At a Glance
- Tasks: Join our Retail Finance team to produce forecasts and insightful management reports.
- Company: Lloyds Banking Group, committed to diversity and inclusion.
- Benefits: Generous pension, performance bonuses, flexible working, and 28 days' holiday.
- Other info: Dynamic environment with opportunities for personal growth and development.
- Why this job: Make a real impact in finance using cutting-edge technology and analytical skills.
- Qualifications: Part-qualified in CIMA/ACCA/ACA with proficiency in Microsoft 365 applications.
The predicted salary is between 43803 - 48670 £ per year.
We support flexible working – click here for more information on flexible working options.
Join our Retail Finance team as an Assistant Finance Manager. You'll play a key role in producing management information and forecasts that help shape business decisions. Using tools like Planning Analytics (PAX), Excel, Power Query, Power BI, MIA and Oracle, you'll capture, consolidate and present data that drives insight. This is a fantastic opportunity to combine your analytical skills with cutting-edge technology and make a real impact in a dynamic finance environment.
Key Details:
- SALARY: £43,803 - £48,670
- LOCATION(S): Halifax
- OTHER LOCATIONS: Leeds, Bristol, Manchester, Newport/Cardiff
- HOURS: Full Time, 35 hours per week
- WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.
About this Opportunity:
This fixed term contract role offers the chance to join our Retail Finance team and make a real impact. You'll be at the heart of producing accurate forecasts and insightful management reports, using tools like Planning Analytics (PAX), Power BI, and Oracle to support key business decisions. Are you ready to bring your analytical skills and curiosity to a team that shapes the future of Retail Finance?
Day to day responsibilities:
- Forecast Consolidation: Coordinate data flows from Business Units through Division to Group Finance, ensuring a smooth planning process for all stakeholders. This includes pre-populating the system with holding positions, creating PAX templates, maintaining the SharePoint site, and implementing robust controls.
- Reconciliation Management: Ensure all actuals within plans align with previously reported figures submitted and checking that submitted plans are presented accurately by Group Finance.
- Subject Matter Expertise: Provide guidance and support to Business Units, building strong relationships with planning and reporting teams.
- Continuous Improvement: Identify and implement process enhancements to improve efficiency, accuracy, and control using power query and power automate where appropriate.
- Management Reporting: Work collaboratively across the team to deliver standardised monthly management reporting and quarterly forecasting/planning outputs.
- Culture & Collaboration: Contribute to an inclusive and collaborative culture within Retail Finance, fostering strong relationships across teams and hubs.
- Personal Development: Take ownership of individual and team objectives, investing in personal growth by developing skills and capabilities.
What you'll need:
- Proficiency in Microsoft 365 applications, particularly Excel (VBA and power query an advantage), TM1, Power BI and Oracle.
- Finance Professional (part-qualified in CIMA/ACCA/ACA or equivalent).
- Attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Strong organisational and time management skills.
- Proactive approach to process improvement.
- An interest in learning data visualisation tools and techniques.
About working for us:
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. We also offer a wide-ranging benefits package, which includes a generous pension contribution of up to 15%, an annual performance-related bonus, share schemes including free shares, and benefits you can adapt to your lifestyle, such as discounted shopping.
Assistant Finance Manager employer: Lloyds Bank
Lloyds Banking Group is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture that embraces diversity, equity, and inclusion. With flexible working options, a generous benefits package including a substantial pension contribution and performance-related bonuses, and a commitment to personal development, employees are empowered to thrive in their roles while making a meaningful impact in the finance sector. Located in Halifax, this role provides the opportunity to work with cutting-edge technology in a collaborative environment, ensuring that every team member can contribute to shaping the future of Retail Finance.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Finance Manager
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
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Keep your eyes peeled on job boards specifically for finance roles. Companies like Lloyds Bank might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Assistant Finance Manager
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Lloyds Bank will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Lloyds Bank. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Lloyds Bank confidence in your short-term commitment to the role.
How to prepare for a job interview at Lloyds Bank
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Lloyds Bank.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Lloyds Bank that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
