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- Tasks: Lead financial planning, budgeting, and analytics to drive business performance.
- Company: Niche lender modernising its approach in the mortgage market.
- Benefits: Flexible hybrid working, competitive salary, and comprehensive benefits package.
- Why this job: Shape financial strategy and influence business performance in a growing organisation.
- Qualifications: Experience in FP&A, strong leadership skills, and Chartered Accountant qualification.
- Other info: Opportunity to build a best-in-class analytics capability.
The predicted salary is between 43200 - 72000 £ per year.
£ Dependent on Experience
North Midlands
Hybrid 2 days each week in the office
Our client is a niche lender ready to evolve beyond tradition and grow its specialist lending offering. Be part of the team modernising a trusted brand for today’s more complex mortgage market. This is an exciting opportunity for a senior finance professional to lead the Financial Planning & Analysis (FP&A) and Business Intelligence (BI) functions. Reporting to the Head of Credit Risk and Financial Strategy, this senior leadership role will drive the organisation’s financial planning processes, lead budgeting and forecasting cycles, and deliver high-quality analytics and reporting to senior leadership.
Responsibilities
- Lead the development of annual budgets, rolling forecasts, and long-term financial plans aligned to strategic objectives
- Build and maintain complex financial models to support scenario planning, investment decisions, and business cases
- Analyse financial performance against budgets and forecasts, providing actionable insight and recommendations
- Deliver timely, accurate, and insightful financial reporting to executive management, Board, and regulatory bodies
- Develop and execute a BI strategy to enhance data-driven decision‑making and operational efficiency
- Provide leadership and direction to BI team members, prioritising work aligned to business needs in a fast paced project based environment
The successful candidate will possess:
- Significant experience in financial planning, budgeting, forecasting and performance analysis within the financial services sector
- Strong leadership experience across FP&A and/or Business Intelligence functions
- Working knowledge of SQL Server, data warehouses, and BI methodologies
- Chartered Accountant qualification
- Experience with Microsoft BI Stack (SSRS, SSIS, SSAS) and T‑SQL
This is a fantastic opportunity for an experienced FP&A leader to shape financial strategy, influence business performance, and build a best‑in‑class analytics capability within a growing organisation. Our client offers flexible hybrid working, along with a competitive salary and a comprehensive benefits package. We would love to hear from you if this role aligns with your experience and career ambitions.
Head of Financial Planning & Analysis employer: Ultimate Banking Ltd
Contact Detail:
Ultimate Banking Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning & Analysis
✨Network Like a Pro
Get out there and connect with people in the finance sector! Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Showcase Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in financial planning and analysis. Share specific examples of how you've led budgeting cycles or developed complex financial models. We want to see you shine!
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s financial landscape and be ready to discuss how your skills can help them evolve their lending offerings. We recommend practising common interview questions related to FP&A and BI to boost your confidence.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our team and help us modernise the financial services sector.
We think you need these skills to ace Head of Financial Planning & Analysis
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in financial planning, budgeting, and forecasting, especially within the financial services sector. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Head of FP&A role. Share specific examples of your leadership experience and how you've driven financial strategy in previous roles. We love a good story!
Showcase Your Technical Skills: Don’t forget to mention your technical expertise! If you’ve got experience with SQL Server, Microsoft BI Stack, or any relevant data analysis tools, make sure to highlight that. We’re keen on candidates who can enhance our data-driven decision-making.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to see what you bring to the table!
How to prepare for a job interview at Ultimate Banking Ltd
✨Know Your Numbers
As a candidate for the Head of Financial Planning & Analysis, you need to be on top of your financial game. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you can not only analyse data but also translate it into actionable insights.
✨Showcase Your Leadership Skills
This role requires strong leadership across FP&A and BI functions. Prepare examples of how you've led teams, prioritised projects, and driven results in a fast-paced environment. Highlighting your ability to inspire and direct others will set you apart.
✨Demonstrate Your Technical Know-How
Familiarity with SQL Server and the Microsoft BI Stack is crucial. Be ready to discuss specific projects where you've utilised these tools. If you have experience developing complex financial models or executing BI strategies, make sure to bring those examples to the table.
✨Align with Their Vision
Understand the company's goals and how they plan to modernise their lending offerings. During the interview, express how your experience aligns with their strategic objectives. Showing that you’re not just a fit for the role, but also for the company’s future, can really impress the interviewers.