senior FP&A analyst to contribute to a robust planning process with a keen focus on enhancements through innovation

This role operates across the broader finance function and other parts of the business in order to ensure that the following specific responsibilities are achieved:

Management of financial dataflows

• To build automated reconciliations for outputs from BDW (Finance Datawarehouse)/VENA
• To perform route cause analysis for data anomalies and work with Source System and
• Datawarehouse owners to resolve
• To work with the MI team to achieve alignment of data between VENA/BDW/Reinsurance system

Automation of data processes

• Roll forwards and enhancement of VENA templates (planning tool) for key inputs and outputs
• Design and develop automated reconciliations and reports to support the finance function
• Work with Financial Reporting and Operations teams to identify opportunities for automation and
• efficiencies
• Developing tools and automated process to drive efficiency, remove manual process and complex
• Excel based models and achieve the strategic goal of one version of the truth throughout the business

Report Production and Maintenance

• Produce reports on a monthly/quarterly/annual basis as required to support the month end close, regulatory reporting and planning cycles

Other

• Perform ad-hoc data analysis as and when needed
• Support other data requests and data projects around the business
• Work with the new WRBU data steward to document process flows, "Information Produced by Entity" and key controls

Qualifications

• Part Qualified or Qualified Accountant (ACA, ACCA or equivalent),
• Strong data skills with exposure to other FP&A systems and tools. Advanced excel skills a plus and exposure to Python and SQL highly desirable
• Strong insurance knowledge desirable but not mandatory
• Ability to understand the bigger picture and visualise the end-to-end process of transactions
• Strong communication skills, ability to interact at all levels and keep stakeholders informed
• Strong analytical and control skills to ensure integrity of data, ability to audit and self-audit
• Strong project management, prioritisation and time keeping skills