Senior Financial Planning Analyst
About the team
The Planning & Strategy Function is a Group Finance team that provides OSB Group with financial planning and analysis, budgeting and forecasting, management accounting, cost management, mortgage pricing and finance business partnering.
What you will be doing?
As a Senior Financial Planning Analyst, you will have the opportunity to support the delivery of high-quality Group financial reporting, analysis, and insight to inform Executive and Board decision-making. The role partners with FP&A, Financial Control, and the wider business to explain performance, analyse drivers of change, and translate financial data into clear, actionable insight. You will be expected to contribute to driving improvement in financial analysis and systems development, while continuously improving the quality and efficiency of FP&A outputs.
Your responsibilities will include...
• Own the numbers: Prepare accurate and timely Group and subsidiary management accounts, supporting data integrity, reconciliations, and clear audit trails; Partner with colleagues in FP&A and Financial Control to ensure reported results are consistent, well-understood, and appropriately explained.
• Performance monitoring & reporting: Produce monthly actuals vs prior months/budget/forecast reporting, performing variance analysis and highlighting key drivers (timing, volume, cost, mix). Contribute to MI, Executive, and Board packs, ensuring outputs are accurate, clearly presented, and decision ready.
• Commercial insight & narrative: Help develop concise financial performance commentary that explains what has changed, why and implications for the future. Translate financial data into clear insights for non-finance stakeholders.
• Business partnering & stakeholder support: Act as a responsive Finance contact for stakeholders, providing timely, relevant, and well-explained information. Build strong working relationships across Finance and the wider business to support effective communication and challenge.
• Systems, models & analysis tools: Support the implementation and ongoing enhancement of Anaplan models, including data validation, scenario analysis, and documentation.
• Projects, ad-hoc analysis & continuous improvement: Identify opportunities to improve processes, automate reporting, and raise the quality of insight delivered by FP&A. Provide financial analysis contributing to projects, business cases, and ad-hoc requests as required.
Please note that this is a 12 month Fixed Term Contract opportunity
What's in it for you?
We offer a base salary dependent on experience of between £50,000 - £70,000 and a competitive benefits package including:
• Enhanced family-focused benefits
• Hybrid-working (3 days in office, 2 days from home)
Please use this link to see the fantastic benefits available at OSB: OSB Careers
About us
At OSB Group, we understand how much our people bring to our organisation, which is why we try our best to give back too! Our Purpose is to help our customers, colleagues and communities prosper and we are on a transformation journey to become 'the bank of the future'.
Our commitment to professional development, flexible working, and employee well-being fosters a dynamic and supportive workplace.
Do you have the skills?
We are looking for talented individuals who have the experience and knowledge set out below:
• Experience within a financial reporting role, with applied understanding of management accounting and FP&A disciplines, including management accounts preparation, performance analysis, and financial controls.
• Good working knowledge of systems and data literacy, including accounting and planning systems (e.g. SUN, Anaplan), and strong Excel is essential.
• You must be a fully qualified Accountant (CIMA, ACA, ACCA or equivalent)
Next steps
If this sounds like you, please apply now! For internal applications please visit the internal careers page to apply.
Still on the fence? Hear from our team or explore our process: OSB Careers
Shortlisted candidates will go through a personalised recruitment process, that is relevant and conversational - inclusive any individual reasonable support required. We want to bring out the best in you!
Diversity, Equity & Inclusion
Not sure if you meet the spec? Let us decide.
Research tells us that those from marginalised groups feel like they need to meet 100% of the criteria to apply. Here at OSB, we are committed to inclusivity and understand the value different experiences and perspectives can bring, so please don't feel like you need to check every box to apply for a role internally.
We champion diversity at all levels, with Board-level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.
