Senior FP&A Planning Analyst, Bupa Global

You will add value and provide key financial information and analysis to drive performance and enable timely decision making.

You will play a key role in running the monthly and annual planning cycle, stress testing scenario planning and providing financial analysis and insight to enable strategic and operational decisions across the company.

You will have had experience in analytics and be a commercial thinker with an eye for detail. By building strong relationships and best practice processes you will drive robust, insightful and accurate business insights/analysis that will guide strategic decision making and resource allocation.

You will inform and influence executive stakeholders, communicating complex financial analysis through clear and simple insights and technical improvements across the business unit.

Freedom of action/ Dimensions

• Support the FP&A team in delivering in-year forecast and 3-5 year Plan projections, and surrounding analysis.


• Lead on the monthly preparation of the latest estimate and reporting of variances vs Plan to key stakeholders (FP&A team, Commercial Finance Director, MU).


• Analyse monthly Profit and loss performance to date against forecast expectations and identify drivers of value and sensitivities around these.


• Prepare detailed analysis of actual KPI of performance against Plan and latest forecast, and perform sensitivity analysis.


• Support the FP&A team with Monthly reporting of financial drivers and insights to the BGUK Market Unit Financial Planning & Reporting team, BINS team and Bupa Global Executive Leadership Team.


• Make regular decisions / provide guidance and advice, in support of business needs in line with existing policies and procedures.


• Develop good working relationships with key stakeholders across the business.


Accountabilities

• Assist the FP&A Manager by co-ordinating end to end processes for Bupa Global planning; month end processes for latest forecast, and annual plan for Bupa Global.


• Develop a deep understanding of the planning components / drivers/ models and including the ability to handle complexity, explain key drivers and sensitivities around performance.


• Oversight for consistency and accuracy of forecasting and planning. Along with the enhancement of business intelligence capabilities and processes.


• Review monthly results and variances to plan, latest forecast and prior year to assess accuracy of planning, inform future planning and maximise business outcomes.


• Work alongside the FP&A Manager and Head of FP&A to define and deliver information requirements for senior management. Be proactive in suggesting analysis that will benefit understanding of the business.


• Produce monthly variance analysis, sensitivity analysis, reports, and presentations for BG/MU leadership to enable understanding of planning and good decision making.


• Support entity level planning, including BINS related planning as a sub-set of wider Bupa Global.


• Build upon existing BI/Reporting capabilities in partnership with the MI teams.


• Be proactive in identifying improvements to planning process and working with MI teams in delivering any relevant technical changes.


• Build and maintain strong business partnering relationships, including building collaborative partnerships within the finance community and Actuarial stakeholders to ensure accountability for accuracy and timeliness of data, and proactively support and drive improvements to reporting and data.


• Build strong relationships at all levels across BGMU functions and the Finance Team. Establish trust with stakeholders.


• Promote best practice, and continuous improvement of processes and procedures.


• Adhoc reporting and analysis., Delivering fair outcomes for consumers and Understanding your regulatory obligations


• Put fair treatment of customers at the heart of what you say and do. Be courageous and speak up if you believe our products or services do not deliver what we have led our customers to expect.


• Be accountable and take ownership for ensuring you are familiar with all regulatory requirements that fall within the remit of your role and comply with them at all times. Seek guidance if you need support understanding your regulatory requirements. Notify, without delay, any potential or actual breach of regulation.


• To maintain governance and control requirements, ensuring all internal governance requirements are met, including full compliance with all policies, audit actions, monitoring actions and risk appetite.
  
  Outstanding financial skills coupled with strong commercial acumen.


• Strong analytical skills - skilled at analysing large amounts of data in a way which identified key financial drivers and allows for the sharing of clear and concise insights, often via visualisations, with stakeholders.


• Strong Excel and system skills, with the ability to quickly learn new system processes.


• Anaplan, Oracle and Power BI experience would be an advantage.


• Excellent organisational, prioritisation and communication skills with excellent attention to detail.


• Inquisitive attitude, seeking to obtain deep understanding of the business while balancing the bigger picture


• Strong communication and presentation skills working with multiple peer groups and levels of management.


• Communication, negotiation and influencing.



• Demonstrating ownership and accountability.


• Adaptability and flexibility especially in a rapidly changing environment.


• Ability to work effectively across teams, bridging the gap between financial and non-financial understanding.


Performance indicators

• Profit


• Revenue


• Operating Cost efficiency, Strong excel and financial modelling skills.


• Part- Qualified accountant with membership of recognised professional body.


• Strong academic history.


Ideal experience and delivered performance

• Professional with relevant transferable skills gained from working within large multinational or complex organisations.



• Demonstrated high calibre financial understanding and capability, with a clear commercial awareness and attention to detail.


• Demonstrated strong excel and financial modelling skills.


• Demonstrated ability to identify business drivers and apply those drivers to effectively project business performance.


• Demonstrated ability to design and develop business performance reporting on financial and non-financial data, providing clear and insightful information for decision making.


• Experience of Anaplan preferable (though not essential). Other useful system familiarity includes Power BI and Oracle.


• Proactive and inquisitive nature, accountable.


• A track record of personal growth through exceeding expectations and objectives.


• Excellent interpersonal, communication and influencing skills with a proven ability to bridge financial knowledge-gaps.


• Strong stakeholder management experience, building and strengthening relationships within the business at all levels.


• Adaptable to business change and a fast-paced environment with a growth agenda.


• Proven initiative and desire to contribute beyond the core expectations of the role and to look for opportunities for continuous improvement.


• Demonstrated problem solving and decision-making skills.


• Organises own workload effectively, with a proactive and delivery focused attitude.



• Willing to provide support, advice, and assistance in the development of colleagues.


• Team player.
  
  Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.


Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with OIC), Egypt and Hong Kong (China) as well as regional offices in mainland China, Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

This is an exciting role that sits right in the middle of a rapidly growing and dynamic business. Every month is different and there's lots to explore. As our Senior FP&A Planning Analyst you'll play a vital role by owning the entire planning process. This is more about holistic planning than system development.

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family friendly benefits.
Joining Bupa in this role you will receive the following benefits and more:

• 25 days holiday, increasing through length of service, with option to buy or sell


• Bupa health insurance as a benefit in kind


• An enhanced pension plan and life insurance


• Annual performance-based bonus


• Onsite gyms or local discounts where no onsite gym available


• Various other benefits and online discounts

Why Bupa?
We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.
We encourage all of our people to "Be you at Bupa", we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.
As a Disability Confident employer, we offer a guaranteed interview for every disabled applicant who meets the minimum criteria for the job. We'll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.
Time Type:
Full time
Job Area:
Finance & Accounting
Locations:
Angel Court, London, Bupa Place, Victory House, Brighton