Senior Modelling & Reporting Analyst in Cardiff

Overview

We’re looking for an experienced Financial Forecasting & Modelling Analyst to play a key role in designing, building and continuously improving PBS’s financial forecasting estate. This is a high‑impact role within an ambitious transformation programme aimed at strengthening forecasting, planning and decision‑support capability across Finance, Risk and Treasury. The role is a 12‑month fixed‑term maternity cover.

Responsibilities

• Model development: Design, build and enhance financial forecasting and modelling capability across Finance, Risk and Treasury using new and existing technologies.
• Model validation: Establish and maintain model validation frameworks, including sensitivity and stress testing, to ensure accuracy, consistency and robustness.
• Drive insight: Develop analysis on customer behaviour and profitability that provides insights into customer patterns and portfolio performance.
• Streamlining processes: Establish forecasting assumption monitoring systems, reducing manual tasks and increasing efficiency through automation.
• Model resilience: Support the roll‑out of the model effectiveness framework and ensure best practices are adhered to and maintained.
• Decision support: Partner with FP&A, Product and Balance Sheet Management teams to support forecasting and enhance decision‑making.

Qualifications

• Experience: Strong experience in financial forecasting, modelling and planning within financial services.
• Data expertise: Ability to leverage analytics and data‑driven insights to understand customers and portfolio performance.
• Collaborative spirit: You thrive on challenging conventions to innovate and succeed.
• Communication skills: Communicate clearly and confidently with stakeholders at every level.
• Advanced data skills: Proficient in Excel, data warehouses, manipulating large data sets and using coding languages (SQL, VBA, SAS or similar) to create efficient data models.
• Qualifications: Degree qualified in a quantitative discipline such as Mathematics, Finance, Computing or Engineering.

Location

Head Office, Principality House, The Friary, Cardiff, CF10 3FA

Contact

For any questions, email the recruitment team at -recruitment@principality.co.uk