Oliver James
Lead Finance Business Partner
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Overview
The Lead Financial Business Partner will serve as a strategic individual contributor responsible for financial planning and analysis, management reporting and business insight generation.
This individual will work closely with senior finance leadership and cross-functional stakeholders to improve forecasting, analyze financial performance and provide actionable insights that support enterprise decision-making. The position will also play a leading role in building out the FP&A function and enhancing the company’s budgeting, reporting and data capabilities.
Key Responsibilities
- Lead the development of the FP&A function, including assuming ownership of the budgeting and planning process.
- Drive the implementation and adoption of data analytics programs for budgeting, forecasting and management reporting.
- Prepare quarterly budget-to-actual and variance analysis across premiums, losses and expenses.
- Incorporate actuarial data and loss assumptions into forecasts, budgets and performance reporting.
- Analyze financial close results and explain key movements across premiums, losses and expenses.
- Coordinate financial close schedules, flux analysis and consolidated FP&A reporting.
- Partner with actuarial, accounting, technology and business intelligence teams to improve reporting accuracy and data integration.
- Serve as a key liaison with the controllership team, ensuring ledger activity is properly interpreted and reconciled.
- Manage quarterly reporting and reconcile results to the general ledger, Schedule P and supporting loss data.
- Develop management reporting that clearly compares actual results against budget and forecast.
- Deliver finalized financial reporting and actionable insights to senior leadership.
- Oversee balance-sheet and suspense-account reconciliations, ensuring discrepancies and aged items are resolved promptly.
- Manage audit deliverables, including information requests and supporting documentation for external auditors.
- Enhance business intelligence reporting through collaboration with technology teams.
- Integrate loss data, legacy-system reports and other financial information into centralized planning and reporting platforms.
- Contribute to broader finance-transformation initiatives by developing scalable reporting, budgeting and analytical solutions.
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Qualifications
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- Bachelor’s degree in Finance, Accounting, Economics or a related discipline.
- 7+ years of experience in FP&A, finance, accounting or business analysis.
- Experience within P&C insurance is strongly preferred.
- Demonstrated experience supporting budgeting, forecasting, financial modeling and variance analysis.
- Previous exposure to financial reporting and close environments.
- Strong cross-functional business-partnering experience.
- Advanced proficiency in Microsoft Excel and financial modeling.
- Experience working with financial systems, ERP platforms or planning tools.
- Experience with IBM Planning Analytics or TM1 is highly desirable.
- Familiarity with Power BI, Microsoft Fabric or other data-visualization tools is preferred.
- MBA or other relevant advanced qualification is a plus.
To be considered for this opportunity, please apply using the prompts provided. Alternatively, please reach out to Adam Salvadori at [email protected].
Please note that given the number of applicants only those candidates with the relevant skill set can be considered.
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