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- Tasks: Join our team to analyse financial data and drive business performance.
- Company: Skipton Building Society is the UK's fourth largest mutual organisation, owned by its members.
- Benefits: Enjoy hybrid working, generous leave, bonuses, and health perks.
- Why this job: Be part of a dynamic team that values insight and innovation in a supportive culture.
- Qualifications: Strong communication, analytical skills, and ideally a professional accounting qualification.
- Other info: Flexible working options with a minimum of 1-2 days at our Skipton office.
The predicted salary is between 36000 - 60000 £ per year.
Group Financial Planning & Analysis Senior Specialist
Job Type: Permanent
Job Sector: Accounting
Region: Yorkshire
Location: Skipton
Salary Description: Competitive salary plus excellent benefits
Posted: 24/06/2025
Recruiter: Skipton Building Society
Job Ref: jr3280
Job Views: 1
Hours: 35 hours. Hybrid working. Minimum expectation of 1-2 days per week at our Head Office in Skipton.
Closing Date: Tue, 8 Jul 2025
We are recruiting for a Senior Specialist to join the Group Financial Planning and Analysis team. If you enjoy a fast-paced and agile environment, developing and delivering insight to drive business performance and strategy, then this may be the role for you.
With a keen eye for detail, being skilled at understanding complex information and succinctly communicating its meaning, you’ll be part of a small team at the heart of the business, optimizing member and business value.
Who Are We?
Not just another building society. Not just another job.
We\’re the fourth biggest building society and mutual organisation in the UK. Mutuality makes us different as we don\’t have shareholders; we\’re owned by our members.
Our colleagues say Skipton\’s a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.
Whatever your background, and whatever your goals, we\’ll help you take the next step towards a better future.
Meet The Team
We’re strengthening our FP&A team and broadening its remit to cover Group stress testing and forecasting activities and facilitate opportunities which make the most of the power of the Group.
The team you will be joining, Group Financial Planning and Analysis within Group Financial Performance, is a team of 9 colleagues working with financial business partners, business lines, and executive teams.
Our core role is to understand, report, and forecast business performance, explaining with insight the consequences of decisions and recommending corrective actions to achieve strategic goals or mitigate financial risks.
Turning data into insight, insight into action, and action into customer satisfaction is central to all we do.
What Will You Be Doing?
You will have the opportunity to:
- Support the Head of Group Financial Planning and Analysis in reviewing the Society’s stress testing and planning operating model with key stakeholders, adopting a more agile, collaborative, and hub approach to stress testing and forecasting cycles.
- Support the production of bottom-up modelling (QRM) of quarterly stress testing, forecasting, and regulatory requirements, liaising with relevant teams to agree assumptions and deliver financial projections.
- Assist in consolidating Group forecasts and the 5-year Corporate Plan.
- Identify vulnerabilities and provide improvements/solutions based on stress testing and forecasting work.
- Deliver supporting documentation for ExCo and Board papers.
What Do We Need From You?
To be successful, you will demonstrate:
- Strong communication skills to interpret and explain complex accounting and technical matters.
- Excellent planning, analytical, and modelling skills to understand and challenge complex models.
- Flexibility and drive to support a changing, growing business.
- Proactivity, enthusiasm, and self-motivation to deliver excellent outcomes.
- Strong knowledge of Financial Planning and Analysis, technical accounting, and the ability to be a subject matter expert.
- Good commercial understanding to translate operational plans into financial outcomes.
- Experience in planning and organizing work to meet deadlines.
- Ideally, a professional accounting qualification (e.g., ACCA, CIMA, ACA).
What’s In It For You?
Skipton values work/life balance and supports hybrid and flexible working. Benefits include:
- Annual discretionary bonus
- 25 days annual leave + bank holidays + up to 30 days
- Holiday trading scheme
- Matching pension contributions (up to 10%)
- Colleague mortgage scheme
- Salary sacrifice for hybrid & electric cars
- Training and development programs
- Private medical insurance
- 3 paid volunteering days per year
- Diverse colleague networks
- Health and wellbeing benefits like cycle to work and gym discounts
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Group Financial Planning & Analysis Senior Specialist employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Group Financial Planning & Analysis Senior Specialist
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and analysis. Understanding current methodologies and tools used in the industry will help you speak confidently about your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial sector, especially those working in FP&A roles. Engaging with them can provide insights into the company culture at Skipton Building Society and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've used data to drive business decisions in previous roles. Highlighting your analytical skills and ability to communicate complex information clearly will set you apart.
✨Tip Number 4
Research Skipton Building Society's values and recent initiatives. Tailoring your conversation to align with their mission and demonstrating your enthusiasm for contributing to their goals can make a strong impression.
We think you need these skills to ace Group Financial Planning & Analysis Senior Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis. Use keywords from the job description, such as 'stress testing', 'forecasting', and 'financial projections' to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific examples of how your skills align with the responsibilities outlined in the job description, particularly your ability to communicate complex information clearly.
Showcase Your Qualifications: If you have a professional accounting qualification like ACCA, CIMA, or ACA, make sure to highlight this prominently in your application. Discuss how your qualifications have prepared you for the challenges of the role.
Proofread Your Application: Before submitting your application, take the time to proofread it carefully. Look for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at Skipton Building Society
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Group Financial Planning & Analysis Senior Specialist. Familiarise yourself with key concepts like stress testing, forecasting, and financial modelling, as these will likely come up during your interview.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've used your analytical skills to solve complex problems. Highlight any experience you have with financial modelling or interpreting complex data, as this is crucial for the role.
✨Communicate Clearly
Since strong communication skills are essential, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to convey important information effectively, which is vital for the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the company's approach to financial planning, and how they measure success. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
