FP&A and Treasury Analyst

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

Job summary

Trident Group in Erdington, Birmingham seeks an FP&A & Treasury Analyst to support comprehensive business planning, treasury, and development accounting across the Group. Role involves cash management, loan administration, covenant monitoring, and regulatory submissions.

The ideal candidate will have part qualification or significant treasury experience in housing, strong Excel and familiarity with Proval, BRIXX, and Power BI. 37.5 hours, permanent, office-based.

Qualifications

• Part qualified and/or significant finance/treasury experience in housing sector.
• Treasury and project appraisal experience.
• Knowledge of social housing finance and rent standard; controls and regulations.
• Data and IT literate; strong Excel; familiarity with Proval, BRIXX and Power BI.
• Strong interpersonal skills and team player.
• Organise time and prioritise workloads.

Responsibilities

• Maintain data relating to our property portfolio, treasury and financial plan.
• Support the treasury function; monitor daily cash position; prepare cashflow and liquidity forecasts.
• Assist FP&A with updating the business plan using BRIXX and maintain FP&A dashboard.
• Use Proval to produce outputs to assess financial viability of new development schemes.
• Assist in producing key regulatory submissions (SDR, QFS and FFR).
• Collaborate across the business on building processes to speed up analysis and reporting.

Skills

Data handling

Treasury

FP&A

Development appraisals

Regulation

Process improvement

Education

Part qualified accounting

Tools

Proval

BRIXX

Power BI

MS Office

Job description

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.

VRF - 172605

FP&A and Treasury Analyst

Erdington, Birmingham, B23

£38,728.00 per annum

37.5 hours/ Permanent Contract

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 innovation for up to 8,000 people in over 3,600 homes in some of the most disadvantaged communities in the Midlands. The Group employs more than 650 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 their 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.

At Trident Group, we only consider agency introductions where a signed agreement is in place, and where the agency has been specifically contacted by a member of our People & Culture Team. We do not accept responsibility for any fees related to unsolicited or speculative CV submissions made directly to our employees or outside of the above.