Expense Planning Analyst - 9 month FTC
Beazley Management Limited Birmingham, United Kingdom Apply now Posted 23 hours ago Contract Competitive
General
Job Description & Person Specification
Job Title: Expense Planning Analyst - 9 month FTC
Division: Finance
Key Relationships: Finance Management, Expense Business Partners, Finance Business Partners, Support Function Heads, Underwriting Business Managers, Corporate Development and other Business Users.
Job Summary: Support & actively contribute to the accurate and timely delivery of Expense Planning cycles, analytical insight and associated MI for the Beazley group of companies. To conduct oneself in line with core & partnership competencies noted below.
Key Responsibilities:
* Responsible for supporting the expense (planning) and reporting function, ensuring the integrity of the annual plan and supporting the Business Partner Relationship model for all functions/teams:
* Support the delivery of the expense planning cycles, ultimately under the remit of the expense planning manager, in accordance with pre-approved timetables. Including:
* Review of Oracle Workforce Planning inputs into the Planning process.
* Ensure planning processes and assumptions are aligned to the logic in Expense Actuals.
* Production of various analytics (Cost walks and commentary) to explain movement in Expense numbers between different comparators (for example current year plan vs last year actuals).
* In-depth understanding of and maintenance of various process documentation underpinning the expense planning cycle.
* Support Group Planning and Business Partnering teams with ad-hoc investigation work.
* Closely partner with the Workday Adaptive Support team to understand all aspects of the Adaptive Planning model for Expenses.
* Participate in team-wide process improvement initiatives.
Technical Competencies
* Basic understanding of expense processes and concepts, ideally within an insurance environment.
* Knowledge of insurance principles, concepts, terminology and accounting.
* Highly proficient in MS Excel.
* Knowledge of corporate planning processes and tools. Experience in using Workday Adaptive would be ideal but not required.
Core Competencies
* Analytical Thinking: Logical analytical approach to rapidly changing data and situations.
* Professionalism: Consistently demonstrates integrity and builds successful working relationships.
* Learning and Development: Seeks self-development opportunities and engages in feedback.
* Adaptability: Effectively manages changing priorities in a dynamic environment.
* Responsibility and Accountability: Assumes full responsibility for decisions and commitments.
* Communicating Effectively: Timely communication of new information to relevant parties.
* Demonstrating Teamwork: Seeks collaboration and shares knowledge with others.
* Innovative Approach: Identifies potential barriers and provides alternatives.
Integrity and Control
* Identify potential errors with financial impact and take steps to prevent them.
* Act as a conduit between the Finance department and other departments to maintain financial data integrity.
* Produce and maintain procedures documentation for own tasks.
Personal Specification:
* Education and Qualifications:
o Fully or Part qualified accountant
o A Levels or equivalent
o Financial Services background
* Skills and Abilities:
o Strong analytical skills with attention to detail
o Accurate and numerate
o Excellent working knowledge of Excel
o Able to communicate effectively with others
o Motivational skills, team worker as well as able to work on own initiative
o The ability to manage time, meet deadlines and prioritise
* Knowledge and Experience:
o Bookkeeping & Accounting
o Knowledge of reconciliations
o Creation of financial reports at departmental level
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