Business Planning Analyst

Responsibilities

• Preparing the quarterly financial year forecast for the Syndicate on a Lloyd's and Group basis for review by the Syndicate FP&A Manager, including the technical and non-technical result, and converting Underwriting Year Ultimates into a forecast financial year result.
• Preparing the quarterly Underwriting Result Financial Year commentary vs Plan for the Syndicate, including preparing all the analytical files supporting the commentary.
• Preparing the overall quarterly Syndicate Board Pack including the Underwriting Result commentary, Expenses, Investment Income, Balance Sheet, and liaising with other areas of Finance to produce the tables and commentary.
• Preparing the quarterly Underwriting Year forecast (ROCE) report for distribution to the Executives and Underwriters.
• Assisting the Syndicate FP&A manager in the production of the yearly Financial Year Syndicate and Group Plan.
• Assisting in the production of the yearly Syndicate SBF submission to Lloyd's.
• Maintaining Syndicate and Group working files – this includes Analytical and calculation files as well as data sets for use by the team and other stakeholders.
• Producing the Planning Group templates for our Parent Company.
• Assisting in the development of Anaplan by reviewing and conducting user testing as well as providing support in the build of Anaplan UX pages.
• Supporting the team in other adhoc FP&A requests.