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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: Experience in FP&A, strong leadership skills, and Chartered Accountant qualification.
- Other info: Opportunity to build a best-in-class analytics capability in a dynamic 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 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
✨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 discuss how you've used these in past roles, especially in budgeting and forecasting. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for roles that match your expertise in FP&A and BI. We’ve got some exciting opportunities waiting for you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the role and the company.
We think you need these skills to ace Head of Financial Planning and 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 our client is 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 Financial Planning and Analysis role. Share specific examples of your leadership experience and how you've driven financial strategy in the past.
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 these are front and centre in your application. We love seeing candidates who can leverage technology to enhance decision-making.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. 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. This shows you can not only analyse data but also apply it strategically.
✨Showcase Your Leadership Skills
This role requires strong leadership in 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 Technical Proficiency
Familiarity with SQL Server and the Microsoft BI Stack is crucial. Be prepared to discuss your experience with these tools and how you've leveraged them for financial modelling and reporting. If possible, bring examples of complex models you've built.
✨Align with Strategic Objectives
Understand the company's strategic goals and be ready to discuss how your financial planning aligns with them. Show that you can think beyond numbers and contribute to the overall business strategy. This will demonstrate your fit for the role and your forward-thinking approach.