Syndicate FP&A Lead

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About Everest:

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

About the Role:

Everest’s Lloyd’s Syndicate is a key growth engine for Everest Global Markets (EGM). We are bringing Syndicate planning and reporting into our FP&A team and are looking for an FP&A Manager to strengthen it. Reporting to the EGM FP&A Lead, you will focus primarily on the Syndicate side, playing a leading role in the Lloyd’s planning and forecasting submissions, including the SBF and QMB, and helping to make sure the Lloyd’s view and the US GAAP Group view tell one consistent story. You will also contribute to the EGM Internal Business Plan, building a clear understanding of both business management and regulatory oversight requirements. You will work alongside the Business leaders, Active Underwriter, Syndicate CFO, Actuarial and Ceded Reinsurance to shape the plan, challenge assumptions and explain performance. You will also use modern tools, including AI and the Microsoft Power Platform, to make the work faster and better.

Why join us:

• Shape the Lloyd’s agenda: play a leading role in the Syndicate planning cycle and the Lloyd’s submissions that matter most, while building a broad view of the Internal Business Plan.
• Real influence: work directly with the FP&A leaders. Active Underwriter, Syndicate CFO and the EMAL Board.
• Build, don’t just run: modernise the process with automation and AI, in a finance function that is investing in both.

What you’ll do:

• Syndicate and Internal planning (primary focus on the Syndicate): lead contributor to the Syndicate business planning cycle, including the SBF and QMB, from underwriting, actuarial and reinsurance inputs through to sign-off and Lloyd’s review. Contribute to the build and delivery of the EGM Internal Business Plan, to the same standard.
• Forecasting and performance: support Syndicate and internal forecasts and help explain actual versus plan on both a calendar-year and year-of-account basis. Work with Financial Reporting to make sure Lloyd’s returns are consistent with the plan.
• Lloyd’s to US GAAP bridge: reconcile Syndicate, EGM and Group plans and results, explain the differences with confidence, and provide Syndicate inputs to EGM, International and Group planning and consolidation.
• Business partnering: be the trusted finance partner to Underwriting, Actuarial and Ceded Reinsurance. Challenge assumptions, run scenarios and help shape decisions rather than simply report them.
• Board-ready insight: produce clear, concise analysis for the Syndicate CFO, Active Underwriter, EMAL Board and governance committees.
• Automation and AI: help redesign the Syndicate and Internal planning and reporting processes. Automate data flows and reconciliations with Power Query, Power Pivot and Power Automate, develop Anaplan models, and use AI tools such as Microsoft Copilot to speed up analysis and commentary.
• One FP&A team: become fluent in both the Syndicate plan and the Internal Business Plan, sharing knowledge with the team to ensure Internal Business Plan and regulatory oversight requirements are well understood.

What you’ll bring:

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Lloyd’s know-how: a solid understanding of the SBF and Lloyd’s planning and reporting cycle, ideally gained in a managing agent or syndicate finance team.
• Planning breadth: experience of business planning, budgeting and forecasting, and the versatility to work across both the Syndicate plan and the Internal Business Plan.
• US GAAP: working knowledge and the ability to bridge it to the Lloyd’s view.
• Excel expert, of course, including Power Query and Power Pivot.
• Power Platform: hands-on with Power BI and Power Automate.
• Technology fluency: comfortable adopting new tools, including AI such as Copilot, to automate and improve how finance works.
• Business partner: confident challenging underwriters, actuaries and senior stakeholders, and turning complex numbers into a clear story.
• Demonstrate curiosity and a willingness to learn and responsibly use approved AI, automation, and emerging technologies to enhance productivity, effectiveness, and business outcomes.

What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. 

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.  

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve. 

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