Finance Manager - Planning & Forecasting
- Recruiter
- Marks Sattin
- Location
- England, West Yorkshire, Leeds
- Salary
- £37000 - £42000 per annum + Benefits
- Posted
- 13 Oct 2021
- Closes
- 10 Nov 2021
- Ref
- 68552
- Contact
- Stephanie Teale
- Job Title
- Finance Manager
- Category
- Insurance
- Contract Type
- Contract
- Hours
- Full Time
Finance Manager - Planning & Reporting
£37,000 - £42,000 + Benefits
12 months FTC - Potential for perm
Yorkshire - Home Working
Join this impressive Insurance business in their Commercial Finance team in Leeds who have an exciting opportunity for a hardworking accounting professional to join the team. The role is 12 months FTC that could go permanent for the right candidate.
The Commercial team is a dynamic, engaging and hardworking team with responsibility across the following broad categories:
- Group Reporting and forecasting including month end reporting, half-yearly external news releases and quarterly interim management statements, quarterly forecasts, planning and stress and reverse stress testing;
- Costs & Investment benefits reporting and business partnering;
- Financial control team with activities including journal processing, daily/ month reconciliations and a range of treasury related activities.
You will have exposure to multiple areas of the business. This provides an excellent opportunity for personal development, career progression, and a chance to create a real difference to the way Finance operates. If you enjoy working in a fast paced environment across a wide range of partners, want to improve your business understanding and have a desire to continually improve and innovate in a collaborative fashion, you'll be well suited to the role. The role requires a self-starter accustomed to managing priorities, a clear-thinker who can work independently and to tight deadlines with strong interpersonal, communication and analytical skills. Flexible approach is required - given the demands of the role will continue to vary.
Key responsibilities;
- Lead the planning process, helping set the timelines, process, shape & presenting the consolidated plans
- Work with the Business & Finance Partners to build challenging and credible plans
- Complete detailed analysis, consolidation and review of planning outputs as well as challenging and modelling income assumptions and scenarios.
- Producing standard and ad hoc reports & analysis to the FD, Business Partners, & business/ divisional stakeholders.
- Drive continuous improvement and simplification of the planning and forecast processes
- Produce schedules required for Group Committees and board
- Operate effective and efficient control and governance processes over the planning process
- Support planning requirements for regulatory returns, capital & liquidity processes
- Financial Oversight of planning models and methodology including supporting annual validation process
- Manage Risk & Opportunities & Financial Out turns/ Forecasts
- Manage the Stress Testing & Scenarios modelling
- Provide Finance SME on Finance projects impacting planning providing ad hoc data analysis.
- Support planning negative income, working alongside the Cost Management team, CMUs & Sourcing.
- Provide input into the liquidity forecasting process for premiums & commissions
- Establish and build relationships with senior business stakeholders
- Establish and build relationships with customers to maintain an understanding of expectations, remain relevant, and provide appropriate support and guidance
Key skills & Experience
- Finance professional with a proven track record gained in a range of roles, with a good knowledge within planning and reporting disciplines.
- Qualified or part-qualified accountant with relevant experience.
- Strong analytical & numeracy skills
- Display attention to detail and accuracy
- Commercial awareness - Experience of and understanding of market and industry environment.
- Excellent knowledge of Microsoft Excel and good knowledge of PowerPoint
- Good understanding of finance systems, architecture and processes.
- Self-motivated, ability to work under pressure both in isolation/others with controls
- Ability to communicate and influence effectively at senior levels.
- Strong self-management and organisational skills.