Group Forecasting and Planning Accountant

Group Forecasting and Planning Accountant

Haywards Heath
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Are you looking for a new role with a fast-growing, dynamic company? We need a Group Forecasting and Planning Accountant to join our Finance team in Haywards Heath, West Sussex.

The Financial Planning and Analysis (FP&A) team plays a crucial role by performing budgeting, forecasting and analysis that supports major decision making for the business. As Group Forecasting and Planning Accountant, you’ll be responsible for key inputs such as balance sheet and cashflow modelling for the financial five-year plan, annual budget and quarterly forecasts across the group including entity views.

You’ll have a broad skillset, including financial modelling, commercial acumen, problem solving, presentational skills and change management. It’s key you are:
  • A qualified accountant with either, ACA, CIMA or ACCA
  • Have significant working knowledge of modelling P&Ls, balance sheets and cashflow
  • Experience of system implementation (IBM Cognos TM1 preferred but not essential)
Job responsibilities
  • Understand business strategy and be able to tell the story linking to the financial numbers
  • Understanding and knowledge of key business performance (KPIs) drivers
  • Add value through support and challenge of the business through financial insight
  • Create, coordinate and manage the annual and quarterly timetables and process to create annual budget and quarterly forecasts
  • Produce the five-year financial plan, budget and forecast outputs for the finance leadership team, ExCo and boards for Group and each of the entities
  • Accountable for the creation and on-going maintenance of the Group balance sheet and cashflow model in IBM Cognos TM1
  • Responsible for the integration of the cashflow and balance sheet forecasting and budgeting with the P&L planning to ensure seamless updates apply throughout
  • Engage with the Regulatory team to ensure solvency and ORSA creation is integrated on the planning timetable and linked into the wider forecast or budget process
  • Ensure the revenue and costs models are created using assumptions signed off and agreed by the business
Skills, knowledge & experience
  • Qualified Accountant with either, ACA, CIMA or ACCA
  • Insurance or re-insurance industry experience is preferred
  • Clear and concise communicator so both finance and non-finance areas can understand the issues quickly and make appropriate business decisions
  • Good time management and organisation skills, with the ability to meet tight deadlines
  • Leadership skills and ability to motivate employees in a high pressurised environment
  • Ability to identify problems and adopt a logical approach to resolving
  • Commercially focused and willing to challenge
  • Self-motivated and enthusiastic with an organised and proactive approach
  • Embraces opportunities to develop and learn - shows a great level of self-awareness and drive
  • Strives to drive business improvements and contribute to the success of the business
What can we do for you? 
We believe we can offer you a great working environment as we’re so passionate about our people. Here are just some of the benefits and perks that we offer…
  • Fantastic training and development opportunities
  • Employee benefit packages to suit your lifestyle
  • Flexible working
  • A day off for your birthday
  • The opportunity to take a paid day off each year to do charity work
  • A health cash plan
  • Help with travel expenses
  • The opportunity to buy additional holiday
  • Company pension scheme
  • Group life assurance
  • Enhanced maternity and paternity pay
  • Professional subscription fees paid
Employee wellbeing is high on the agenda here too. We provide a weekly free fruit delivery, discounted membership at a local health club and access to an Employee Assistance Programme, which promotes physical and emotional wellbeing at work and at home. In addition, we provide wellbeing events throughout the year to support physical and mental health.

For further information on what we can offer and to learn more about this role, feel free to contact our dedicated Recruitment team.

So, if you’re up for the challenge and would like to join our vibrant and busy team, we want to hear from you today.

We pride ourselves on being a great place to work. Check out our Glassdoor page to see what our employees think about working here.

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79% of people would recommend a friend to work at First Central

Based on 98 Glassdoor reviews (July 2020)


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Flexible working

We support colleagues who wish to work flexibly whilst meeting the needs of the business.

Get your birthday off

We give you an extra day off to celebrate your special day.

Holiday Extra

Not only do you get a generous holiday entitlement, you can also buy additional leave.


Get a day off each year to take part in volunteering activities.

Health cash plan

Claim money back on your healthcare costs, such as dental check-ups and eye tests.

Season ticket loan

We provide interest-free loans to cover the cost of season tickets for rail, bus or car parking.