At a Glance
- Tasks: Analyse financial data and deliver insightful reports to drive business performance.
- Company: Join YBS, a member-focused organisation that values your individuality.
- Benefits: Enjoy 25 days holiday, flexible working, and a generous pension contribution.
- Other info: Embrace inclusivity and flexibility in a dynamic workplace with growth opportunities.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Accounting qualification (CIMA/ACCA/ACA) and experience in financial reporting preferred.
The predicted salary is between 35000 - 45000 £ per year.
Are you currently working in practice and looking for that first move into industry? Or have just completed your professional qualification and looking for your next step? We have an opportunity for a Financial Planning and Reporting Accountant to join our team so this could be the role for you! You’ll be our subject matter expert working within a team of finance professionals to deliver relevant, reliable and robust financial management information in relation to forecasting and reporting. This is a hybrid role with a mix of working from home and in our central Leeds office.
About the role
As Financial Reporting and Planning Accountant, you’ll have a great ability to analyse numbers and financial models to tell the story of what is happening across the organisation. You will carry out monthly management reporting and quarterly reforecasting activities, reviewing how each element of the business is performing and make recommendations to gain the best financial outcome.
- Source, analyse and consolidate financial information to the relevant senior management and governance committees.
- Develop and manage key relationships with both internal and external customers, ensuring clear communication.
- Own the month-end reporting process, support the annual plan and quarterly forecasts for one of our key business areas.
- Manage the development and maintenance of effective and efficient processes and systems.
- Drive innovation through the identification and implementation of opportunities to streamline and automate processes.
About you
With an Accounting qualification (CIMA/ ACCA/ ACA) or equivalent, and some experience of income reporting, planning and forecasting, you’ll have:
- Excellent communication and relationship building skills with the ability to converse effectively with senior stakeholders.
- A continuous improvement mindset, always looking for ways to improve our processes, with the ability to identify and address key risks/ implications.
- Ability to review, manage and develop new financial and analytical models.
- Knowledge of management and financial accounting principles and be well-versed in approaches and techniques.
- Some experience of working with mortgages or savings from a finance perspective, however this is not essential.
About us
At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.
Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.
Development. We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.
Inclusivity. We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.
About our Benefits
- Holiday. You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
- Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals we’re all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
- Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
- Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
- My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts.
Ready to apply? If you’re excited about this role and want to be part of the YBS team, apply now to send us your application.
Want more information? If you have any questions about this role, please contact Mike Peel on careers@ybs.co.uk.
Financial Reporting & Planning Accountant in Leeds employer: Yorkshire Building Society Group
At YBS, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in the heart of Leeds. With a strong focus on employee development, flexible working options, and a commitment to work-life balance, we empower our team members to thrive both personally and professionally. Our generous benefits package, including competitive bonuses and comprehensive health plans, ensures that you are well taken care of as you embark on a rewarding career with us.
Contact Details:
Yorkshire Building Society Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Reporting & Planning Accountant in Leeds
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Yorkshire Building Society Group.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Yorkshire Building Society Group's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Financial Reporting & Planning Accountant in Leeds
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Yorkshire Building Society Group
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
