Strategic Financial Planning Senior Officer

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HMRC is made up of Business Groups, which work independently towards one common goal. Our role sits within HMRC’s Chief Digital & Information Office (CDIO) Group, which delivers in-house solutions for a broad range of technical and operational services. CDIO is HMRC’s Digital, Data and Information Technology (IT) function, ensuring HMRC has the IT systems and processes to run and deliver its services.
As part of the Financial, Reporting and Control Division you will play a crucial role in delivering a trusted and high-performing finance function that drives informed decision-making across the organisation., As a Strategic Financial Planning Senior Officer within the CDIO Finance division, you will be responsible for supporting the annual business planning process, taking the lead on key areas. Your expertise will be invaluable in supporting spending reviews, 5-year rolling financial planning, and serving as the subject matter expert for specific areas.
You will ensure rigorous interrogation and challenge of financial data, conducting detailed analyses to provide important insights.
Additionally, you will prepare comprehensive reports and templates for data collation and submission, supporting cost reduction initiatives and maintaining strong collaborative relationships with central finance colleagues and Finance Business Partners. This multidimensional role demands excellent analytical skills, the ability to translate complex financial data into actionable insights, and a strategic approach to navigate a culture of change.
Exceptional interpersonal and collaboration skills are essential, enabling you to build and maintain strong working relationships with stakeholders across the organisation. Furthermore, you will demonstrate the ability to think strategically, work comfortably with risk, and champion HMRC's commitment to diversity and inclusion.

Person specification
Key activities include:
+ Support the annual business planning process, taking the lead on key areas.
+ Contribute to spending reviews and 5-year rolling financial planning activities.
+ Serve as a subject matter expert for specific financial domains!
+ Conduct detailed analyses and interrogation of financial data.
+ Prepare comprehensive reports and templates for data collation and submission.
+ Support cost reduction initiatives and programs!
+ Maintain strong collaborative relationships with central finance colleagues and Finance Business Partners.
+ Provide financial insights and recommendations to support strategic decision-making., As part of the selection process, you will be asked to complete a Personal Statement (maximum 500 words) which should demonstrate how you meet the overall requirements and essential criteria for this role.
Sift
In the event of a large number of applications being received an initial sift will be carried out against the CV.
A full sift of the personal statement and CV will be assessed with successful candidates being invited to interview.
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the interview, you will be asked behaviour and experience based questions to explore in detail what you are capable of. You will also be asked questions to assess your technical knowledge.
Interviews will take place via video call.
Sift and interview dates to be confirmed.
Eligibility
Please take extra care to tick the correct boxes in the eligibility sections of your application form. We understand mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we will not be able to reopen your application for you. If you do make a mistake, please contact us via: ubsrecruitmentexcellence@hmrc.gov.uk – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – [insert vacancy ref] & vacancy closing date [insert date]’
To check that you are eligible to apply for this role, please review the eligibility information before submitting your application.
Reserve List
A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles – if this applies to you, we’ll let you know via your Civil Service Jobs account.
Criminal Record Check
Applications received from candidates with a criminal record are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy.
Merit List
After interview, a single merit list will be created, and you will only be considered for posts in locations you have expressed a preference for. Appointments will be made in strict merit order in line with the set number of roles in each location.
Reasonable Adjustments
We want to make sure no one is put at a disadvantage during our recruitment process. To assist you with this, we will reduce or remove any barriers where possible and provide additional support where appropriate.
If you need a change to be made so that you can make your application, you should:
+ Contact the UBS Recruitment Excellence Team via ubsrecruitmentexcellence@hmrc.gov.uk as soon as possible before the closing date to discuss your needs.
Complete the “Assistance required” section in the “Additional requirements” page of your application form to tell us what changes or help you might need further on in the recruitment process. For instance, you may need wheelchair access at interview, or if you’re deaf, a Language Service Professional.
Important information for existing HMRC contractual homeworkers
This role may be suitable for existing HMRC employees who are contractual homeworkers. Occasional attendance to the office will be required where there is a business need. Please consider the advertised office locations for this role when applying and only select locations from the ‘location preferences’ section that you can travel to.
Terms and Conditions
Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required. Where this is an essential requirement, this will be tested as part of the selection process.
HMRC has a presence in every region of the UK. For more information on where you might be working, review this information on our locations.
The Civil Service values honesty and integrity and expects all candidates to abide by these principles. The evidence you provide in your application must relate to your own experiences.
Any instances of plagiarism or other forms of cheating will be investigated and, if proven, the relevant application(s) will be withdrawn from the process.
Recording of interviews is prohibited unless explicit agreement is sought in line with the UK General Data Protection Regulations.
Questions relating to an individual application must be emailed as detailed later in this advert.
Applicants who are successful at interview will be, as part of pre-employment screening, subject to a check on the Internal Fraud Database (IFD). This check will provide information about employees who have been dismissed for fraud or dishonesty offences. This check also applies to employees who resign or otherwise leave before being dismissed for fraud or dishonesty had their employment continued. Any applicant’s details held on the IFD will be refused employment.
A candidate is not eligible to apply for a role within the Civil Service if the application is made within a 5 year period following a dismissal for carrying out internal fraud against government.
New entrants will join on the minimum of the pay band.
If you experience accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section.
Feedback will only be provided if you attend an interview or assessment.

Security
Successful candidates must undergo a criminal record check.
People working with government assets must complete baseline personnel security standard (opens in new window) checks.

Nationality requirements
This job is broadly open to the following groups:
+ UK nationals
+ nationals of the Republic of Ireland
+ nationals of Commonwealth countries who have the right to work in the UK
+ nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window)
+ nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS)
+ individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020
+ Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service
Further information on nationality requirements (opens in a new window)

Working for the Civil Service
The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants.
We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window).
The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.
The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.

Diversity and Inclusion
The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see the Civil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window)., Appointment to the Civil Service is governed by the Civil Service Commission’s Recruitment Principles. You have the right to complain if you feel there has been a breach of the Recruitment Principles.
In the first instance, you should raise the matter directly via ubsrecruitmentcomplaints@hmrc.gov.uk. If you are not satisfied with the response, you may bring your complaint to the Commission. For further information on bringing a complaint to the Civil Service Commission please visit their website.

+ Excellent analytical and problem-solving skills.
+ Strong financial modelling and forecasting abilities.
+ Proficiency in data analysis and interpretation.
+ Exceptional communication and presentation skills.
+ Ability to work collaboratively with cross-functional teams.
+ Strong attention to detail and accuracy.
+ Adaptability to change and comfortable working in a dynamic environment.
+ Accountancy qualification (CCAB or equivalent) or actively pursuing one.
Desirable Criteria:
+ Previous experience in a similar financial planning or analysis role.
+ Previous experience of working within or supporting an IT organisation from a finance perspective.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Behaviours
We'll assess you against these behaviours during the selection process:
+ Communicating and Influencing
+ Delivering at Pace

Technical skills
We'll assess you against these technical skills during the selection process:
+ You will be asked questions to assess your technical knowledge., Combined TC and OGD Pay - English - July 2024 Opens in new window (docx, 129kB)

Alongside your salary of £44,110, HM Revenue and Customs contributes £12,778 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
· Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
· Family friendly policies.
· Personal support.
· Coaching and development.
To find out more about HMRC benefits and find out what it’s really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service.