At Neilson, we help families put financial protection in place for their loved ones. We are a Life insurance provider who offers a wide range of first-class Life insurance products via multiple direct brands and corporate partnerships. We believe in offering our customers straightforward life insurance.

Role Overview:

Reporting to the Head of FP&A, you’ll be building, not maintaining – designing financial models, automating reporting processes, and embedding AI-powered tools into how we plan and analyse the business. If you’re the kind of person who finds themselves experimenting in their spare time, asking ‘why is this still manual?’, or builds solutions that make your team’s work meaningfully easier, you’ll thrive in shaping the financial processes of a fast-growing international business

Key Responsibilities:

• Support the Group’s annual Group budgeting and long-term planning and forecasting processes, collaborating with departments to consolidate data, automate inputs and deliver actionable insights for senior leadership

• Design, build and maintain advanced financial models, to support forecasting, scenario analysis, and KPI tracking, leveraging Excel and other analytics tools

• Drive innovation in finance through AI, automation and new technologies – experimenting proactively to streamline workflows, reduce manual effort and improve data integrity

• Develop and enhance reporting dashboards and tools to improve the efficiency, accuracy and relevance of insight delivered to stakeholders

• Prepare monthly, quarterly, and annual financial reports for senior leadership and the Board, including commercial insights and recommendations

• Ensure accuracy, compliance and transparency across all financial reporting, reconciliations and variance analyses

• Collaborate with cross-functional teams to provide financial insights that support strategic initiatives, evaluate new opportunities and assess the financial impact of business decisions

• Proactively support the business in achieving budgeted EBITDA targets by identifying risks, highlighting opportunities, and delivering innovative financial solutions

• Contribute to building a high-performing FP&A function by fostering a culture of technical innovation, collaboration and continuous learning

About you:

• Fully qualified accountant (ACA, CIMA, ACCA or equivalent) with strong FP&A experience in multi-currency or high-growth businesses

• Advanced Excel skills, including building complex models and formulas; familiarity with data visualization tools such as Power BI is a plus. More importantly, you’re curious, experimental and excited to explore new tools – including AI – to streamline work flows and enhance reporting

• Proven track record of designing financial models, reporting processes and operational dashboards from scratch

• Strong analytical mindset, detail-oriented and capable of ensuring accuracy across complex financial data

• Excellent communicator, able to translate complex financial and technical insights into clear recommendations for non-finance stakeholders

• Thrives in fast-paced, international environments, demonstrating energy, resilience and proactive problem-solving

• Demonstrated ability to continuously improve systems, enhance reporting efficiency and deliver innovative solutions that drive business impact

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility For Job Applicants

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.