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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: Competitive salary, flexible hybrid working, and comprehensive benefits package.
- Why this job: Shape financial strategy and influence business performance in a growing organisation.
- Qualifications: Experience in FP&A, leadership skills, and Chartered Accountant qualification required.
- Other info: Opportunity to build a best-in-class analytics capability in a dynamic environment.
The predicted salary is between 70000 - 90000 £ per year.
Competitive Salary DOE
Staffordshire
Hybrid 2 days each week in the office
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
- A Chartered Accountant qualification
- The ability to develop and execute a BI strategy to enhance data-driven decision-making and operational efficiency
- Experience with BI tools
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 Stoke-on-Trent 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 Stoke-on-Trent
✨Network Like a Pro
Get out there and connect with people in the finance sector! Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to former colleagues. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Ace the Informational Interview
Set up informal chats with professionals already working in FP&A or BI roles. This is your chance to learn about their experiences and get tips on what companies are looking for. Plus, it shows your genuine interest in the field!
✨Showcase Your Skills
When you land that interview, be ready to demonstrate your financial modelling and analytical skills. Bring examples of your past work, like reports or models you've created, to show how you can add value to the team. We want to see your expertise in action!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’re always on the lookout for talented individuals who can help us modernise our approach to financial planning and analysis. Let’s make it happen together!
We think you need these skills to ace Head of Financial Planning and Analysis in Stoke-on-Trent
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 Financial Planning & Analysis role. Share specific examples of your leadership experience and how you've driven financial strategy in the past.
Showcase Your Analytical Skills: Since this role involves a lot of analytics and reporting, make sure to highlight any relevant projects or tools you've used. If you have experience with SQL Server or BI methodologies, let us know! We love data-driven decision-makers.
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 hear from you!
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, budgeting processes, and forecasting techniques relevant to the role. Be ready to discuss how you've successfully led similar initiatives in the past.
✨Showcase Your Leadership Skills
This role requires strong leadership across FP&A and BI functions. Prepare examples that highlight your experience in leading teams, driving strategic initiatives, and influencing decision-making. Think about specific challenges you've faced and how you overcame them.
✨Demonstrate Your Analytical Prowess
Be prepared to discuss your experience with complex financial models and data analysis. Bring examples of how your insights have driven business decisions. Familiarise yourself with BI tools and methodologies, as this will be crucial in showcasing your fit for the role.
✨Align with Company Vision
Understand the company's mission to modernise its lending offerings. Research their current market position and think about how your skills can help them evolve. During the interview, express your enthusiasm for contributing to their strategic objectives and enhancing operational efficiency.