Planning and Reporting Manager

Tesco Bank; City of Edinburgh; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Tesco Bank is looking for a Planning & Reporting Manager in Edinburgh to join their Insurance and Money Services team. This hybrid role involves delivering comprehensive management reporting and forecasting, with opportunities to provide critical analytics that support executive decision-making and drive business growth.

Benefits

Private Medical Insurance and virtual GP

Performance-related bonus

Generous holiday allowance

Colleague discount and share schemes

Qualifications

• Experience in financial planning and forecasting.
• Experience in financial reporting or management accounting.
• Proficiency in MS Excel and PowerPoint.

Responsibilities

• Producing monthly management reports for the Executive Committee.
• Coordinating budgeting and forecasting cycles.
• Ensuring compliance with policies and regulations.

Skills

Financial planning

Forecasting

Financial reporting

Management accounting

MS Excel

PowerPoint

Job description

Planning and Reporting Manager, Edinburgh

We are seeking a Planning & Reporting Manager (Financial Planning & Analysis) to join our Insurance and Money Services team in Edinburgh. This role offers exposure to senior management and involves delivering management reporting and forecasting to support business discussions.

Location: Edinburgh, UK (Hybrid role, with 2 days/week in the office)

Salary: From £, plus bonus and benefits

Closing Date: 8th August at 5pm

About Us

We serve our customers, communities, and planet by working with heart. Our services include pet, home, and motor insurance, as well as travel money, all designed to meet everyday financial needs.

Role Overview

This role involves:

• Producing monthly management reports for the Executive Committee
• Coordinating budgeting and forecasting cycles
• Supporting rolling forecasts and annual outlooks
• Providing ad hoc analysis for decision support teams
• Ensuring compliance with policies and regulations
• Collaborating with data and technical teams on accounting standards

Requirements

• Experience in financial planning and forecasting
• Experience in financial reporting or management accounting
• Proficiency in MS Excel and PowerPoint

Preferred Skills

• Experience in Insurance or Financial Services
• Ability to quickly build networks and adapt

Benefits

• Private Medical Insurance and virtual GP
• Performance-related bonus
• Generous holiday allowance
• Colleague discount and share schemes

Inclusivity

We are committed to diversity and inclusion, welcoming all colleagues to be themselves and contribute to our purpose of serving our customers and communities better.

Additional Info

This role supports our Insurance and Money Services team and remains within Tesco Group. Interviews are expected from the week commencing June 8th.