Careers with Blue Insurance

Financial Planning & Analysis Manager - EMEA

Job Description

This is a newly created position within the company. The initial objective will be to set up the financial planning and analysis function for Cover-More EMEA to meet the current & future requirements of the business.

This will cover all core areas of Management reporting including KPI’s, sales, headcount, commentary, analysis etc., forecasting, budgeting, expense analysis and cost control, strategic support in relation to meeting company short & long-term goals. You must ensure the efficient operation of the function and meet the needs of the business as it expands over time, work closely with the Financial Planning and Analysis team based in Sydney and support Head of Finance EMEA with ad-hoc initiatives and projects.

Key Responsibilities

• Set up the Financial Planning and Analysis function for Cover-More EMEA
• Improve the existing monthly management reporting packs (including development of the KPIs) to monitor and explain business performance and ensure ownership and delivery of financial targets across the business
• Standardisation of reporting across entities
• Tailor reporting to meet the requirements of the local management team and regional executive team
• Automate reporting and processes as far as is possible
• Design and prepare monthly management reporting packages (both financial and key performance indicators)
• Deliver insightful and appropriate management information which facilitates timely senior management decision making and provides appropriate visibility into the financial performance of the business including budgetary performance and ongoing forecasts
• Analyse actual results to budget and prior year to identify trends, variances, irregularities and performance
• Reporting to be completed at a local/business unit level and at a consolidated level for EMEA regional management
• Preparation of ad-hoc reports to management
• Product profitability & margin analysis
• Involvement in the preparation of all presentations for the CFO to make to the executive and other interest groups
• Conduct market and competitor analysis to develop insights into performance improvement opportunities
• Lead and facilitate the annual budget process and rolling three year business plan
• Preparation of budgets and forecasts split by product, location, sales, revenue, expense etc. based on input from Senior Management Team
• Assist in the preparation of presentation materials and strategic plans
• Be a key point of contact with Senior Management Team to discuss queries and find solutions to problems
• Cary out regular analysis of expense base
• Identify areas for cost-savings or efficiencies across location and region. Leverage off Zurich purchasing power if beneficial
• Understand the main expense drivers of the business
• Systems development & implementation
• Documentation of processes
• Continuous improvement
• Assist Head of Finance EMEA with the preparation of business cases in relation to new products, locations, initiatives, capex spend etc.
• Identify and improve tools and systems to provide enhanced financial and operational information
• Support the Head of Finance EMEA Cover-More with ad-hoc activities relating to company strategy, reporting, analysis, etc.

Competencies and Personal Qualities

• Proactive, enthusiastic and keen to learn
• Motivated and results-focused
• Ability to work independently and within a team
• Good communication skills – confident and persuasive
• Excellent interpersonal skills
• Analytical and inquisitive
• Client focus
• Continuous improvement with attention to detail and focus on efficiency and effectiveness
• Relationship management and ability to manage and navigate through change

Knowledge and Experience

• Minimum 5+ years' PQE
• Qualified accountant
• Accounting standard and legislation
• Good understanding of key operational drivers of travel insurance products
• Expert Excel / modelling skills; strong PowerPoint / presentation skills
• Financial Services background preferred
• Multinational experience
• Systems – SUN accounts and Anaplan would be an advantage

This is a full-time role with remuneration commensurate to the qualifications and experience of the successful candidate and is located in our head office: Blanchardstown Corporate Park 2, Blanchardstown, Dublin 15.

Cover-More Blue Insurance Services Limited is an equal opportunities employer.