Financial Planning & Analysis Manager
Sompo International
Keywords
Spreadsheets
Financial Planning
Power BI
Data Streaming
Management and Business Consulting
Databases
Operational Data Store
Anaplan
SAP Applications
Data Processing
Skills
FP&A Anaplan, data manipulation, data flows, data flow, database, Excel, multi-platform, operational data, Microsoft Power BI, Power BI, Qlikview, SAP, spreadsheets, spread sheet, VBA
Project history
05/2020
-
09/2022
* Continued FP&A support as lead business partner for Marine, Energy, Aviation and Financial Political Risk
* Selected to lead the transition of the Bermuda underwriters into the London FP&A team from the US team
* Integrated and implemented the London FP&A blueprints and structure into the Bermuda underwriting team
* Built relationships with underwriters to explain underlying operational & financial performance
* Business partnered and upskilled Bermuda Underwriters on knowledge gaps of financial performance
* Partnered with the US Operations and FP&A team to understand the complex MI landscape
* Identified differences between US and London FP&A reporting and communicated to the underwriters
* Articulated the complex MI landscape to underwriters to explain how data flows end to end in a financial close
* Built MI capabilities in Power BI, excel models and dashboards to bridge operational and financial data to
understand underlying drivers of profitability and key performance metrics
* Upskilled and trained the Bermuda underwriters to use the London FP&A Anaplan planning tool
* Populated and data mined historical operational and financial performance of Bermuda underwriting activities to
understand trends and business performance
* Performed deep dive class analysis to understand key drivers of suboptimal financial performance and
communicated concerns to the London management team
* Selected to lead the transition of the Bermuda underwriters into the London FP&A team from the US team
* Integrated and implemented the London FP&A blueprints and structure into the Bermuda underwriting team
* Built relationships with underwriters to explain underlying operational & financial performance
* Business partnered and upskilled Bermuda Underwriters on knowledge gaps of financial performance
* Partnered with the US Operations and FP&A team to understand the complex MI landscape
* Identified differences between US and London FP&A reporting and communicated to the underwriters
* Articulated the complex MI landscape to underwriters to explain how data flows end to end in a financial close
* Built MI capabilities in Power BI, excel models and dashboards to bridge operational and financial data to
understand underlying drivers of profitability and key performance metrics
* Upskilled and trained the Bermuda underwriters to use the London FP&A Anaplan planning tool
* Populated and data mined historical operational and financial performance of Bermuda underwriting activities to
understand trends and business performance
* Performed deep dive class analysis to understand key drivers of suboptimal financial performance and
communicated concerns to the London management team
01/2020
-
05/2020
Financial Planning & Analysis Consultant
Argo International
* Led the development of transforming monthly reporting, planning and analysis activities
* Delivered a platform for monthly FP&A activities utilising Power BI technology which was recently installed
* Encouraged the utilisation of TM1 as single point version of the truth and avoid databasing via spreadsheets
* Designed cube structure/workflows and liaised with external TM1 consultants to help build the environment
* Supported the development of automatic data feeds from TM1 into Power BI
* Led the development and process enhancement of planning and forecasting activities
* Performed a detailed process review and eliminated redundancy and duplication in the BAU activities
* Harmonised processes combined with standardisation across all activities to allow for automation via VBA
* Reengineered processes provided an opportunity to understand underlying performance in a highly complex MI
landscape
* Delivered a platform for monthly FP&A activities utilising Power BI technology which was recently installed
* Encouraged the utilisation of TM1 as single point version of the truth and avoid databasing via spreadsheets
* Designed cube structure/workflows and liaised with external TM1 consultants to help build the environment
* Supported the development of automatic data feeds from TM1 into Power BI
* Led the development and process enhancement of planning and forecasting activities
* Performed a detailed process review and eliminated redundancy and duplication in the BAU activities
* Harmonised processes combined with standardisation across all activities to allow for automation via VBA
* Reengineered processes provided an opportunity to understand underlying performance in a highly complex MI
landscape
11/2018
-
12/2019
Financial Planning & Analysis Manager
Sompo International
* Lead Business Partner for Marine, Energy, Aviation and Financial Political Risk
* Maintained & built relationships with underwriters to explain underlying operational & financial performance
* Took lead on the validation of commercial reality reflected in the financial result
* Provided forensic accounting services to understand data flow, processes & controls in a complex MI landscape
* Alleviated transparency restrictions on the financial close process in a highly complex MI environment
* Produced a walk from operational to financial data, articulating issues within the financial close process
* Quantified the amount of underlying underwriting contribution over/under stated in the financial result
* Partnered with Underwriters to build MI capabilities in Power BI to bridge operational and financial data
* Delivered monthly Underwriting Production Packs explaining premium and variances to plan
* Delivered monthly Premium Bridge explaining pricing metrics, rate, linesize & new business
* Delivered the Annual Planning, Quarterly Re-forecasts and reports to meet the needs of internal stakeholders
* Delivered the Quarterly Packs explaining the financial results and variances to plan and presented to the C suite
* Redesigned & implemented a reporting platform using VBA to automate monthly FP&A deliverables
* Designed & implemented a suite of analysis tools in Power BI to unlock key commercial insights and
understand underlying drivers of operational and financial performance
* Adhoc project work to understand the financial impact of changes in class earnings patterns
* Maintained & built relationships with underwriters to explain underlying operational & financial performance
* Took lead on the validation of commercial reality reflected in the financial result
* Provided forensic accounting services to understand data flow, processes & controls in a complex MI landscape
* Alleviated transparency restrictions on the financial close process in a highly complex MI environment
* Produced a walk from operational to financial data, articulating issues within the financial close process
* Quantified the amount of underlying underwriting contribution over/under stated in the financial result
* Partnered with Underwriters to build MI capabilities in Power BI to bridge operational and financial data
* Delivered monthly Underwriting Production Packs explaining premium and variances to plan
* Delivered monthly Premium Bridge explaining pricing metrics, rate, linesize & new business
* Delivered the Annual Planning, Quarterly Re-forecasts and reports to meet the needs of internal stakeholders
* Delivered the Quarterly Packs explaining the financial results and variances to plan and presented to the C suite
* Redesigned & implemented a reporting platform using VBA to automate monthly FP&A deliverables
* Designed & implemented a suite of analysis tools in Power BI to unlock key commercial insights and
understand underlying drivers of operational and financial performance
* Adhoc project work to understand the financial impact of changes in class earnings patterns
06/2018
-
11/2018
Consultant - Financial Planning & Analysis
Neon Underwriting
* Reported into and worked directly for the Head of Finance
* Engaged on various special projects encompassing corporate transactions to re-optimise the business
* Transitioned a substandard FP&A department during a restructure in the Finance department
* Built a platform to provide basic capabilities of FP&A activities & Business Partnering
* Built a strong presence of FP&A across functions to reignite confidence across the organisation
* Redesigned and implemented a new planning tool. A dynamic solution used for planning & forecasting, creating
a platform for Financial Control, Analysis and Reporting
* Redesigned and streamlined the Quarterly reporting requirements using the new planning tool
* Tools implemented provided a foundation to challenge commercial reality in both operational and financial data
* Engaged on various special projects encompassing corporate transactions to re-optimise the business
* Transitioned a substandard FP&A department during a restructure in the Finance department
* Built a platform to provide basic capabilities of FP&A activities & Business Partnering
* Built a strong presence of FP&A across functions to reignite confidence across the organisation
* Redesigned and implemented a new planning tool. A dynamic solution used for planning & forecasting, creating
a platform for Financial Control, Analysis and Reporting
* Redesigned and streamlined the Quarterly reporting requirements using the new planning tool
* Tools implemented provided a foundation to challenge commercial reality in both operational and financial data
02/2017
-
06/2018
FP&A Manager - Expenses & Transformation
Ageas UK
* Reported into and worked directly for the UK Head of Expenses & Transformation
