Head of Financial Planning and Analysis

Ultimate Banking; England; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Flexible hybrid working

Competitive salary

Comprehensive benefits package

Job summary

A heritage specialist lender in the United Kingdom is looking for an experienced Senior Finance Professional to lead the Financial Planning & Analysis (FP&A) and Business Intelligence (BI) functions. This senior leadership position involves driving financial planning processes, overseeing budgeting and forecasting, and providing high-quality analytics to senior leadership. The ideal candidate will have significant experience in finance within the financial services sector, along with strong leadership experience in FP&A and BI. This role offers flexible hybrid working, a competitive salary, and a comprehensive benefits package.

Qualifications

• Significant experience in financial planning within financial services.
• Strong leadership experience across FP&A and/or BI functions.
• Working knowledge of data warehouses and BI methodologies.
• Chartered Accountant qualification.
• Experience with Microsoft BI Stack (SSRS, SSIS, SSAS) and T-SQL.

Responsibilities

• Lead annual budgets and long-term financial plans.
• Build and maintain financial models for investments.
• Analyse financial performance against budgets.
• Deliver accurate financial reporting to management.
• Develop a BI strategy to enhance decision-making.
• Provide leadership to BI team members.

Skills

Financial planning

Budgeting

Forecasting

Performance analysis

Leadership in FP&A

Business Intelligence methodologies

SQL Server

T-SQL

Education

Chartered Accountant qualification

Tools

Microsoft BI Stack (SSRS, SSIS, SSAS)

SSIS

SSAS

T-SQL

Job description

Our client is a heritage specialist lender ready to evolve beyond tradition and grow its specialist lending offering. Be part of the team modernising a trusted brand for today’s more complex mortgage market.

This is an exciting opportunity for a senior finance professional to lead the Financial Planning & Analysis (FP&A) and Business Intelligence (BI) functions. Reporting to the Head of Credit Risk and Financial Strategy, this senior leadership role will drive the organisation’s financial planning processes, lead budgeting and forecasting cycles, and deliver high-quality analytics and reporting to senior leadership.

Responsibilities include:

• Lead the development of annual budgets, rolling forecasts, and long-term financial plans aligned to strategic objectives
• Build and maintain complex financial models to support scenario planning, investment decisions, and business cases
• Analyse financial performance against budgets and forecasts, providing actionable insight and recommendations
• Deliver timely, accurate, and insightful financial reporting to executive management, Board, and regulatory bodies
• Develop and execute a BI strategy to enhance data-driven decision-making and operational efficiency
• Provide leadership and direction to BI team members, prioritising work aligned to business needs in a fast paced project based environment.

The successful candidate will possess:

• Significant experience in financial planning, budgeting, forecasting and performance analysis within the financial services sector.
• Strong leadership experience across FP&A and/or Business Intelligence functions
• Working knowledge of SQL Server, data warehouses, and BI methodologies.
• Chartered Accountant qualification
• Experience with Microsoft BI Stack (SSRS, SSIS, SSAS) and T-SQL

This is a fantastic opportunity for an experienced FP&A leader to shape financial strategy, influence business performance, and build a best-in-class analytics capability within a growing organisation. Our client offers flexible hybrid working, along with a competitive salary and a comprehensive benefits package.

We would love to hear from you if this role aligns with your experience and career ambitions.