At a Glance
- Tasks: Produce forecasts and report financial performance while explaining the numbers to internal partners.
- Company: Join a leading corporate treasury team in a dynamic financial environment.
- Benefits: Generous pension, performance bonuses, share schemes, and 28 days holiday.
- Other info: Hybrid working model with opportunities for professional growth and development.
- Why this job: Make an impact by translating complex financial data into clear insights for decision-making.
- Qualifications: Fully qualified accountant with 3+ years in finance and a curious mindset.
The predicted salary is between 57150 - 63500 £ per year.
Salary: £57,150 - £63,500 (varies by location).
Location: London & Leeds
Working pattern: Hybrid – at least two days per week at office.
About this opportunity
Group Corporate Treasury (GCT) supports the Board by developing and maintaining the appropriate balance sheet structure to meet the desired Capital, Funding/Liquidity and Structural Market Risk appetite while providing the flexibility needed. Within GCT’s Financial Planning & Analysis (FP&A) team you will produce forecasts, report financial performance and explain the story behind the numbers to internal partners and the Group.
What you’ll be doing:
- Support the preparation and reporting of GCT financial results, including forecasts and actuals, and clearly explain what the numbers mean.
- Develop an understanding of how different systems feed into the Profit & Loss (P&L), asking questions to build insight and improve financial reporting.
- Track budgets, identify variances, and confidently explain movements in a clear, simple, and logical way to senior team members.
- Translate complex financial information into straightforward messages that can be understood by non‑finance stakeholders.
- Support stress‑testing activities and use the results to understand key drivers in different scenarios.
- Apply accounting principles thoughtfully to ensure accurate and well‑reasoned financial reporting.
- Seek opportunities to improve processes and systems, using Power Apps, AI and automation.
- Work with a variety of data sources and processes, asking thoughtful questions to answer business and performance‑related queries.
- Support senior colleagues with client and stakeholder interactions, communicating financial information clearly and following agreed processes and controls.
What we’re looking for:
- A fully qualified accountant.
- Minimum 3 years of experience in a similar finance‑based role.
- Understanding or background in Treasury.
- Interest in, and developing awareness of, GCT products and activities.
- A curious mindset and strong appetite to learn new systems to improve financial control and reporting.
And any of these would be great:
- A good understanding of GCT’s role within the business and how it supports customers.
- IFRS9 accounting experience or knowledge.
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
- Benefits that can be adapted to your lifestyle, such as discounted shopping
- 28 days’ holiday, plus bank holidays
- A range of wellbeing initiatives and generous parental leave policies
Financial Planning & Analysis Manager – Group Corporate Treasury employer: Lloyds Banking Group
As a Financial Planning & Analysis Manager within Group Corporate Treasury, you will thrive in a dynamic and supportive work environment that values your expertise and encourages professional growth. With a hybrid working model based in vibrant London or Leeds, you will enjoy a competitive salary alongside an extensive benefits package, including a generous pension contribution, performance-related bonuses, and a commitment to employee wellbeing. Join us to be part of a forward-thinking team that fosters innovation and collaboration, ensuring your contributions are recognised and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning & Analysis Manager – Group Corporate Treasury
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We think you need these skills to ace Financial Planning & Analysis Manager – Group Corporate Treasury
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 Lloyds Banking Group.
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 Lloyds Banking Group'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 Lloyds Banking Group
✨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 Lloyds Banking Group.
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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 Lloyds Banking Group 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 Lloyds Banking Group 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.
