Assistant Manager - Retail Financial Control and Reporting

Lloyds Banking Group; Bristol; Hybrid; GBP 43,000 - 49,000; Full time

Job summary

A major UK financial institution is seeking an Assistant Manager in Retail Financial Control and Reporting for a 12-month FTC or secondment. The role is based in locations such as Halifax, Bristol, or Leeds, and involves preparing financial reporting journals, collaborating with internal teams, and driving process improvements. Ideal candidates will have strong excel skills and an accountancy qualification.

Benefits

Generous pension contribution

Annual performance-related bonus

Share schemes

Discounted shopping

28 days' holiday plus bank holidays

Wellbeing initiatives and parental leave policies

Qualifications

• Accountancy qualification or part qualified accountant or qualified by experience.
• Strong excel skills and experience of Financial systems required.
• Desire to improve the control environment through automation and AI.

Responsibilities

• Prepare a variety of manual Retail product journals for monthly financial reporting.
• Support team managers in planning Month end deliverables.
• Identify improvements to existing processes and support continuous improvement initiatives.

Skills

Strong excel skills

Team collaborator

Risk and control understanding

Passion for Financial control

Education

Accountancy qualification or part qualified accountant

Job description

JOB TITLE: Assistant Manager - Retail Financial Control and Reporting (12 Month FTC/Secondment)
SALARY: £43,803 - £48,670
LOCATION: Halifax, Bristol, Newport or Leeds
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.

What will you be doing?

• 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.

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.

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.

About working for us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide ranging benefits package, which includes:

• 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
• 28 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that's interesting and makes a difference to millions of people? Join our journey.