Head of FP&A

BELONG – There’s no place like Principality 

At Principality, belonging isn’t just a value — it’s how we work every day. As a colleague, you’re already part of a supportive and inclusive community where your wellbeing, individuality, and life outside of work are genuinely respected. This internal opportunity is a chance to continue your journey with us, build on your experience, and grow your career within Principality. 

We know that great work happens when people feel connected — to each other, to our purpose, and to the communities we serve. That’s why we focus on balance, invest in wellbeing, and encourage continuous learning and development across the organisation. 

Why consider this opportunity?

This role offers an opportunity to further develop your skills and make a meaningful contribution within Principality, while continuing to benefit from the culture and ways of working you already know: 

These achievements are built by our people and reflect our shared commitment to supporting one another and delivering for our members. When it comes to belonging, there truly is no place like Principality — and this role is an opportunity to continue growing as part of it. 

We’re looking for an exceptional Head of FP&A to join Principality Building Society at an exciting time of transformation. This is a pivotal senior leadership role within our CFO function, leading the Society’s financial planning, forecasting, performance insight and commercial decision-support capability.

You’ll play a key role in shaping sustainable financial delivery aligned to our corporate strategy, providing forward-looking insight to the Executive, Board and regulators. As a trusted member of the CFO leadership team, you’ll help build a data-led, commercially focused and high-performing finance function while supporting enterprise-wide transformation.

How you will make a difference:

As Head of FP&A, you’ll lead the development of our financial strategy, medium-term plan, budgeting, forecasting and scenario planning processes. You’ll bring together financial, operational, workforce and strategic planning cycles to ensure the Society has the insight, governance and modelling capability needed to make confident, member-focused decisions.

You’ll provide high-quality management information and performance insight for Executive and Board decision-making, identifying risks, opportunities and actions that support sustainable performance. You’ll also partner across Finance, Treasury, Strategy, Risk and business functions to influence key decisions around investment cases, pricing, cost management, balance sheet planning, capital, liquidity and funding.

Responsibilities:

• Lead the Society’s financial strategy, medium-term planning, budgeting, forecasting and scenario planning processes.
• Develop a joined-up performance framework across financial and operational KPIs, supporting insight-led decision-making.
• Provide forward-looking analysis of business performance, identifying key risks, opportunities and recommended actions.
• Deliver commercially focused business partnering to Executive and senior stakeholders, translating complex financial information into clear recommendations.
• Lead FP&A activity across balance sheet planning, profitability, margin management, pricing, capital, liquidity and funding in partnership with Treasury.
• Support regulatory submissions and stress testing activity, including ICAAP, ILAAP and recovery and resolution planning inputs.
• Build and develop planning, modelling, analytics and business partnering capability across the Finance function.
• Act as a senior representative of the CFO function, including deputising for the CFO where required with internal and external stakeholders.

What we are looking for:

• A qualified accountant with significant senior finance leadership experience.
• Strong experience in financial planning, forecasting, performance management and strategic decision support.
• Retail banking experience, ideally across mortgages and savings.
• Deep understanding of balance sheet dynamics, margin, capital, funding and financial resilience.
• Experience influencing at Executive and Board level, with the credibility to operate as a trusted advisor.
• Advanced analytical, modelling and insight capability, with the ability to turn data into meaningful action.
• Exposure to the PRA/FCA regulatory environment and experience supporting regulatory processes.
• A collaborative, resilient and delivery-focused leadership style, with the ability to develop high-performing teams and drive continuous improvement.

If you’re a strategic finance leader who can combine technical depth with commercial insight, senior stakeholder influence and a passion for developing high-performing teams, we’d love to hear from you.