At a Glance
- Tasks: Lead financial planning and analysis to support strategic decisions and drive business success.
- Company: Join Hodge, a Welsh financial service provider focused on real estate finance.
- Benefits: Competitive salary, inclusive culture, and commitment to sustainability.
- Other info: Be part of a diverse team dedicated to making life better for all.
- Why this job: Make a positive impact on customers and society while developing your career.
- Qualifications: Experience in budgeting, forecasting, and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
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 real estate finance and specialist residential mortgage markets. The Financial Planning and Analysis Senior Manager will play an integral role in supporting the delivery of the Bank’s strategy.
The role holder will work closely with the business to embed strategic levers into annual budgets and quarterly forecasts, articulating the key messages to the Board and Executive team. You will become a trusted advisor to the business using strong analytical and interpersonal skills to provide relevant and insightful analysis, adding value and assisting in decision making.
Previous experience in:
- Business partnering roles
- Budgeting, forecasting and financial planning
- Working with senior management teams
Key responsibilities will include:
- Preparation of the annual budget and quarterly planning forecasts, engaging with the business to design and embed proposed strategies, challenging on assumptions where required.
- Articulating the plan to Board and Exco in the form of dynamic presentations that illustrate key business issues, insights and recommendations.
- Tracking actual performance vs plan, analysing deviations to identify root causes and presenting corrective or mitigating actions to the business.
- Financial appraisal of business-wide pricing strategies including presenting recommendations at Pricing Committee.
- Preparing and presenting monthly financial reports for the Bank’s senior management team and wider stakeholders, highlighting key trends, insights, risks and opportunities.
- Acting as a strategic partner to the senior management team, providing recommendations and the ‘so what’ implications to potential future strategies.
- Working across the business to understand key developments in the market place and how they may impact the Bank’s roadmap for delivery and associated budget/forecast.
- Providing financial analysis and insights to support decision making on projects, investments and operational issues.
- Monitoring of external benchmarking for Hodge and reporting KPI’s for the ExCo & Board.
- Supporting finance and wider business deliverables as required.
- Establishing, maintaining and reviewing operating policies and job cards (systems of internal control) to ensure that they are sufficiently robust to adequately safeguard the Group’s assets and where weaknesses are identified ensure remedial action is taken in a timely manner.
- Being accountable for identifying, evaluating and managing all significant risk within areas of responsibility and where appropriate report on risk identified elsewhere in the Group.
- Developing and maintaining an up-to-date knowledge of Compliance & Risk regulatory and legislative information related to Group products and services (e.g. PRA/FCA rules, Data Protection, Money Laundering, etc.), as advised by line management.
- Ensuring company policies and procedures are adhered to at all times.
- Supporting the risk culture of the organisation by taking personal responsibility for identifying and managing risks in everything you do.
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, these include; a criminal record, identity, media, 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 recognise 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.
Apply today to become part of Hodge’s mission to make life better for customers and society in the moments that matter.
Financial Planning and Analysis Senior Manager in Cardiff employer: Hodge
Hodge is an exceptional employer that values its employees by fostering a collaborative work culture and providing ample opportunities for professional growth. Located in Wales, the company offers competitive benefits, including a generous car allowance, and prioritises strong relationships both within teams and with clients, making it a rewarding place to build a career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Analysis Senior Manager in Cardiff
✨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 Hodge. 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 and Analysis Senior Manager in Cardiff
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 Hodge.
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 Hodge'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 Hodge
✨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 Hodge.
✨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 Hodge 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 Hodge 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.
