Group Financial Planning & Analysis Senior Specialist

Hours:

35 hours. Hybrid working. Minimum expectation of 3 days per week at our Head Office in Skipton. Salary: £55,000 Per Annum Closing Date:
Thu, 10 Sept 2026

Job introduction We are recruiting for a Senior Specialist to join the Group Financial Planning and Analysis team. If you enjoy a 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.

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.

Your key responsibilities will include:

• From a Skipton Building Society perspective, support the Head of Group Financial Planning and Analysis and the team in preparing and producing the Society’s key planning and stress testing outputs, using an agile and collaborative approach.
• Support the production of the bottom-up modelling (QRM) of the Society’s stress testing / forecasting and regulatory requirements, liaising with the Homes and Money Finance team to agree key business assumptions and working closely with key stakeholders across Finance and the wider Society and Group.
• Assist in 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.
• Deliver supporting documentation used for governance of outputs.

To be successful in this role, you will ideally have:

• Strong communication skills, with the ability to 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.
• 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.
• Knowledge of QRM, Databricks and/or Power BI would be advantageous.
• Ideally attained a professional accounting qualification e.g. ACCA/CIMA/ACA

Your work matters. And the way we reward you matters, too. At Skipton, we offer pay and benefits that really do make life better, together with a genuine thank you for making a difference.

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a max of 30 days
• Matching employer pension contribution (up to 10% per annum)
• Colleague Mortgages and access to Skipton products and services at discounted rates
• Flexible working to help balance your commitments
• Private medical insurance, health and wellbeing app, volunteering opportunities, cycle-to-work scheme, discounted gym memberships
• Lifestyle perks such as a Home and Tech voucher, which can be used at John Lewis, Currys, and IKEA

Our story began in 1853 in Skipton, North Yorkshire. Today, you’ll find us across England and Scotland, from Aberdeen to Plymouth. We help over a million members put down roots, save for what matters, and feel good about their money. As a mutual, they own us, so everything we do is for them. You'll feel that same fairness and purpose in how all 2,500 of our colleagues…