Assistant Manager - Finance - Group Planning and Reporting

JOB TITLE: Assistant Manager - Finance - Group Planning and Reporting

LOCATION(S): Edinburgh

HOURS: Full time

WORKING PATTERN: Hybrid, 40% (or two days) in our Edinburgh office
 

About this opportunity

This is an exciting opportunity for an experienced analytical finance professional to gain a unique insight into supporting the delivery of financial results to senior executives and the potential to influence group decision-making.

Within Central Finance, The Group Financial Planning and Reporting team is responsible for producing the Group’s key financial results including the regular monthly management results, the quarterly forecasts, and the annual 4-year operating plan. In addition, the team provide support to the Group Chief Executive and Chief Financial Officer in the presentation of the Group’s results, internally and externally.
 

Day to day you’ll be;

• Consolidating the group’s financial results at a divisional and legal entity level using Planning Analytics (PAX).
• Preparing ad-hoc and BAU manual adjustments through PAX, and investigations into queries on the financial results/statements using PAX.
• Supporting in the full analysis of submitted numbers against expectations, including all P&L lines (income, costs, impairments and below the line), main BS lines (assets, liabilities, wholesale funding, equity etc) and KPI metrics (ROTE, NIM, TNAV, AQR etc).
• Leading the month-end management reporting process and guiding the team through all key month-end tasks to completion.
• Supporting external results communication including market messaging through Q&A.
• Supporting and delivering consolidated quarterly forecasts, latest view forecasts, annual budget cascade and annual 4 Year Operating Plan (4YOP).

About us

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.
 

What you’ll need

• Fully qualified accountant
• Prior experience in a management reporting role focussed on running a month end process to deliver financial results, along with analysis and presentation of those results.
• Collaborates effectively within a flat team structure.
• Ability to form positive relationships with colleagues.
   

And any experience of these would be really useful

• Experience using Planning Analytics desirable.
• Good knowledge of Excel and PowerPoint including how to effectively present financial and written information in a persuasive way.
• Knowledge/experience of Power BI would be desired but not essential.
   

About working for us

Our focus is to ensure we're inclusive every day, and build an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of

background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies
   

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey.