Finance Manager - Homes Analysis & Insight

Lloyds Banking Group; Trinity; Hybrid; GBP 67,000 - 74,000; Full time

Benefits offered by this job

Pension contribution 15%

Annual bonus

Share schemes including free shares

Wellbeing initiatives

30 days holiday + bank holidays

Parental leave policies

Job summary

Lloyds Banking Group is hiring a Finance Manager – Homes Analysis & Insight to deliver executive insight for the UK's largest Mortgage Book. The role partners with senior finance leaders to shape financial performance and strategic decisions in a high-profile team.

You'll own the Homes external reporting process, partner with Treasury to assess hedging impacts on product margins, and provide financial expertise to drive capital optimisation initiatives across the business.

Qualifications

• Qualified accountant with ACA/ACCA or CIMA.
• 3+ years' experience in financial planning, forecasting and analysis in financial services.
• Experience preparing and presenting financial insights or executive-level reporting.

Responsibilities

• Turn financial information into actionable insight to drive product performance.
• Own Homes external reporting with rigorous data controls and commentary.
• Support hedging activity with Treasury and assess impact on margins.
• Provide financial expertise to capital optimisation initiatives.
• Build stakeholder relationships across Finance and Business.

Skills

Financial analysis

Forecasting

Financial planning

Stakeholder communication

Education

ACA/ACCA/CIMA qualified

Job description

Job Details

End Date: Friday 06 November 2026

Salary Range: £67,023 - £74,470

We support flexible working – click here for more information on flexible working options

Flexible Working Options: Hybrid Working, Job Share, Reduced Hours

Job Description

JOB TITLE: Finance Manager – Homes Analysis & Insight

SALARY: As per range

LOCATION: Bristol Harbourside

ADDITIONAL LOCATIONS: Leeds Wellington Place, Cardiff, Halifax Trinity Road

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

An exciting opportunity to join the Homes Partnering Analysis & Insight team, delivering executive insight for the UK's largest Mortgage Book.

You’ll work closely with senior finance leaders and the business to provide meaningful insight on financial performance, helping shape strategic decisions and future outcomes. It's a unique opportunity to gain exposure across a product at the heart of the group core, while making a visible impact within a high-profile team!

What you’ll be doing

• Turn financial information and analysis into actionable insight, driving improved understanding of product performance, challenging assumptions and facilitating more informed decision making.
• Own the Homes external reporting process; applying rigorous controls to data collation and producing clear, insightful commentary to support quarterly disclosure and market updates.
• Partner with the Group Corporate Treasury team to support delivery of hedging activity, providing clear assessment and articulation of the impact of this on product margins, driving effective business decision making.
• Provide financial and product expertise, insight and constructive challenge to support the assessment, prioritisation and delivery of capital optimisation initiatives.
• Build strong stakeholder relationships, collaborating across Finance and the Business whilst providing constructive challenge to deliver outcomes aligned to strategic goals.

Why join us?

We’re transforming at pace. Investing billions in our people, data and tech to change the way we meet the needs of our 28 million customers. We’re growing, and we’d love you to be part of the journey.

What we’re looking for

• Qualified accountant (ACA, ACCA or CIMA) with 3+ years' as a Finance professional including financial planning, forecasting and analysis within a Financial Services setting.
• 3+ years' experience preparing and presenting financial insights, management information or executive-level reporting within a complex organisation.
• Strong analytical skills, with the ability to interpret complex financial data, identify key trends and turn analysis into meaningful insight.
• Demonstrating strong communication and storytelling skills, with the ability to simplify complex financial information for all levels of the organisation.
• Aptitude to thrive in a fast-paced environment and under pressure, whilst delivering accurate output, showing ability to prioritise multiple deadlines and maintain high levels of accuracy.
• An effective collaborator, able to build trusted relationships working alongside Finance and Business colleagues to achieve shared goals.
• Curiosity to learn and grow, enjoying being challenged by new opportunities that arise.

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

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

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper.

Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe.

So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values‑led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.