Finance Business Partner
hace 2 días
Worcester
Finance Business Partner Reporting to Head of FP&A and Strategic Financial Planning About us It is our vision to connect the insurance community through market-leading technology. Our people are placed at the heart of this, and diversity, equity and inclusion are central to everything we do. We know the key to achieving success is to enable a positive, inclusive, and collaborative working culture, and, as part of our commitment, we have signed up for a number of pledges and programmes designed to support and nurture our people. No matter where you sit or which team you are a part of, we want you to know that you contribute in helping us to shape where the company will be in the future. We would love for each employee to be able to talk with pride about our company and, most importantly, consider Open GI to be an inclusive, fun and fulfilling place to work. An overview of the role We are seeking an experienced and highly motivated Finance Business Partner to join our small FP&A team. The key purpose of this role is to act as a key business partner, providing critical financial insights and driving strategic decision making, as well as providing support with budgeting, forecasting and financial planning across the Open GI group of companies. Your key responsibilities Business Partnership: • Collaborate with executive and senior leadership across various departments to understand their financial needs and provide tailored financial support., • Serve as a trusted advisor to executive and senior management, offering insights and recommendations based on in-depth financial analysis., • Lead cross-functional meetings to discuss financial performance and strategic initiatives. Reporting and Analysis: • Ownership of monthly reporting to the exec and board., • Develop and maintain advanced financial models to support business planning and decision-making., • Prepare and present detailed financial reports, including variance analysis, trend analysis, and key performance indicators (KPIs)., • Analyse complex financial data to identify trends, risks, and opportunities, and communicate findings to stakeholders. Budgeting and Forecasting: • Support the annual budgeting process, working closely with department heads to ensure accurate and realistic budget submissions, through review and appropriate challenge., • Oversee the monthly and quarterly forecasting processes, ensuring timely and accurate updates., • Monitor budget adherence and provide regular updates to management on budget vs. actual performance. Process Improvement: • Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities., • Utilise financial software and tools to streamline reporting and analysis processes., • Stay current with industry best practices and incorporate them into the FP&A function. Strategic Initiatives: • Support projects and initiatives, providing financial analysis and insights., • Develop business cases for new investments and strategic initiatives, ensuring alignment with organisational goals., • Drive continuous improvement in financial processes and systems., • Support the development of a procurement process to ensure best value for money What you’ll need to succeed Qualifications • The successful candidate will be a fully qualified accountant ACCA, ACA, CIMA (essential)., • Relevant degree (desirable). Experience & Skills • Proven experience in FP&A is required., • Prior experience of software development would be advantageous., • Extensive experience in producing complex financial analysis and reports., • Excellent verbal and written communication skills, capable of presenting complex financial information clearly., • The ability to build and sustain effective professional working relationships within Finance and the wider operations of the business., • A high degree of skill in using Excel, to include advanced macros and data analytical tools is essential., • Good knowledge of reporting tools (ideally PowerBI) will be a major asset., • Experience of report writing in Word and ability to pull together high quality PowerPoint documents is expected., • Prior experience of the financial systems we use (SAP, Jira and Salesforces) would be advantageous., • The ability to think analytically and critically to review and apply logical problem-solving skills., • A strong commercial mindset with the ability to communicate finance matters to non-finance people and see the big picture. Aptitudes • Inquisitive: enjoys looking outside the box to see what is there, • Self-starter: does not require a large team around them and used to picking up an incomplete brief and refining it, • Works at pace: which fits with the private equity ownership Open GI has., • Takes ownership & accepts accountability: takes personal accountability and ownership for their work. This includes personal follow through, removing blockers, driving collective progress., • Looks for continuous improvement: advances their skills and understanding through continuous learning., • High level of accuracy and attention to detail in financial reporting and analysis., • Ability to communicate and influence at a senior level, • Comfortable working under pressure and to strict reporting deadlines, balancing a number of priorities at any one time Values Our values are central to our vision, as they represent how we collaborate to continually deliver for our customers: • Accountability: We own our actions and shape our success on the results we deliver, • Innovation: We tackle challenges with fresh thinking and bold ideas, • Teamwork: We work together, recognising we can’t do this without each other, • Trust: We build trust on integrity, transparency and mutual respect Please note this is a hybrid role requiring a minimum of 2 days attendance per week in our Worcester office.