Assistant Manager - Retail Financial Control and Reporting (12 month FTC / Secondment)

Lloyds Banking Group; Halifax; Hybrid; CAD 81,000 - 91,000; Full time

Job summary

A large financial services firm is seeking an Assistant Manager for Retail Financial Control and Reporting. This role involves preparing financial reports, supporting month-end processes, and driving continuous improvement initiatives. The ideal candidate will have an accountancy qualification and strong Excel skills. The position is hybrid, allowing flexibility in work location.

Benefits

Generous pension contribution

Annual performance-related bonus

Share schemes

Discounted shopping benefits

30 days’ holiday

Wellbeing initiatives

Qualifications

• Accountancy qualification or similar experience required.
• Strong excel skills and ability to drive process improvements.
• Understanding of LBG RSCA and SOX framework is advantageous.

Responsibilities

• Prepare a variety of Retail product journals for reporting.
• Support month end deliverables and balance sheet reconciliations.
• Identify process improvements and run debrief meetings.

Skills

Accountancy qualification

Strong excel skills

Team collaboration

Stakeholder management

Risk and control understanding

Education

Part qualified accountant or qualified by experience

Tools

Financial systems

Job description

Overview

Job title: Assistant Manager - Retail Financial Control and Reporting (12 FTC / Secondment)

Salary: The salary banding for this role is £43,803 - £48,670

Location: Halifax or Leeds

Hours: 35 hours, full time

Working pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

About this opportunity

You'll join us in Group Finance Support (GFS), a team of c350 colleagues within the Finance Division, providing centralised support and expertise to the rest of Finance and the Business.

This role sits within the Retail & Insurance Financial Control & Reporting team in GFS, who are responsible for the financial control and reporting of subsidiary legal entities within Lloyds Banking Group. Within this team we are largely responsible for Consumer Relationship products including Savings, Current Accounts and Private Banking products.

We are looking for an enthusiastic, motivated and hardworking finance professional to support financial control and reporting activities for the monthly management and statutory reporting of Retail products, positively challenging current processes and encouraging a growth mindset across the team.

Responsibilities

• Preparing a large number and wide range of manual Retail product journals to support the Retail monthly financial reporting;
• Providing support to team managers, specifically when organising and planning Month end deliverables;
• The candidate requires strong excel skills and continuous improvement mindset;
• Proactively identifying improvements to existing processes, systems and procedures, including taking the responsibility for the running of debrief meetings and supporting continuous improvement initiatives;
• Supporting the wider team to perform the month end process, including the monthly balance sheet reconciliation and substantiation process, including ARC certification and supporting the assurance of the ledger at month end;
• Supporting resolution of control issues or balance sheet breaks;
• Ensuring that a legal entity lens is applied to financial control activity;
• Collaborating closely with a large number of internal teams including stakeholders in Retail Finance, other GFS teams, external auditors and other third parties; and
• Developing personal capabilities using existing formal and informal training opportunities.

What you’ll need

• Accountancy qualification / part qualified accountant or qualified by experience;
• Strong excel skills with experience of Financial systems and a curious mindset that will drive process improvements;
• Passion for Financial control;
• Team collaborator with strong stakeholder management;
• Risk and control understanding, including LBG RSCA and SOX framework knowledge advantageous;
• Desire to consistently improve the control environment through use of automation and AI tools.

Why Lloyds Banking Group

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose.

Benefits

• A generous pension contribution of up to 15%
• An annual performance related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies