Finance Business Partner – Treasury & Financial Planning in London
Finance Business Partner – Treasury & Financial Planning

Finance Business Partner – Treasury & Financial Planning in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Oversee treasury activities and manage financial planning for impactful projects.
  • Company: Join a leading organisation focused on financial excellence and compliance.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Why this job: Make a difference in financial strategy while working with senior leaders.
  • Qualifications: Must be a qualified accountant with strong analytical skills.
  • Other info: Opportunity to work in a dynamic sector with excellent career growth.

The predicted salary is between 36000 - 60000 £ per year.

Key Responsibilities

  • Treasury & Financial Planning
    • Oversee the organisation’s treasury activities, ensuring funding arrangements are optimised, cost-effective and compliant with policy.
    • Manage short- and medium-term investments and cash balances.
    • Lead the production and maintenance of long-term financial plans, including scenario modelling and sensitivity analysis.
    • Support the financial assessment of major projects and strategic initiatives.
  • Stakeholder & Regulatory Engagement
    • Act as a key finance contact for lenders, regulators and external stakeholders.
    • Ensure accurate and timely submission of regulatory and lender reporting, responding to queries as required.
    • Provide clear, insightful treasury and financial planning information to senior management, Board and Committees.
  • Reporting, Systems & Governance
    • Own treasury-related reporting including cashflow forecasts, covenant monitoring, security and compliance reporting.
    • Provide high-quality financial inputs into budgets, forecasts and management accounts.
    • Ensure treasury activity complies with financial regulations, internal controls and treasury policies.
    • Contribute to annual accounts, statutory returns and value-for-money reporting.
    • Maintain accurate records relating to assets, liabilities and funding arrangements.
    • Lead or support treasury-related change projects and process improvements.
  • Collaboration & Ways of Working
    • Work closely with finance colleagues and wider teams to support organisational objectives.
    • Act as a trusted finance partner, providing advice and insight to non-finance stakeholders.
    • Champion strong financial governance, professionalism and organisational values.

Key Relationships

  • Internal: Executive team and senior leaders, Board and Committee members, Finance and wider corporate teams.
  • External: Lenders and funders, Regulators, Auditors and professional advisers.

Skills & Capabilities

  • Essential
    • Professionally qualified accountant (CCAB or equivalent).
    • Strong financial and numerical capability with excellent attention to detail.
    • Confident communicator able to present complex financial information clearly.
    • Advanced Excel skills and experience using financial systems.
    • Strong analytical and problem-solving skills.
  • Knowledge & Experience
    • Treasury management including cashflow forecasting, debt and investment management.
    • Long-term financial planning and scenario modelling.
    • Regulatory and lender reporting within a regulated environment.
    • Partnering effectively with senior stakeholders and external bodies.
  • Desirable
    • Experience within social housing or a similarly regulated sector.
    • Exposure to financial planning or modelling tools (e.g. BRIXX).
    • Experience working with enterprise finance systems.

Finance Business Partner – Treasury & Financial Planning in London employer: Banking & Financial Services

As a Finance Business Partner in Treasury & Financial Planning, you will thrive in a dynamic and supportive work environment that prioritises professional growth and collaboration. Our company offers competitive benefits, a strong commitment to employee development, and a culture that values transparency and integrity, making it an excellent place for those seeking meaningful and rewarding employment in the finance sector.
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Contact Detail:

Banking & Financial Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Business Partner – Treasury & Financial Planning in London

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who have experience in treasury and financial planning. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of cashflow forecasting and regulatory reporting. We recommend practising common interview questions related to these topics so you can showcase your expertise confidently.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

Tip Number 4

Apply through our website for the best chance at landing that Finance Business Partner role. We make it easy for you to showcase your skills and connect with us directly!

We think you need these skills to ace Finance Business Partner – Treasury & Financial Planning in London

Treasury Management
Cashflow Forecasting
Debt Management
Investment Management
Long-term Financial Planning
Scenario Modelling
Regulatory Reporting
Lender Reporting
Advanced Excel Skills
Financial Systems Experience
Analytical Skills
Problem-Solving Skills
Communication Skills
Stakeholder Engagement
Financial Governance

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in treasury management and financial planning, and don’t forget to showcase your analytical skills. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Finance Business Partner role. Share specific examples of your past achievements in financial governance and stakeholder engagement that align with what we’re looking for.

Showcase Your Communication Skills: As a key finance contact, clear communication is crucial. In your application, demonstrate how you've effectively communicated complex financial information to non-finance stakeholders. We love seeing candidates who can bridge that gap!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!

How to prepare for a job interview at Banking & Financial Services

Know Your Numbers

Make sure you brush up on your financial knowledge, especially around treasury management and cashflow forecasting. Be ready to discuss how you've managed investments or funding arrangements in the past, as this will show your expertise in the area.

Prepare for Scenario Questions

Given the role involves long-term financial planning and scenario modelling, expect questions that test your analytical skills. Prepare examples of how you've approached financial assessments for major projects, and be ready to walk through your thought process.

Communicate Clearly

As a finance partner, you'll need to present complex information to non-finance stakeholders. Practice explaining financial concepts in simple terms, and think of examples where you've successfully communicated insights to senior management or external parties.

Showcase Your Collaboration Skills

This role requires working closely with various teams. Be prepared to discuss how you've collaborated with colleagues in the past, particularly in achieving organisational objectives. Highlight any experience you have in leading change projects or process improvements.

Finance Business Partner – Treasury & Financial Planning in London
Banking & Financial Services
Location: London
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