Financial Planning Analyst (5974)

Leeds Building Society; Leeds; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Join a purpose-driven organization as a Financial Planning Analyst, where you'll contribute to financial forecasting and analysis. This role is pivotal in ensuring accurate financial insights that support home ownership for many. You will utilize your analytical skills and Excel expertise to produce forecasts and analyze financial results, all while fostering strong relationships with stakeholders. Enjoy a supportive work environment that values inclusivity and offers hybrid working options, an annual bonus, and generous holiday allowances. Be part of a team that is dedicated to making a difference in the community!

Benefits

Annual colleague bonus up to 12%

Hybrid working with 60% at home

Matched pension contributions up to 10%

26 days holiday plus bank holidays

Holiday purchase scheme up to 5 days

Colleague Mortgage and Saver products

Electric vehicle scheme

Cycle to Work scheme

2 days' volunteering per year

Qualifications

• Part qualified accountant or qualified with relevant experience.
• Strong analytical, Excel, and communication skills required.

Responsibilities

• Produce monthly and annual financial forecasts using QRM.
• Analyze monthly financial results and variances from forecasts.

Skills

Analytical Skills

Microsoft Excel

Communication Skills

Relationship Building

Numeracy

Education

Part Qualified Accountant (ACA, ACCA, CIMA)

Relevant Experience in Accounting or FP&A Role

Tools

QRM Financial Modelling System

Job description

How you'll help us live our purpose

We've been helping our members save for their future and buy a home of their own since 1845. By joining us, you'll play a big role in helping us to put home ownership within reach of more people, generation after generation.

It's a purpose that drives everything we do and one we're proud of. And you can play your part too – join our Finance division as a Financial Planning Analyst.

How you'll make a difference You will be responsible for the production of regular financial forecasts using the Society's financial modelling system and for the analysis of monthly financial results to drive insight into the Society's performance against forecast.

This will involve:

1. Production of monthly and annual forecast balance sheet, income statement and cash flows using the Society's financial modelling system, QRM.
2. Operation and maintenance of robust financial controls around the forecasting process to minimise the risk of errors.
3. Critical review of QRM inputs and outputs to provide assurance to stakeholders over the accuracy of the Plan / forecast.
4. Analysis of forecast outputs to provide explanations for changes from previous forecasts.
5. Analysis of monthly financial results to understand and explain variances to Corporate Plan / forecasts and monthly movements in financial results. Support the Financial Planning Accountant with the production of monthly reports for BSOG and the SLT.

What you'll bring to the role:

1. Ideally a part qualified accountant (ACA, ACCA, CIMA) or qualified with relevant experience in an accounting or FP&A role
2. Highly numerate with good analytical and Microsoft Excel skills. Experience of handling, manipulating and interpreting data
3. Able to work to tight deadlines
4. Able to build strong relationships with stakeholders
5. Strong communication skills

And in return, you'll get the best from us:

1. An annual colleague bonus of up to 12%
2. Hybrid working with 60% of your time at home
3. Matched pension contributions of up to 10%
4. 26 days holiday, plus bank holidays and holiday purchase scheme of up to 5 days each year
5. Colleague Mortgage and Saver products
6. Electric vehicle scheme/ Cycle to Work scheme
7. 2 days' volunteering per year

We'll give you a place to belong with the support to learn, develop and shape a meaningful career.

Why choose Leeds Building Society?

Our business is centred around our people. Our colleagues are at the heart of everything we do and we're extremely proud of our Inclusive Employers Gold accreditation in 2023. We're committed to equal opportunities regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

You'll be joining a truly purpose-focused culture which helped us win the Leading with Purpose award at the 2023 Business Culture Awards. This recognises the progress we're making to embed our purpose with our colleagues, and the actions we've taken to put home ownership within reach of more people, generation after generation.

Why wait? Apply now

We'd love to hear from you. But don't wait around - we may close the advert early and we'd hate for you to miss out.

Leeds Building Society is devoted to creating a culture and workplace that is representative of the communities we serve. If you'd like to work with us but are unsure if you meet the full criteria for a role, please contact the recruiter as we'd like to find out more about the skills and experience that you could bring to the Society. We're committed to supporting you to be at your best and if you'd like to discuss any reasonable adjustments, please reach out to us on [e-mail].