Home
Jobs
Saved
Resumes
Head of Financial Planning – Analysis at Castle Trust Bank | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Head of Financial Planning – Analysis
Castle Trust Bank
Website
LinkedIn
Head of Financial Planning – Analysis
United Kingdom
Full Time
2 hours ago
No H1B
Apply Now
Key skills
Stakeholder Management
Budgeting
Communication
About this role
Role Overview
Responsible for shaping financial strategy through high‑quality insight, robust planning and forward‑looking analysis
Lead budgeting, forecasting and long‑term financial planning
Deliver high‑quality insight and performance reporting to the Board and Executive Committee
Act as a trusted advisor to the Executive team, providing commercial analysis, scenario modelling and investment appraisal
Drive continuous improvement in FP&A systems, reporting and automation
Initially operate as a senior individual contributor with scope to build and lead a high‑performing FP&A team
Provide targeted insight across all areas of the organisation
Requirements
Fully qualified accountant (ACA, ACCA, CIMA or CFA)
Proven experience in senior FP&A, commercial finance or finance business partnering roles
Strong financial modelling, forecasting and data analysis skills
Experience producing high-quality management and Board-level reporting
Excellent stakeholder management and communication skills, with the ability to support and challenge at all levels
Strong Excel skills and a clear understanding of best practice in financial planning and reporting
Experience within financial services (desirable)
Prior experience building or leading FP&A teams (desirable)
Benefits
annual performance-related bonus based on individual and company performance
generous contributory pension scheme through Hargreaves Lansdown
life assurance
28 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply)
extra day paid annual leave for Volunteering
private healthcare through Bupa
free access to BHFS RISE EAP to support health and wellbeing
free eye test vouchers
discounted gym membership
season ticket travel loans (if applicable)
Apply Now
Home
Jobs
Saved
Resumes