At Principality, we want you to feel welcome from the moment you join us. You’ll be part of a friendly, supportive culture where people are encouraged to be themselves, do meaningful work and feel connected to our purpose, our customers and the communities we serve.
At the heart of every great organisation is a clear view of its future. At PBS, we’re looking for an FP&A Accountant who can help shape that future—turning numbers into insight, and insight into action.
This is more than just forecasting. You’ll play a key role in delivering the financial story behind PBS’s ambition—supporting planning, budgeting, and performance analysis that directly influences strategic decision-making and sustainable growth.
Working closely with stakeholders across the business and Finance teams, you’ll ensure our financial plans are robust, forward-looking, and aligned to our long-term vision.
What you’ll be doing:
- Supporting the delivery of the annual budget, medium-term plans, and forecasting processes
- Analysing financial performance, identifying trends, and providing clear, actionable insights
- Running scenario analysis to support strategic decisions and evaluate new opportunities
- Identifying and driving process improvements to enhance efficiency and reporting quality
- Partnering with stakeholders to bring clarity to financial performance and future outlooks
What you’ll bring:
- A qualified accountancy background (ACA, ACCA, CIMA or equivalent)
- Strong Excel and financial modelling skills, with the ability to interpret large data sets
- Experience in FP&A, forecasting, and performance analysis
- A solid understanding of financial services concepts such as balance sheet, capital and liquidity
- The ability to translate complex data into compelling insights and clear narratives
- A proactive, curious mindset with the confidence to challenge and influence
Impact you’ll have
Your work will directly support:
- Better decision-making through insightful financial analysis
- Stronger planning and forecasting accuracy
- Operational excellence across finance processes
What you can look forward to:
A place to belong with an award-winning employer that values inclusion and wellbeing:
- Flexible working – a hybrid approach with at least 8 days per month in the office.
- Collaborative culture – an encouraging environment where your ideas can make a real impact.
- Great benefits – supporting your physical, mental and financial wellbeing.
To hear more about working at Principality and our Benefits package, read all about us or our Careers Page - What we offer | Careers | Principality and LinkedIn- Principality Building Society: Posts | LinkedIn
Interview Process
- This advert closes on 04/10/2026
- You’ll hear from us by 09/10/2026
- Interviews will be from 23/10/2026
‘the above dates are a guideline and are subject to change’.
If you’re looking for a place where you can grow, feel supported and make a real difference, we’d love to hear from you.
We reserve the right to close this vacancy early should we receive a high volume of applications
If you have any questions in relation to this role, please contact the recruitment team at -recruitment@principality.co.uk
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FP&A Accountant in Cardiff employer: Principality Building Society
Join a dynamic organisation where you can play a pivotal role in shaping funding and liquidity strategy as a BSM Senior Manager. Our collaborative, high-performing team offers a supportive work culture that values innovation and continuous improvement, providing ample opportunities for professional growth and influence at the executive level. With a focus on strategic decision-making and a commitment to robust risk management, this role is perfect for those looking to make a meaningful impact in a regulated environment.
Contact Details:
Principality Building Society Recruitment Team
