FP&A and Treasury Analyst

Trident Group – UK; Birmingham; On-site; GBP 35,000 - 43,000; Full time

Benefits offered by this job

34 days annual leave

Birthday day off

Life assurance

Employee Assistance programme

Flexible Working options

Learning & Development opportunities

Job summary

Trident Group – UK is seeking an FP&A and Treasury Analyst in Erdington, Birmingham. The role is office-based, 37.5 hours, permanent, paying £38,728 per annum.

Reporting to the Head of Financial Analysis and Treasury, you’ll support business planning, treasury activities, and development accounting across the Group. Key duties include managing cashflow, loan administration, and regulatory submissions, with involvement in FP&A dashboards and development appraisals.

Qualifications

• Part qualified and/or significant finance/treasury experience in the housing sector.
• Treasury and project appraisal experience.
• Knowledge of social housing finance and the rent standard with knowledge of controls, compliance and regulations.
• Data and IT literate; in particular strong Excel skills and preferably experience in software such as Proval, Brixx and Power Bi.
• Strong interpersonal skills to enable effective collaboration with both internal and external customers.
• Positive and proactive team player.
• Organise own time and prioritise workloads.

Responsibilities

• Data – Be comfortable with data and systems (Proval, Brixx, MS package) to maintain crucial data relating to our property portfolio, treasury and financial plan.
• Treasury – Support the treasury function through monitoring daily cash position as well as preparing cashflow and liquidity forecasts, managing loan portfolios and banking operations including calculating loan covenants and completing treasury transactions through month end journals including balance sheet reconciliation and interest journals.
• FP&A – Support the FP&A function through updating the business plan using BRIXX and maintaining FP&A dashboard.
• Development appraisals – Use and maintain Proval to produce outputs to assess financial viability of new development schemes or new business projects.
• Regulation – Assist in producing key regulatory submissions including SDR, QFS and FFR.
• Process and system improvement – to be able to take initiative and collaborate across the business on building new processes to speed up analysis and provide assurance on reporting.

Skills

Treasury experience

Finance experience

Excel skills

Interpersonal skills

Time management

Data literacy

Education

Part qualified

Tools

Proval

Brixx

Power BI

Job description

VRF - 172605

FP&A and Treasury Analyst

Erdington, Birmingham, B23

£38,728.00 per annum

37.5 hours/ Permanent Contract

25th August 2026

This is an office based role Monday to Friday

About the role

Reporting to the Head of Financial Analysis and Treasury, the purpose of this role is to support the delivery of a comprehensive business planning, treasury, and development accounting service across the Group. The role involves assisting with day-to-day treasury activities, including cash and liquidity management, loan administration, covenant monitoring and reporting and ensuring compliance by assisting in producing the Regulator of Social Housing key submissions.

What you’ll be doing

• Data – Be comfortable with data and systems (Proval, Brixx, MS package) to maintain crucial data relating to our property portfolio, treasury and financial plan
• Treasury – Support the treasury function through monitoring daily cash position as well as preparing cashflow and liquidity forecasts, managing loan portfolios and banking operations including calculating loan covenants and completing treasury transactions through month end journals including balance sheet reconciliation and interest journals
• FP&A – Support the FP&A function through updating the business plan using BRIXX and maintaining FP&A dashboard
• Development appraisals – Use and maintain Proval to produce outputs to assess financial viability of new development schemes or new business projects
• Regulation – Assist in producing key regulatory submissions including SDR, QFS and FFR
• Process and system improvement – to be able to take initiative and collaborate across the business on building new processes to speed up analysis and provide assurance on reporting

Who we’re looking for?

• Part qualified and/or significant finance/treasury experience in the housing sector
• Treasury and project appraisal experience
• Knowledge of social housing finance and the rent standard with knowledge of controls, compliance and regulations
• Data and IT literate; in particular strong Excel skills and preferably experience in software such as Proval, Brixx and Power Bi.
• Strong interpersonal skills to enable effective collaboration with both internal and external customers
• Positive and proactive team player.
• Organise own time and prioritise workloads

Why join us?

This is not just a ‘job’ this is the feeling of knowing that you are part of something bigger and being able to go home each day with job satisfaction and pride in what is achieved by Trident Group every day.

Our purpose is putting people and communities at the heart of our services and the safe homes we provide. To deliver against our purpose we will be:

• Trustworthy
• Collaborative
• Accountable
• People Focused
• Caring in all we do

The benefits

• 34 days annual leave, plus the option to purchase up to 5 additional days
• A day off for your birthday
• 4 days off when you move home
• Life assurance (3 x salary)
• Employee Assistance programme & wellbeing programme
• Flexible Working options
• Learning & Development opportunities

Who we are?

Trident Group has over 60 years’ experience of delivering homes, services and innovationfor up to8,000 people in over 3,600 homes in some of the most disadvantaged communities in the Midlands. The Group employs more than650 staff, works with volunteers and provides training places and apprenticeships for many more.

The Group consists of;

• Trident Housing, which provides landlord services for the Group in respect of housing management and maintenance
• Trident Reach, which is a registered care and support charity delivering trauma informed care and support services.

We celebrate Equality, Diversity, and Inclusion and as a trauma informed organisation we are continually striving to build a community where everyone feels valued, respected and equally guided by our beacon of hope.

As a Disability Confident Committed Employer, we have committed to:

• ensure our recruitment process is inclusive and accessible
• communicating and promoting vacancies
• offering an interview to disabled people
• anticipating and providing reasonable adjustments as required
• supporting any existing employee who acquires a disability or long term health condition, enabling them to stay in work
• at least one activity that will make a difference for disabled people

All applicants must provide their right to work documentation at interview stage, such as a valid passport which will be verified to check your eligibility to work and live in the UK.

As an organisation we do not offer visa sponsorships. Only applicants with existing right to work in the UK will be consdidered.

Relevant roles will be subject to a successful disclosure at an appropriate level from Disclosure and barring service (DBS).

We reserve the right to close this vacancy early should sufficient applications be received.