Head of FP&A - HFG
Job description
Original text imported from Reed
Head of FP&A
A senior leadership opportunity for an experienced FP&A professional to shape financial strategy in a fast-paced, margin-sensitive environment.
HFG are supporting a general insurance provider who are looking for a commercially driven finance leader to own budgeting, forecasting, and performance management, partnering closely with the CFO, CEO and Executive team. You'll translate complex data into clear, actionable insight - influencing pricing, growth, retention and long-term value creation.
Key Responsibilities
- Lead annual budget, rolling forecasts and multi-year planning
- Analyse and explain performance, with particular focus on trading outcomes, loss ratio, expense ratio, combined ratio, and underwriting results
- Develop financial plans incorporating core value drivers such as volumes, retention, pricing, inflation, cost trends, and commission structures
- Deliver Board-ready reporting and forward-looking analysis
- Enhance FP&A models, dashboards and forecasting capability
- Build and lead a high-performing FP&A team
- Act as a trusted finance partner to the CFO and CEO
Experience Required
- 10+ years' FP&A or senior finance leadership experience
- Strong background in personal lines motor insurance or similar margin-driven sector
- Professionally qualified (ACA, ACCA, CPA, CFA or equivalent)
- Advanced modelling and commercial analytics capability
- Confident influencing senior stakeholders
This is a high-impact role with real strategic visibility and the opportunity to shape a best-in-class FP&A function. If you're a proven leader who can operate both remotely and in the office then please get in touch.
Please note, only applicants from a personal lines insurance background will be considered.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your personal lines motor insurance experience prominently as the advert explicitly states only candidates from this background will be considered
📊 Quantify your FP&A achievements: 'Led budget process for £180M portfolio, improving forecast accuracy by 15%'
🎯 Emphasise your professional qualification (ACA/ACCA/CPA/CFA) as this is a stated requirement for the role
🤝 Showcase examples of influencing senior stakeholders including CFO/CEO level interactions
📈 Detail your experience with insurance metrics like loss ratios, combined ratios and underwriting performance analysis
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Led annual budgeting and rolling forecasts for £240M personal lines motor portfolio, improving forecast accuracy by 18% through enhanced loss ratio modelling
- •Developed comprehensive FP&A dashboards tracking combined ratios and underwriting performance, enabling CFO to identify £3.2M cost reduction opportunities
- •Built and managed 6-person FP&A team delivering Board-ready analysis on retention rates, pricing elasticity and multi-year strategic planning
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Dear Hiring Manager,
HFG's Head of FP&A opportunity represents exactly the strategic finance leadership role I've been seeking, combining my personal lines motor insurance expertise with advanced FP&A capabilities to drive commercial performance.
My background in leading FP&A functions within margin-sensitive insurance environments has equipped me with deep expertise in loss ratio analysis, combined ratio optimisation, and translating complex underwriting data into Board-ready insights that influence pricing and retention strategies.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach building a rolling forecast model for a personal lines motor insurance portfolio?
- ›Explain how you would analyse and improve a deteriorating combined ratio
- ›What key performance indicators would you focus on for motor insurance underwriting results?
- ›How do you incorporate retention rates and pricing changes into multi-year financial planning?
- ›Describe your experience with insurance-specific financial modelling and analytics
Behavioural
- ›Tell me about a time you had to influence senior leadership to change strategic direction based on your financial analysis
- ›Describe a situation where you built and led a high-performing FP&A team through a period of change
- ›Give an example of when you translated complex financial data into actionable insights for non-finance stakeholders
- ›Tell me about a time you enhanced FP&A processes or systems to improve forecasting capability
- ›Describe how you've partnered with a CFO or CEO to shape financial strategy
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to influence senior leadership to change strategic direction based on your financial analysis
Describe a situation where you built and led a high-performing FP&A team through a period of change