Job Description

###

Description

The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd's returns for Polo Managing Agency's third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts.

The FP&A Business Partner will also be responsible for supporting the Polo Managing Agency with building capability and scale within the London based agency (PMA), and within the Cheltenham based service company (PCIS). This will involve establishing standardized models and processes and helping to roll-these out across multiple syndicates and amongst the wider Finance team at PCIS and PMA.

###

Key Responsibilities

Act as the main point of contact between PMA and third-party Syndicates on all matters financial planning and analysis relevant to Lloyd's reporting, (with the PMA Finance Director).
Working with PMA Finance, including the PMA-FD and Syndicate FCs to prepare:annual planning and quarterly re-forecasting exercises, incorporating Solvency II / Solvency UK requirements forecast and planning information for existing clients and the relevant Lloyd's returns (e.g. Cashflows in the QMA, Ultimates in the QMB, GAAP forecasts in the "Flash"), forecast and planning information for new PMA clients seeking permission to underwrite at Lloyd's.
Establish a standardized PMA-GAAP Forecast model that can be used across multiple clients, existing and future, and that can be rolled out to the Polo services company (PCIS).
Assist FCs with Syndicate result's commentary (plan v actual), Board/Committee reporting
Help establish 3rd Party FP&A capability in PCIS, working with the PCIS Head of Client Finance (based in Cheltenham) and PMA Finance Director (based in London).

###

Skills, Knowledge & Expertise

Qualified Accountant.
A critical thinker with the ability to deal with challenge when dealing with senior stakeholders.
Experience in FP&A including within the Lloyd's market including knowledge of the relevant Lloyd's returns.
Proficient back-end user of financial software (e.g. Anaplan, SUN, PowerBI) and the ability to create tailored reports and dashboards to support the end user.
Strong written communication skills.
Strong oral communication skills.
Collaborative and cooperative approach to all interactions both within and outside the organisation
Ability to enforce change and offer appropriate solutions.
Ability to communicate effectively with stakeholders of various seniority.

###

Job Benefits

As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.###

About PoloWorks

PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.
As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.


Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.

With offices located in both London and Cheltenham, PoloWorks is poised for ambitious growth, presenting thrilling opportunities for those who join us on the next phase of our journey. By becoming part of our team, successful candidates will be joining a business recognized as a Great Place to Work Certified organisation, and honored with awards for Best Workplaces for Women and Best Workplaces in Financial Services and Insurance.

It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.