Financial Planning & Analysis Funding Partner Lead Manager

About the team

The Planning & Strategy Function is part of Group Finance and plays an important role in supporting OSB Group’s financial performance and future plans. The team is responsible for financial planning and analysis, budgeting and forecasting, management accounting, cost management, mortgage pricing and finance business partnering.

What you will be doing?

As the FP&A Funding Partner Lead Manager, you’ll play a key role in supporting the financial performance and planning of our Savings business. You’ll provide accurate and timely management information, financial insight and liquidity analysis to help colleagues and senior leaders make informed decisions.

You’ll lead the delivery of core MI for the FP&A Funding team, helping to maintain high standards of data quality and reporting while providing forward-looking analysis to support planning, funding and strategic decision-making. You’ll also contribute to forecasting and planning activities and help shape improvements across our Finance systems, reporting and processes.

Your responsibilities will include:

• Management information & insight: Develop and improve MI, analysis and dashboards for the Product team, ExCo and Board, providing clear and meaningful insights across Savings, pricing, funding and liquidity.

• Forecasting & budgeting: Support budgeting, forecasting and strategic planning using Anaplan, analysing Savings, Funding and Liquidity trends to help shape assumptions and the Funding Plan.

• Business partnering: Build collaborative relationships across Savings Products, Financial Control, Treasury and wider Finance, supporting key initiatives and ensuring funding requirements are understood and represented.

• Strategic analysis: Provide high-quality analysis to support executive decision-making and Board papers, including scenario modelling, sensitivity analysis and business cases.

• Data stewardship: Lead on data quality and consistency across Savings MI, helping to ensure definitions and reporting are accurate, clear and reliable.

• Continuous improvement: Identify opportunities to improve forecast accuracy, automation and analytical insight, contributing to Finance transformation across Power BI, Anaplan, MI and liquidity reporting.

What's in it for you?

We offer a base salary from £70,000, dependent on experience, alongside a competitive benefits package including:

• Annual discretionary bonus opportunity
• 30 days’ annual leave
• The choice to contribute 3% or 5% to your pension, with employer contributions of 6% or 8% respectively
• Enhanced family-focused benefits
• Hybrid working

Please use this link to see the fantastic benefits available at OSB: OSB Careers

About us

At OSB Group, our people make a real difference to our organisation. Our purpose is to help our customers, colleagues and communities prosper, and we're on a transformation journey to become the bank of the future.

We want our colleagues to feel supported to develop and grow. Our approach to professional development, flexible working and colleague wellbeing helps us create an environment where people can contribute, collaborate and build their careers.

Do you have the skills?

We’re looking for someone who can bring a combination of relevant finance expertise, collaborative leadership and commercial insight to the role. You’ll ideally have:

• Relevant Finance experience within Financial Services, with good knowledge of Savings products, bank funding, cost of funds and liquidity.
• Proven Finance Business Partnering experience, with the ability to build trusted relationships, influence and constructively challenge senior stakeholders, alongside experience of leading a Finance team.
• Experience across budgeting, forecasting, variance analysis and Executive/Board-level MI, with the ability to turn complex financial information into clear, meaningful insights and recommendations.
• Advanced Excel skills and experience using forecasting and planning tools. Knowledge of Anaplan is highly desirable, alongside Power BI and an understanding of financial data flows.
• A fully qualified accountant (ACA, ACCA, CIMA or equivalent), with Financial Services experience, good financial controls knowledge, attention to detail and the ability to work collaboratively and deliver effectively in a fast-paced environment.

Next steps

If this sounds like you, please apply now! For internal applications please visit the internal careers page to apply. 

Still on the fence? Hear from our team or explore our process: OSB Careers

Shortlisted candidates will go through a personalised recruitment process, that is relevant and conversational. If you need any adjustments or support, we’re here to make sure you can show your best self.

We are proud to be a Disability Confident employer and are committed to creating an inclusive and accessible workplace where everyone can thrive.

We welcome applications from people of all backgrounds and encourage candidates with disabilities and long-term health conditions to apply.

If you meet the minimum criteria for the role and would like to be considered under our Disability Confident Scheme, please indicate this on your application.

Diversity, Equity & Inclusion

Our team value spending time together in the office, typically 3 days a week to support collaboration and connection with colleagues, but we’re happy to have a conversation about what flexibility might look like for you.

Not sure if you meet the spec? Let us decide. Research tells us that those from marginalised groups feel like they need to meet 100% of the criteria to apply. Here at OSB, we are committed to inclusivity and understand the value different experiences and perspectives can bring, so please don’t feel like you need to check every box to apply for a role internally.

We champion diversity at all levels, with Board-level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.