Senior Modelling & Reporting Analyst

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:

We’re looking for an experienced Financial Forecasting & Modelling Analyst to play a key role in designing, building and continuously improving PBS’s financial forecasting estate. This is a high-impact role within an ambitious transformation programme aimed at strengthening forecasting, planning and decision-support capability across Finance, Risk and Treasury.

Combining strong financial expertise with advanced technical modelling skills, you’ll develop robust, scalable forecasting and analytical models that generate meaningful strategic insight and support business performance.

The role is a 13-month fixed term maternity cover.

What you’ll be doing:

• Model development: Design, build and enhance financial forecasting and modelling capability across Finance, Risk and Treasury using new and existing technologies.
• Model validation: Establish and maintain model validation frameworks, including sensitivity and stress testing, to ensure accuracy, consistency and robustness
• Drive insight: Develop analysis on customer behaviour and profitability that provide insights into customer patterns and portfolio performance.
• Streamlining processes: Establish forecasting assumption monitoring systems, reducing manual tasks and increasing efficiency through automation.
• Model resilience: Support the roll-out of the model effectiveness framework and ensure best practices are adhered to and maintained.
• Decision support: Partner with FP&A, Product and Balance Sheet Management teams to support forecasting to enhance decision making.

What you will bring to the role:

• Experience: Strong experience in financial forecasting, modelling and planning within financial services.
• Data expertise: Ability to leverage analytics and data-driven insights to understand our customers and portfolio performance.
• A collaborative spirit: You thrive on challenging conventions to innovate and succeed.
• Exceptional communication skills: You’ll communicate clearly and confidently with stakeholders at every level.
• Advanced data skills: Proficient in Excel, with expertise in data warehouses, manipulating large data sets, and using coding languages (e.g., SQL, VBA, SAS,or similar) to create efficient data models.
• Relevant qualifications: Degree qualified in a quantitative discipline such as Mathematics, Finance, Computing or Engineering

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)