Financial Planning and Analysis

Key Responsibilities

• Prepare accurate and timely monthly/quarterly MIS, management packs, and board/executive presentations, ensuring financial insights are communicated clearly.
• Draft management commentary and narratives that explain performance trends, highlight risks/opportunities, and translate financials into actionable business implications.
• Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses, driving cost discipline and efficiency.
• Oversee monthly P&L tracking and closing, working closely with the controllership team to ensure accuracy and insightfulness of reporting.
• Engage and communicate effectively with Global CFO and Senior Management, providing clear, concise, and actionable insights that support strategic decisions.
• Support in financial planning, forecasting, and scenario analysis, building robust models to support decision-making.
• Support the development of annual budgets and multi-year financial plans, including stress testing and scenario planning.
• Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes.
• Build scalable reporting frameworks, leveraging automation and visualization tools to enhance efficiency and insight delivery.

Key Skills & Desired Experience

• Experience & Domain Knowledge: Minimum 6+ years of experience in FP&A (Banking, Fintech experience preferable) with strong understanding of P&L, Balance Sheet, and key business/financial drivers.
• Financial Planning & Analysis: Proven expertise in budgeting, forecasting, scenario planning, and variance analysis with the ability to link financial results to operational and accounting drivers.
• Technical Excellence:
• Advanced Excel skills (financial modelling, automated templates; Macros/VBA preferred).
• Strong PowerPoint skills to craft compelling and insight-driven presentations.
• Hands-on experience with dashboarding and visualization tools (Power BI, Tableau) to translate raw data into actionable insights.
• Ability to work with GL/ERP systems (e.g.,Netsuite) and data warehouses to automate and scale reporting.
• Familiarity with AI and automation solutions for forecasting, scenario planning, insight generation, and commentary writing, ability to integrate such tools into FP&A workflows.
• Communication & Stakeholder Management: Excellent storytelling, influencing, and partnering skills, with the ability to simplify complex analysis into clear business messages for senior leadership.
• Strategic Thinking: Capacity to contribute to long-term financial plans, stress testing, scenario modelling, and executive/board reporting.
• Qualifications: Chartered Accountant or MBA (Finance) from a reputable institution.

About Us We’re OakNorth Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.   Banking should be barrier-free. It’s a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data-driven tools.  And for those who love helping businesses thrive? Our savings accounts help diversify the high street and create new jobs, all while earning savers some of the highest interest on the market.   But we go beyond finance, to empower our people, encourage professional growth and create an environment where everyone can thrive. We strive to create an inclusive and diverse workplace where people can be themselves and succeed.  Our story  OakNorth Bank was built on the foundations of frustrations with old-school banking. In 2005, when our founders tried to get capital for their data analytics company, the computer said ‘no’. Unfortunately, all major banks in the UK were using the same computer – and it was broken.   Why was it so difficult for a profitable business with impressive cashflow, retained clients, and clear commercial success to get a loan?   The industry was backward-looking and too focused on historic financials, rather than future potential.  So, what if there was a bank, founded by entrepreneurs, for entrepreneurs? One that offered a dramatically better borrowing experience for businesses?  No more what ifs, OakNorth Bank exists.   For more information regarding our Privacy Policy and practices, please visit: https://oaknorth.co.uk/legal/privacy-notice/employees-and-visitors/