Strategic FP&A Analyst - Forecasting & Insight Leader

Principality Building Society; Cardiff; On-site; GBP 50,000 - 70,000; Full time

Job summary

Principality Building Society is seeking 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 plans into clear financial outcomes and drive sustainable growth.

You will enhance forecasting accuracy, portfolio analytics and decision-support capabilities while promoting robust model governance and continuous improvement across FP&A.

Qualifications

• Strong analytical and numerical skills.
• Experience sourcing, organising and analysing data for planning and forecasting.
• Experience preparing management information and explaining performance vs budget/forecast.
• Strong Excel modelling skills and ability to handle large datasets.
• Understanding of balance sheets, NIM and intercompany finance.
• Knowledge of investment appraisal techniques (ROA/ROIC/NPV/Payback).
• Clear, engaging communication to make complex analysis accessible.
• Collaborative approach to work with senior stakeholders.
• Excellent organisation and prioritisation under deadlines.
• Ability to work through ambiguity and propose practical actions.

Responsibilities

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

Skills

Analytical thinking

Financial modelling

Business partnering

Forecasting

Stakeholder management

Education

Part-qualified accountant (ACA/ACCA/CIMA) or equivalent

Tools

Excel

Job description

Principality Building Society is seeking 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 plans into clear financial outcomes and drive sustainable growth.

You will enhance forecasting accuracy, portfolio analytics and decision-support capabilities while promoting robust model governance and continuous improvement across FP&A.