Financial planning manager Work, Jobs in Wales (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
12d
Senior Member Support Manager
Yonder —Cardiff
- £64,210 - £78,055 a year
- Hybrid work
- Team management
- AI
- Annual leave
Finance Manager - Performance and Planning
Lloyds Banking Group —Newport
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
13d
Manager of Academic Affairs Budget and Operations
Bucks County Community College —Newtown
- £75,000 - £90,000 a year
- Weekend availability
- Management
- ERP systems
- Master's degree
- Free parking
- Annual leave
Welsh Development Manager
Nadara —Cardiff
- £70,000 a year
- Full-time
- Continuous improvement
- Travel
- Mentoring
Business Manager
HM Prison & Probation Service —Swansea
- £30,001 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Employee discount
12d
Project Manager - Automation
Convatec —Deeside
- Full-time
- Remote
- Spanish
- PMP
- Engineering
2d
Senior Project Manager APAC
Aptitude Software —Wales
- Hybrid work
- PMP
Investigations Manager - Core - Welsh Desirable
Independent Office for Police Conduct —Cardiff
- £64,301 a year
- Hybrid work
- Analysis skills
- Presentation skills
- Training & development
- Annual leave
- Employee assistance programme
11d
Portfolio Manager
BAE Systems —Glascoed
- £57,824 a year
- Communication skills
Business Support Manager
Office for National Statistics —Newport
- £34,587 a year
- Part-time
- Hybrid work
- Management
- Presentation skills
- Organisational skills
10d
IT Project Manager
Bucks County Community College —Newtown
- £70,000 - £85,000 a year
- Full-time
- Computer Science
- PMP
- Agile
- Free parking
- Annual leave
Business Development Manager - Fixed Term Maternity Cover
Aberystwyth University —Aberystwyth
- £39,905.97 - £46,048.78 a year
- Full-time
- Hybrid work
- Management
- Doctoral degree
- English
- Annual leave
- Employee discount
13d
Purchasing Manager
Sharp Manufacturing Company of UK —Wrexham
- From £50,000 a year
- Full-time
- Writing skills
- Continuous improvement
- In-person
- Free parking
- Bereavement leave
Quick apply
2d
Site manager
Sherwin-Williams —Connah's Quay
- £77,000 - £90,000 a year
- Full-time
- English
- Continuous improvement
- Computer skills
MBA Future Leaders Programme - Group Strategy Manager
Admiral —Cardiff
- Hybrid work
- Analysis skills
- Business
- Communication skills
- Annual leave
13d
Head of Financial Strategy – International & Partnerships
Iceland —Deeside
- Full-time
- Management
- Leadership
- Store discount
- Employee discount
Events and Wedding Venue Manager
Nant y Walch Barn —Llanwrtyd Wells
- £15 an hour
- Temporary
- Hospitality
- Management
- Bachelor's degree
- Free parking
- Flexitime
Quick apply
7d
Digital Records Officer
Office for National Statistics —Newport
- £34,587 - £39,106 a year
- Full-time
- Hybrid work
- Management
- Presentation skills
- SharePoint
2d
Regional Locality Manager
THE NATIONAL AUTISTIC SOCIETY —Neath
- £45,000 - £50,000 a year
- Full-time
- Continuous improvement
- Annual leave
- Employee assistance programme
6d

I want to receive the latest job alerts for financial planning manager in wales

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planning and Analysis Senior Manager

Julian Hodge Bank -
Cardiff

Apply Now

Job details

Full-time
Up to £90,000 a year
12 days ago

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

financial planning manager jobs in wales

Financial Planning and Analysis Senior Manager

Senior Member Support Manager

Finance Manager - Performance and Planning

Manager of Academic Affairs Budget and Operations

Welsh Development Manager

Business Manager

Project Manager - Automation

Senior Project Manager APAC

Investigations Manager - Core - Welsh Desirable

Portfolio Manager

Business Support Manager

IT Project Manager

Business Development Manager - Fixed Term Maternity Cover

Purchasing Manager

Site manager

MBA Future Leaders Programme - Group Strategy Manager

Head of Financial Strategy – International & Partnerships

Events and Wedding Venue Manager

Digital Records Officer

Regional Locality Manager

I want to receive the latest job alerts for financial planning manager in wales

Related Searches

Explore jobs in more locations

Essential Experience

Jobseeker tools

Employer Tools

Browse

Stay Connected