Financial Planning and Analysis Senior Manager

Hodge; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

Hodge, a leading financial service provider in Cardiff, seeks a skilled Financial Planning and Analysis Senior Manager to support the Bank's strategy. The role will involve budgeting, forecasting, and collaboration with senior management to provide critical financial insights.

Successful candidates will possess strong analytical skills, significant experience in business partnering, and a deep understanding of financial planning. Join us in making life better for customers and society.

Qualifications

• Previous experience in business partnering roles.
• Experience in budgeting, forecasting, and financial planning.
• Experience working with senior management teams.

Responsibilities

• Preparation of the annual budget and quarterly planning forecasts, engaging with the business.
• Tracking actual performance vs plan, analyzing deviations, and presenting corrective actions.
• Financial appraisal of business-wide pricing strategies.
• Preparing and presenting monthly financial reports for the senior management team.
• Act as a strategic partner providing recommendations to the senior management team.
• Understand key market developments and their impact on the Bank's roadmap.
• Providing financial analysis to support decision making.
• Monitoring external benchmarking for Hodge and reporting KPIs.
• Establish and review operating policies to safeguard the Group's assets.
• Identify, evaluate, and manage risks within areas of responsibility.
• Develop and maintain knowledge of Compliance & Risk regulatory information.

Skills

Business partnering experience

Budgeting and forecasting

Senior management engagement

Job description

Do you want to be part of a force for good, helping to make life better for customers & society in the moments that matter? At Hodge, we put people at the heart of our business and that means our customers, colleagues and communities. Hodge is a Welsh financial service provider that focus on real estate finance, and specialist residential mortgage markets.

The Financial Planning and Analysis Senior Manager will play an integral role in supporting delivery of the Bank’s strategy. The role holder will work closely with the business to embed strategic levers into annual budgets and quarterly forecasts, articulating the key messages to the Board and Executive team.

You will become a trusted advisor to the business using strong analytical and interpersonal skills to provide relevant and insightful analysis, adding value and assisting in decision making.

• Previous experience in business partnering roles
• Experience in budgeting, forecasting and financial planning
• Experience working with senior management teams

Key responsibilities will include:

• Preparation of the annual budget and quarterly planning forecasts, engaging with the business to design and embed proposed strategies, challenging on assumptions where required. This will include articulating the plan to Board and Exco in the form of dynamic presentations that illustrate key business issues, insights and recommendations
• Tracking actual performance vs plan, analysing deviations to identify root causes and presenting corrective or mitigating actions to the business
• Financial appraisal of business wide pricing strategies including presenting recommendations at Pricing Committee
• Preparing and presenting monthly financial reports for the Bank’s senior management team and wider stakeholders, highlighting key trends, insights, risks and opportunities
• Act as a strategic partner to the senior management team, providing recommendations and the ‘so what’ implications to potential future strategies
• Working across the business to understand key developments in the market place and how they may impact the Bank’s roadmap for delivery and associated budget/forecast
• Providing financial analysis and insights to support decision making on projects, investments and operational issues
• Monitoring of external benchmarking for Hodge and reporting KPI’s for the ExCo & Board
• Support finance and wider business deliverables as required
• Establish, maintain and review operating policies and job cards (systems of internal control) to ensure that they are sufficiently robust to adequately safeguard the Group’s assets and where weaknesses are identified ensure remedial action is taken in a timely manner.
• Be accountable for identifying, evaluating and managing all significant risk within areas of responsibility and where appropriate report on risk identified elsewhere in the Group.
• Develop and maintain an up-to-date knowledge of Compliance & Risk regulatory and legislative information related to Group products and services (e.g. PRA/FCA rules, Data Protection, Money Laundering, etc.), as advised by line management.
• Ensure company policies and procedures are adhered to at all times.
• Support the risk culture of the organisation by taking personal responsibility for identifying and managing risks in everything you do

Please be aware that should we pursue your application, all our Financial Services employees will be expected to complete background checks to assess suitability for employment, these include; a criminal record, identity, media, sanctions, adverse finance, fraud prevention and reference checks to comply with our regulatory requirements.

Hodge is an advocate of being an equal opportunities employer, We believe in promoting equality and diversity which is central to our lives today. We welcome applications from all sections of the community and recognises the value a diverse workforce brings to an organisation.

ESG and sustainability are at the heart of everything we do and serves as a reminder of the responsibility we have to our stakeholders, customers, colleagues and the communities we operate in to use our position wisely. We’re currently exploring different certificates available and have done an initial review of how we think we’d fare, as we see this as a real opportunity for Hodge given our social purpose.

Apply today to become part of Hodge’s mission to make life better for customers and society in the moments that matter.