Financial Planning and Analysis Manager

Financial Planning and Analysis Manager focuses on leading the bank’s forecasting and planning cycles including annual budget, reforecasting, and multi year planning, producing clear outputs and variance explanations.

What the role involves

• Leading the Bank’s forecasting and planning cycles including annual budget, reforecasting, and multi year planning, producing clear outputs and variance explanations.
• Maintain planning tools in Excel and Google Sheets, improving automation and control through advanced formula design, VBA where appropriate, and structured model governance.
• Contribute to the build out of FP and A processes, templates, and controls suitable for a regulated challenger bank, including documentation and audit ready working practices.
• Supporting investor, Board, and committee reporting requirements through high quality packs, scenario analysis, and sensitivity modelling.

Skills and requirements

• Maintain end to end financial models independently, with strong structure, controls, and transparency.
• Ability to deliver accurate forecasting, budgeting, reforecasting, and multi year planning in a banking environment using driver based methodologies.
• Ability to demonstrate advanced Excel capability and strong proficiency in Google Sheets, including complex modelling, scenario analysis, and robust model control.
• Build scalable forecasting and reporting workflows.

Confirmed role details

• Generous holiday time: 25 days annual leave, 8 bank holidays, 1 Kroo bank holiday (June 24th), and 1 day off during the week of your birthday.
• Personal days: We know that life can be unpredictable, so we offer 3 personal days to use as needed.
• Employer-sponsored volunteer program: We're passionate about giving back to our community, and we support our employees in doing the same with up to 4 hours per month of employer-s.
• At Kroo Bank, we have a hybrid policy that gives both individuals and teams a lot of freedom when it comes to using the office space to boost productivity.

Additional role context

• We want you to feel secure about your future, so we offer a workplace pension with a 5% employee contribution and a 3% employer top-up.