Manager & Financial Planning & Analysis

Bupa Insurance Limited; Brighton; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

A leading health insurer is seeking a Financial Planning and Analysis Manager based in the UK. This role involves managing global financial planning processes and analyzing business performance. The ideal candidate will have a professional accounting qualification and experience in financial services or insurance sectors. Benefits include a competitive salary, bonus scheme, and diverse work environment promoting inclusion and flexibility.

Benefits

25 days holiday, increasing with service

Bupa health insurance

Enhanced pension plan and life insurance

Onsite gyms or local discounts

Various other benefits and online discounts

Qualifications

• Minimum 2 years post qualification experience.
• Proven leadership attributes with the ability to implement strategic vision.
• Comprehensive financial planning and analysis knowledge.

Responsibilities

• Design and deliver financial planning and forecasting processes.
• Lead the evolution of forecasting tools to drive efficiency.
• Provide value-add analysis on key performance metrics.

Skills

Professional Accounting qualification (ACCA, ACA, CPA)

Leadership attributes

Financial planning and analysis knowledge

Experience of operating in a regulated environment

Excellent written and oral communication skills

Strong knowledge of Excel, Power BI, PowerPoint, Anaplan, Oracle

Education

Professional Accounting qualification (ACCA, ACA, CPA)

Tools

Excel

Power BI

Oracle databases

Job description

Job Description:

Financial Planning and Analysis Manager

Hybrid working with up to 4 days per week working from home

Brighton, Staines or Angel Court - London

Permanent

Salary £55,500 - £69,300 per annum

Fantastic benefits including 10% Management Bonus Scheme

Full time 37.5 hours per week

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with OIC), Egypt and Hong Kong (China) as well as regional offices in mainland China, Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

We make health happen

As our FP&A Manager you'll be responsible for the design and delivery of Bupa's Global financial planning and forecasting processes and for undertaking reporting and detailed analysis of business performance to be able to deliver added value support and challenge to a wide range of stakeholders.

You’ll help us make health happen by being responsible for

• Leading on the evolution of forecasting tools & processes to drive more efficient and insightful forecasting.
• Developing and managing relationships with Finance and bon-Finance stakeholders
• Providing support to the wider FP&A team, and aiding in the development of team members
• Providing a value-add service to stakeholders to understand key financial metrics as compared to the plan.
• Providing value added analysis around key performance metrics
• Reviewing commentaries and submissions from regions and providing cross-divisional analysis and interpretation of results to the BG Exco, Market Unit and other stakeholders.
• Identification and monitoring of key performance indicators for the business

As our FP&A Manager you'll play a pivotal role in designing and delivering Bupa's global financial planning and forecasting processes. Here you'll be right at the heart of the business and you'll get to see what our future holds.

This role suits an analytically minded yet curious person who wants to be part of a great team and will be able to inform and influence right up to board level.

Key Skills / Qualifications needed for this role

• Professional Accounting qualification (ACCA, ACA, CPA) with minimum 2 years post qualification experience.
• Ability to act as a change agent and champion change throughout the team.
• Proven leadership attributes with the ability to translate and implement strategic vision through people management and development activities.
• Comprehensive financial planning and analysis knowledge with demonstrable success of operating at a senior level, ideally in within the financial services sector or insurance.
• Experience of operating in a regulated environment.
• First‑hand experience of financial / business planning in a complex and multi‑level (i.e. Group / Divisional / Multinational) organisational environment.
• An understanding of process re‑engineering and the ability to make improvements to planning processes and to embed the changes throughout an organisation.
• Excellent written and oral communication skills, including preparation of executive presentations.
• Advanced abilities to interact with and influence at senior levels, particularly at Divisional and Executive level (up to Board).
• Strong knowledge of Excel, Power BI, PowerPoint, Anaplan and Oracle databases; experience of working with financial systems an advantage.

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

• 25 days holiday, increasing through length of service, with option to buy or sell
• Bupa health insurance as a benefit in kind
• An enhanced pension plan and life insurance
• Onsite gyms or local discounts where no onsite gym available
• Various other benefits and online discounts

Why Bupa?

We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to ”Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa takes pride in being a Level 2 Disability Confident Employer and will aim to offer an interview/assessment to disabled applicants who best meet the minimum criteria for the role. We're committed to ensuring you're treated fairly during the recruitment process and offer reasonable adjustments to anyone who may benefit from accommodations to the recruitment process.

Time Type:

Full time

Job Area:

Finance & Accounting

Locations:

Bupa Place, Victory House, Brighton