Lead Financial Planning & Analysis Analyst
In this role, you'll be a key player in financial planning, forecasting, and analyzing different financial scenarios. You'll work closely with both finance and business leaders, acting as a trusted advisor. Your main responsibilities will include :
- Leading financial projects : You'll head up initiatives that involve complex financial analysis, supporting various departments across the company.
- Complex analysis and modeling : You'll be responsible for detailed forecasting and financial modeling.
- Developing financial strategies : You'll contribute new ideas for how we approach financial planning and analysis.
- Evaluating profitability : You'll regularly review how profitable our products and distribution channels are.
- Sharing your expertise : You'll become the go-to person for financial, accounting, and regulatory matters, especially for complex client situations.
- Creating presentations : You'll prepare reports and presentations for senior leaders to keep them informed about our financial performance.
- Managing costing models : You'll take ownership of our company-wide channel and product costing models, ensuring they're accurate and continuously improved. You'll also help with client and product pricing.
- Responding to data requests : You'll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy.
- Improving financial processes : You'll look for ways to make our financial services better for internal teams and implement any necessary changes.
- Supporting team growth : You'll help with the financial development and growth of your team.
- Special projects : You'll also work on various special projects as needed.
Who You Are
This role is a great fit for someone who :
Thinks strategically : You can take financial data and turn it into clear, actionable plans.Communicate well : You're skilled at talking with senior leaders and building strong relationships across different departments.Enjoys problem-solving : You like tackling tough challenges and influencing positive outcomes.Leads initiatives : You have a proven history of leading projects that involve many different people and teams.Adapts to change : You thrive in a fast-paced, team-oriented environment and are comfortable navigating changes.Has financial expertise : You have a strong grasp of financial planning, forecasting, and scenario analysis.Values collaboration : You enjoy working with others to drive strategic decisions that benefit both clients and the company.Bonus points if you have : Experience in retail banking or cash and savings.We are an equal opportunities employer and welcome applications from all qualified candidates.
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