Planning and Reporting Manager

TN United Kingdom; City of Edinburgh; On-site; GBP 40,000 - 80,000; Full time

Job summary

An innovative firm seeks a Planning & Reporting Manager to join its Insurance and Money Services team. This role offers a unique opportunity to shape reporting outputs and work closely with senior management. You'll be responsible for month-end reporting, budgeting, and forecasting, while collaborating with various stakeholders to drive business performance. The company values growth and development, encouraging talent to thrive within the finance function. With a hybrid work model and a focus on inclusivity, this position is perfect for someone looking to make a significant impact in a dynamic environment.

Benefits

Private Medical Insurance

Performance related annual bonus

Generous holiday allowance

Colleague Clubcard discount

Buy as you Earn share scheme

Save as you Earn share scheme

Qualifications

• Experience in financial planning and forecasting required.
• Proficient in financial reporting and management accounting.

Responsibilities

• Produce month-end reporting for the Executive Committee.
• Coordinate budgeting and forecasting cycles within IMS.
• Provide ad-hoc analysis support across decision support teams.

Skills

Financial planning

Forecasting

Financial reporting

Management accounting

MS Excel

PowerPoint

Job description

Social network you want to login/join with:

Planning and Reporting Manager, Edinburgh

col-narrow-left

Client:

Location:

Edinburgh, United Kingdom

Job Category:

Logistics

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

col-wide

Job Description:

Serving our customers, communities, and planet a little better every day.

Salary - Salary is from £, +bonus & benefits

Location – Edinburgh, Permanent

Office Attendance - Our roles are hybrid; however, you should be able to travel to our Edinburgh office, 2 days per week for this position.

Closing Date - Applications close th August at 5pm

We deal in the personal – from pet insurance for your best friend, and home insurance for peace of mind, to motor insurance for your dream car or travel money for that trip you’ve worked hard for. And that means we always work with heart. Whether we’re helping our customers or looking after our people, you’ll find there’s a warmth and friendliness to everything we do.

We’re looking for a Planning & Reporting Manager (Financial Planning & Analysis function) to join our Insurance and Money Services team.

Insurance and Money Services is a newly formed business within Tesco Group, with a remit to provide Tesco customers with great products across everyday Finance needs such as Insurance and Travel money.

You’ll have exposure to senior management and Executive stakeholders in this role with a key focus on delivering IMS wide management reporting and forecasting used to support Executive and Group Leadership team discussions on the business performance and outlook.

A key outcome of this role is helping to shape and standardise the reporting outputs of the go forward business along with working with Tesco Group on forecasting timelines and requirements. There aren’t many times in someone’s career where the opportunity exists to be part of something new and to grow along with the business. The IMS business also has a growth strategy that is fully supported by Tesco Group, meaning that any individual should come with a keen growth mindset and focus on delivering business goals in a forward-looking business.

This role will sit within the Planning & Reporting team which forms part of the Broader Commercial Finance team and Finance Function. Key stakeholders will include the Head of Commercial Finance & Chief Finance Officer along with the Product Finance teams.

This role will best suit someone with ambition to grow and deliver business outcomes. In doing this, the opportunity to move within the Finance function is something that would be encouraged to ensure Tesco IMS nurtures talent and provides ongoing career opportunities.

What you’ll be doing

• Produce IMS wide month end reporting for Executive Committee.
• Run the timeline and coordination of the Budgeting & Forecasting cycles within IMS.
• Coordinate the IMS finance team input to rolling forecast and full year outlook performance.
• Provide Adhoc analysis support across the Decision support teams
• Maintain and renew a knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.
• Work with data and technical teams to align on any accounting standard impacts to reporting.

We need you to have

• Financial planning and forecasting experience.
• Financial reporting and/or management accounting experience.
• Understanding of relevant external regulation Proficient user of MS Excel and PowerPoint.

And if you have any of these, even better

• Experience in Insurance or Financial Services.
• Demonstrable experience of being able to quickly form networks and hit the ground running.

We don’t expect you to tick every box, and if you feel you hit most of the brief, it’s worth exploring to further develop your career here with us.

What’s in it for you

• Private Medical Insurance (WL2+) and virtual GP Service you and your family days a year.
• Performance related annual bonus.
• Indulge in a generous holiday allowance with a minimum of weeks, with the opportunity to buy more.
• Embrace the benefits of our Colleague Clubcard, enjoy a % discount that increase to % every payday (worth up to 2K). As an added perk, we’ll give you a second card to share with someone else.
• Take part in our Buy as you Earn and Save as your Earn share schemes.

Everyone’s welcome

We want all our colleagues to always feel welcome and be themselves. We’re committed to building a more inclusive workplace and celebrating everything that makes colleagues unique, and value the richness and diversity this brings to our business. A more diverse business helps us deliver on our purpose to serve our customers, communities, and planet a little better every day.

Additional Information

Role Alignment

Following the announcement regarding Tesco's with Barclays, this role will support our Insurance and Money Services team and will remain with Tesco.

Interviews

Interviews are expected to be held from w/c th June.