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Financial Planning and Analysis Manager

Feb 03, 2021

Our client, a captive insurance company that provides insurance to a leading professional services organization, is actively seeking a highly motivated candidate for a newly created position of Financial Planning and Analysis Manager.

Role and Responsibilities:

  • Develop financial budgeting, planning and forecasting models and analysis to support strategic initiatives;
  • Work closely with key function teams to conduct quarterly and annual actual-to plan variance analysis;
  • Monitor (re)insurance forecasts vs actuals and work with internal/external teams to understand drivers of the results;
  • Participate in tax financial analysis projects;
  • Assist in the accumulation and development of assumptions used in the budget, forecast and planning processes;
  • Provide meaningful analysis of the financial plan and leading indicators to identify opportunities for management to enhance outcomes;
  • Hold providers of the budget, plan and forecast deliverables accountable;
  • Prepare budget, plan and forecast professional presentation materials;
  • Develop and manage the budget, forecast and plan timelines and scheduling;
  • Coordinate budget, forecast and plan communication between function teams and other key stakeholders;
  • Suggest and implement budget, plan and forecast process improvements;
  • Prepare scenario analysis and sensitivities against base forecasts to highlight range of outcomes;
  • Assist in the development of management information; and
  • Participate in other ad hoc projects as required.

Required Qualifications and Skills:

  • Bachelor’s degree and professional designation (CPA, CFA, ACA, ACCA) in Accounting or Finance;
  • A minimum of 5 years post-qualification experience, with similar professional accounting or finance experience within the insurance/reinsurance industry;
  • Proven organizational and analytical skills, ability to work independently and think critically, and a strong sense of attention to detail are essential;
  • Excellent verbal and written communication skills;
  • Ability to manage multiple projects at one and know how to prioritize deadlines;
  • Technical proficiency with Microsoft Excel and Powerpoint is essential, including the ability to handle and analyze large volume of data;
  • Experience with GL querying tools and ability to adapt to new software;
  • Dedicated team player who is flexible and adaptable to change; and
  • Ability to work extended hours as required. 


Please forward a detailed resume in confidence to:

PricewaterhouseCoopers Executive Search


Tel: 441-295-2000

For further information on this job contact us at


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Alistair McNeish

Director, Human Resource Services, PwC Bermuda

Tel: +1 441 298 9708

Linda Holmes

Human capital consulting, PwC Bermuda

Tel: +1 441 298 9706

Lyndsay McCabe

Client Administrator, PwC Bermuda

Tel: +1 441 298 9705

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