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FP&A Analyst (Bank)

Michael Page (UK)

Maidstone

On-site

GBP 60,000 - 80,000

Full time

21 days ago

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Job summary

An established industry player in financial services is seeking a skilled FP&A Analyst to enhance their financial planning and analysis capabilities. This role is pivotal in managing forecasting, balance sheet modeling, and supporting key Treasury activities. The ideal candidate will possess strong Excel skills and a formal accountancy qualification, demonstrating a commitment to excellence and effective communication. Join a team that values ethical practices and supports its clients with integrity, while enjoying a comprehensive benefits package and competitive salary. This is a fantastic opportunity to make a significant impact in a rewarding environment.

Benefits

Comprehensive benefits package
Annual pay review
Discretionary Group Performance Incentive
Contributory occupational pension scheme
Retailer discounts
Employee recognition scheme
Cycle to Work scheme
Season ticket loans
Social impact benefit schemes
Service milestone awards

Qualifications

  • Background in FP&A within financial services or banking.
  • Strong Excel and financial modeling skills required.

Responsibilities

  • Manage financial planning and analysis function of the Bank.
  • Lead business analysis and forecasting preparation.
  • Support ICAAP and ILAAP stress testing.

Skills

Excel
Financial Modeling
Communication Skills
Determination
Pragmatism
Work Ethic

Education

Formal Accountancy Qualification

Job description

  • Fantastic Financial Services Organisation
  • Excellent ethos and values

About Our Client

My client is a fantastic, ethically focused financial services business based in mid-Kent.

They are a brilliant organisation who support their clients, using the power of good to support their customers.

Job Description

The FP&A Analyst role will be an integral part of the team at the Bank.
You will manage and build out the financial planning and analysis function of the Bank. Lead preparation of business analysis and forecasting along with modelling the balance sheet and supporting Treasury activities such as the ICAAP and ILAAP.

As the FP&A Analyst you will:

  • Oversee and develop the Forecasting and planning for the Bank
  • Model the balance sheet, NII, margins, regulatory capital and LCR
  • Model expensed and capitalised costs, taxes etc
  • Support for ICAAP, including capital forecasts and stress testing
  • Support for ILAAP/Recovery Plan stress testing
  • Develop the revenue management of pricing, margins and balance sheet management

The Successful Applicant

The successful FP&A Analyst should come from an FP&A background within a financial services or banking environment, or have demonstrable transferrable skills. Ideally you will have a formal accountancy qualification as well.

These skills will include:

  • Very strong Excel and modeling skills
  • Determination and pragmatism
  • Excellent communication skills
  • A strong work ethic

What's on Offer

  • A base salary of up to £80,000 + benefits
  • A comprehensive benefits package which includes:
    • A pay framework that annually benchmarks salary levels competitively
    • An annual pay review in May
    • A discretionary Group Performance Incentive framework that rewards high performance and value-driven behaviours in a fair and transparent way
    • A contributory occupational pension scheme, with better-than-market employer contribution options (including the opportunity to increase contributions to 17% after three months service)
    • Retailer discounts available through a dedicated online platform
    • An employee recognition scheme that recognises outstanding performance and moments that matter
    • Cycle to Work scheme
    • Season ticket loans for travel to work repaid through the monthly payroll
    • Social impact benefit schemes
    • A first aid and mental health first aider allowance
    • Service milestone awards to recognise employee loyalty
    • An annual party
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