Job Description
Lead Planning Analyst – Strategic Reporting
Division: Financial Planning Team within Financial Performance
Reports To: As per Beazley’s organisation chart
Key Relationships: Executive Management, Finance Leadership Team, Group Strategy Team, Integrated Planning Oversight Group (IPOG), Finance Performance Management, Finance Group & Statutory Reporting, Capital Team, Investments Team, Group Actuarial, Ceded Reinsurance, Underwriting Teams, and other Business Users.
Job Summary: Specialist insurance company Beazley is seeking a Senior Financial Strategist within it’s Finance function to work closely with a wide range of stakeholders across the business. Reporting to the Head of Financial Planning this role will involve the ownership of the Group Medium Term Plan (MTP) – a 5 year GAAP plan, and all related upstream and downstream reporting. The MTP at Beazley is a relatively new and evolving plan (in its 3rd year) but is seen as a central model for the group (and 3 UW platforms) in management long term financial and KPI performance – thus has recived the close attention of numerous senior stakeholder recently. To that end, the model and MTP process is still in development with Senior Financial Strategist initially expected to ensure the successful roll out of the medium term plan model, delivered through Financial's new EPM tool (Workday Adaptive). An attribute of this role is its exposure to a wider range of stakeholders and in being responsible for managing 1 direct report, deploying expertise to create extra value and enable the team to deliver on the benefits of Finance modernisation and help achieve the company’s overall strategy.
Key Responsibilities:
- Initially (25Q4 - 26Q1), this role will be chiefly accountable for the successful roll out of the 2026 MTP P&L annual update which will be run for the first time out of Workday Adaptive and reported to the Exec Co in Q2 2026.
- Update and enhance the MTP roadmap and model development through 2026 (and onwards) to namely to ensure scenario and stress analysis can be incorporated by the tool (on request by CFO and others) and meet the needs of downstream stat and reg reporting - The build out of a medium term balance sheet and group/entity level will be required for this. This actively will be done in coordination with the Adaptive team with this role acting in Business Lead capacity.
- Stakeholder management is a key attribute of the role namely: working with all UW teams to ensure consistent and accurate long term forecasts; Group Actuarial and Capital to align all modelling assumptions where necessary and Group Strategy to overlay scenarios, stresses and strategic initiatives options which will inform future impactful management decisions.
- Given the exposure of the role, be prepared on request to update the MTP model for management proposals and strategic initiatives and to be on hand to present at the Exec Co and other senior committees.
- Despite bottom up annual refresh, the cadence of reporting of the MTP is always open therefore operational resiliency and organisation will be expected from the role holder to meet on the spot needs from the Group CFO and others, to analyse the finance and strategic impact of potential mgmt. actions and on the base MTP model.
- Affirm the MTP as a central component within the Integrated Planning Framework. Alongside the Senior Planner (in the Fin reporting team), the IPOG and CUO Office, ensure underwriting and expense management accountability is upheld with the MTP acting as a blueprint for 1 year business planning.
- Alongside the Senior Planning, ensure consistent high quality downstream reporting to reg and platform forums on a 5 year basis. In particular, alignment should be made with the Capital Long Term plan and Group/entity level ORSA in both assumptions and stress tests in response to an action from the Risk Team..
- Competency of IFRS 17 accounting is to enable translation of the MTP GAAP result to IFRS 17 in response to a Risk Management team action.
- Be part of strategic project working groups to ensure commercial and operational factors are considered when appraising a management or strategic actions. This will require the job holder to act with discretion in handling privileged information.
- Work with the Head of Financial Planning and their management team to foster a culture that values employee experience, empowerment and wellbeing alongside amplifying the team’s overall capabilities
- Embed oneself within wider company activities and support various Finance and charitable and initiatives
Personal Specification:
We are a flexible and innovative employer offering a friendly, collaborative, diverse and inclusive working environment. We actively encourage and expect applications from all backgrounds. We empower people to choose where to work given the work they need to do. Collaboration in office spaces is important but we do not mandate a set number of days in the office or from home – you decide what works best for you and the role you are in. Beazley will offer the person a competitive salary and discretionary bonus with a strong benefits package including commuting reimbursement, free in-office lunch, excellent parental leave and financial physical and mental wellbeing contributions among others.
Relevant qualifications and capabilities are listed as follows:
Education and Qualifications
- Experienced qualified accountant (ACA/ACCA/CIMA) of at least 5 years PQE.
- Experience of the insurance market, preferably Lloyd’s
- Experience of planning roles within complex insurance organisations and knowledge of accounting policies adopted.
- Experience using and developing the capabilities of EPM planning Tools (such as Workday Adaptive) is preferred but not essential.
Capabilities
- Coaching & leadership skills
- Stakeholder management and relationship building
- Customer focus
- Understanding of controls frameworks including documentation
- Experience of a deadline driven environment
- Strong written and verbal communication skills
- Strong attention to detail
- Analytical and conceptual thinking
- Problem solving / Decision making
- Creativity / Innovation
- Adaptability
General
At Beazley we are committed to doing the right thing because it is the right thing to do. It is important that within all your interactions both internally and externally you adhere to this principle through adoption of Beazley’s core values and behaviours.
- Adopt the Beazley culture of professionalism, integrity, effectiveness and dynamic attitude that contributes to an internal environment of teamwork and promotes a positive brand image and experience to our external customers.
- Comply with BFL’s procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct Rules. Undertake training on Beazley policies and procedures as delivered by your line manager, Culture and People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
- Display business ethics that uphold the interests of all BFL customers.
- Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
- Comply with any specific responsibilities necessary for your role as outlined by your line manager, Culture and People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, BFL’s underwriting control standards, BFL’s claims control standards, other Beazley standards and customer relationship management.
- Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
Who We Are:
Beazley is a specialist insurance company with over 30 years’ experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build – to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture
We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee’s diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.
- Be bold
- Strive for better
- Do the right thing
Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us – our ambitious inclusion & diversity and sustainability targets are testament to this.
We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.
Explore a variety of networks to assist with professional and/or personal development. Our Employee
Networks include:
- Beazley RACE - Including, understanding and celebrating People of Colour
- Beazley SHE - Successful, High potential, Empowered women in insurance
- Beazley Proud - Our global LGBTQ+ community
- Beazley Wellbeing - Supporting employees with their mental wellbeing
- Beazley Families - Supporting families and parents-to-be
We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:
- Internal Pathways (helping you grow into an underwriting role)
- iLearn (our own learning & development platform)
- LinkedIn Learning
- Mentorship program
- External qualification sponsorship
- Continuing education and tuition reimbursement
- Secondment assignments
The Rewards
- The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, global organization
- Attractive base compensation and discretionary performance related annual bonus
- Private medical insurance coverage for both you and your dependents
- Company paid life assurance and long term disability insurance
- Pension with 10% employer contribution, plus a further matched contribution up to 2.5%
- 25 days of annual leave (prorated for 1st calendar year of employment), plus public holidays, with the ability to flex the religious bank holidays to suit your religious beliefs, subject to approval. Additional annual leave purchase is also available up to a maximum of five additional days per year.
- Up to 2.5 days matched paid leave for volunteering at a charity of your choice and 5 days paid leave to provide or arrange care for a dependent with a long term care need annually
- Up to £550 reimbursement towards home office setup
- Free in-office lunch and monthly lifestyle allowance
- Monthly travel allowance or annual season ticket
- The opportunity to save for, and purchase, shares of Beazley stock
- Six months fully paid parental leave, regardless of how you come to parenthood
- Company paid sabbatical up to 12 weeks after 10 years of continued service
- Support with exam/study leave and fees for relevant qualifications related to furthering education
- Smart working policy and flexible working culture, trusting our employees to do what works best for them, their role and the needs of the business
Don’t meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your experience doesn’t perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.
