Finance Analyst
Core
Provides financial planning, analysis, and management reporting for the Australian insurance business, translating data into actionable insights for decision-making.
Role type
Senior FP&A Analyst (Insurance)
Builds
Financial models, management reports, dashboards, and commercial analysis for local management and Finance stakeholders.
Domain
Insurance (Broker and Coverholder business, Lloyd's of London market)
Required skills
Financial planning and analysis, budgeting, forecasting, variance analysis, financial modeling, insurance industry knowledge (broker/coverholder), premium receivables management, data reconciliation, advanced Excel, data visualization (Power BI/Databricks), AI-enabled tools for FP&A.
Preferred skills
Experience in Lloyd's of London insurance market, knowledge of Subscribe system, CA/CPA/CIMA qualification.
Technologies
Microsoft Excel, Databricks, Power BI, Subscribe
Responsibilities
Support annual planning, budgeting, and forecasting; prepare monthly management reporting and commentary; analyze premium, claims, and expenses to identify trends and risks; partner with underwriting and operational teams; develop dashboards and presentations; support scenario analysis and business cases; monitor distribution performance and portfolio trends; assist with reconciliation of insurance data and premium receipts; monitor receivables and account positions; support month-end close and audit requirements; identify opportunities for process automation and control improvements. (via careerplan.io/jobs/d0262fe7-3d48-45b3-a6f3-2ff16a9c4a84-finance-analyst-at-canopius)
Seniority
Mid-Senior, hands-on IC