Finance Manager, Planning & Performance (Hybrid)

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

Benefits offered by this job

Pension up to 15%

Annual bonus

Share schemes

Discounted shopping

30 days holiday

Wellbeing initiatives

Parental leave

Job summary

Lloyds Banking Group is seeking a Finance Manager in Planning and Performance within the CR team. The role focuses on shaping forecasting, robust financial reporting and performance insights across PCA, Savings and UK Private Banking.

You will translate complex data into actionable recommendations, partnering with senior stakeholders to influence decisions and drive continuous improvement. The role offers hybrid working and broad exposure across business areas.

Qualifications

• Qualified accountant (ACA/ACCA/CIMA).
• 3+ years in financial reporting, planning and forecasting.
• Strong communication and storytelling skills for senior forums.
• Proven ability to influence and build credibility across Finance and the business.
• Analytical mindset with proactive identification of risks/opportunities.

Responsibilities

• Own Consumer Relationships reporting and deliver high-impact insights for PCA, Savings and UK Private Banking.
• Lead planning cycles including Quarterly Forecasts and the Four-Year Operating Plan.
• Collaborate with Finance and business partners to drive growth and improve performance.
• Provide clear, data-driven recommendations to senior stakeholders.
• Drive automation and modern reporting to enhance value from data.
• Support a high-performing, collaborative team culture.

Skills

Financial reporting

Forecasting

Communication

Influence

Analytical thinking

Education

ACCA/ACA/CIMA qualification

Tools

Power BI

Power Query

Cloud reporting

Job description

End Date

Monday 24 August 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

Job Description Summary

At the heart of Retail Finance, the Consumer Relationships (CR) division plays a critical role in driving the performance and strategic direction of Lloyds Banking Group’s Personal Current Account (PCA), Savings and UK Private Banking businesses.

As a Finance Manager within the CR Performance & Planning team, you will play a key role in shaping financial insight, delivering robust financial forecasting and performance reporting, and helping senior stakeholders make informed decisions. You'll combine financial, commercial , and customer insight to understand the drivers of business performance and translate complex information into clear, actionable recommendations.

You'll be joining a high-profile team responsible for understanding and shaping the financial performance of one of Retail Banking's largest customer franchises. Working across PCA, Savings, and UK Private Banking you'll gain broad exposure to senior stakeholders, be involved in strategic decision-making and, and reporting key financial drivers across Consumer Relationships.

This is an exciting opportunity for a motivated finance professional who enjoys working in a fast-paced environment, influencing senior stakeholders and driving continuous improvement.

Job Description

JOB TITLE: Finance Manager, Planning and Performance

SALARY: As per range

LOCATION: Newport, Tredegar Park

ADDITIONAL LOCATIONS: Bristol Harbourside, Cardiff, Halifax and 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

Join a high-profile Finance team at the heart of Retail Banking, shaping the performance of some of the UK's largest Personal Current Account, Savings and UK Private Banking businesses. As a Finance Manager, you'll turn complex financial and customer insight into powerful recommendations that influence senior decision-making, drive strategic outcomes and support millions of customers. This is a fantastic opportunity to gain broad exposure across the business, partner with senior colleagues and play a key role in delivering the future success of Consumer Relationships!

What you’ll be doing:

• Take ownership of Consumer Relationships reporting, delivering high-impact insight that helps shape decisions across Personal Current Accounts, Savings and UK Private Banking – some of the UK's largest and most strategically important banking businesses.
• Play a leading role in key planning cycles, including Quarterly Forecasts and the Four-Year Operating Plan, transforming complex financial data into compelling narratives that influence senior decision-making.
• Partner with senior colleagues across Finance and the business, helping to develop and implement strategies that drive growth, strengthen customer relationships and improve financial performance.
• Provide meaningful challenge and insight, identifying the key drivers of performance and bringing together product, customer and market perspectives to support better business outcomes.
• Work across a diverse network of teams, collaborating with Finance Business Partners, Treasury, Data and Business leaders to ensure alignment on strategic priorities and deliver shared objectives.
• Drive innovation and continuous improvement, seeing opportunities to simplify processes, enhance reporting and leverage technology to unlock greater value from data.
• Be part of a high-performing and supportive team culture, where collaboration, learning and development are actively encouraged and celebrated.
• Help shape the future of Finance, championing automation, modern reporting capabilities and new ways of working that improve efficiency and decision-making across the organisation.
  
  

Why join us?

If you think all banks are the same, you’re wrong. We’re a pioneering, fast-changing business that’s shaping finance as a force for good. If you’re after a role where you can have an impact and do the best work of your career, you’ve just found it.

What we’re looking for:

• Professionally qualified accountant (ACA, ACCA or CIMA).
• 3 or more years demonstrating strong financial reporting, planning and forecasting experience, with the ability to translate complex data into clear, actionable insights.
• 3 or more years proven excellent communication and storytelling skills, with confidence presenting analysis, recommendations and performance updates to senior colleagues and leadership forums.
• Proven ability to influence and challenge constructively, building credibility and strong relationships across Finance and the wider business.
• Strong analytical and problem-solving capabilities, with a proactive approach to identifying risks, opportunities and improvements.
• Strong ability in managing competing priorities in a fast-paced environment.
• A continuous improvement attitude, with an interest in automation, innovation and enhancing reporting capabilities.
  
  

And any experience of these would be really useful:

• Experience within Retail Banking or Financial Services.
• Knowledge of Deposit products, hedging or balance sheet dynamics.
• Experience with Power BI, Power Query or other visualisation tools.
• Experience delivering finance change and automation initiatives.
• Familiarity with cloud-based reporting and modern data technologies.
  
  

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

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 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 want to ensure all our candidates have the opportunity to shine. Please let us know if there is anything we can do to make the sure the assessment process works 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 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
  
  

Ready for a career where you’ll learn and thrive? Apply today and find out more.

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.