Financial Planning Analyst

About Utmost International

Utmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

About Utmost Luxembourg S.A.

Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. Our dynamic international team of 450+ experienced wealth structuring specialists, subject-matter and technical experts consists of 50 different nationalities, speaking over 30 languages.

We are a diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset!

Your role – Are you ready for a challenge?

The Financial Planning Analyst is part of the Financial Planning & Analysis team, who plays a critical role in supporting and providing analytical insights to the Company’s Management to deliver results. This position will be primarily responsible for the preparation of the monthly Management accounts, Business Plan, and various expenses, as well as, revenue analysis and investigations.

Your responsibilities will be as follows:

• Building financial models to monitor performance of specific projects,
• Support the preparation of the monthly Management accounts,
• Maintain cross-functional reports that involve the aggregation of data from different sources and departments,
• Maintain integrity of financial data and chart of accounts as it pertains to finance reporting,
• Support the annual budgeting process and the production of business plan,
• Carry out monthly analysis and reporting of variances versus budget / forecast and prior periods,
• Monitor cost-centre expenditures versus forecasts and budgets, and provide controllership over operating costs,
• Increase the productivity and efficiency of the FP&A team by creating best-in-class tools, processes and reports that lead to automation of manual and recurring tasks,
• Maximize use of financial information systems and data analysis for managers and leadership throughout the system,
• Support and maintain IBM Cognos TM1 system and other FP&A systems.

Your profile – Have you got what it takes to become our Financial Planning Analyst?

• You have a Financial/Accounting degree/background,
• 2-5 years’ experience in the finance sector is mandatory with good knowledge of corporate accounting and the insurance sector,
• Preferable previous experience in FP&A or similar roles,
• Strong analytical skills, numerate, capable of translating numbers into words, attention to detail,
• Advanced knowledge of Microsoft Excel, Power Point, Access, Word, Outlook etc.
• Knowledge and experience with ERP systems,
• Ability to work consistently and accurately in order to meet tight deadlines,
• Factual, pragmatic and metrics driven approach,
• Comfortable to work in a fast-paced business and technical environment, oriented to business results and client / internal and external stakeholders service excellence,
• Fluent in English (mandatory), any other European language will be considered as a plus,
• Proactivity, motivation, dedication and commitment.

As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.

Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.

Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks.  It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here
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