Financial Reporting & Planning Accountant

Financial Reporting & Planning Accountant

Full-Time 35000 - 45000 £ / year (est.) No working from home possible
Yorkshire Building Society (YBS)

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 competitive salary, generous pension scheme, health benefits, and 25 days holiday.
  • Other info: Opportunities for professional growth and a supportive work environment.
  • Why this job: Make an impact by improving financial processes and working closely with senior stakeholders.
  • Qualifications: Accounting qualification (CIMA/ACCA/ACA) and experience in financial reporting and forecasting.

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 you 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.
  • You will 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 & Planning Accountant employer: Yorkshire Building Society (YBS)

Join a dynamic team in the heart of Leeds as a Financial Reporting & Planning Accountant, where you'll not only enhance your financial expertise but also enjoy a supportive work culture that prioritises employee growth and well-being. With a hybrid working model, competitive benefits including a generous pension scheme, and a focus on continuous improvement, this role offers a unique opportunity to make a meaningful impact while enjoying a balanced lifestyle.

Yorkshire Building Society (YBS)

Contact Details:

Yorkshire Building Society (YBS) Recruitment Team

We think you need these skills to ace Financial Reporting & Planning Accountant

Financial Analysis
Forecasting
Management Reporting
Communication Skills
Relationship Building
Process Improvement
Financial Modelling