Assistant Manager, Financial Planning and Analysis ('FP&A')

ZipRecruiter; City of Edinburgh; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

Hampden Bank is seeking an Assistant Manager, FP&A, to play a key role in financial planning and analysis, focusing on budgeting and forecasting. The role requires a professional accounting qualification, advanced Excel skills, and the ability to thrive in a dynamic environment. The position offers a blend of commercial accounting with a strong emphasis on data analysis and collaboration across teams, all within a culture of inclusivity and growth opportunities.

Qualifications

• Qualified or near qualified professional accounting qualification.
• Advanced Excel skills and competence in modeling.
• Ability to consolidate finance skills to diverse financial issues.

Responsibilities

• Assist with preparation of monthly management accounts and variance investigations.
• Key role in budgeting and forecasting.
• Undertake strategic analysis and support strategic planning.

Skills

Excel

Financial Analysis

Commercial Awareness

Collaboration

Education

Qualified or near qualified professional accounting qualification

Job description

Job Description

About the role

• The Assistant Manager, FP&A plays a key role in FP&A production and design, budgeting and forecasting.
• Reporting into the Head of MI & BI, the roll blends commercial accounting skills and financial planning and analysis, with strong experience of forecasting, budgets and financial models required.

The finance team are looking for someone who:

• Will be endlessly curious in the pursuit of understanding the commercial and operational drivers of Hampden Bank and how we best deliver for our clients.
• Has the energy and confidence to drive forward change in our approach to FP&A, through leading and influencing those around you, and generating insights through critical thinking, challenging assumptions and experimentation.
• Has the ability to make connections between commercial and operational activities and how they link to strategic objectives.
• Enjoys getting close to our data and how best it can be analysed, interpreted and visualised to tell a story.
• Is resourceful and enjoys collaborating with others.
• Has a passion for development.

The ideal candidate for the role will have:

• Qualified or near qualified professional accounting qualification.
• Advanced Excel skills and competence in modelling and quantitative methods.
• Ability to apply and consolidate finance skills and knowledge to a diverse range of financial issues, through application of technical accounting skills.
• Experience of working autonomously to prioritise own and team’s workload in a time-pressured environment.
• Ability to meet tight deadlines with a high-quality output.
• Experience of working and building strong business relationships in a changing and fast-moving environment.

Main responsibilities / key duties:

• Assist with the preparation of monthly management accounts and investigate variances to budget.
• Key role in budgeting and forecasting.
• Provision of ad hoc scenario analysis.
• Maintain and develop sound financial models.
• Undertake strategic analysis and assist with strategic planning.
• Support the implementation of the various projects across the bank by dealing with ad hoc queries as and when they arise.
• Working effectively with colleagues within Credit Risk, Client Operations and other departments to provide exceptional client service and to meet the Bank’s objectives.
• Timeously completing mandatory eLearning and reading and any other assigned training.

About us

At Hampden Bank we provide private banking as it should be: approachable, accessible expertise delivered through loyal, long-lasting client relationships. Personalised service is at the core of our business, with a culture that is built on relationships. We take the time to get to know our clients to help them achieve their aspirations.

Why join us

As a growing and ambitious company, we seek people to join our team who share our values; Proud Ownership, Absolute Integrity, Total Inclusivity, Winning Teamwork and Purposeful Growth.

We are committed to an inclusive culture where everyone is comfortable to be their authentic self. We recognise, value and respect diverse cultures, knowledge, and identities. We work together to ensure collaboration, development, and success for everyone, supporting them to thrive and reach their potential.

We offer exciting career opportunities through professional and personal development, and have an extensive range of benefits you can enjoy.

To apply

Please submit your CV by the closing date. Please remember, on occasion we do receive more applications than expected we may bring the closing date forward, so please do apply promptly.

If you require reasonable adjustments to be made during the recruitment process, please let us know by contacting the People Team and we will endeavour assist you.

If you are excited about this opportunity and think you can bring value to the role and Hampden Bank, but your experience does not align perfectly with every aspect of what we are looking for, we would be happy to hear from you.

If you have any questions or are interested in learning more about the role, please contact the People Team and we will get back to you as soon as possible.

Hybrid working / flexible working

We support hybrid working and our policy is that colleagues spend at least 60% of their working week in the office to connect and collaborate with their colleagues.

We are open to considering requests from candidates who are looking for flexible arrangements. Please talk to us at interview about the flexibility you are looking for, and we will explore what is possible for the role. We cannot promise to meet every request, but we will not judge you for asking.