The Role
The Enterprise Financial Analyst will support the Enterprise Planning & Analysis function, reporting to the Head of Enterprise Planning & Analysis. This role will assist in the delivery of the annual business plan, rolling forecasts, and commercial analysis, while supporting reporting across financial and technical performance. The analyst will work closely with teams across the organisation to help maintain efficient planning and reporting processes that align with the company’s strategic objectives. This is a fast-paced, international role within a public SEC reporting environment, requiring strong organisational skills, attention to detail, and the ability to manage multiple priorities. The position involves interaction with senior stakeholders, including Executive Leadership at Fidelis Insurance Group and underwriting partners, and requires excellent communication skills.
Key Role Accountabilities
Analysis & Reporting
- Support the preparation of board-level and executive reporting, providing clear and accurate insights into financial and technical performance.
- Assist with variance analysis, renewal impact assessments, and forecasting.
- Maintain management reporting and dashboards, ensuring a reliable single source of financial information, and support ad-hoc reporting requests.
Planning & Forecasting
- Assist with the annual planning and reforecasting processes, consolidating data from underwriting partners, and across expenses, investments, and capital plans.
- Support quarterly projections and rolling forecasts, ensuring timely and accurate inputs from stakeholders.
- Help develop and maintain forecasting systems, planning tools, and processes to improve efficiency and transparency.
- Contribute to continuous improvement initiatives and support implementation of new planning and forecasting solutions.
Collaboration & Stakeholder Support
- Work closely with Finance, Actuarial, Underwriting, and other teams to ensure coordinated planning, analysis, and reporting.
- Support the Head of Enterprise Planning & Analysis in preparing materials and insights for leadership meetings.
- Build positive working relationships across the organisation and with external partners, providing accurate and timely information as required.
Qualifications, Experience and Competencies
Qualifications:
- Qualified Accountant (ACA Preferred) or part-qualified Actuary
Experience:
- 5+ years’ experience in finance, actuarial, FP&A, or a related role; exposure to specialty insurance or reinsurance is required.
Competencies:
- Understanding of financial and technical aspects of (re)insurance or multi-class delegated authority business desirable.
- Very strong analytical and systems skills, with excellent Excel, data modelling and reporting tools; experience with planning or forecasting systems a plus.
- Attention to detail, problem-solving skills, and the ability to work independently under tight deadlines.
- Effective communication and collaboration skills, with the ability to work with senior stakeholders and cross-functional teams.
- Proactive, organised, and delivery-focused, comfortable supporting multiple priorities in a fast-paced environment.
Data Privacy Policy
Pelagos Insurance Capital has a dedicated recruitment partner, Avencia Talent Solutions, for UK and Ireland and should you apply for a position your details will be processed by Avencia Talent Solutions in accordance with Avencia’s data privacy policy Data Privacy Policy.
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