Accountant – Financial Planning & Strategy

Responsibilities

• Prepare and update business plans, including forecast balance sheets and profit and loss accounts, for all group entities across various planning scenarios.
• Maintain and enhance the RiverStone business projection model to support dividend strategy, capital optimisation, and asset allocation decisions.
• Lead the financial modelling and preparation of board reporting packs as part of the annual business planning process for both Group and local entities.
• Coordinate and support regulated entity dividend extraction requests, ensuring relevant Board documentation and approvals are obtained.
• Produce financial pro-formas to support debt and capital restructuring transactions, as well as M&A activities.
• Monitor and analyse performance against financial plans, identifying variances and key performance drivers in collaboration with the Finance Team.
• Support the annual Own Risk & Solvency Assessment (ORSA) or equivalent processes, providing robust financial forecasts and sensitivity analyses for both group and local entities.
• Ensure that Standard Operating Procedure (SOP) documentation is regularly reviewed, updated, and compliant with internal standards.

• Support and maintain effective relationships with banking partners and capital market participants, assisting with the evaluation and execution of new financial structures.
• Monitor compliance with bank covenants across all existing debt facilities, prepare regular reports, and proactively identify and escalate any emerging risks.
• Support the coordination and negotiation of group borrowing arrangements, including overseeing bank relationship management, and supporting bond issuance and capital raising activities.
• Ensure accurate and timely reporting of all debt and capital market costs to the Finance Team.
• Implement changes to debt instruments as required, supporting acquisitions and ensuring compliance with instrument-specific requirements (e.g. Letters of Credit modifications).
• Contribute to the assessment and delivery of group-wide debt restructuring and capital optimisation initiatives, working closely with key stakeholders.
• Support the legal and operational execution of non-debt capital optimisation activities, such as reinsurance or transactional solutions.
• Coordinate with Lloyd's and service provider (Callidus) to ensure full compliance with all relevant Lloyd’s regulatory processes and rules, including QCT, CIL, M&URs, T2 funding, IA FAL, and Third Party FAL regulations. 

Acquisition and performance monitoring 

• Support team in the preparation and maintenance of bi-annual Acquisition Performance Monitoring reports.
• Understand differences in actual versus expected experience across key value drivers and explain them in reporting packs delivered to Group and local entity boards.
• Produce enhancements to existing Acquisition Performance Monitoring model and reports, creating new tools and exhibits as requested to aid management understanding.
• Ensure Standard Operating Procedure (SOP) documentation is regularly reviewed and kept up to date.

• To provide ad-hoc support as required on other strategic projects.
• To provide support across the wider FP&S team (both BAU and project based) as required.