Group Financial Planning & Analysis Senior Specialist

Skipton; Skipton; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days standard annual leave

Matching employer pension contribution

Private medical insurance

Flexible working

Cycle-to-work scheme

Discounted gym memberships

Job summary

Skipton Building Society is recruiting a Senior Specialist to join the Group Financial Planning and Analysis team. You will turn complex data into clear insights that drive business performance and strategy.

You will work with a small team at the heart of the business to optimise member and business value. The role focuses on preparing planning outputs, stress testing, and forecasting, with collaboration across Finance and other functions.

Qualifications

• Strong communication skills to interpret complex accounting matters.
• Excellent planning, analytical and modelling skills.
• Self-starter to deliver excellent outcomes.
• Subject matter expert in FP&A and accounting knowledge.
• Translate operational plans into financial outcomes.
• Knowledge of QRM, Databricks and Power BI advantageous.
• Professional accounting qualification (ACCA/CIMA/ACA) preferred.

Responsibilities

• Assist Head of Group Financial Planning and Analysis in preparing and producing key planning and stress testing outputs.
• Contribute to bottom-up modelling of stress testing/forecasting and regulatory requirements.
• Consolidate Group forecasts and the 5-year Corporate Plan.
• Identify balance sheet or strategic vulnerabilities and propose improvements.
• Deliver governance documentation for outputs.

Skills

Strong communication

Analytical skills

Modelling skills

Proactive attitude

Commercial awareness

Time management

Education

ACCA/CIMA/ACA

Tools

QRM

Databricks

Power BI

Job description

Hours: 35 hours. Hybrid working. Minimum expectation of 3 days per week at our Head Office in Skipton.

Salary: £55,000 Per Annum

Closing Date: Thu, 10 Sept 2026

Job introduction

We are recruiting for a Senior Specialist to join the Group Financial Planning and Analysis team. If you enjoy a developing and delivering insight and thereby drive business performance and strategy then this may be the role for you.

With a keen eye for detail, being skilled at understanding complex information and succinctly communicating its meaning, you'll be part of a small team at the heart of the business and optimising member and business value.

The team you will be joining, Group Financial Planning and Analysis within Group Financial Performance is a team of 9 colleagues working with financial business partners, business lines and executive teams.

Our core role is to understand, report and forecast business performance, being able to explain with insight the consequences of decisions and identifying and recommending corrective actions to achieve strategic goals or mitigate financial risks.

Turning data into insight, insight to action and action to customer satisfaction is central to all we do.

What You'll Do

Your key responsibilities will include:

• From a Skipton Building Society perspective, support the Head of Group Financial Planning and Analysis and the team in preparing and producing the Society's key planning and stress testing outputs, using an agile and collaborative approach.
• Support the production of the bottom-up modelling (QRM) of the Society's stress testing / forecasting and regulatory requirements, liaising with the Homes and Money Finance team to agree key business assumptions and working closely with key stakeholders across Finance and the wider Society and Group.
• Assist in the consolidation of Group forecasts and the 5-year Corporate Plan.
• Through the stress testing / forecasting work identify any balance sheet or strategic vulnerabilities and provide potential improvements / solutions.
• Deliver supporting documentation used for governance of outputs.

What You’ll Need

To be successful in this role, you will ideally have:

• Strong communication skills, with the ability to clearly interpret and concisely explain the impact on the Society of complex accounting and technical matters.
• Excellent planning, analytical and modelling skills, enabling complex models to be understood and appropriately challenged.
• Proactive, enthusiastic, self-starter to deliver excellent outcomes and service.
• Strong knowledge of Financial Planning and Analysis and technical accounting knowledge with the desire and ability to be the subject matter expert in these areas.
• Good commercial understanding and ability to translate operational plans into financial outcomes.
• Experience of planning and organising own work to ensure a focus on key priorities and achievement of deadlines.
• Knowledge of QRM, Databricks and/or Power BI would be advantageous.
• Ideally attained a professional accounting qualification e.g. ACCA/CIMA/ACA

What's In It For You

Your work matters.

And the way we reward you matters, too.

At Skipton, we offer pay and benefits that really do make life better, together with a genuine thank you for making a difference.

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a max of 30 days
• Matching employer pension contribution (up to 10% per annum)
• Colleague Mortgages and access to Skipton products and services at discounted rates
• Flexible working to help balance your commitments
• Private medical insurance, health and wellbeing app, volunteering opportunities, cycle-to-work scheme, discounted gym memberships
• Lifestyle perks such as a Home and Tech voucher, which can be used at John Lewis, Currys, and IKEA

We're here to make life better for our members.

About Skipton

Our story began in 1853 in Skipton, North Yorkshire. Today, you'll find us across England and Scotland, from Aberdeen to Plymouth.

We help over a million members put down roots, save for what matters, and feel good about their money. As a mutual, they own us, so everything we do is for them. You'll feel that same fairness and purpose in how all 2,500 of our colleagues work together, too

It all means that life at Skipton is more exciting than you imagine.

What it's like to work here Life at Skipton

We talk and we listen to each other. And we make decisions as a team. That way, you get all the support you need to do work that works for everyone.

For most of our roles there's the option of blended working, which means we mix working from home and meeting in person, with three days a week in our Skipton office.

We also value what everyone brings to Skipton. And we create a fair place where you can be yourself. Our colleague networks play a big role in this. They connect people with similar life experiences and make our workplace warm, friendly, inclusive and welcoming.

It's not just our members who are important to us.

You are, too.

Lots of organisations talk about wellbeing, but they don't always back it up. As a mutual, we put people first. And that includes the people who work here. So, when we say we care about your wellbeing, we mean it.

Wellbeing isn't just one thing. It's about feeling good, having energy, and being able to be yourself and perform at your best. That's why we offer help for your mental and physical health across five key areas.

What's more, it's help that you can actually use too - not just read about.