Financial Planning Analyst

Are you looking to build a career and make a difference - why not think about the Monmouthshire Building Society?

We’re on a journey to becoming an innovative, exciting, modern mutual and we’d love for you to join us. We have an ambitious 5-year strategy with strong growth plans and your role will play a crucial part in our success.

We are a community and values-based employer that puts both our people and our members at the heart of what we do. If you want to make a real difference to your community and career, then we’d love to hear from you...

An exciting opportunity has arisen in our Finance teamfor a permanent Financial Planning Analyst. The role will be working in a hybrid approach across our Newport & Cardiff City Centre Offices and some working from home.

We are fully committed to providing the successful candidate with a development plan and goal to work towards a career in Finance and Treasury. Full study support will be provided through a accounting professional qualification and progression to Senior Financial Planning Analyst and FP&A Manager.

What we will offer you as one of our valued colleagues

• 25 days’ holiday, plus bank holidays and a day off on your birthday to help you celebrate!
• Option to purchase additional holidays.
• Opportunity to work in an agile way to include home working, after your training has been completed.
• A commitment to your ongoing training and development including our internal rotational development programme (optional after successful completion of probation).
• Up to 14 hours of paid Society leave to volunteer for a local community initiative each year.

• ‘Dress for your Day’ approach when in the office.
• Various health and wellbeing benefits such as 24-hour Employee Assistance Programme, subsidised flu jabs and eye tests.
• Private healthcare (optional from day 1).
• Dental cover (optional from day 1).
• Health cashplan cover (optional from day 1).
• Generous Stakeholder Pension Scheme – where the Society contributes a massive 10% on top of your 3% contribution!
• Life Assurance – 4 times your basic salary life cover.
• Critical illness cover

What will you be doing?

As the Financial Planning Analyst, you will be responsible for responsible for forecasting the future financial performance of the Society to deliver the Strategic Plan. Forecasting financial performance of the Strategic Plan and analysis of current financial performance, including 5 year margin forecasts, balance sheet projections, lending & funding growth and tracking key performance indicators (KPI’s). Ongoing MI support to finance, the ALCO pack and the Strategic Plan.

In this role you will be supporting the Head of Asset and Liability Management (ALM) and working closely with Finance business partners, Treasury, Products, the Change team and the Executive to further enhance the Society’s financial planning. Additionally, develop key Financial Planning models to support the long term financial stability of the Society.

What type of person will you need to be?

The ideal candidate will have at least to be:

Qualifications, skills & experience

• Educated to degree level or equivalent experience
• Strong quantitative and financial modelling skills
• Strong skills in Excel and other Microsoft Office Packages

Behaviours

• Ability to produce accurate and timely information.
• Ability to quickly assimilate and understand new information
• Logical thinker, analytical and problem solving
• Excellent verbal and written communication skills to clearly articulate the insights from findings to management and relevant stakeholders
• Require strong decision making abilities to draw sound conclusions and initiate action from information and various data sources at their disposal.
• Excellent time management
• Attention to detail
• Calm whilst working in a busy environments

Desirable

• Relevant degree qualification (accounting/finance/business or mathematics)
• Experience with dealing with large datasets
• Relevant Finance experience
• Experience in producing and presenting complex financial information effectively, accurately and efficiently
• Building Society or banking -specific experience

We’re committed to diversity and equal opportunity and as an inclusive employer, we encourage applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing) and any other protected characteristic.

Just let us know if you need any reasonable adjustments made to our recruitment processes, we’ll try to accommodate them.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.

Personal data held by the Monmouthshire Building Society relating to employment applications will be used in accordance with GDPR regulations our Privacy Statement, which is available on our website.

Our roles often generate a lot of interest and can close early so don’t miss out this opportunity to apply!

Monmouthshire Building Society values the diversity that all sections of the community can bring to our Society, we welcome applications from everyone who shares our values.

As a financial services organisation regulated by the PRA and FCA our staff must be honest, financially sound and maintain high levels of competence and capability in their role. Therefore our pre-employment checks include adverse credit checks and criminal records checks (DBS checks) for all roles. DBS checks are at a basic disclosure level for the majority of roles but at the standard level for certain roles covered by the Certification and Senior Managers Regime.