FP&A Analyst

Role supporting the Director within the Finance department; responsible for the administration, configuration, enhancement of Adaptive Planning. Assist the Head of FP&A in the constant improvement of the system, maximising automation, ensuring compatibility with a company wide digitisation programme.

Also be the "go-to" person in the finance team for Adaptive queries and training. In addition, responsible for the support of the production of all regular elements of management reporting for monthly/periodical Management Information, including business line and stakeholder reporting. Key support for planning and forecasting cycles, alongside involvement in ad hoc projects to improve controls and data analysis capabilities, to include a multi-year cross-Finance change project.

Specific responsibility for preparation, reporting and forecasting of revenue and exposure data, and compilation to P&L level, incorporating cost/FTE data produced by the Cost Control team.

Ad hoc tasks as required to assist the Head of FP&A, Director Financial Control and support the CFO and wider Finance function.

Key Work Output And Accountabilities

• Responsibility for Adaptive Planning used for all Management Reporting. Support the head of FP&A by configuring the system to support business requirements, finance reporting requirements, finding efficiencies through further automation, ensuring consistency with business wide digitisation programme.


• Support the preparation of the monthly Management Accounts and other monthly business level reporting


• Review and load of P&L, Balance sheet and other management reporting data into MI reporting model, and reconciliation to statutory GL ledger, working closely with the Financial Control team


• Support the preparation and control of all revenue and exposure management reporting and forecasting


• Assist with development of reporting output and data extraction from the GL (T24/Insight) into the reporting model (Workday Adaptive Planning), including management and development of dashboards


• Assist with ad hoc reviews or analysis to support the FP&A function as required, to include Finance change project, treasury accounting, FTP, Cost allocations, ad hoc support for business stakeholders


• Ensure strong governance, controls, processes and procedures are in place., Adapting plans and priorities to meet specific objectives, and/or leads projects that require resource coordination


Develops and manages relationships with colleagues within BACB and also with clients and stakeholders

Communicates complex information to colleagues of all levels of seniority and to clients and stakeholders impacting own team or related teams

Judgement & Accountability

(Problem Solving, Decision Making, Planning & Organisation)

Required to solve complex and often unique problems impacting own team or related teams; determining an appropriate solution often requires original and innovative methods

Makes a variety of non-routine decisions impacting own team or multiple related teams within defined guidelines

Co-ordinates resources to ensure team objectives and project milestones are completed in an efficient and timely manner

Knowledge & Expertise (Subject Expertise, Business Expertise, Developing Self & Others)

Demonstrates depth and breadth of expertise in own specialised field and provides expertise to various colleagues in BACB

Has knowledge of best practices within own area of specialism and how it integrates with related areas of the business

Proactively invests in own long term development by identifying ways to deepen knowledge and broaden skills. Coaches and provides regular feedback to others, either as a line manager or as a project leader

Governance

(Risk, Compliance, Regulatory Matters)

Managers and identifies potential risks at inception; effectively prioritises through self or direct reports to achieve effective resolution

Ensures more junior staff are fully aware and knowledgeable of compliance framework; is a leader on developing and approving framework improvements

Understands the impact of regulation on own business area and beyond; is responsible for developing frameworks to mitigate against these risks

BACB Core Values

Integrity is acting in a principled way. Not bowing to pressure to "cut corners" to get the job done. Being honest, respectful and transparent in all interactions. Recognising that one's own conduct can be the basis for another person's perception.

Innovation is flexible thinking and inventing solutions. Identifying and understanding challenges and providing alternative solutions. Identifying a new way of undertaking a task that is more efficient and makes more sense than the current modus operandi. Seeking improvements through lateral thinking and challenging established processes.

Excellence is always striving to exceed expectations. Going the extra mile to ensure the task is completed. Treating all interactions with others as you would expect to be treated within a High Performance Organisation. Demonstrate urgency, dedication, punctuality, efficiency and quality.

Teamwork is working in unison toward a common goal. Demonstrating a 'can do' attitude with colleagues. Understanding everyone's role within the team and to confidently contribute to its success. Appreciating that we are all valuable contributors at all stages of the process.

Client Centric is putting our clients at the centre of all that we do. Understanding a client's needs and provide a high quality and consistent service. Putting clients first - business drives processes not vice versa. Constantly seeking ways to enhance new and existing solutions and support processes for the benefit of our internal and external clients.

Drive Change is pro-actively seeking to improve and create new opportunities. Recognising and articulating new and improved ways to achieve goals. Being open minded and inspiring others.

Departmental Specific Behaviours

Integrity is providing colleagues with all the necessary information to enable the task to be successfully completed. Working with privileged information and ensuring it remains confidential. Showing respect to colleagues and clients in behaviour, tone, body language and attitude.

Innovation is understanding what BACB can deliver in order to identify innovative ways to help the client or counterparty. Seeking assistance from our internal experts to build your own knowledge base. Thinking about each specific client or counterparty needs and taking the time to understand their complex issues. Being creative with solutions. Having the courage to question existing processes. Demonstrating that there may be a new way to add value.

Excellence is always taking ownership for resolving problems and seeing them through to completion. Taking pride in the quality of your work. Seeking feedback in order to improve performance. Constantly being aware of client demands and the needs to achieve the best business outcomes. Approaching all tasks with the appropriate dedication and effort.

Teamwork is being open and transparent with colleagues. Actively fostering an environment where mistakes are seen as a chance to learn. Maintaining open communication to optimise workflow and reduce delays. Understanding our colleagues' roles within the team and being able to contribute with confidence towards its success. Sharing tasks and recognising the relationship between tasks and how these not only link to other areas of Finance but the business overall.

Client Centric is putting the needs of the client or counterparty before the needs of the team. Ensuring that the client is consulted at the earliest stage to show respect for their needs and to optimise workflow. Ensuring that a call from a client is never an interruption. Delivering our services in a way that gives optimum service to our clients. Balancing being approachable and professional. Accepting responsibility and speaking positively on behalf of the team.

Drive Change is expressing change messages clearly to avoid rumour and miscommunication. Willingly seeking opportunities to develop and acquire new skills. Readily accepting change and positively engaging with its implementation. Encouraging others to step away from daily tasks to look for better ways of working. Ensuring that colleagues are asked for and listened to their ideas for beneficial change.

Expertise in configuring, structuring and using Adaptive Planning is essential

Ability to work with large data sets, some experience of data analysis desirable

Strong accounting background within FP&A or management reporting functions;

Part qualified CIMA/ACCA/ACA or equivalent;

Self motivated with a logical mindset and an aptitude for problem solving;

Proactive approach to identify and resolve issues / areas in need of development

Ability to deal professionally with / present to colleagues of all levels

Ability to design and produce professional level of MI (PowerPoint) relevant to ad hoc issues;

High level of computer literacy essential, including advanced Excel modelling skills;

Knowledge of T24/Insight beneficial.

Competencies: These are taken from BACB's Competency Framework

Competencies associated with a Senior Associate:

Driving for Results

(Impact, Continuous Improvement, Client Focus)

Positively impacts the achievement of project, operational and/ or client objectives either through self or direct reports

Recognises the impact of change on self and others, and coaches and empowers others to understand the reasons for it and their role in facilitating it

Coaches and guides others to think through realistic and relevant operations for specific colleagues in specific situations. Identifies opportunities to improve and new ways to provide value added services