Financial Planning & Analysis Manager

BELONG. There’s no place like Principality.

Our home is your home. So, when you decide to join the team, we’ll go further to bring you the warmest of welcomes. From a friendly and inviting environment to a flexible benefit package designed around you – when it comes to belonging, there really is no place like Principality. We keep it flexible wherever possible; we encourage you to look after yourself; we do our bit in the communities we serve and support you in doing the same, and we promise to get better together.

Some reasons you may want to consider working with us; we have an award-winning flexible/hybrid working policy, we’re a 2022 winner of UK Best Large Workplaces for Women, we have a newly refurbished hi-tech office in the centre of Cardiff designed around colleague feedback, we ranked number 6 for wellbeing in 2022,  we have an extensive financial and well-being benefits package ‘’Belong’’ designed to put our people first, we have consistent colleague engagement scores of over 85% and a caring community of supportive Networks. But that’s not all, discover why there’s really no place like Principality; https://www.principality.co.uk/careers

We have an exciting opportunity for a Financial Planning & Analysis Manager to join our Planning & Performance team at Principality and support us on our transformation journey.

As a Financial Planning & Analysis Manager, you’ll be at the heart of strategic decision-making, driving financial planning, budgeting and forecasting. You’ll provide insights that steer the business towards serving our members, scaling our business and optimising performance, working closely with senior leadership and key stakeholders to articulate our financial ambitions.

This role will see the successful applicant lead in a high-impact role with opportunity for personal and professional growth.

Key responsibilities:

• Manage our financial planning, forecasting, and analysis activity to support strategic decision-making
• Lead elements of the annual ICAAP stress testing, cashflow reporting and benchmarking.
• Prepare insightful performance reports for the Executive Committee and Board and own month-end financial performance analysis.
• Ensure all activities align to the relevant regulatory regime and the internal control environment is proportionate and robust.
• Motivate and lead a team to deliver continuous improvement and actionable recommendations
• Monitor and deliver financial targets and budgets whilst driving efficiencies and costs

Key skills:

• Experienced in turning complex financial concepts into clear, actionable insights.
• A proactively approach to driving outcomes.
• Experience of leading by example and setting high professional standards.
• Passion and drive for challenging the status quo and empowering those around you to achieve success.
• Clear and effective communication skills, both written and verbal with the ability to influence stakeholders at all levels.
• Strong organisational skills and a collaborative mindset, ensuring seamless cross-functional delivery.
• Expertise in financial modelling and data analysis, with a high level of Excel proficiency.
• A relevant accountancy qualification (ACA, ACCA, CIMA, or equivalent).

If you have any questions in relation to this role, please contact the recruitment team – recruitment@principality.co.uk

‘’We are passionate about creating an inclusive workplace where diversity is celebrated and where colleagues feel a sense of belonging’’ Daniel Priest, Inclusion Manager. But don’t just take our word for it, see what our colleagues say about working here too; Careers (principality.co.uk)