Finance Manager - Retail Divisional Planning

Lloyds Bank plc; Leeds; On-site; GBP 67,000 - 74,000; Full time

Benefits offered by this job

Pension contribution up to 15%

Annual bonus

Share schemes

Wellbeing initiatives

Parental leave

30 days holiday

Job summary

Lloyds Banking Group in Leeds is seeking a Finance Manager – Retail Divisional Planning to lead executive insight, forecasting and stress testing for the UK’s largest Retail Banking business. You will influence senior stakeholders and shape strategic outcomes across the division.

The role sits in Retail Finance, involving consolidated forecasting, stress testing and executive reporting, with exposure to multiple Retail products and a high-profile team.

Qualifications

• Qualified accountant with proven experience in financial planning, forecasting and analysis.
• Ability to present financial insights to senior leaders.
• Strong communication and storytelling skills to simplify complex information.

Responsibilities

• Shape and deliver high-quality executive planning decks for P&L and Balance Sheet.
• Lead Retail Finance stress testing with cross-functional partners.
• Deliver planning activities including income waterfalls and margin evolution.
• Provide pragmatic solutions to support planning and stress testing cycles.
• Demonstrate commercial awareness and strong governance across activities.
• Improve stress testing processes and collaborate across functions.

Skills

Finance forecasting

Stakeholder management

Leadership

Storytelling

Education

Qualified accountant (ACA/ACCA/CIMA)

Tools

Excel

Job description

End Date Wednesday 26 August 2026 Salary Range £67,023 - £74,470 We support flexible working – click here for more information on flexible working options Flexible Working Options Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary

Lead executive insight for the UK's largest Retail Banking business in a highly visible Finance role at the heart of strategic decision-making. You'll shape forecasting, stress testing and executive reporting, partnering with senior leaders to influence key outcomes across the division. If you thrive in a fast-paced environment, enjoy solving complex problems and want exposure to senior stakeholders, this is a fantastic opportunity to make a real impact while accelerating your career.

JOB TITLE: Finance Manager – Retail Divisional Planning

SALARY: As per range

LOCATION: Leeds, Wellington Place

ADDITIONAL LOCATIONS: Bristol Harbourside, 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 Retail Divisional Planning team and lead executive insight for the UK's largest Retail Banking business. This role sits at the heart of Retail Finance, supporting consolidated forecasting, stress testing and executive decision-making across the business. You'll work closely with senior finance leaders to provide meaningful insight on financial performance, helping shape strategic decisions and future outcomes. It's a unique opportunity to gain exposure across a broad range of Retail products while making a visible impact within a high-profile team!

What you’ll be doing:

• Shape and deliver high-quality executive consolidated planning decks covering the Profit & Loss and Balance Sheet, demonstrating advanced storytelling capability and ensuring accuracy and completeness throughout each forecasting cycle.
• Co-ordinate and lead Retail Finance stress testing activities, working with a broad range of people across Group, Finance Business Partners, Treasury and senior Finance leadership.
• Lead and deliver other planning activities including income waterfalls, margin evolution and ad hoc analysis for Divisional Finance Directors and Finance Directors, ensuring appropriate governance and control throughout.
• Apply a pragmatic approach to problem-solving and deliver effective solutions to support key planning and stress testing activities.
• Demonstrate strong commercial awareness, sound judgement and a questioning approach while managing multiple partners through planning and stress testing cycles.
• Continuously improve existing stress testing processes to increase efficiency, enhance outputs and strengthen collaboration across multiple functions.
• Act as a role model for the Group's culture and leadership behaviours through visible leadership and collaboration.

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.
• Demonstrating strong communication and storytelling skills, with the ability to simplify complex financial information for all levels of the organisation.
• Strong leadership, taking ownership and leading cross-functional planning, forecasting or stress testing activities and building positive relationships, with capability to influence others and drive forward actions.
• 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.
• 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. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.

Should you wish to contact us for any reason, please email us at: [e-mail]

For more Flexible Working Options please use the free text search, e.g. job sharing, variable hours, to identify relevant matches.