Finance Business Partner

Company Description

Our client is a leading insurance brokerage and consulting firm providing specialist risk, employee benefits, wealth management and retirement solutions. They combine global capability with local expertise to deliver tailored advice and exceptional client service.

Role Description

This is a 15 month fixed-term contract covering maternity leave. Reporting to the Head of Commercial Finance the Finance Business Partner will act as a trusted advisor to senior stakeholders, delivering strategic financial insight, robust analysis and actionable recommendations that drive performance and support informed decision-making. The role will lead on budgeting, forecasting and management reporting for Europe while also contributing to key commercial projects. In addition, the position will play a strategic role in M&A activities partnering with the business to assess financial implications, support integration planning and ensure alignment with group objectives.

Strategic Business Partnering

• Build strong relationships with senior leaders and operational teams to influence decisions and drive value
• Act as a trusted advisor, challenging assumptions and supporting strategic initiatives
• Collaborate with the Head of Commercial Finance to shape financial strategies aligned with group objectives

Commercial Analysis & Insight

• Deliver insightful financial analysis to support pricing, investment decisions and profitability improvement
• Provide scenario modelling and sensitivity analysis for strategic projects
• Provide forward looking analysis that identifies risks, opportunities and levers to improve profitability
• Translate complex financial data into actionable insights for non-financial stakeholders

Management Information & Reporting

• Lead the development of MI dashboards and KPIs that highlight trends, risks and opportunities
• Ensure timely, accurate reporting that supports operational and strategic decision-making
• Drive continuous improvement in reporting processes and tools (e.g., TM1, WorkDay, Power BI)
• Improve data quality and collaborate with operations/IT to enhance system driven reporting

Planning & Forecasting

• Own budgeting and forecasting for designated business units
• Provide variance analysis with clear commentary linking performance to business drivers
• Support long-term planning and commercial strategy development

M&A Support

• Provide financial insight during due diligence, focusing on business drivers, risks and integration considerations
• Support post-acquisition integration ensuring alignment with group objectives
• Monitor and Track financial performance of newly acquired entities during their earn-out period to report on contingent consideration payable
• Help with the testing of the Opening Balance Sheet when a new business is acquired

Governance & Compliance

• Ensure adherence to internal controls, accounting standards and regulatory requirements
• Support audits and maintain robust documentation for financial governance

Qualifications

• Degree level or equivalent educational qualifications
• Relevant financial certifications (e.g., CPA, ACCA, CIMA)
• Background in a highly acquisitive environment with experience supporting ongoing M&A activity
• Previous experience in a Business Partnering role
• Proven track record in delivering commercial insight and influencing strategic decisions
• Exposure to M&A processes at a strategic level. Proactive and solution-oriented
• Comfortable challenging and influencing senior stakeholders
• Adaptable to change and able to work in fast-paced environments
• Strong ethical standards and commitment to organisational values