Grow with UTB

This is a hybrid role – 3 days in the office (City of London location) and 2 days working from home.

Role Purpose: 

Responsible for Financial Planning and Financial Analysis of the Bank and developing the business partnering function.

Responsibilities:

• Responsible for the production of the budgeting, forecasting and scenario analysis including the continuous improvement of the existing budget and reporting system and models
• Manage cashflow and capital forecasting
• Enhance reporting quality, insights and automation
• Partner with divisional management and business analysts, to deliver insightful analysis to the wider business

• Represent the FP&A team at the divisional business management committee meetings
• Review daily dashboard and weekly management reports
• Preparation of Monthly ALCO reporting Packs
• Support implementation of a new financial planning system, ensuring successful delivery and use to improve the quality, rigour and speed of our analysis
• Provide cover for other Management Accountants and the FP&A Manager
• Supervision of the FP&A Analyst
• Ad hoc projects, including cover for other roles in the finance team from time to time

Skills and Experience sought:

• ACCA/ACA/CIMA qualified with 2-3 years post qualified experience
• At least 2 years accounting experience, preferably in industry
• Financial services industry experience – ideally within retail banking
• Experience of budgeting process, planning systems and data visualisation tools
• Some experience of performing month end routines
• MS Excel skills to pivot table and advanced formula level
• Knowledge of Word and PowerPoint
• SQL or data modelling skills and experience would be an advantage
• Knowledge of current developments and trends in analysis and visual reporting

UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

• Competitive Salary and Bonus package
• 26 Days Holiday
• 2 Wellbeing Days
• Contributory Pension
• Life Insurance / Income Protection / Critical Illness cover
• Private Medical Insurance
• Season Ticket Loans
• Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

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