Financial Planning & Analysis Manager (FTC)

Headstar; West Yorkshire; Hybrid; GBP 55,000 - 60,000; Full time

Job summary

Headstar is seeking a Financial Planning & Analysis Manager to lead a senior FP&A remit in West Yorkshire. The role shapes board-level decisions, owns MI, budgeting, forecasting and scenario analysis, and partners with Finance, Risk and operations.

This 9-month hybrid FTC offers exposure to regulatory/ prudential analysis, strong stakeholder engagement and opportunities to drive improvements in reporting and data analytics.

Qualifications

• ACA, ACCA or CIMA qualification.
• Significant experience in FP&A, commercial finance or financial business partnering.
• Background in financial services, banking or building societies.
• Strong financial modelling, forecasting and scenario analysis experience.
• Experience producing MI and performance reporting for senior management and Board committees.

Responsibilities

• Board & Executive reporting: take ownership of high-quality MI packs for senior leaders.
• Financial planning: lead budgeting, forecasting and longer-term planning.
• Performance analysis: develop KPI frameworks, dashboards and reporting.
• Financial modelling: deliver scenario modelling, sensitivity analysis and stress testing.
• Strategic insight: analyse profitability, capital utilisation and balance sheet performance.
• Regulatory & prudential analysis: support ICAAP and capital planning.
• Business partnering: collaborate with Finance, Risk and operations.
• Continuous improvement: drive better reporting and data quality.
• Strategic projects: support business cases and regulatory change initiatives.

Skills

Advanced Excel

Stakeholder influence

Financial modelling

Forecasting

MI reporting

Education

ACA/ ACCA/ CIMA qualification

Tools

Power BI

Job description

Financial Planning & Analysis Manager

£55,000-£60,000 West Yorkshire 9-month FTC Hybrid

Want to influence business strategy, shape Board-level decisions and put your FP&A expertise at the heart of an organisation? This could be exactly what you're looking for.

This is an opportunity for you to step into a senior, high-profile role within an established financial services organisation, where your analysis and recommendations will genuinely influence the direction of the business.

You'll become the go-to person for financial planning, performance insight and management information, working closely with senior leadership to turn complex financial data into clear recommendations that drive better decisions.

You won't just be reporting on what has happened. You'll help the business understand what's coming next, challenge performance and identify opportunities to improve financial and operational outcomes.

What you'll be doing

You'll have ownership across a broad and interesting FP&A remit, including:

• Board & Executive reporting: Take ownership of high-quality MI packs, giving senior leaders the insight they need to make informed decisions.
• Financial planning: Lead budgeting, forecasting and longer-term financial planning processes.
• Performance analysis: Develop KPI frameworks, dashboards and reporting to identify trends, opportunities and emerging risks.
• Financial modelling: Deliver scenario modelling, sensitivity analysis and stress testing to support strategic decisions.
• Strategic insight: Analyse profitability, capital utilisation, balance sheet performance and commercial opportunities.
• Regulatory & prudential analysis: Support ICAAP, Recovery Planning, capital planning and wider regulatory requirements.
• Business partnering: Work alongside Finance, Risk and operational teams, providing challenge and recommendations that influence outcomes.
• Continuous improvement: Drive better reporting, data quality, automation and financial analytics across the organisation.
• Strategic projects: Support business cases, investment decisions, new propositions and regulatory change initiatives, including Basel 3.1.

You'll have the opportunity to bring fresh thinking, challenge existing approaches and make a tangible difference to how the organisation uses financial information.

What you'll bring

You're a confident, commercially minded finance professional who enjoys getting under the skin of the numbers and influencing people beyond the Finance team.

You ideally have:

• ACA, ACCA or CIMA qualification.
• Significant experience in FP&A, commercial finance or financial business partnering.
• A background in financial services, banking or building societies.
• Strong financial modelling, forecasting and scenario analysis experience.
• Experience producing MI and performance reporting for senior management and Board committees.
• A good understanding of capital, liquidity, profitability and regulatory performance metrics.
• Advanced Excel skills and confidence analysing large, complex datasets.
• The ability to communicate complex financial information clearly and influence senior stakeholders.
• A proactive approach to challenging assumptions and improving the quality of financial reporting.

It would be particularly useful if you also have experience with:

• ICAAP, Recovery Planning, stress testing or capital planning.
• ALMIS or similar Asset Liability Management systems.
• Prudential regulation, Basel 3.1 or regulatory change programmes.
• Power BI, treasury or balance sheet management.

What's in it for you?

• Real influence: Your work will directly support Executive and Board-level decisions.
• A broad remit: Take ownership across FP&A, financial modelling, strategic analysis and prudential reporting.
• Senior exposure: Work closely with Finance, Risk and operational leadership.
• Opportunity to make improvements: Shape MI, reporting processes and the use of financial data across the organisation.
• A purpose-driven business: Join an organisation focused on responsible financial services and making a positive difference.

The details

• Salary: £55,000-£60,000
• Contract: 9-month fixed-term contract
• Location: West Yorkshire
• Working pattern: Hybrid, typically 2-3 days in the office
• Hours: 35 hours per week, Monday-Friday
• Holiday: 25 days plus bank holidays
• Pension: Company pension

If you're an experienced FP&A professional with a financial services background and want to put your expertise to work in a role with genuine visibility and influence,