At a Glance
- Tasks: Lead financial planning and analysis, supporting strategic decisions for senior management.
- Company: Dynamic finance team within a leading UK bank.
- Benefits: Competitive salary, professional development, and exposure to senior stakeholders.
- Other info: Opportunity to work with AI tools and drive process improvements.
- Why this job: Make a real impact on financial strategies and enhance your analytical skills.
- Qualifications: Strong financial analysis skills and experience in stakeholder engagement.
The predicted salary is between 70000 - 90000 € per year.
Overall Purpose
This role within the UK Finance team provides the opportunity to support London Executive Management in strategic decision-making, influence the branch’s financial direction, and engage closely with senior stakeholders across UK CIB. The role supports the London CFO and senior management through performance analysis, development of high-quality materials for London ExCo, and leadership of forecasting and planning processes across multiple business lines. This is a high-profile role with significant exposure to senior stakeholders. The role holder is expected to articulate complex financial concepts clearly and succinctly, apply sound judgement, and provide credible challenge.
Main Responsibilities
- Executive Management Information & Reporting
Develop and maintain management information for reporting and analysis to the London ExCo and Senior Country Manager to support control objectives and strategic decision making. This includes daily flash, monthly financial steering reports and weekly ExCo reporting. - London CFO and SCM Ad Hoc Decision Support
Support senior branch management with ad-hoc financial analysis requests. - Forecasting, Budgeting & Planning
Lead the UK contribution to European FP&A cycles, ensuring timely delivery of slides, commentary and supporting analysis and an overall coherent and robust forecast. Partner with business line finance teams to challenge forecasts, assess risks and opportunities, and ensure consistent methodologies. Support strategic planning across multiple business lines and support and control functions. - Business Partnering & Stakeholder Engagement
Act as a key finance contact for senior UK management and business line heads, providing insight, clarification and decision support. Prepare, review and contribute to senior-level presentations, planning workshops and governance forums, ensuring clear messaging and data accuracy. - Data Integrity, Controls & Process Improvement
Identify and challenge data issues across accounting systems, cut-off processes and business line submissions, working with stakeholders to remediate. Drive efficiency in FP&A processes, including development of automation and AI-enabled solutions. Maintain and enhance finance tools, templates and shared reporting packs to ensure consistency and accessibility. - AI & Digital Enablement Leadership
Act as a Finance referent and AI Champion, supporting adoption of MAiA/Copilot features, delivering training, and contributing to the EMEA Finance AI roadmap. Provide practical guidance to colleagues on AI use cases, prompting, and tools for analysis, communication and reporting. Participate in beta-testing phases and collaborate with BPCE IT & Data teams to provide structured feedback. - Cross-Functional Projects & Strategic Support
Contribute to London branch initiatives, including revenue deep-dives, steering reviews, cost reconciliations, and business line performance challenges. Support UK management with insights for franchise development, pipeline monitoring, and business cases (e.g., SECM, GM Sales). - Tax
Long term tax projections are required to be produced on an annual basis. Production of UK Bank Levy calculation. Quarterly Instalment Payments for UK Corporation Tax. - Projects
There may be requirements from time to time to be involved with projects ongoing in other areas of the Finance department.
Focus Areas
- Improving transparency and control of London Global Markets balance sheet booked in Paris.
- Improve transparency/clarity and documentation of recharges from Head Office – SLA, Indirect cost reallocations, Sales Remuneration, treasury service fee, Management fee.
- Invest time in understanding and awareness of other branch-wide management information.
- Improving efficiencies within the budget process.
Responsible for oversight of the production of: Daily & weekly flash, forecasts, budgets, strategic plan Management Information packs, Adhoc presentations for senior management visitors, UK Bank Levy calculation, Quarterly instalment payments, long term tax projections. Responsible for reviewing: Draft budget proposals and draft Strategic plans.
Financial Planning and Analysis Lead in London employer: Natixis
As a Financial Planning and Analysis Lead within our UK Finance team, you will thrive in a dynamic and collaborative work culture that prioritises employee growth and development. Our London office offers a high-profile environment with significant exposure to senior stakeholders, providing you with the opportunity to influence strategic decision-making while enjoying competitive benefits and a commitment to innovation through AI and digital enablement. Join us to be part of a forward-thinking team that values your insights and fosters a culture of excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Analysis Lead in London
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those already working in finance roles. Use LinkedIn to connect and engage with them; you never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial analysis and stakeholder engagement. Think about how you can articulate complex financial concepts clearly, just like you would need to in the role. Mock interviews with friends can really help!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, focus on specific projects where you’ve influenced decision-making or improved processes. This will demonstrate your capability to handle the responsibilities of the Financial Planning and Analysis Lead.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you that dream job!
We think you need these skills to ace Financial Planning and Analysis Lead in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning and Analysis Lead role. Highlight relevant experience and skills that align with the job description, especially around financial analysis and stakeholder engagement.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Use it to showcase your understanding of the responsibilities and how your background makes you a strong candidate for supporting senior management in strategic decision-making.
Showcase Your Analytical Skills:In your application, emphasise your analytical skills and experience with forecasting and budgeting. We want to see examples of how you've successfully influenced financial direction and provided insights to senior stakeholders.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Natixis
✨Know Your Numbers
Before the interview, brush up on key financial metrics and concepts relevant to the role. Be prepared to discuss how you’ve used data to influence decision-making in previous positions. This will show that you can articulate complex financial concepts clearly, which is crucial for this high-profile role.
✨Engage with Stakeholders
Think about your past experiences working with senior stakeholders. Prepare examples of how you've successfully partnered with management to provide insights and support strategic planning. This will demonstrate your ability to engage effectively with senior management, a key aspect of the job.
✨Showcase Your Analytical Skills
Be ready to discuss specific instances where you’ve led forecasting or budgeting processes. Highlight any tools or methodologies you’ve implemented to improve efficiency or accuracy. This will illustrate your capability in driving FP&A processes and your commitment to data integrity.
✨Embrace AI and Digital Tools
Familiarise yourself with AI tools and digital solutions that enhance financial analysis. Be prepared to discuss how you’ve leveraged technology in your previous roles to drive improvements. This aligns with the company’s focus on AI and digital enablement, showing that you’re forward-thinking and adaptable.
