Financial Planning & Analysis Manager

Triodos Bank UK; Bristol; On-site; GBP 78,000 - 82,000; Full time

Job summary

A sustainable financial institution in the UK seeks an experienced professional to lead Financial Planning & Analysis. Your role includes budgeting, forecasting, and ensuring robust financial reporting. Ideal candidates will hold relevant accounting qualifications and possess strong leadership skills, aligning with the company's values. The position offers a competitive salary of £78,000 to £82,000 and extensive benefits including non-contributory pensions and health insurance.

Benefits

Non-contributory pension scheme

Life Assurance

Private Medical Insurance

27 days annual leave

Wellbeing allowance

Free yoga classes

Cycle to work scheme

Qualifications

• Strong post-qualification financial planning and management experience, ideally within financial services.
• Ability to work both strategically and hands-on.
• Commercial mindset aligned with Triodos' values.

Responsibilities

• Lead annual planning, budgeting, and forecasting cycle.
• Develop and track KPIs and present business performance insights.
• Support strategic development with business case modelling and integrate financial considerations.

Skills

Relevant accounting qualification (ACA, ACCA, or CIMA)

Financial planning and management experience

Stakeholder management

Advanced Excel skills

Leadership skills

Education

Accounting qualification (ACA, ACCA, or CIMA)

Tools

Excel

Tagetik

Job description

Who we are: Triodos Bank is an award-winning, sustainable bank and certified B Corporation, working to drive positive social, environmental, and cultural change. We finance companies and projects that benefit people and the planet, supporting a more responsible and sustainable society.

The Opportunity: Reporting to the Head of Business Performance, you'll lead Financial Planning & Analysis for Triodos UK. This is a varied and challenging role where you will have significant autonomy and the opportunity to shape financial decision-making, offering real impact on both the business and its wider mission. You will coordinate annual budgets, manage forecasting, analyse income streams and costs, oversee product profitability models, support pricing decisions, and contribute to stress testing.

Financial Planning & Budgeting

• Lead the annual planning, budgeting, and forecasting cycle, consolidating financial data and presenting accurate updates to management and the Group.
• Deliver robust budgets and financial reports, using Excel and Tagetik.
• Build strong relationships with stakeholders across the UK and Group Finance.

Performance Reporting

• Develop and track KPIs, monitor financial/non-financial deliverables, and present business performance insights to senior management.
• Manage the TBUK Business Performance Pack and refine reporting based on stakeholder feedback.

Business Partnering

• Provide supportive and challenging business partnering across Retail and Business Banking.
• Facilitate Trading Forums and promote commercial performance through profitability modelling.

Business Strategy

• Support strategic development with business case modelling and integrate all financial considerations into reviews.
• Track progress against long‑term strategic goals.

Effective Risk Management & Control

• Embed governance and control frameworks, ensure regulatory compliance, and manage Finance's Business Continuity Plan.

Operational Effectiveness

• Drive process efficiency, support business projects, and champion continuous improvement.

Leadership and Management

• Lead and develop your team, set clear objectives, and foster a culture of open feedback and growth.

Other Responsibilities

• Maintain up-to-date accounting knowledge, provide cover for team members, and support as required.

Qualifications

• Relevant accounting qualification (ACA, ACCA, or CIMA) and strong post‑qualification financial planning and management experience, ideally within financial services.
• Strong stakeholder management, clear communication, and the ability to work both strategically and hands‑on.
• A commercial mindset, strong leadership skills, and alignment with Triodos' values.
• Proficiency in building financial models and advanced Excel skills.

In return for your hard work and expertise, you will receive a competitive full‑time equivalent salary of between £78,000 and £82,000 depending on experience, plus access to our extensive benefits package, where most of our benefits are non‑contributory.

Benefits

• Non‑contributory pension scheme from your first day of 8% in year 1 and 10% from year 2 onwards.
• Life Assurance (worth 4 times basic pay).
• Income Protection – 75% of basic pay after 13 weeks sick and following six months service.
• Private Medical Insurance with optional enhanced or HCP family coverage.
• A Health Cash Plan.
• Vitality Leave – After each 5 years of service, you will be able to take a sabbatical of up to 3 months. This benefit is then available after every 7 years of service thereafter.
• 27 days (Full Time Equivalent) annual leave plus bank holidays per annum increasing to 30 days after 2 years' service.
• A buy and sell holiday scheme of up to 5 days (Full Time Equivalent) up to maximum of 35 days total annual leave.
• 5 days fully paid carers leave.
• A wellbeing allowance of £200 a year.
• 1 Wellbeing Day.
• Free yoga classes.
• Co‑worker retail discounts.
• Cycle to work scheme.
• Refer a Friend scheme.
• Colleague recognition voucher scheme.