Head of Financial Planning and Analysis
HybridLondon, England, United Kingdom
Job Summary
Lead forecasting, planning, and performance insight across the business by building end-to-end financial models covering P&L, balance sheet, and cash flow. Drive annual budget, reforecasting, and multi-year planning cycles using driver-based frameworks for net interest income, cost of funds, and customer growth. Partner with senior stakeholders to develop scalable tools in Excel, Google Sheets, and Python while ensuring alignment with banking drivers, capital, liquidity, and regulatory expectations. Produce high-quality management information and scenario analysis for Board and investor reporting. This role requires a professional accounting qualification and experience in a challenger bank environment. Based in Farringdon, Central London, with hybrid working from Monday to Friday.
Required Qualifications
- Ability to build, run, and maintain end to end financial models independently, with strong structure, controls, and transparency.
- Ability to deliver accurate forecasting, budgeting, reforecasting, and multi year planning in a banking environment using driver based methodologies.
- Ability to demonstrate advanced Excel capability and strong proficiency in Google Sheets, including complex modelling, scenario analysis, and robust model control.
- Ability to improve efficiency through automation, including VBA and repeatable tooling and templates.
- Ability to use Python to automate analysis, improve data integrity, and build scalable forecasting and reporting workflows.
- Ability to demonstrate strong understanding of banking financial drivers including P&L, balance sheet, net interest income, cost of funds, and operating cost levers.
- Strong knowledge of capital and other prudential concepts and their impact on planning and decision making and the ability to model accordingly.
- Ability to work effectively in a challenger bank or high growth environment, showing initiative and ownership and being comfortable building processes from scratch.
- Ability to partner with senior stakeholders, challenge assumptions constructively, and drive accountability for inputs and outcomes.
- Ability to communicate complex analysis clearly, producing concise performance insight and recommendations for senior leadership and governance forums.
- Degree level education or equivalent practical experience in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related discipline.
- Professional accounting qualification is required, for example CIMA, ACA or ACCA.
- Evidence of ongoing professional development in financial modelling, forecasting, planning, data analytics, banking capital, or prudential regulation.
Desired Qualifications
- Previous experience in a challenger bank, fintech, or high growth financial services environment where building from scratch is required is highly desirable.
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