Investment manager Work, Jobs in Pentyrch, Crf (with Salaries)

Financial Planning and Analysis Senior Manager
Julian Hodge Bank —Cardiff
- Up to £90,000 a year
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Accounting
4051 - Head of Programmes, Maintenance & Investment for the Disused Tips Authority
Welsh Government —Merthyr Tydfil
- £61,098 - £78,449 a year
- Full-time
- Engineering
- Presentation skills
- Continuous improvement
Information Manager & Compliance Officer
Fim Limited —Cardiff
- Up to £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- SharePoint
- Communication skills
- Work from home
- Employee assistance programme
Quick apply
T2, Manager EMEA Private Equity Centre of Excellence, QRS, Enabling Functions
Deloitte —Cardiff
- Hybrid work
- Analysis skills
- Project management
- Accounting
Asset Intelligence Manager
Pobl Group —Newport
- £65,431 a year
- Full-time
- Machine learning
- Team management
- AI
5d
Telephone Business Development Manager
Legal & General Investment Management —Cardiff
- Sales
- Salesforce
- Business development
- Employee discount
12d
Senior Lead – Financial Reporting & Technical Accounting
Julian Hodge Bank —Cardiff
- Full-time
- Communication skills
- Banking
6d
Director, Wealth Manager
Royal Bank of Canada —Cardiff
- Full-time
- Business development
- Team management
- Financial services
UK Finance Leader
Eaton —Cwmbran
- Analysis skills
- Continuous improvement
- Team management
Senior Finance Manager
Hydro International —Clevedon
- Full-time
- Accounting
- Communication skills
- Annual leave
- Employee discount
Quick apply
12d

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Financial Planning and Analysis Senior Manager

Julian Hodge Bank -
Cardiff

Apply Now

Job details

Full-time
Up to £90,000 a year

Qualifications

Microsoft Powerpoint
Financial planning
Pricing
Business intelligence
Financial strategic planning
Financial modelling
Stakeholder liaison
Management accounts preparation
ACA
Month-end financial reporting
Management accounting expertise
Analysis skills
Accounting
Forecasting
Overseeing budgeting and forecasting
Performance analysis in finance
CIMA
Management reporting
Ongoing financial performance monitoring
Banking
Analytics

Full job description

Closing date

01 Sep 2026

Salary

Upto £90,000

Contract

Full Time

Hours

Location

Cardiff

Do you want to be part of a force for good, helping to make life better for customers and society in the moments that matter? At Hodge, we put people at the heart of our business, and that means our customers, colleagues and communities. Hodge is a Welsh financial services provider focused on real estate finance and specialist residential mortgage markets.

The Financial Planning and Analysis Senior Manager will play an integral role in supporting delivery of the Bank’s strategy. The role will sit within Hodge Motor Finance and work closely with the business to embed strategic levers into annual budgets and quarterly forecasts, articulating the key messages to the Board and Executive team.

You will become a trusted advisor to the business using strong analytical and interpersonal skills to provide relevant and insightful analysis, adding value and assisting in decision making.

Essential Experience

Qualified Accountant – ACA/ACCA/CIMA or equivalent qualification
Previous experience in business partnering roles and financial services banking
Experience in budgeting, forecasting, financial planning and working with senior management teams
Strong Excel, Financial Modelling and PowerPoint skills with ability to distil data into key messages
Sound accounting and commercial acumen with the ability to think creatively

Key responsibilities will include:

Preparation of the annual budget and quarterly planning forecasts, engaging with the business to design and embed proposed strategies, challenging on assumptions where required. This will include articulating the plan to Board and Exco in the form of dynamic presentations that illustrate key business issues, insights and recommendations.
Tracking actual performance vs plan, analysing deviations to identify root causes and presenting corrective or mitigating actions to the business.
Financial model development for planning and reporting purposes and product segmentation analysis.
Financial appraisal of business wide pricing strategies including presenting recommendations at Pricing Committee.
Preparing and presenting monthly financial reports for the Bank’s senior management team and wider stakeholders, highlighting key trends, insights, risks and opportunities.
Act as a strategic partner to the senior management team, providing recommendations and the ‘so what’ implications to potential future strategies.
Working across the business to understand key developments in the market place and how they may impact the Bank’s roadmap for delivery and associated budget/forecast.
Providing financial analysis and insights to support decision making on projects, investments and operational issues.
Monitoring of external benchmarking for Hodge and reporting KPI’s for the ExCo & Board.
Support finance and wider business deliverables as required.

Please be aware that should we pursue your application, all our Financial Services employees will be expected to complete background checks to assess suitability for employment, these include; a criminal record, identity, media, sanctions, adverse finance, fraud prevention and reference checks to comply with our regulatory requirements.

Hodge is an advocate of being an equal opportunities employer, We believe in promoting equality and diversity which is central to our lives today. We welcome applications from all sections of the community and recognises the value a diverse workforce brings to an organisation.

ESG and sustainability are at the heart of everything we do and serves as a reminder of the responsibility we have to our stakeholders, customers, colleagues and the communities we operate in to use our position wisely. We’re currently exploring different certifications available and have done an initial review of how we think we’d fare, as we see this as a real opportunity for Hodge given our social purpose.

Apply today to become part of Hodge’s mission to make life better for customers and society in the moments that matter.

Apply Now

Refine Your Search

investment manager jobs in pentyrch, crf

Financial Planning and Analysis Senior Manager

4051 - Head of Programmes, Maintenance & Investment for the Disused Tips Authority

Information Manager & Compliance Officer

T2, Manager EMEA Private Equity Centre of Excellence, QRS, Enabling Functions

Asset Intelligence Manager

Telephone Business Development Manager

Senior Lead – Financial Reporting & Technical Accounting

Director, Wealth Manager

UK Finance Leader

Senior Finance Manager

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