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- Tasks: Lead financial planning, budgeting, and analytics to drive business performance.
- Company: Heritage specialist 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: Significant experience in FP&A, strong leadership skills, and Chartered Accountant qualification.
- Other info: Opportunity to build a best-in-class analytics capability in a fast-paced environment.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a heritage specialist 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 include:
- 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 and Analysis in England employer: Ultimate Banking
Contact Detail:
Ultimate Banking Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning and Analysis in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills and BI methodologies. Be ready to showcase how your experience aligns with the responsibilities of leading FP&A and BI functions.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that resonate with your values and career goals. Use our website to find roles that excite you and match your expertise in financial planning and analysis.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share any additional insights or thoughts you have about the role to show your enthusiasm.
We think you need these skills to ace Head of Financial Planning and Analysis in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Head of Financial Planning and Analysis. Highlight your experience in financial planning, budgeting, and forecasting, and don’t forget to mention any leadership roles you've held in FP&A or BI functions.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific achievements that demonstrate your ability to drive financial strategy and enhance data-driven decision-making.
Showcase Your Technical Skills: Since the role requires knowledge of SQL Server and Microsoft BI Stack, make sure to include any relevant technical skills in your application. If you’ve worked with data warehouses or BI methodologies, shout about it!
Apply Through Our Website: We’d love to see your application come through our website! It’s the best way for us to keep track of all applications and ensure you get the attention you deserve. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Ultimate Banking
✨Know Your Numbers
As a candidate for the Head of Financial Planning and 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. Prepare examples of how your analysis has driven business decisions.
✨Showcase Your Leadership Skills
This role requires strong leadership, so think about times when you've led teams or projects. Be prepared to share specific examples of how you've motivated your team, prioritised tasks, and aligned work with business needs in a fast-paced environment.
✨Demonstrate Your Technical Expertise
Familiarise yourself with SQL Server, Microsoft BI Stack, and other relevant tools mentioned in the job description. Be ready to discuss how you've applied these technologies in your previous roles, especially in building financial models or enhancing data-driven decision-making.
✨Prepare Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's financial strategy, their approach to BI, and how they envision the FP&A function evolving. This shows your genuine interest and helps you assess if the company is the right fit for you.