Senior Financial Planning Analyst in England
Senior Financial Planning Analyst

Senior Financial Planning Analyst in England

England Full-Time 43000 - 61000 £ / year (est.) No home office possible
OSB Group

At a Glance

  • Tasks: Support high-quality financial reporting and analysis for executive decision-making.
  • Company: Join OSB Group, a forward-thinking bank on a transformation journey.
  • Benefits: Competitive salary, enhanced family benefits, and hybrid working options.
  • Why this job: Make a real impact by translating financial data into actionable insights.
  • Qualifications: Fully qualified Accountant with experience in financial reporting and analysis.
  • Other info: Dynamic workplace committed to professional development and inclusivity.

The predicted salary is between 43000 - 61000 £ per year.

About the team

The Planning & Strategy Function is a Group Finance team that provides OSB Group with financial planning and analysis, budgeting and forecasting, management accounting, cost management, mortgage pricing and finance business partnering.

What you will be doing?

As a Senior Financial Planning Analyst, you will have the opportunity to support the delivery of high-quality Group financial reporting, analysis, and insight to inform Executive and Board decision-making. The role partners with FP&A, Financial Control, and the wider business to explain performance, analyse drivers of change, and translate financial data into clear, actionable insight. You will be expected to contribute to driving improvement in financial analysis and systems development, while continuously improving the quality and efficiency of FP&A outputs.

Your responsibilities will include:

  • Own the numbers: Prepare accurate and timely Group and subsidiary management accounts, supporting data integrity, reconciliations, and clear audit trails; Partner with colleagues in FP&A and Financial Control to ensure reported results are consistent, well-understood, and appropriately explained.
  • Performance monitoring & reporting: Produce monthly actuals vs prior months/budget/forecast reporting, performing variance analysis and highlighting key drivers (timing, volume, cost, mix). Contribute to MI, Executive, and Board packs, ensuring outputs are accurate, clearly presented, and decision ready.
  • Commercial insight & narrative: Help develop concise financial performance commentary that explains what has changed, why and implications for the future. Translate financial data into clear insights for non-finance stakeholders.
  • Business partnering & stakeholder support: Act as a responsive Finance contact for stakeholders, providing timely, relevant, and well-explained information. Build strong working relationships across Finance and the wider business to support effective communication and challenge.
  • Systems, models & analysis tools: Support the implementation and ongoing enhancement of Anaplan models, including data validation, scenario analysis, and documentation.
  • Projects, ad-hoc analysis & continuous improvement: Identify opportunities to improve processes, automate reporting, and raise the quality of insight delivered by FP&A. Provide financial analysis contributing to projects, business cases, and ad-hoc requests as required.

Please note that this is a 12 month Fixed Term Contract opportunity.

What’s in it for you?

We offer a base salary dependent on experience of between £50,000 - £70,000 and a competitive benefits package including:

  • Enhanced family-focused benefits
  • Hybrid-working (3 days in office, 2 days from home)

About us

At OSB Group, we understand how much our people bring to our organisation, which is why we try our best to give back too! Our Purpose is to help our customers, colleagues and communities prosper and we are on a transformation journey to become 'the bank of the future'. Our commitment to professional development, flexible working, and employee well-being fosters a dynamic and supportive workplace.

Do you have the skills?

We are looking for talented individuals who have the experience and knowledge set out below:

  • Experience within a financial reporting role, with applied understanding of management accounting and FP&A disciplines, including management accounts preparation, performance analysis, and financial controls.
  • Good working knowledge of systems and data literacy, including accounting and planning systems (e.g. SUN, Anaplan), and strong Excel is essential.
  • You must be a fully qualified Accountant (CIMA, ACA, ACCA or equivalent).

Next steps

If this sounds like you, please apply now! For internal applications please visit the internal careers page to apply.

Still on the fence? Hear from our team or explore our process: OSB Careers

Shortlisted candidates will go through a personalised recruitment process, that is relevant and conversational - inclusive any individual reasonable support required. We want to bring out the best in you!

Diversity, Equity & Inclusion

Not sure if you meet the spec? Let us decide. Research tells us that those from marginalised groups feel like they need to meet 100% of the criteria to apply. Here at OSB, we are committed to inclusivity and understand the value different experiences and perspectives can bring, so please don’t feel like you need to check every box to apply for a role internally. We champion diversity at all levels, with Board-level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.

Senior Financial Planning Analyst in England employer: OSB Group

At OSB Group, we pride ourselves on being an exceptional employer that values our people and their contributions. With a commitment to professional development, flexible hybrid working arrangements, and a supportive work culture, we empower our employees to thrive while making a meaningful impact in the financial sector. Join us in our journey to become 'the bank of the future' and enjoy a competitive salary alongside enhanced family-focused benefits.
OSB Group

Contact Detail:

OSB Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Planning Analyst in England

✨Tip Number 1

Network like a pro! Reach out to current or former employees at OSB Group on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.

✨Tip Number 2

Prepare for the interview by brushing up on your financial analysis skills. Be ready to discuss how you've used data to drive decisions in past roles. We want to see your analytical prowess in action!

✨Tip Number 3

Show off your business partnering skills! Think of examples where you've effectively communicated complex financial insights to non-finance stakeholders. This is key for the Senior Financial Planning Analyst role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the OSB family.

We think you need these skills to ace Senior Financial Planning Analyst in England

Financial Reporting
Management Accounting
Financial Planning and Analysis (FP&A)
Variance Analysis
Data Integrity
Stakeholder Management
Excel
Anaplan
Performance Analysis
Financial Controls
Communication Skills
Process Improvement
Business Partnering
Scenario Analysis

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial reporting and FP&A. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!

Showcase Your Analytical Skills: As a Senior Financial Planning Analyst, your ability to analyse data is key. Use your application to demonstrate how you've successfully translated complex financial data into actionable insights in previous roles. We love seeing real examples!

Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to explaining your past experiences and how they relate to the responsibilities of this role.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at OSB Group

✨Know Your Numbers

As a Senior Financial Planning Analyst, you'll be expected to own the numbers. Brush up on your financial reporting skills and be ready to discuss how you've prepared management accounts in the past. Be specific about your experience with variance analysis and how you’ve translated financial data into actionable insights.

✨Master the Tools

Familiarise yourself with the systems mentioned in the job description, especially Anaplan and Excel. Be prepared to talk about how you've used these tools in previous roles to enhance financial analysis or automate reporting processes. Showing that you can navigate these systems will give you an edge.

✨Communicate Clearly

You’ll need to translate complex financial data for non-finance stakeholders. Practice explaining financial concepts in simple terms. Think of examples where you’ve successfully communicated insights to different audiences, as this will demonstrate your ability to partner effectively across the business.

✨Show Continuous Improvement Mindset

The role involves identifying opportunities for process improvements. Come prepared with examples of how you've contributed to enhancing financial processes or systems in your previous roles. Highlighting your proactive approach to continuous improvement will resonate well with the interviewers.

Senior Financial Planning Analyst in England
OSB Group
Location: England

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