At a Glance
- Tasks: Lead financial planning and analysis, driving budgeting and forecasting in a dynamic banking environment.
- Company: Established international banking group with a strong presence in London.
- Benefits: Competitive salary of £115,000, hybrid working, and professional development opportunities.
- Other info: Collaborative culture focused on excellence and career growth.
- Why this job: Make a significant impact by providing strategic insights to senior leadership in finance.
- Qualifications: Qualified Accountant with extensive FP&A experience in banking and strong leadership skills.
The predicted salary is between 115000 - 115000 £ per year.
We are partnering confidentially with an international banking group to recruit a Head of Financial Planning & Analysis into its London finance function. This is a senior, high-impact role responsible for leading FP&A across the business, providing strategic financial insight to senior leadership, and driving budgeting, forecasting, and performance analysis across a complex banking environment.
Sitting at the centre of Finance, this position plays a key role in supporting the UK CFO, CEO, and Board with high-quality financial analysis, forward-looking insight, and robust planning processes. You will lead a small team while working closely with stakeholders across treasury, corporate banking, and senior management.
Key Responsibilities
- Financial Planning, Budgeting & Forecasting
- Lead the quarterly forecasting and annual budgeting process across all business areas.
- Provide forward-looking financial analysis, identifying risks and opportunities to inform management decisions.
- Deliver regular reporting and performance analysis across income, costs, balance sheet, and KPIs.
- Strategic Analysis & Business Partnering
- Provide strategic financial insight to the UK CFO, CEO, Board, and Group Finance.
- Partner with senior stakeholders across treasury and corporate banking functions regarding financial performance.
- Translate financial data into clear, actionable insight for non-financial audiences.
- Team Leadership & Development
- Manage, motivate, and develop a small FP&A team.
- Foster a collaborative, high-performance culture within the function.
- Controls, Governance & Process Improvement
- Ensure robust controls, procedures, and policies across FP&A processes.
- Identify opportunities to improve reporting, processes, and systems.
- Support operational risk management within the finance function.
Your Profile
- Qualified Accountant (ACA / ACCA / CIMA).
- Extensive experience within a banking finance function, ideally supporting treasury or corporate banking teams.
- Proven FP&A, budgeting, and forecasting experience within a regulated environment.
- Strong leadership experience managing and developing small teams.
- Excellent analytical skills with the ability to communicate clearly to senior, non-finance stakeholders.
- Advanced Excel skills and strong systems awareness.
- Experience improving processes and implementing efficiencies.
What’s on Offer
- Salary: £115,000 per annum.
- Hybrid working: 3 days per week in the London office.
- Senior, visible role supporting executive leadership.
- Opportunity to lead FP&A within a complex international banking environment.
- Professional, collaborative finance culture with strong governance and standards.
Head of Financial Planning Analysis in Edinburgh employer: Morgan McKinley
Join a prestigious international banking group in London, where you will thrive in a professional and collaborative finance culture that prioritises technical expertise and prudent risk management. As the Head of Financial Planning & Analysis, you will not only lead a dedicated team but also play a pivotal role in shaping strategic financial insights for senior leadership, all while enjoying a hybrid working model that promotes work-life balance. With a commitment to employee development and a robust governance framework, this organisation offers an exceptional environment for career growth and meaningful contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning Analysis in Edinburgh
✨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 Morgan McKinley. 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 Head of Financial Planning Analysis in Edinburgh
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 Morgan McKinley.
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 Morgan McKinley'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 Morgan McKinley
✨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 Morgan McKinley.
✨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 Morgan McKinley 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 Morgan McKinley 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.