* Supported & led the development of transformation options; business case modelling & benefit tracking
* Engaged in an external expense benchmarking exercise to understand the landscape & scope of change required
* Assisted the delivery of the 3-year expense budget, embedding expense initiative savings aligned to the planned
business change programme
* Transitioned an inefficient expense control, reporting, budgeting and forecast processes to deliver transparent
controls and analytics aimed to challenge underlying performance and drive informed decisions
* Redesigned and implemented a new expense allocation model, a dynamic, flexible solution delivering bottom
line value providing valuable insight to optimise underwriting pricing decisions
* Transitioned into Central FP&A to build and enhance all FP&A and Business Partnering activities, unlocking
opportunities to understand underlying performance in a highly complex MI environment
* Delivered a forecast extension to the planning tools that model sophisticated scenarios allowing sensitivity
analysis to understand drivers of underlying performance
* Built a suite of analysis tools to drill down into the granular detail of underwriting performance
* Worked in partnership with cross-functional teams to identify operational data and technologies that support
Business Partners to provide financial advice to key stakeholders to improve performance
* Supported & led the development of transformation options; business case modelling & benefit tracking
* Engaged in an external expense benchmarking exercise to understand the landscape & scope of change required
* Assisted the delivery of the 3-year expense budget, embedding expense initiative savings aligned to the planned
business change programme
* Transitioned an inefficient expense control, reporting, budgeting and forecast processes to deliver transparent
controls and analytics aimed to challenge underlying performance and drive informed decisions
* Redesigned and implemented a new expense allocation model, a dynamic, flexible solution delivering bottom
line value providing valuable insight to optimise underwriting pricing decisions
* Transitioned into Central FP&A to build and enhance all FP&A and Business Partnering activities, unlocking
opportunities to understand underlying performance in a highly complex MI environment
* Delivered a forecast extension to the planning tools that model sophisticated scenarios allowing sensitivity
analysis to understand drivers of underlying performance
* Built a suite of analysis tools to drill down into the granular detail of underwriting performance
* Worked in partnership with cross-functional teams to identify operational data and technologies that support
Business Partners to provide financial advice to key stakeholders to improve performance
07/2012
-
11/2016
Planning & Forecasting Manager
Sompo Canopius
Projects Accountant
Financial Planning & Analysis Analyst
* Reported into and worked directly for the CFO (prior to departure) and then the Head of FP&A
* Delivered the Group and Syndicate Board Packs explaining the results and variances to plan
* Delivered the Group and Syndicate Annual Planning, Quarterly Re-forecasts and reports on a regular basis to
meet the needs of internal customers and stakeholders
* Built a new Planning Budgeting & Forecasting tool using TM1 to streamline forecasts & planning in a multicurrency,
multi-platform (Lloyd's, Non Lloyd's carriers & Swiss/Bermuda Reinsurance entities) environment
* Built the ability to model scenarios and flex underwriting assumptions to understand the impact on profitability
* Preparation and production of various parts of the Syndicate Business Forecast and Lloyd's Returns
* Partnered with the Head of Business Partnering by delivering Business Review packs explaining underwriting
performance; variances to plan and forecasts
* Built dashboards and executive MI systems to drill down into the granular detail of underwriting performance
* Built, monitored, and maintained complex financial models and provided reportable information as necessary
using VBA and advanced modelling techniques
* Supported Executive Management via a variety of projects and initiatives, including internal reviews,
underwriting development initiatives and corporate transactions
* Interpreted financial information to determine implications and provide strategic recommendations
* Peer Group Analysis - quarterly monitoring and reporting other Lloyd's insurers in the marketplace
* Participated on the Financial Transformation Project to design, test and build financial systems and processes to
increase accuracy and the speed of delivery of MI throughout Syndicate and Group Finance via TM1
Financial Planning & Analysis Analyst
* Reported into and worked directly for the CFO (prior to departure) and then the Head of FP&A
* Delivered the Group and Syndicate Board Packs explaining the results and variances to plan
* Delivered the Group and Syndicate Annual Planning, Quarterly Re-forecasts and reports on a regular basis to
