Strategic Finance & Workforce Planning Assistant Manager

lloyds banking group; Cardiff; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services provider in Cardiff is seeking a Data Analyst to support financial and workforce planning in the Consumer Lending business. This role involves creating and maintaining data reports using tools like Power BI, assisting in financial planning cycles, and collaborating across teams to monitor workforce trends. Applicants should have strong analytical skills and proficiency in relevant reporting tools. We offer a comprehensive benefits package including a generous pension contribution and annual performance bonuses.

Benefits

Pension contribution of up to 15%

Annual performance related bonus

Share schemes including free shares

Discounted shopping benefits

28 days’ holiday plus bank holidays

Wellbeing initiatives and parental leave policies

Qualifications

• Experience in data reporting and visualisation.
• Comfortable working in a hybrid environment.
• Experience in financial services is a plus.

Responsibilities

• Create and maintain workforce data reporting and dashboards.
• Assist in financial planning cycles for CL business areas.
• Collaborate with Finance and People teams to monitor workforce trends.

Skills

Strong analytical skills with experience in data reporting

Proficiency in Power BI

Attention to detail

Organisational skills

Ability to interpret workforce and financial data

Tools

Power BI

Excel

Workday

Oracle

Job description

Job Description Summary

This role supports financial and workforce planning activities across the Consumer Lending business, with a focus on data analysis, reporting, and operational execution.

About this opportunity

Become part of a new and exciting team dedicated to shaping the future of Consumer Lending.

This role supports financial and workforce planning activities across the Consumer Lending business, with a focus on data analysis, reporting, and operational execution. You’ll work closely with the rest of the Finance & Workforce Planning team to ensure accurate data insights and reporting that enable informed decision-making and strategic alignment.

What will I be doing?

• Create, maintain and update workforce data reporting and dashboards using tools such as Power BI, which will enable regular CL finance and workforce governance forums.
• Assist in financial planning cycles for CL business areas, including FTE tracking and cost reporting.
• Support recruitment governance processes and ensure data accuracy in workforce systems.
• Collaborate with Finance and People teams to monitor workforce trends.

Why Lloyds Banking Group

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose.

What you’ll need

• Strong analytical skills with experience in data reporting and visualisation.
• Proficiency in Power BI and other reporting tools (e.g., Excel, Workday, Oracle).
• Ability to interpret workforce and financial data and present findings clearly.
• Strong attention to detail and organisational skills.
• Comfortable working in a hybrid environment and collaborating across teams.

Desirable Experience

• Experience in financial services or regulated industries.
• Exposure to strategic planning cycles (e.g., 4YOP, 6YOP).
• Understanding of job architecture, skills taxonomy, or talent analytics.

We’re committed to creating a values-led culture and are focused on building a workforce which reflects the diversity of the customers and communities we serve. We’re disability confident and welcome applications from underrepresented groups.

We also offer a wide ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to providing a positive and inclusive working environment and to promoting equality and diversity in all our employment practices.