Skipton building Society

Group Financial Planning & Analysis Senior Lead Join to apply for the Group Financial Planning & Analysis Senior Lead role at Skipton Building Society Group Financial Planning & Analysis Senior Lead 1 day ago Be among the first 25 applicants Join to apply for the Group Financial Planning & Analysis Senior Lead role at Skipton Building Society Hours 35 hours. Hybrid working. Minimum expectation of 1-2 days per week at our Head Office in Skipton. Hours 35 hours. Hybrid working. Minimum expectation of 1-2 days per week at our Head Office in Skipton. Closing Date Tue, 8 Jul 2025 We are recruiting for a critical leadership role in the Group Financial Planning and Analysis team. If you enjoy a fast paced and agile environment, developing and delivering insight and thereby drive business performance and strategy then this may be the role for you. With a keen eye for detail, being skilled at understanding complex information and succinctly communicating its meaning, you'll be part of a small team at the heart of the business and optimising member and business value. Who Are We? Not just another building society. Not just another job. We're the fourth biggest building society and mutual organisation in the UK. Mutuality makes us different as we don't have shareholders; we're owned by our members. Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do. Whatever your background, and whatever your goals, we'll help you take the next step towards a better future. Meet The Team We're strengthening our FP&A team and broadening its re mit to cover Group stress testing and forecasting activities and facilitate opportunities which make the most of the power of the Group. The team you will be joining, Group Financial Planning and Analysis within Group Financial Performance, is a team of 9 colleagues working with financial business partners, business lines and executive teams. Our core role is to understand, report and forecast business performance, being able to explain with insight the consequences of decisions and identifying and recommending corrective actions to achieve strategic goals or mitigate financial risks. Turning data into insight, insight to action and action to customer satisfaction is central to all we do. What Will You Be Doing? You Will Have The Opportunity To Take the lead in reviewing the Society's forecasting and stress testing / planning operating model with key stakeholders, adopting a more agile, collaborative and hub approach to key stress testing / forecasting cycles. Lead the bottom-up modelling (QRM) of the Society's internal stress testing / forecasting and regulatory requirements, liaising with the Homes and Money Finance team to agree key business assumptions and working with the Capital to deliver financial projections. Coordination, review, and challenge of all forecasting and monthly management account reporting activity. Responsible for the consolidation of Group forecasts and the 5-year Corporate Plan. Through the stress testing / forecasting work identify any balance sheet or strategic vulnerabilities and provide potential improvements / solutions. Delivery of all supporting documentation including ExCo and Board papers, specifically including the Group CFO's monthly performance report. What Do We Need From You? To be successful in this role, you will need to demonstrate: Strong communication skills, with the ability t o clearly interpret and concisely explain the impact on the Society of complex accounting and technical matters. Excellent planning, analytical and modelling skills, enabling complex models to be understood and appropriately challenged. Flexibility and drive to support a changing, growing business in an uncertain environment. Proactive, enthusiastic, self-starter to deliver excellent outcomes and service. Strong knowledge of Financial Planning and Analysis and technical accounting knowledge with the desire and ability to be the subject matter expert in these areas. Good commercial understanding and ability to translate operational plans into financial outcomes. Experience of planning and organising own work to ensure a focus on key priorities and achievement of deadlines. Ideally attained a professional accounting qualification e.g. ACCA/CIMA/ACA with 2+ years' post qualification experience. What's In It For You? Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space. We have a range of other benefits available to you including Annual discretionary bonus scheme 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days Holiday trading scheme allowing the ability to buy and sell additional annual leave days Matching employer pension contribution (up to 10% per annum) Colleague mortgage (conditions apply) Salary sacrifice scheme for hybrid & electric car A commitment to training and development Private medical insurance for all our colleagues 3 paid volunteering days per annum Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups We care about your heal th and wellbeing - we provide a range of benefits that support this including cycle to work initiative and discounted gym membership Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Skipton Building Society by 2x Sign in to set job alerts for "Senior Financial Planning Analyst" roles. 