FP&A Manager (6m FTC)

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 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

How you'll make a difference:

Are you ready to make a real impact? Join Principality Building Society at an exciting time of transformation, where your expertise in financial planning and analysis can help shape the future. We're investing heavily in developing our forecasting, stress testing, and analytics capabilities to support our ambitious goals—and we want you to be part of it.

We’re looking for a 6-month FTC to cover paternity leave.

As an FP&A Manager in our Planning & Performance team, 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 optimize performance, working closely with senior leadership and key stakeholders to articulate our financial ambitions. This is more than just a numbers role - it's a chance to lead, influence, and contribute to our continued success.

What you’ll be doing:

• Leading the financial planning, forecasting, and analysis that supports strategic decision-making.
• Playing a key role in the annual Medium-Term Planning and preparing for our annual ICAAP stress testing.
• Preparing insightful performance reports for the Executive Committee and Board, and owning month-end financial performance analysis.
• Develop and maintain robust performance analysis against budgets, forecasts, and targets, identifying variances, trends, and key performance drivers.
• Oversee the production of management reports, dashboards, KPIs, and weekly cashflow reporting to provide visibility of financial and operational performance.
• Conduct ad hoc financial and strategic analysis to evaluate new initiatives, competitive actions, and strategic options.
• Perform scenario analysis and sensitivity testing to assess the financial impact of different business scenarios.
• Provide clear insights and recommendations to support informed decision-making
• Bringing your deep understanding of balance sheet dynamics and mortgage/savings products to deliver actionable recommendations to senior management.

What you will bring to the role:

• A knack for turning complex financial concepts into clear, actionable insights.
• A proactive approach to driving outcomes, setting high standards for yourself and others.
• A passion for challenging the status quo and empowering those around you to achieve success.
• Exceptional communication skills, both written and verbal, allowing you to engage and influence stakeholders at all levels.
• Strong organizational 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).

You’ll have the opportunity to lead in a high-impact role, with plenty of opportunities for personal and professional growth.

We reserve the right to close this vacancy early should we receive a high volume of applications. 

Our most important asset is our people. We value a healthy work-life balance and currently offer a 35-hour work week with our hybrid approach enabling you to have a mix of office days and remote working.    

Your base location for this role will be our Head Office, Principality House, The Friary, Cardiff, CF10 3FA 

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

‘’We are passionate about creating an inclusive workplace where diversity is celebrated and where colleagues feel a sense of belonging’’ Nigel Taylor – Head of Brand, Impact & Communication. But don’t just take our word for it, see what our colleagues say about working here too; Careers (principality.co.uk)