Financial Planning & Analysis Manager

Lloyds Banking Group; Leeds; Hybrid; GBP 57,000 - 64,000; Full time

Benefits offered by this job

Generous pension contribution (up to m

Annual performance-related bonus

Share schemes including free shares

Discounts for lifestyle purchases

28 days' holiday plus bank holidays

Job summary

Lloyds Banking Group is seeking a Financial Planning & Analysis Manager within Group Corporate Treasury to lead forecasts, reporting and insights for performance drivers. The role partners with Treasury and F&L desks to explain numbers clearly, challenge budgets, and drive enhancements using Power Apps, AI, and automation in a hybrid London/Leeds work pattern.

You'll combine accounting rigor with business storytelling, translate complex data for senior stakeholders, and support stress

Qualifications

• Fully qualified accountant.
• Minimum 3 years in a similar finance-based role.
• Understanding/background in Treasury.
• Interest in GCT products and activities.
• Curious mindset with appetite to learn new systems to improve financial control and reporting.

Responsibilities

• Support the preparation and reporting of GCT financial results, including forecasts and actuals, with clear explanation of numbers.
• Develop understanding of how systems feed into P&L, and improve financial reporting.
• Track budgets, identify variances, and explain movements to senior team members.
• Translate complex financial information into messages for non-finance stakeholders.
• Support stress testing activities and analyze impact of scenarios.
• Build understanding of accounting principles and ensure accurate reporting.
• Identify opportunities to improve processes using Power Apps, AI, and automation.
• Work with multiple data sources to answer business questions.
• Assist senior colleagues with client and stakeholder interactions and governance processes.

Skills

Financial analysis

Stakeholder communication

Treasury awareness

Curiosity

Education

Qualified accountant

Tools

Power Apps

AI

Automation

Job description

JOB TITLE: Financial Planning & Analysis Manager - Group Corporate Treasury

SALARY: £57,150 - £63,500 (please note salary range may vary according to location)

LOCATION(S): London & 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

At Lloyds Banking Group (LBG), we're driven by a clear purpose - to help Britain prosper. Across the Group, our colleagues are passionate about making a difference to customers, businesses, and communities.

Group Corporate Treasury (GCT) supports our Board by developing and maintaining the appropriate balance sheet structure to meet the desired Capital, Funding/Liquidity and Structural Market Risk appetite whilst providing the appropriate flexibility to accommodate.

We have an opportunity within the GCT Financial Planning & Analysis (FP&A) team, who are responsible for producing forecasts, reporting financial performance, and clearly explaining the story behind the numbers to internal partners and Group.

This position requires someone who demonstrates curiosity about the drivers behind financial performance, asks thoughtful questions, and turns complex data into clear, simple insights. They will work closely with the GCT Funding & Liquidity (F&L) desk, building strong and trusted relationships to provide value added analysis and support decision making through concise, effective communication.

What you'll be doing:

• Support the preparation and reporting of GCT financial results, including forecasts and actuals, with a focus on clearly explaining what the numbers mean.
• Develop a strong understanding of how different systems feed into the Profit & Loss (P&L), asking questions to build insight and improve financial reporting.
• Track budgets, identify variances, and confidently explain movements in a clear, simple, and logical way to senior team members.
• Translate complex financial information into straightforward messages that can be easily understood by non‑finance stakeholders.
• Support stress testing activities, showing curiosity about how different scenarios impact the business and using results to understand key drivers.
• Build a solid understanding of accounting principles and apply them thoughtfully to ensure accurate and well‑reasoned financial reporting.
• Actively look for opportunities to improve processes and systems, using curiosity and initiative to support enhancements through Power Apps, AI, and automation.
• Work with a variety of data sources and processes, asking thoughtful questions to help answer business and performance‑related queries.
• Support senior colleagues with client and stakeholder interactions, communicating financial information clearly and following agreed processes and controls.

We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we're looking for:

• A fully qualified accountant.
• Minimum 3 years of experience in a similar finance-based role.
• An understanding or background in Treasury.
• An interest in, and developing awareness of, GCT products and activities.
• A curious mindset and strong appetite to learn new systems to improve financial control and reporting.

And any of these would be great:

• A good understanding of GCT's role within the business and how it supports customers.
• IFRS9 accounting experience or knowledge.

We know that great talent comes from many backgrounds. Whilst this job advert may reference specifically 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 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
• 28 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

You’ll learn new skills and be given opportunities to grow and develop to help you achieve a rewarding and fulfilling career. We're a very supportive team who care about your wellbeing.