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Job Introduction Are youpassionate about delivering change and agile ways of working? Do you want tomake a difference? Be part of a workplace ranked 7th in The Sunday Times 100Best Big Companies to Work For, a dynamic and mindful team where you canproudly be yourself. At Skipton Building Society, we have a number of excitingChange roles available. If you are ready to take up a vital role shaping some of our excitingprojects and epics, how about joining our talented team, where we work togetherto delight our customers and colleagues. We value diversity of thought,expertise and knowledge. When you join, you'll be a part of a collaborativeenvironment where everyone's voice is valued and new ideas are encouraged. Are you; - An experienced Change professional, passionate about T-shaped skills? - Able to lead change, be agile in your thinking and approach? - Able to focus on the customer and colleague with an innovative and open mind? - Able to facilitate conversations, events, ceremonies and workshops with stakeholders to understand problems clearly in order to find the right solutions? - Able to thrive in self-organising teams? - Able to articulate complex technical jargon in a way that makes sense to our non-technical stakeholders? - Able to collaborate, influence and motivate a wide variety of colleagues? - Driven to continuallylearn, reflect and adapt approaches you and the team use to find better, moreeffect ive ways of working? We have somegreat opportunities available for Change professionals to join our growingchange and hub teams. You'll need a strong ability to work collaboratively, supporting andchampioning the growth and development of colleagues, demonstrating highemotional intelligence with strong leadership skills, be a brilliantproblem-solver and have an inquisitive appetite to continuously develop andlearn. You'll enjoy working with a variety of people, be able to inspire andmotivate and you'll be self-driven and self-organising. You'll beable to flex your skillset to meet business demands, applying the mostappropriate approach to enable us to deliver change successfully. You'll beable to facilitate scrum events, workshops and refinement activities to turnbusiness problems into user stories with clear acceptance criteria. Ultimately,the business will be relying on you and the team to make sure the solutions wedeliver are practical, achievable and of value. Most importantly, you'll beable to clearly identify how what we are doing adds value and moves us towardsour strategic priorities. What you'll be doing - Facilitating scrum events and/or refinement sessions - Contributing towards and creating user stories to ensure a shared understanding across the team - Operating with agility and with product responsibility - Provide expert advice and translating technical jargon - Acting on opportunities to adopt trends and new concepts - Contributing to course corrections (i.e. retrospective / lessons learned / feedback loops) - Fostering a fail-fast culture of innovation and professionalism within the team where there is clear ownership and accountability - Ensuring adherence to agreed principles, guardrails and governance - Fostering excellent relationships with team members, relevant partners, suppliers & internal / external stakeholders - Playing an active role in our Communities of Practice to pass on knowledge and build expertise What you'll bring To be succ essful in this role: - You'll have 5+ years as a Change professional (such as Project Manager/Scrum Master or Business Analyst) - Experience of both agile and more traditional delivery mechanisms (e.g. waterfall) - Possess strong decision making and prioritisation skills; have experience overseeing and managing complex problems - Problem-solving and logical thinking to create minimum viable product outcomes - Customer and colleague centric - Operational and systems thinker - Proven ability to establish rapport, credibility and influence others to drive results across a matrixed organisation - Strong leadership and excellent communication skills - It would be advantageous if you have certification in agile (ICAgile, Scrum, Kanban etc.) - It would be advantageous to have knowledge of / experience in Financial Advice and Investments About Skipton Building Society At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers. We're committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues' unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know. Why Work For Us We're committed to payingour people fairly for the role they undertake and provide a wide range ofbenefits to support our colleagues' finances and wellbeing, including ourEmployee Assistance programme, the opportunity to buy extra holidays andshopping discount vouchers You'll be able to shape your career within your team and can expect astructured learning and development programme where you'll be valued recognisedand rewarded. More information on our benefits can be found here Skipton are an equalopportunities employer and we welcome applications from all suitably skilled orqualified applicants, regardless of their race, sex, disability,religion/beliefs, sexual orientation or age

Job Introduction AtSkipton Building Society, we recognise that investing isn't straightforward -especially with it being a riskier alternative to savings accounts. This is whywe're here to guide our customers in the right direction and in order to do sowe need the right individuals to be able to support them. We are currentlylooking for a motivated individual to join a vibrant and energetic OnboardingTeam. Working as part of theOnboarding Team you will provide a high standard of service, dealing with theon-boarding and post-sale administration of customer and Financial Adviserrequests. This is a fantastic opportunity to work within a company thathas surged into the Times Top 25 Best Big Companies to work for and has beenawarded Investors in People 'Platinum'. Main Responsibilities Your main responsibility within this team is dealing withdocumentation relating to the Financial Advice customer journey. You will workcollaboratively with your peers in Onboarding by dealing with all the documentsat head office on the behalf of our remote colleagues, this includes dealing with the scanning, logging andgeneral management of post. Ideal Candidate We arelooking for individuals who are highly organised and who are adaptable toensure all work deadlines are adhered to. The successful candidate will be ableto work well as part of a team and also as an