Senior FP&A Analyst: Strategic Planning & Forecasting

Principality Building Society; Cardiff; Híbrido; GBP 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working with office presence

Good benefits

Supportive culture

Descripción de la vacante

Principality Building Society invites applications for a Senior FP&A Analyst to shape strategic financial planning, budgeting and forecasting. You will partner with Finance, Product, Treasury and Credit Risk to translate business activity into clear financial outcomes.

The role emphasizes robust modelling, scenario analysis and continuous improvement in forecasting and decision support, helping drive sustainable growth across the organisation.

Formación

• Strong analytical and numerical skills with close attention to detail.
• Experience sourcing, organising and analysing data for planning, budgeting or forecasting.
• Experience preparing management information and explaining variances vs budget/forecast.
• Strong Excel modelling skills and confidence with large datasets.
• Ability to build, operate and improve financial models.
• Understanding of balance sheets, net interest margin and connections across an organisation.
• Knowledge of investment appraisal techniques (e.g., ROA, ROCE, NPV, payback).
• Clear communication to make complex analyses accessible.

Responsabilidades

• Deliver the annual budget, quarterly forecasts and medium-term plan with robust assumptions.
• Produce scenario and sensitivity analyses for strategic decision‑making.
• Support ICAAP stress testing and weekly cash‑flow forecasting.
• Provide clear performance analysis for month‑end reporting and KPIs.
• Collaborate with Product, Treasury, Credit Risk and other stakeholders on planning assumptions.
• Enhance forecasting, portfolio analytics and decision‑support capabilities.
• Deliver high‑quality analysis that informs resource allocation.
• Monitor forecast performance and explain variances to budget/forecast.

Conocimientos

Analytical skills

Data analysis

Excel modelling

Financial planning

Stakeholder management

Communication

Ambiguity handling

Educación

Part-qualified ACA/ACCA/CIMA

Herramientas

Excel

Descripción del empleo

Principality Building Society invites applications for a Senior FP&A Analyst to shape strategic financial planning, budgeting and forecasting. You will partner with Finance, Product, Treasury and Credit Risk to translate business activity into clear financial outcomes.

The role emphasizes robust modelling, scenario analysis and continuous improvement in forecasting and decision support, helping drive sustainable growth across the organisation.