At a Glance
- Tasks: Support strategic decision-making and enhance financial performance through data analysis.
- Company: Join Border to Coast, a leading UK asset manager focused on sustainable investments.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on continuous improvement and innovation.
- Why this job: Make a real impact by translating data into actionable insights for better business outcomes.
- Qualifications: Strong analytical skills, financial modelling experience, and effective communication abilities.
The predicted salary is between 54000 - 66000 £ per year.
12 Months Fixed Term Contract 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 are 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 are 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.
Financial Planning & Analysis Manager in Morley employer: Border to Coast
At Border to Coast, we pride ourselves on being an exceptional employer, offering a collaborative and inclusive work culture that values integrity and sustainability. Our Leeds office provides a supportive environment where employees can thrive, with flexible working options and opportunities for professional growth in the financial sector. Join us in making a meaningful impact as we secure the pensions of over a million people, while enjoying the benefits of working with an award-winning team dedicated to innovation and excellence.