meet the needs of internal customers and stakeholders
* Built a new Planning Budgeting & Forecasting tool using TM1 to streamline forecasts & planning in a multicurrency,
multi-platform (Lloyd's, Non Lloyd's carriers & Swiss/Bermuda Reinsurance entities) environment
* Built the ability to model scenarios and flex underwriting assumptions to understand the impact on profitability
* Preparation and production of various parts of the Syndicate Business Forecast and Lloyd's Returns
* Partnered with the Head of Business Partnering by delivering Business Review packs explaining underwriting
performance; variances to plan and forecasts
* Built dashboards and executive MI systems to drill down into the granular detail of underwriting performance
* Built, monitored, and maintained complex financial models and provided reportable information as necessary
using VBA and advanced modelling techniques
* Supported Executive Management via a variety of projects and initiatives, including internal reviews,
underwriting development initiatives and corporate transactions
* Interpreted financial information to determine implications and provide strategic recommendations
* Peer Group Analysis - quarterly monitoring and reporting other Lloyd's insurers in the marketplace
* Participated on the Financial Transformation Project to design, test and build financial systems and processes to
increase accuracy and the speed of delivery of MI throughout Syndicate and Group Finance via TM1
03/2012
-
07/2012
NAV Fund Accountant - Contractor
Triple Point Investment Management LLP
* Worked directly for the Partners by recommendation of the Managing Partner
* Delivered new financial and operational infrastructure to value current and forecast Venture Capital Trust
(VCT) net asset values (NAV) using VBA and advanced Excel models
* Delivered the ability for the Partners to model sophisticated scenarios for any business to understand the
underlying impacts on the VCT
* Implemented policies and procedures to ensure smooth information flow to produce accurate VCT NAVs
* Established a reporting system to allow for regular updates of the NAV database and analysis
* Produced capabilities for cashflow/NPV analysis, data manipulation with complimentary charts and graphs
* Delivered new financial and operational infrastructure to value current and forecast Venture Capital Trust
(VCT) net asset values (NAV) using VBA and advanced Excel models
* Delivered the ability for the Partners to model sophisticated scenarios for any business to understand the
underlying impacts on the VCT
* Implemented policies and procedures to ensure smooth information flow to produce accurate VCT NAVs
* Established a reporting system to allow for regular updates of the NAV database and analysis
* Produced capabilities for cashflow/NPV analysis, data manipulation with complimentary charts and graphs
11/2011
-
03/2012
Group Financial Analyst - Contractor
Canopius
* Worked directly for the CFO and the CEO
* Prepared Quarterly Group Board Reports and presentations for Actuals, Peer Group and Business Unit Review
* Participated on the due diligence project regarding the acquisition of Omega Insurance Holding
* Responsible for ensuring the analysis and provision of timely and accurate financial data to the CFO
* Reviewed processes and implemented improvements of current reporting methodologies to ensure efficiency
and consistency using complex spread sheet formulas and VBA coding
* Supported the annual planning and quarterly reforecasting process
* Adhoc project work relating to Rating Agencies and requests by the CFO
Placement during Lancaster University - Ernst and Young Degree
Ernst and Young - Financial Services - Audit Placement
* Performed audits for major banking clients and understand the mechanics of banking and capital markets
* Performed audit work around planning, walkthroughs, controls testing, substantive audit procedures and
* Prepared Quarterly Group Board Reports and presentations for Actuals, Peer Group and Business Unit Review
* Participated on the due diligence project regarding the acquisition of Omega Insurance Holding
* Responsible for ensuring the analysis and provision of timely and accurate financial data to the CFO
* Reviewed processes and implemented improvements of current reporting methodologies to ensure efficiency
and consistency using complex spread sheet formulas and VBA coding
* Supported the annual planning and quarterly reforecasting process
* Adhoc project work relating to Rating Agencies and requests by the CFO
Placement during Lancaster University - Ernst and Young Degree
Ernst and Young - Financial Services - Audit Placement
* Performed audits for major banking clients and understand the mechanics of banking and capital markets
* Performed audit work around planning, walkthroughs, controls testing, substantive audit procedures and
Certifications
Anaplan
Anaplan
2022
Local Availability
Open to travel worldwide
