Financial Planning & Analysis Manager

Border to Coast; Morley; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

Border to Coast is seeking a Financial Planning and Analysis Manager in Leeds with a strong FP&A background. The role focuses on budgeting, financial modelling and business transformation to support strategic decisions.

You will partner with Change teams, develop dashboards and drive performance improvements across B2C operations. The ideal candidate demonstrates robust analytical skills and can influence decisions at all levels.

Qualifications

• Experience in budgeting, forecasting and financial modelling.
• Strong analytical and problem-solving skills.
• Ability to deliver benefits realisation or support transformation programmes.
• Excellent IT skills with Excel/Power BI and data analysis.
• Strong communication and stakeholder engagement.

Responsibilities

• Support budgeting and monthly performance reporting.
• Define, track and validate financial and operational benefits of transformation initiatives.
• Build and maintain benefits tracking frameworks with clear ownership.
• Challenge assumptions with robust financial and commercial analysis.
• Develop dashboards and reporting to track change performance and KPIs.
• Translate complex data into clear commercial insights for stakeholders.
• Partner with Change and Transformation teams to realise benefits.
• Embed continuous improvement and data-driven decision making.

Skills

Financial modelling

Power BI

Advanced Excel

Data analysis

Budgeting

Business partnering

Stakeholder engagement

Tools

PowerBI

Job description

12 Months Fixed Term Contract

Leeds 3 days office

Permanent : 37.5 hour per week

Full time (we welcome flexible working discussions)

An opportunity to make a difference

At Border to Coast our purpose is to make a difference and we re looking for a Financial Planning and Analysis Manager to join our award-winning team.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

As a Financial Planning and Analysis Manager, you will play a key role in supporting strategic decision-making, financial performance, and business transformation initiatives.

Working closely with the Senior FP&A Manager you'll help deliver our budgeting process, maintain and enhance revenue models, and contribute to the development of Board-level balanced scorecard reporting. You'll also partner with our Change function to ensure programmes deliver measurable benefits, improved operational efficiency, and tangible commercial value across our B2C operations.

This is an exciting opportunity for someone who enjoys translating data into actionable insights, improving processes, and influencing business performance.

The role what you ll be doing

Budgeting

• Support the delivery of budgeting and monthly performance reporting

Change & Benefits Realisation

• Partner with Change and Transformation teams to define, track, and validate financial and operational benefits of transformation initiatives
• Build and maintain benefits tracking frameworks, ensuring clear ownership and accountability
• Challenge assumptions and validate business cases with robust financial and commercial analysis
• Support post-implementation reviews to confirm delivery vs. plan

Commercial & Financial Analysis

• Provide actionable insights into Border to Coast cost performance drivers
• Assess the impact of proposed changes on P&L, cash flow, and customer outcomes
• Identify risks and opportunities to improve commercial performance

Process Modelling & Efficiency Improvement

• Map, analyse, and optimise key Border to Coast processes to drive efficiency
• Identify process inefficiencies, duplication, and automation opportunities
• Support implementation of improved processes, including performance tracking and KPIs
• Embed a culture of continuous improvement and data-driven decision making

Data & Insight Delivery

• Develop dashboards and reporting to track change performance, benefits, and operational metrics
• Translate complex data into clear commercial insights for stakeholders
• Work with data teams to ensure data quality, consistency, and accessibility

About you - and the value you ll bring to our team

• Ability to manage tight deadlines whilst ensuring quality of outputs
• Strong problem-solving and decision-making skills
• Strong analytical and financial modelling skills
• Strong commercial acumen and business partnering skills
• Strong communication, engagement and influencing skills with confidence to challenges across all levels of the organisation
• Budgeting, forecasting and financial modelling
• Proven ability to deliver benefits realisation or support transformation programmes
• Effective IT skills required for the job role, including advanced Excel, PowerBI and data analysis capability
• Ability to develop dashboards and improve reporting capability
• Use of PowerBI