Global Planning Manager

Beazley Management Limited

Global Planning Manager

Salary Not Specified

Beazley Management Limited, City of Westminster

  • Full time
  • Contract
  • Onsite working

Posted 2 weeks ago, 13 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: d31d9c98c92149fd98f8349b404d3fb8

Full Job Description

Exciting opportunity to join Beazley's Finance Global Business Manaqgement division. We are looking for a Global Planning Manager., Job Summary: Specialist insurance company Beazley is seeking a Global Planning Manager within it's Finance function to work closely with a wide range of stakeholders across the business. Reporting to the Interim Head of Global Planning this role will involve managing the accurate and timely delivery group GAAP (IFRS 4) planning and forecasting deliverables with a short term focus (annual plans) and scenarios, alongside ultimate oversight of all global planning submissions. The role includes reviewing and enhancing the current global planning capability and offering alongside championing the embedding of an EPM tool (Workday Adaptive) into core processes and analytics. This role will be responsible for managing a team (3 direct reports), deploying expertise to create extra value and enable the team to deliver on the next stage of Finance modernisation and help achieve the company's overall strategy.,

  • Lead a team focused on group short term planning on GAAP basis with a focus on customer service to provide best in class service

  • Ensure that all employees have the knowledge and skills necessary to perform effectively in their given roles and receive sufficient training and guidance to help further career progression

  • Work with the Interim Head of Global Planning and their management team to foster a culture that values employee experience, empowerment and wellbeing alongside amplifying the team's overall capabilities

  • Review and enhance the current global planning capability and offering and with the support of Finance modernisation work towards future state which includes championing use of the Workday Adaptive Tool in core processes (initial release April 2024).

  • Although not a core deliverable of the role, collaboration with the IFRS 17 planning team will be required in understanding the differences of the two standards and to identify synergies between each process.

  • Manage accurate and timely delivery of group planning and forecasting deliverables, analytics, and scenarios (technical and non-technical) to all relevant committees and boards via the Head of Global Business Manage and the Group CFO. This includes tracking progress of all inputs and outputs across the Global Business Management function, Group Actuarial and Ceded Re


  • Communicate both written and verbally with Finance leadership and Executive Management with regards to the group P&L results, ensuring clear articulation of the key drivers

  • Ownership of GAAP consolidation accounting across all budgets and forecasts

  • Ultimate ownership of all global P&L planning submissions, including close cooperation with the US Finance Business Partner and the Head of European Finance.

  • Embed oneself within wider company activities and support various Finance projects and initiatives


  • General
    It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing. We also expect Beazley employees to:
  • Comply with Beazley procedures, policies and regulations including the code of conduct

  • Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system

  • Display business ethics that uphold the interests of all our customers

  • Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs

  • Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management

  • Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups

    Experienced qualified accountant (ACA/ACCA/CIMA)

  • Experience of the insurance market, preferably Lloyd's

  • Experience of planning roles within complex insurance organisations and knowledge of accounting policies adopted.

  • Experience using and developing the capabilities of EPM planning Tools (such as Workday Adaptive) is preferred but not essential.


  • Capabilities
  • Coaching & leadership skills

  • Stakeholder management and relationship building

  • Customer focus

  • Understanding of controls frameworks including documentation

  • Experience of a deadline driven environment

  • Strong written and verbal communication skills

  • Strong attention to detail

  • Analytical and conceptual thinking

  • Problem solving / Decision making

  • Creativity / Innovation

  • Adaptability

    Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to provide beautifully designed insurance, innovating to give our clients the maximum benefit with minimum hassle.

  • Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
    Our Culture
    We employ over 1,500 people globally, hosting a wonderful diversity of cultures, experiences and backgrounds. We are proud of our family-feel culture at Beazley that empowers our staff to work in an adult environment that's big on collaboration, diversity of thought & personal accountability.
    Our three core values inspire the way we work and how we treat our people & customers - 1) Be bold 2) Strive for better 3) Do the right thing. Upholding these values every day has enabled us to become an innovative and responsive organisation in touch with the changing world around us - our ambitious L&D & Sustainability targets are testament to this.
    We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as iLearn (our own learning & development platform), LinkedIn Learning, our mentorship program and external qualification sponsorship. As a Beazley employee, you also get access to our fantastic array of benefits which include commuting reimbursement, free in-office lunch, six months parental leave and a lifestyle allowance, amongst many others.

    We are a flexible and innovative employer offering a friendly, collaborative, diverse and inclusive working environment. We actively encourage and expect applications from all backgrounds. We empower people to choose where to work given the work they need to do. Collaboration in office spaces is important but we do not mandate a set number of days in the office or from home - you decide what works best for you and the role you are in. Beazley will offer the person a competitive salary and discretionary bonus with a strong benefits package including commuting reimbursement, free in-office lunch, excellent parental leave and financial physical and mental wellbeing contributions among others.