Business Planning Analyst

Harrison Holgate
London
Business Planning Analyst

London | Hybrid | Permanent

A leading Lloyd's market insurer is looking to appoint a Business Planning Analyst to join its FP&A team. This role will support financial planning, forecasting, budgeting and performance reporting, working closely with Finance, Underwriting and senior stakeholders to provide meaningful commercial insight and support business decision-making.

Key Responsibilities
  • Produce regular management reports, Board packs and financial commentary.
  • Prepare quarterly forecasts under UK GAAP and IFRS.
  • Maintain and develop financial planning and forecasting models.
  • Deliver variance analysis and provide insight into financial performance.
  • Support the annual planning and budgeting process.
  • Assist with Syndicate Business Forecast submissions and regulatory reporting.
  • Produce ad hoc financial analysis for senior management.
  • Support the continued development of Anaplan planning models and reporting processes.
About You

To be considered, you'll have:

  • Previous experience in Financial Planning & Analysis.
  • Insurance finance or accounting experience, ideally within the Lloyd's or London Market.
  • ACA, ACCA or CIMA qualification (or be actively studying).
  • Advanced Excel skills, including financial modelling and data analysis.
  • Experience with Anaplan, Qlik Sense or Power BI would be advantageous.
  • Strong analytical skills with the ability to communicate financial information clearly.
  • A proactive approach and the ability to manage multiple priorities.

This is an excellent opportunity to join a well-established insurer in a broad FP&A role offering exposure to senior stakeholders, financial planning, forecasting and business partnering within a collaborative finance function.

Posted 2026-07-27

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