Oliver James is proud to be representing a Global MGA in their search for a Finance Business Partner.
N.B - This is a full time office role
Job Summary
This role is part of the Strategic Execution Function. It is not intended to be fully defined, but fluid
depending on the peaks and troughs which occur in the business throughout the annual cycle. A core
focus of the role will be deal and project analysis - deals will consist of reviewing new start-ups,
existing business units, strategic changes to corporate structure and resulting financial impacts.
Project analysis will consist of any project the business carries out to ensure accretive to business
value. Analysis will include NPV, IRR, P&L, Balance Sheet, Cashflow, ad-hoc reporting, all of which will
be to extremely tight deadlines and therefore the ability to deal with multiple assignments and
deadlines will be imperative.
Duties and Responsibilities
Your responsibilities for this role may include, but are not limited to:
1. Management reporting and financial analysis
2. Provide regular and ad-hoc reporting on the performance of the group from an underwriting
perspective
3. Support group strategic initiatives
4. Analysis and resolution of queries from insurers
5. Performing analysis in relation to new business start-up ventures (this will include P&L,
balance sheet, cash flow, valuation and relating analysis required for Group investment
appraisal)
6. Project analysis - e.g. investment return on spend and resource within the remit of the COO
7. Building templates and models, as directed
8. Ad-hoc projects as required
Compliance & Regulatory Responsibilities
1. Remain compliant with FCA requirements at all times
2. Obtain appropriate approvals to ensure compliance with company policy, procedures and
regulatory requirements and rules, with regards to data protection, money laundering, etc
3. Maintain accurate records and deal with correspondence appropriately
Key Accountabilities
1. Timely and accurate reporting
2. Quality of outputs
3. Anything your line manager requests, relevant to the role/time
Essential Skills, Knowledge, and Experience
- Newly qualified member of a recognised accountancy body (ACA or ACCA preferred)
- Experience of managing multiple stakeholders
- Commercially savvy, proactive, bright, energetic, and positive with a 'can do' attitude and a
focus on getting things done
- Ability to support success and timely delivery in a complex, multi-disciplinary environment,
including ability to solve issues as they arise in response to a fast-paced environment
- Ability to handle a varied workload and competing priorities
- Ability to deliver quality outputs within tight timelines
- Strong analytical, research and reporting skills and strong attention to detail
- Personal drive and resilience in established and new/changing situations - motivated to grow
and develop with the needs of the business
- Able to contribute within a team environment, with a strong interest in the performance of
the business as a whole
- Project experience
- Strong written and spoken communication skills to enable effective communication at all
levels
- Proficiency in the Microsoft Office Suite, particularly Word, Excel and PowerPoint
o Advanced Excel - nested VLOOKUP's, data manipulation, pivot tables, etc.
Preferred Skills, Knowledge, and Experience
- Experience of working in a decentralised team, particularly with international team members
- Educated to a minimum of degree level (2:1 classification and above)
- Experience of implementation of control procedures
No Sponsorship will be provided for this role.