At a Glance
- Tasks: Lead financial planning, budgeting, and analysis to drive business transformation.
- Company: Join Border to Coast, a leading asset manager focused on sustainable investments.
- Benefits: Enjoy 30 days holiday, health insurance, and professional development opportunities.
- Other info: Flexible working options and a vibrant Leeds city centre location.
- Why this job: Make a real impact by translating data into actionable insights for a better future.
- Qualifications: Strong analytical skills and experience in budgeting and financial modelling required.
The predicted salary is between 70000 - 90000 £ per year.
Leeds – 3 days office Permanent: 37.5 hour per week Full time (we welcome flexible working discussions)
An opportunity to make a difference. At Border to Coast our purpose is to make a difference and we’re looking for a Financial Planning and Analysis Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.
As a Financial Planning and Analysis Manager, you will play a key role in supporting strategic decision-making, financial performance, and business transformation initiatives. Working closely with the Senior FP&A Manager you’ll help deliver our budgeting process, maintain and enhance revenue models, and contribute to the development of Board-level balanced scorecard reporting. You’ll also partner with our Change function to ensure programmes deliver measurable benefits, improved operational efficiency, and tangible commercial value across our B2C operations. This is an exciting opportunity for someone who enjoys translating data into actionable insights, improving processes, and influencing business performance.
The role – what you’ll be doing:
- Budgeting: Support the delivery of budgeting and monthly performance reporting.
- Change & Benefits Realisation: Partner with Change and Transformation teams to define, track, and validate financial and operational benefits of transformation initiatives. Build and maintain benefits tracking frameworks, ensuring clear ownership and accountability. Challenge assumptions and validate business cases with robust financial and commercial analysis. Support post-implementation reviews to confirm delivery vs. plan.
- Commercial & Financial Analysis: Provide actionable insights into Border to Coast cost performance drivers. Assess the impact of proposed changes on P&L, cash flow, and customer outcomes. Identify risks and opportunities to improve commercial performance.
- Process Modelling & Efficiency Improvement: Map, analyse, and optimise key Border to Coast processes to drive efficiency. Identify process inefficiencies, duplication, and automation opportunities. Support implementation of improved processes, including performance tracking and KPIs. Embed a culture of continuous improvement and data-driven decision making.
- Data & Insight Delivery: Develop dashboards and reporting to track change performance, benefits, and operational metrics. Translate complex data into clear commercial insights for stakeholders. Work with data teams to ensure data quality, consistency, and accessibility.
About you - and the value you’ll bring to our team:
- Ability to manage tight deadlines whilst ensuring quality of outputs.
- Strong problem-solving and decision-making skills.
- Strong analytical and financial modelling skills.
- Strong commercial acumen and business partnering skills.
- Strong communication, engagement and influencing skills with confidence to challenge across all levels of the organisation.
- Budgeting, forecasting and financial modelling.
- Proven ability to deliver benefits realisation or support transformation programmes.
- Effective IT skills required for the job role, including advanced Excel, PowerBI and data analysis capability.
- Ability to develop dashboards and improve reporting capability.
- Use of PowerBI.
- Reward analysis.
Why join Border to Coast?
- Competitive remuneration and access to excellent benefits.
- Vitality Health Insurance for all employees.
- Employee Assistance Programme.
- A generous holiday allowance of 30 days a year, plus bank holidays.
- Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC).
- Critical Illness Cover.
- Pension scheme.
- Stunning Leeds city centre location only a short walk to the train station.
- Cycle to work scheme.
- Life Assurance of 6 times of salary.
- Sustainable travel plans.
- Range of discounts for Leeds gyms, shops and restaurants.
- Hybrid working.
- Onsite gym.
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you.
We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.
About Us: Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 18 Local Government Pension Schemes funds which collectively represent over 5,000 employers and two million members. The Partner Funds have approximately £120bn of assets, strengthening the Border to Coast partnership’s ability to harness scale to be more effective, more resilient, and more impactful. Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Planning & Analysis Manager in Leeds employer: Border to Coast
Border to Coast is an exceptional employer, offering a collaborative and inclusive work culture that prioritises employee well-being and professional growth. With competitive benefits such as generous holiday allowances, health insurance, and opportunities for funded qualifications, employees are supported in their career development while working in a stunning Leeds city centre location. Join us to make a meaningful impact in securing the pensions of over a million people, all while enjoying a flexible working environment and a commitment to sustainability.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning & Analysis Manager in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Border to Coast. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning & Analysis Manager in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Border to Coast.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Border to Coast's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Border to Coast
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Border to Coast.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Border to Coast will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Border to Coast employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
