Financial Planning & Analysis Manager

Job Description

Excited to grow your careerOur purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL.About the roleDue to continued growth, we are hiring a Financial Planning & Analysis Manager to support our Commercial Financial team.As part of the Commercial Finance Function, the Financial Planning & Analysis Manager is responsible for leading HLs financial forecasting & planning processes, in addition to driving business performance and decision making through the provision of insightfulanalysis.What youll be doing

• Finance lead for HLs financial planning processes; Annual Business Reviews (Budget + 3-year Plan). Owns the planning timetable, aggregation of financial inputs, and creation of ExCo & Board level outputs
• Development and execution of medium- and long-term liquidity forecasting across entities and metrics, including analysis of balance sheet and liquidity drivers.
• Creating financial models to support valuation, planning, and forecasting in order to predict future performance
• Analyse past results, perform variance analysis, identify trends, and make recommendations for improvements
• Evaluating financial data, examining current events and market developments in order to identify trends in financial performance to provide recommendations for improvement
• Support the finance business partners and wider team with budgeting and cashflow forecasts and ensuring accurate financial reporting
• Preparing and presenting financial information and reports to operational stakeholders to inform key business decision; making and identify opportunities and risk
• Undertaking detailed scenario planning and sensitivity analysis
• Cross functional collaboration with the wider finance team to ensure continuous improvement

About you

• Experience from a professional consultancy background or significant commercial experience within a group function in a large complex organisation
• Recently qualified to 3-year PQE
• Audit background experience would be beneficial to your success in this role
• Demonstrable proficiency in financial modelling techniques. Adaptive Planning & BI experience desirable but not mandatory
• Strong analytical and data gathering skills
• Proactive, organised and self sufficient
• Accomplished in forging effective relationships at all levels, skilled at influencing, negotiating and managing challenging conversations with ease
• Solution focused mindset - with the ability to assimilate complex information and develop innovative solutions and resolve complex issues promptly
• Experience with a variety of systems and an aptitude for learning new ones
• Ability to transition between the big picture view & detail, and synthesize financial & non-financial insights from across the organisation

Interview processThis will be a two-stage interview process. The interviews will consist of competency and behavioural based questions and a presentation.Working ScheduleWe are looking for a Financial Planning & Analysis Manager to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the optionof working from home and coming into the office.Why usHere at HL, were the UKs number 1 investment platform for private investors, based in Bristol. For more than 40 years weve helped investors save time, tax and money on their investments.To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. Were steered by core values that promote service, quality, innovation, and opportunity in everything we do.Whats on offer

• Discretionary annual bonus* & annual pay review
• 25* days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HLs future
• Income Protection & Life insurance (4 x salary core level of cover)
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HLs sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* Depending on role level** up to 30 days depending on role level & increasing with length of serviceWe know that sometimes people can be put off applying for a job if they dont tick every box. If youre excited about working for us and have most of the skills or experience were looking for, please go ahead and apply. Wed love to hear from you!Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.Please note, we are unable to provide employment sponsorship to candidates.