Kind Consultancy is working with a well-established Challenger Bank which is currently seeking a Senior FP&A Lead to focus on Planning, Performance and Cost, in a full-time, permanent role based in their offices in the Birmingham area.

Reporting to the Head of Financial Planning & Analysis, the Senior FP&A Lead will focus on ensuring the integrity, cadence, and presentation of the organisation's financial planning, performance reporting, and cost management outputs to internal owners, executives and the board. Key responsibilities will include:

• Coordinating and delivering key components of the the annual budget and quarterly forecast cycle: timetable, templates, data integrity, version control, and consolidation across Senior Finance Business Partners and wider business inputs.
• Consolidating near term forecasts and the long range financial plan into a single integrated view covering P&L, balance sheet, capital, and key ratios ensuring consistency across horizons and across reporting outputs.
• Supporting improvements to forecast cadence and accuracy improvements over time, partnering with the Senior Finance Business Partners on commercial and programme inputs respectively.
• Owning the planning cycle governance: papers, assumption logs, sign offs with the Head of FP&A and CFO.
• Leading the preparation of the monthly flash report and monthly financial performance reporting, including production, quality assurance, narrative commentary, and consistency of figures across all circulated materials.
• Producing KPI reporting and commentary that tells the story behind the numbers moving from data presentation to insight that supports decision-making.
• Contributing to the design and ongoing development of the FP&A reporting suite, ensuring it remains fit for internal management, Board, Committee and shareholder audiences.
• Delivering reporting and analysis within the cost management framework execution and tolerance monitoring across the Bank, working with budget holders and executive to drive cost discipline.
• Applying and refresh the Bank's cost allocation methodology, supporting the Senior Finance Business Partner (Transformation) on programme cost treatment and the Senior Finance Business Partner (Commercial and Modelling) on commercial cost to serve analysis.
• Supporting the development and production of product and segment profitability reporting: define methodology with the Senior Finance Business Partner (Commercial and Modelling), produce the consolidated view, and present findings to the Head of FP&A.
• Applying and maintaining FP&A model governance framework: model inventory, version control, change log, sign off trail, and periodic review cycle in line with the Bank's wider model governance standards.
• Maintaining and enhancing the planning and reporting models, supporting accuracy, scenario flexibility, and audit readiness of FP&A's outputs.
• Partnering with Financial Control on data lineage and the interface between actuals (FC team) and forecast / plan (FP&A team) to ensure a single, reconciled financial truth.
• Translating complex financial information into clear narratives, charts, and commentary suitable for Board, ExCo, and shareholder audiences.
• Building near and long term financial views in formats that scale across audience and purpose from internal management packs to externally circulated reporting.
• Providing high quality analysis and insight led analysis on trends, drivers, sensitivities, and scenarios, going beyond data presentation to inform decisions.

For the Senior FP&A Lead (Planning, Performance & Cost) opportunity, our ideal candidate:

• Must be a qualified accountant – ACA/ACCA/ CIMA
• Has demonstrable experience in FP&A or comparable financial planning, performance, or business partnering role within Financial Services, including working knowledge of planning and forecasting cycles
• Has very strong Excel skills for multiyear financial modelling, scenario planning, and consolidation
• Demonstrates strong understanding of financial reporting (management and statutory), MI, data flow and strong data analysis skills.
• Is comfortable working across two Senior Finance Business Partners, holding the consolidated view, and translating complex inputs into executive level outputs.
• Is disciplined and detail oriented with high standards on data integrity, version control, model governance, and consistency of figures across documents.
• Is able to quickly understand financial analysis and present relevant insights to support decisioning, tailored to the target audience.
• Is proactive and self directed: comfortable shaping the role and the function's standards.
• Has good knowledge of banking regulations (capital, liquidity, etc.)
• Is highly organised with consistently strong attention to detail, accuracy, and quality assurance.

If you're interested in the Senior FP&A Lead (Planning, Performance & Cost) position, you have the necessary skills, knowledge and experience and you're based in or can commute to the Birmingham area, please apply with an up to date CV today.