Financial Planning & Capital Analyst 

Location: Head office, Newbury

Hours: Monday - Friday, 9.00am - 5.00pm 

Starting salary: £37,000

Target salary: £46,000

Interview date: 1st interviews starting from 13 June 2024 and 2nd interviews to be confirmed 

(Feedback will be provided regardless of outcome. We reserve the right to close this vacancy at any point).

Every employer is not the same and who you work for and what that environment looks like is the difference between any job and a great job.  

Working for the Newbury Building Society, we are committed to ensuring that we have a first-class Finance team and are recruiting for a Financial Planning & Capital Analyst.   The role is new to the business, and we are looking for a highly numerate individual who has strong modelling skills and wants to forge a career within a strategic financial planning and analytical role.

What will you be doing as the Financial Planning & Capital Analyst?

The purpose of the role is to support the Head of Treasury with production of the Society Corporate Plan and quarterly reforecasts, and development of forecast scenarios, and to complete stress testing for inclusion within the ILAAP and ICAAP. The role will include ownership and development of the Society’s forecasting model and involve engaging with stakeholders across the business to share insights and support business decision making.  

Responsibilities include:

  • Corporate Plan and Reforecasting: Completing monthly forecast actualisation and quarterly corporate plan reforecasts, maintain and developing the models used for planning and forecasting.

  • Scenario Forecasting: Support in development of a suite of forecast scenarios, producing insight and analysis presented to the Assets and Liabilities Committee.

  • Stress Testing: Own and develop the Society stress testing models, developing a suite of ad hoc stress scenarios, using analysis from Corporate Plan, the ICAAP, and the ILAAP, and provide detailed insight and analysis on learnings.

  • Treasury Support: Provide wider ad hoc support to the Head of Treasury, as appropriate, developing understanding of core Treasury activities to be able to act as cover for absence, when required.

Key skills & experiences:

  • Academic background in Mathematics or Economics or similar highly numerate subject, you will have the ability to highlight areas for improvement and a passion for the interrogation of financial information.

  • Proven practical background in an analytical role within the financial sector, or similar.

  • Excellent written and verbal communication skills with proven ability to build relationships and manage stakeholders up to Board level.

  • Advanced Excel skills

  • It would be advantageous (but not essential) if you were working toward (or obtained) a professional finance qualification and had some knowledge of capital planning.

Why work for Newbury Building Society?

  • We care about our communities – as well as providing financial services, we get involved in supporting our local communities. This means regular opportunities to volunteer, fundraise, and help with community events and activities. We also give all our employees two paid days of volunteering every year to help with causes they feel passionately about.

  • We want to help you develop – there will be opportunities to take on new responsibilities and be involved in projects to further your career.

  • Newbury Weekly News Employer of the Year 2023 – we are a proud local employer and shows how passionate we are about our people proposition.

*The salary offered is dependent on evidence of key competencies and skills you currently possess. Newbury Building Society pride themselves on recruiting for potential so if you do not meet all of the criteria in terms of knowledge, experience and skills, you will benefit from learning and development opportunities to enable you to work towards the top of the salary range. This will be via ongoing feedback from your line manager and assessment of your progression against all of the criteria. We are also open to flexibility on hours/days worked to a minimum of 4 days a week and our hybrid working policy is 2 days minimum in the office. 


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