Financial Planning Analyst (12-month FTC)

Do you want to be part of a force for good, helping to make life better for customers & society in the moments that matter? At Hodge, we put people at the heart of our business, and that means our customers, colleagues, and communities. Hodge is a Welsh financial service provider that focuses on commercial lending and specialist residential mortgage markets.

As Financial Planning Analyst, you will be a key contributor to our financial planning process, annual 5-year budget process, and 3 quarterly forecasts. You will ensure the Planning tool (IBM Planning Analytics) is maintained and ready for use for each forecasting period.

You will work closely with the Business Partnering team to ensure optimal use of the planning tool and provide analysis to support the forecast results. You will also support the Treasury and Regulatory Reporting teams to run sensitivities in the Planning model for regulatory submissions.

Minimum Requirements:

• Qualified Accountant ACA/ACCA/CIMA or an equivalent qualification
• Experience within a management accounting team

Key Responsibilities will include:

• Maintain the Planning tool (IBM Planning Analytics) so it is ready for each forecast:
  • Roll forward periods
  • P&L and Balance sheet mapping
  • Back Book file creation and loading into the tool
• Conduct in-depth financial analysis of the back book forecast to validate the logic of the forecast.
• Support detailed analysis of Actuals to Forecast when detail of variances are needed.
• Work with the Business Partnering team to ensure the smooth running of the planning tool.
• Run the sensitivities of the base model for Treasury and Regulatory Reporting teams for Regulatory submissions.
• Enhance and create reporting from the Planning tool; both in the cloud-based tool and via the Excel add-in.
• Establish, maintain, and review operating policies and job cards (systems of internal control) to ensure robustness and timely remedial action for identified weaknesses.
• Understand the output of the department, implement controls and reconciliations to identify accounting discrepancies, and take ownership of issues until resolved.
• Support the risk culture of the organisation by identifying and managing risks in all activities.
• Ensure company policies and procedures are adhered to at all times.
• Undertake any other reasonable tasks as requested by the Financial Controller.

Please be aware that should we pursue your application, all our Financial Services employees will be expected to complete background checks to assess suitability for employment, including criminal record, identity, sanctions, adverse finance, fraud prevention, and reference checks to comply with our regulatory requirements.

Hodge is an advocate of being an equal opportunities employer. We believe in promoting equality and diversity, which is central to our lives today. We welcome applications from all sections of the community and recognize the value a diverse workforce brings to an organisation.

ESG and sustainability are at the heart of everything we do and serve as a reminder of the responsibility we have to our stakeholders, customers, colleagues, and the communities we operate in to use our position wisely. We’re currently exploring different certifications available and have done an initial review of how we think we’d fare, as we see this as a real opportunity for Hodge given our social purpose.

Apply today to become part of Hodge’s mission to make life better for customers and society in the moments that matter.

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