individual using their owninitiative. You will also have a willingness to learn an d have the ability tointeract with colleagues from across the business and/or third -partybusinesses. Experience in Financial Services is not essential as we offer fulltraining although any you do have could be an advantage. About Skipton Building Society At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers. We're committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues' unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know. Why Work For Us We're committed to payingour people fairly for the role they undertake and provide a wide range ofbenefits to support our colleagues' finances and wellbeing, including ourEmployee Assistance programme, the opportunity to buy extra holidays andshopping discount vouchers You'll be able to shape your career within your team and can expect astructured learning and development programme where you'll be valued recognisedand rewarded. More information on our benefits can be found here Skipton are an equalopportunities employer and we welcome applications from all suitably skilled orqualified applicants, regardless of their race, sex, disability,religion/beliefs, sexual orientation or age

Why We Need You An exciting opportunity has arisen for an Operational Resilience Analyst to join our team here at the Skipton Building Society. As a Society we put the customer at the heart of everything we do and this is especially true in the delivery of our operational resilience programme, which enables us to prevent, adapt, respond to, recover and learn from operational disruption. Our focus on positive customer outcomes and the ability to maintain a sustainable and stable organisation, regardless of the type of disruption we face, ultimately ensures we are playing our part to support a resilient financial sector and the wider society. The role of Operational Resilience Analyst is key to supporting the delivery of our Operational Resilience and Operational Continuity in Resolution (OCIR) work plans. We're looking for professionals who are ready for a new challenge to join our Operational Resilience team. You'll be passionate about wanting a role that will provide you with the opportunity to support us in implementing, enhancing and embedding Operational Resilience across the Society. This role is perfect for you if you're looking for variety, a hybrid working environment that offers flexibility and you want to work for an organisation that is invested in its customers and colleagues alike. We're proud to be an Investors in People Platinum award winner and 7th place winner of the UK's 25 Best Big Companies to Work For 2021. More information on our benefits can be found here. Main Responsibilities • Ability to digest and understand Operational Resilience and OCIR regulatory policy and guidance. • Support the development of the Operational Resilience Framework and policies designed to meet regulatory expectations and the Society's needs. • Undertake work activities to support delivery of our Operational Resilience work plan to include Important Business Services, Maximum Impact Tolerances, Service Mapping and Stress Testing. • Ability to work alongside the team and business stakeholders supporting the capture of information and service mapping for our critical processes including dependencies on technology, suppliers, people, information and facilities. • Support to ensure the effective co-ordination of the Operational Resilience Group. • Support for the development and maintenance of the Operational Resilience selfassessment. • Support the process for ensuring Operational Resilience metrics for each Important Business Service are reported upon monthly to Board Level. • Support for the coordination of Work Area Recovery site tests to ensure that we can continue to operate critical processes from an alternative site. • Support for Business Continuity activities, including maintenance of data and review of plans within our business continuity system and supporting the delivery of the training and exercising programme for business continuity and incident response. Ideal Candidate • You will have the ability to create, maintain and enhance working relationships with business stakeholders. • Ability to understand business strategy, key business processes and their link to Operational Resilience. • You will have an attention to detail and be able to analyse, interpret and present a wide-ranging business information. • Ability to identify and document risks and the design and/ or recommendation of appropriate management controls. • Knowledge of tools and techniques for supporting Operational Resilience and OCIR in a Fina ncial Services organisation, including an awareness of the relevant regulation. • A proven track record of achieving results. • Take ownership and actively manage your own development About Skipton Building Society At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers. We're committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues' unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know. Why Work For Us We're committed to payingour people fairly for the role they undertake and provide a wide range ofbenefits to support our colleagues' finances and wellbeing, including ourEmployee Assistance programme, the opportunity to buy extra holidays andshopping discount vouchers You'll be able to shape your career within your team and can expect astructured learning and development programme where you'll be valued recognisedand rewarded. More information on our benefits can be found here Skipton are an equalopportunities employer and we welcome applications from all suitably skilled orqualified applicants, regardless of their race, sex, disability,religion/beliefs, sexual orientation or age Due to the importance of this vacancy, we may conduct interviews with suitable candidates before the application closure date.