Finance Operations Manager

Do you thrive on analysing data and influencing business decisions? Looking for a role that offers flexibility, autonomy and variety?

Based in London, this hybrid role gives you the flexibility to work both virtually and from our Chelmsford office. Working closely with colleagues across the business, you'll lead on forecasting, budgeting and reporting activities that help shape strategy and support business growth!

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Budget preparation

• Discuss with Brokers/AEs each account to ascertain expected brokerage for each client
• Produce High Line Walk to budget with details of wins/losses/rate changes/PDs etc with phasing

Forecasting

• Liaise with Brokers/AEs for expected brokerage as the year progresses on renewals to come, noting losses and jeopardy items plus ups and downs or extensions/ inception changes
• Keep scheduled records up to date with the expected forecast for all type of transactions including revenue shares, PDs etc ensuring 'plus ones' updated to facilitate easier budgeting the following year
• Decide how much of the sales pipeline to include in monthly forecasts
• Discuss movement and trends in the forecasts with Finance Partners
• Ensure Manual invoices (eg Remetrica costs) are tracked and included in any forecasting
• Discuss with other UK based teams impacts to their forecast by revenue sharing to come
• Assist in raising accruals where necessary to ensure correct brokerage rev rec position allowing for PDs and un-processed revenue.

Reporting

• Complete Monthly forecasts and ad hoc updates Finance and Senior Management
• Complete Walks both forward and backwards to prior year and budget as required (quarterly) categorising changes in brokerage to last year and as budgeted including wins/losses/market impact/fees/PDs etc
• Prepare and update Risks and Opportunities for discussion with the business and Finance partners to ascertain what could potentially impact forecasts submitted
• Report Wins/Losses/Jeopardy to Finance on a monthly basis

Miscellaneous

• Respond to requests from for information on statistics both locally and globally
• Rebate monitoring and invoicing, responsible for liaising with clients or internal personnel regarding PDs from info gathering to settlement
• Assist in Ceded Premium reporting quarterly
• Assist in Audit requests relating to revenue

Skills and experience that will lead to success

• Insurance experience preferred
• Experience of managing small team advantage, especially offshore
• Enjoys working with numbers
• Confident to approach colleagues at all levels
• Happy to work on their own as well as part of a small team
• IBA experience considered as that is a good background
• Competent IT Skills including all Microsoft Package (Excel Specifically)

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