At a Glance
- Tasks: Analyse financial data and deliver insightful reports to drive business performance.
- Company: Join a dynamic finance team in a leading organisation with a hybrid work model.
- Benefits: Enjoy a competitive salary, generous pension scheme, health benefits, and 25 days holiday.
- Other info: Great career growth opportunities and a supportive environment for continuous improvement.
- Why this job: Make a real impact by improving financial processes and working with senior stakeholders.
- Qualifications: Accounting qualification (CIMA/ACCA/ACA) and experience in financial reporting or planning.
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 Our Benefits: Everyone’s different. That’s why we offer a wide range of benefits and rewards that we think you’ll love, whatever’s important to you, and whatever stage of life you’re at. Such as:
- Our pension scheme (where you can get up to 11% from us).
- On target bonus of 7% (with the opportunity to earn up to a maximum 15%).
- Access to brilliant health benefits.
- Life assurance at 6 times your salary.
- 25 days holiday (and the option to buy more).
- Cycle to work or an interest-free loan for an annual ticket.
- Wellbeing resources and tools.
- Retail and Leisure discounts.
Financial Reporting and Planning Accountant employer: Yorkshire Building Society (YBS)
Yorkshire Building Society is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Bradford. With a strong focus on employee development, we offer numerous growth opportunities and a competitive salary, ensuring that our team members are well-equipped to lead high-impact engineering initiatives. Join us to be part of a supportive environment where your contributions drive meaningful change and enhance our technology landscape.
Contact Details:
Yorkshire Building Society (YBS) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Reporting and Planning Accountant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Yorkshire Building Society (YBS). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Reporting and Planning Accountant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Yorkshire Building Society (YBS).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Yorkshire Building Society (YBS)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Yorkshire Building Society (YBS)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Yorkshire Building Society (YBS).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Yorkshire Building Society (YBS) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Yorkshire Building Society (YBS) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
