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- Tasks: Analyse financial data and manage reporting processes to drive business performance.
- Company: Join YBS, a member-focused organisation that values people over shareholders.
- Benefits: Enjoy flexible working, 25 days holiday, bonuses, and health benefits.
- Why this job: Be part of a supportive team that encourages personal growth and innovation.
- Qualifications: Accounting qualification (CIMA/ACCA/ACA) and experience in financial reporting preferred.
- Other info: Hybrid role with one day a week in Leeds office; inclusivity is key.
The predicted salary is between 36000 - 60000 £ 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.
You\’ll be aligned to the Mortgage side of the business which links very closely to our strategic priorities here at YBS. This is a hybrid role with a mix of working from home and one day a week 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 making 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 the mortgage business area
- 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 we can 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
We offer lots of fantastic rewards that you can make the most of in and out of work, including:
- 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 were 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 #J-18808-Ljbffr
Financial Planning & Reporting Accountant employer: Yorkshire Building Society
Contact Detail:
Yorkshire Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning & Reporting Accountant
✨Tip Number 1
Familiarise yourself with the mortgage sector, as this role is closely aligned with it. Understanding the key financial metrics and trends in this area will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the finance industry, especially those who work in financial planning and reporting. Attend relevant events or join online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss your experience with financial models and reporting processes. Be ready to share specific examples of how you've improved efficiency or accuracy in previous roles, as this aligns with the continuous improvement mindset they value.
✨Tip Number 4
Research YBS's values and culture to understand what they prioritise in their employees. Tailor your conversations to reflect your alignment with their commitment to inclusivity and member-focused service.
We think you need these skills to ace Financial Planning & Reporting Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, reporting, and analysis. Emphasise any qualifications like CIMA, ACCA, or ACA, and include specific examples of how you've contributed to financial outcomes in previous roles.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Discuss why you're interested in the Financial Planning & Reporting Accountant position and how your skills align with the responsibilities outlined in the job description.
Showcase Communication Skills: Since the role requires excellent communication and relationship-building skills, provide examples in your application that demonstrate your ability to effectively engage with senior stakeholders and collaborate within a team.
Highlight Continuous Improvement Mindset: Mention any experiences where you identified opportunities for process improvements or innovations in financial reporting. This will show that you have the proactive mindset they are looking for in a candidate.
How to prepare for a job interview at Yorkshire Building Society
✨Know Your Numbers
As a Financial Planning & Reporting Accountant, you'll need to demonstrate your ability to analyse financial data. Brush up on key financial metrics and be prepared to discuss how you would approach forecasting and reporting in the mortgage sector.
✨Showcase Communication Skills
This role requires excellent communication with senior stakeholders. Prepare examples of how you've effectively communicated complex financial information in the past, and be ready to discuss how you would build relationships within the team.
✨Emphasise Continuous Improvement
The company values a continuous improvement mindset. Think of specific instances where you've identified inefficiencies in processes and how you implemented changes. Be ready to share these examples during your interview.
✨Understand the Company Culture
YBS prides itself on inclusivity and flexibility. Familiarise yourself with their values and think about how your personal values align with theirs. Be prepared to discuss how you can contribute to their culture and support their members.
