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Head of Financial Planning

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Social Value Portal Ltd

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Specialist insurance company Beazley is seeking a Head of Global Planning within it’s Finance function to work closely with a wide range of business stakeholders. As Beazley evolves through it’s modernisation programme, this role will take on significant responsibility being a cantral pivot point in an Integrated planning framework and resposnible financial planning BAU, strategic and governance viewpoint. Reporting to the Head of Performance Management (FLT), this role will involve managing the accurate andtimely delivery of group planning and forecasting deliverables and scenarios, alongside input and oversight of all global planning submissions. The role includes having a key influence in the continuing strategic journey towards a full integrated planning suite, working with the modernisation programme to enhance the current global planning capability and working with the IFRS 17 programme team to bring IFRS 17 planning into production. This role will be responsible for managing a sizeable global team, deploying expertise to create extra value and enabling the team to deliver on all group, platform and entity requirements.

Job Responsibility:

  • Take on significant leadership and strategic responsibility relating to global planning including representation throughout finance, the executive committee, PLC board and local management committees and boards
  • Work with the Head of MI & Business Partnering and wider Performance Management senior management peers to foster a culture that values employee experience, empowerment and wellbeing alongside amplifying the team’s overall capabilities
  • Develop and lead a sizeable global team with a focus on customer service to provide best in class service
  • Ensure that all employees have the knowledge and skills necessary to perform effectively in their given roles, especially in relation to management responsibility. You will work with them to ensure effective training and coaching is provided to aid future career progression
  • Play a pivotal role in strategic planning, working closely with the Strategic Finance team and Corporate Strategy team to deliver financial outcomes to strategic direction and initiatives
  • Help drive the strategic journey towards a full integrated planning suite across varying time periods, taking ownership of the Medium Term Plan and linking it to the capital plan as part of the journey. This also includes articulating a roadmap to reach the end goal and sharing with relevant stakeholders across Global Business Management, Corporate Strategy, Corporate Finance and Group Actuarial
  • Work with the modernisation programme to utilise new Workday technology to enhance the current global planning capability, ensuring we create efficiency and globalisation across new processes
  • Ensure the accurate and timely delivery of group planning and forecasting deliverables, analytics, and scenarios (technical and non-technical) to all relevant committees and boards. This includes consideration of the new platforms structures and ownership of planning consolidations
  • Work with the IFRS 17 programme team to bring IFRS 17 planning and analytics into production and report in line with an agreed corporate timetable
  • Ensure clear and concise articulation to Executive Management of key drivers pertaining to key outputs
  • Ensure completion of all audit deliverables and actions in relation to global planning activity
  • Embed oneself within wider company activities and support various Finance projects and initiatives

Requirements:

  • Experienced qualified accountant (ACA/ACCA/CIMA)
  • Experience of the insurance market, preferably Lloyd’s
  • Experience of FP&A roles within complex insurance organisations and knowledge of accounting policies adopted
  • Coaching & leadership skills
  • Stakeholder management and relationship building
  • Customer focus with strong attention to detail
  • Understanding of controls frameworks including documentation
  • Experience of a deadline driven environment
  • Strong written and verbal communication skills
  • Analytical / Problem solving / Decision making
  • Creativity / Innovation
What we offer:
  • Competitive salary and discretionary bonus
  • commuting reimbursement
  • free in-office lunch
  • excellent parental leave
  • financial physical and mental wellbeing contributions

Additional Information:

Job Posted:
January 25, 2026

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