Capital and Financial Planning Lead (12mth FTC)

ClearBank Ltd; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A progressive financial institution in London seeks a Capital and Financial Planning Lead for a 12-month fixed-term contract. The ideal candidate will oversee capital planning, manage annual budgets, and coordinate stress testing while collaborating with senior leaders. Candidates should be qualified accountants with substantial experience in the banking sector. This role demands excellent analytical skills and the ability to deliver under tight deadlines.

Qualifications

• Substantial experience as a qualified accountant.
• Motivated, proactive, and a self-starter.
• Resilience under pressure and meeting deadlines.

Responsibilities

• Lead annual capital macroeconomic stress testing cycle.
• Produce board level presentations.
• Manage capital planning across corporate structure.

Skills

Qualified accountant

Knowledge of UK and European regulation

Experience in capital planning

Excellent analytical skills

Strong problem-solving ability

Education

Qualified accountant

Job description

Capital and Financial Planning Lead (12mth FTC)

About you: You'll be joining the Commercial Finance team as a Capital and Financial Planning Lead. You'll be a part of a fast-growing business that is challenging the market and doing things differently.

Your Mission: As Capital and Financial Planning Lead covering a maternity leave working a 12- month fixed term contract, you'll be working with senior leaders across all departments of the Bank as well as the Finance team to help to deliver on the capital strategy of the bank. The team are responsible for the compilation of annual budgets, quarterly forecasts, and management reporting.

Responsibilities:

• Leading on and delivering the annual capital macroeconomic stress testing cycle for the Group and UK
• Embedding and supporting the EU stress test
• Accountable for proactive capital planning, reporting and forecasting on a regular basis
• Managing of capital planning across new corporate structure, liaising with finance, treasury, risk and wider business stakeholders to ensure efficient communication flow and understanding of reporting requirements
• Inputting into compilation of key regulatory documents (e.g. ICAAP, ILAAP, Solvent Wind down plan, Recovery plan)
• Producing board level presentations
• Owning and leading the end-to-end forecasting, budget and 5-year planning process
• Building partnerships and maintaining strong relationships with the Finance, Regulatory, Treasury and Risk teams as well as executive committee
• Managing investor Support
• Inputting into FP&A optimisation - working with the Finance Change team to implement new systems and tools to automate and streamline planning process

What we are looking for:

• Substantial experience as a qualified accountant
• Experience of banking or financial services environment with a good understanding of the UK and European regulation and the PRA/FCA regulatory framework
• Capital planning and experience of coordinating a Stress testing cycle embedding the results into risk appetite
• Demonstrable previous experience in an FP&A planning role, stress testing, and financial modelling, capital management
• Someone who is motivated, proactive and a self-starter who wants to make a difference
• A willingness to improve processes and procedures with excellent attention to detail
• Resilience with the ability to deliver under pressure and to tight deadlines
• The ability to work on your own as well as liaise with stakeholders across the business at all levels
• Excellent analytical and problem-solving skills

Equal Opportunities

ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration.

ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation.