Head of Financial Planning & Analysis

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What’s in Store 

We're on the lookout for a Head of Financial Planning & Analysis. As a Head of Financial Planning & Analysis, you will influence strategy and support the group in their drive for continued profitable growth organically and through strategic acquisitions. FP&A plays a key business advisory role supporting decision making at a senior level, highlighting key financial issues and risks to be considered. FP&A’s responsibilities are the financial support for the strategic plan; run future financial projections and scenario analysis; project reporting; and budgeting, forecasting.

Responsibilities and Duties:

Financial and business strategy

• Support the CFO in communicating financial strategy issues and recommended changes to senior management and financial business partners
• Provide the Board and Group Finance stakeholders with relevant and timely information to enable it to assess performance against the Group’s strategy and objectives.
• Develop financial KPIs which will be used to assess the success of both the business and the financial strategy.

Business performance reporting

• Track performance against key targets and outcomes and produce regular corporate level
• management information to all senior management, the Board and relevant Group Finance stakeholders
• Ensure that all routine management information is produced in a timely manner, contains reliable information which has been agreed by key stakeholders.
• Produce regular financial reporting to give an overview of business and financial performance.
• Highlight trends, key actions, and strategic implications.
• Build strong relationships with internal stakeholders to help ensure that Finance is well informed and has a strong voice in the organization.
• Forecasting
• Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the Group’s products and services.
• Project manage end-to-end delivery of financial forecasting processes, including communications, timetables, and data requirements.
• Creation of annual budget and periodic financial reforecasts to be used by the Business Partners, senior management, Board and relevant Group Finance stakeholders
• Use the output of financial models and analysis of trends to drive decision making and communicate relevant messages across the business.
• Ensure the integrity of financial models and projections through implementation of suitable controls, documentation and testing.
• Produce professional reports and presentations summarizing the forecasts for senior management and the Board.

Project reporting & investment appraisal

• Coordinate the capital spending review and reporting process for Davies NA. This will include modelling the financial impact of significant business change proposals/plan in relation to plan.
• Aid in the creation and development of ad hoc financial models and analysis to assist and support strategic initiatives and business cases.
• Maintain Davies NA monthly revenue analysis and reporting (“DART”)
• Support the financial reporting efforts related to Davies NA acquisition activities

Scenarios and risk management

• Lead scenario modelling to assess risks and aid decision making.
• Regularly review the methodology used to assess our risk capital requirements used for
• measuring the financial strength of the Group.
• Aid risk management and decision making through scenario analysis and stress testing.
• Ownership and management of strategic financial risks.
• Actively manage relevant risks within the Finance function.

Management and Leadership

• Lead the FP&A team, including staff recruitment, staff development, performance management and task management.
• Proactively contribute to plans and priorities for the department.
• Interact with senior management.
• Identify, develop and retain future talent to support business growth

Other

• Assist the CFO in respect of reports and presentations to the Board regarding financial issues and developments.
• To undertake ad hoc duties as agreed with the CFO

This role is a full-time, remote position.

Your Expertise, Skills, and Abilities

• Bachelor’s degree in finance, Accounting, Economics, or a related field; 7+ years of experience in FP&A, preferably leading a team
• Working at Executive level, and preferably experience at Board level in terms of report writing and presentations
• Experience working with large data sets and complex models.
• Comfortable operating in a high-ambiguity, fast-evolving business environment.
• Strong financial modelling and analytical skills, with proficiency in Excel.
• Understanding of financial statements, accounting principles, and key financial metrics.
• Excellent communication and presentation skills, with the ability to convey complex financial information clearly and concisely to non-financial stakeholders.
• Proven ability to work collaboratively across functions and levels of an organization.
• Strong attention to detail, with a proactive and problem-solving mindset.
• Previously worked in a high-growth Private Equity backed organization
• Strong financial, planning and analysis and operational background including excellent analytical and risk awareness.
• Background in building and developing relationships across geographically diverse entities.
• A data-driven mindset with a strong ability to remain calm under pressure
• Ability to prioritize tasks, have high organizational skills and excellent attention to detail
• Exceptional time management skills
• Passionate and driven with a self-starter attitude
• Strong stakeholder management and influencing skills

Benefits

At Davies North America, we are dedicated to supporting the well-being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

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