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Financial Planning & Reporting Analyst

Job in City Of London, Central London, Greater London, England, UK
Listing for: HFG
Full Time position
Listed on 2026-06-13
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: City Of London

Financial Planning & Reporting Analyst
Location: London
Salary: Competitive + Bonus & Excellent Benefits

We are partnering with a leading international insurance organisation to recruit a Financial Planning & Reporting Analyst into its London-based finance team.

This is an excellent opportunity for a part-qualified or newly qualified accountant with insurance or reinsurance experience who is looking to broaden their exposure across financial reporting, planning, forecasting and business analysis within a highly respected market‑leading business.

The Role

Working closely with the Financial Controller, you will support financial planning, reporting and performance analysis activities across multiple entities and business lines. This is a varied position offering exposure to management reporting, regulatory reporting, forecasting and statutory accounts preparation.

Key Responsibilities
  • Assist with quarterly financial reporting and underwriting performance analysis.
  • Support the preparation of forecasts, budgets and long‑term business plans.
  • Produce financial commentary and management information for senior stakeholders.
  • Assist with balance sheet reviews and financial performance reporting.
  • Support the preparation of statutory accounts and regulatory submissions.
  • Conduct financial reviews and credit assessments of insurance intermediaries.
  • Contribute to business planning and forecasting activities.
  • Provide ad hoc financial analysis and support to the wider finance team.
About You
  • Part‑qualified accountant (ACA, ACCA or CIMA preferred).
  • Experience with in the insurance, reinsurance or Lloyd's market environment.
  • Strong analytical and problem‑solving skills.
  • Excellent communication skills, both written and verbal.
  • High attention to detail and ability to manage competing priorities.
  • Proactive, self‑motivated and eager to develop professionally.
  • Strong team player with a collaborative approach.
Technical Skills
  • Advanced Microsoft Excel skills including Pivot Tables, XLOOKUPs, SUMIFS and Power Query.
  • Understanding of financial reporting and planning processes.
  • Previous practice experience would be advantageous.
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