Strategic Finance & Workforce Planning Manager

lloyds banking group; Cardiff; Hybrid; GBP 59,000 - 67,000; Full time

Job summary

A leading financial institution in the UK is looking for a Strategic Finance & Workforce Planning Manager to oversee financial management and workforce planning. You will support financial cycles, influence strategic initiatives, and ensure effective workforce capability. The ideal candidate will have strong financial competence, strategic planning expertise, and excellent customer engagement skills. This role offers a competitive salary of £59,850 - £66,500 and hybrid working options.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Benefits for lifestyle adaptation

30 days’ holiday

Wellbeing initiatives

Qualifications

• Experience in cost management and budgeting.
• Familiarity with planning cycles.
• Knowledge of skills taxonomy and talent analytics.

Responsibilities

• Support financial planning cycles for CL business areas.
• Oversee recruitment governance aligned with strategic plans.
• Forecast workforce needs and skill gaps.

Skills

Financial competence

Strategic workforce planning

Customer engagement

Data interpretation

Power BI

Workday

Oracle

Tools

Financial services

Workforce planning platforms

Job description

Overview

End Date Monday 06 October 2025

Salary Range £59,850 - £66,500

Flexible Working Options Hybrid Working Options: Hybrid Working, Job Share

Location Halifax, Newport/Cardiff, Birmingham, Chester, Manchester

Hours 35 hours, full time

Working Pattern Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

Job Description

JOB TITLE: Strategic Finance & Workforce Planning Manager

SUMMARY This hybrid role combines financial management, cost oversight, and strategic workforce planning to support Consumer Lending’s long-term business objectives. You’ll lead initiatives that align financial strategy with workforce capability, ensuring the right people with the right skills are in the right roles at the right time. The role demands strong collaboration across CL business areas, Finance, and People & Places, with a focus on data-driven decision-making and influencing senior customers.

Responsibilities

• Support financial planning cycles for partnered CL business areas, including FTE and cost modelling across multi-year horizons.
• Oversee recruitment governance and ensure alignment with strategic workforce plans.
• Partner with the Business, Finance and People teams to forecast workforce needs and skill gaps.
• Drive strategic workforce planning initiatives, including location strategy and talent mix.
• Analyse workforce data to inform investment decisions and transformation programmes.
• Influence senior leaders and cross-functional teams to embed workforce planning into business strategy.

What you’ll need

• Strong financial competence with experience in cost management and budgeting.
• Expertise in strategic workforce planning, including forecasting and scenario modelling.
• Excellent customer engagement and influencing skills.
• Ability to set up and interpret complex data and translate into actionable insights.
• Familiarity with tools such as Power BI, Workday, Oracle, and workforce planning platforms.
• Comfortable working in a hybrid environment with cross-functional teams.

Desirable Experience

• Background in financial services or regulated industries.
• Experience with planning cycles (e.g., 4YOP, 6YOP).
• Knowledge of job architecture, skills taxonomy, and talent analytics.

Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We’re disability confident. If you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

Benefits

• 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
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey.

At Lloyds Banking Group, we’re driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you’ll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you’ll have many opportunities to learn, grow and develop.

We keep your data safe. So, we’ll only ever ask you to provide confidential or sensitive information once you have formally been invited to an interview or accepted a verbal offer to join us which is when we run our background checks. We’ll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We’re focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.