Head of Financial Planning & Analysis

The opportunity

We have an exciting opportunity for a Head of Financial Planning & Analysis to join us on the rewarding journey were taking here at Castle Trust Bank. As a fintech challenger bank we provide specialist property mortgages retail finance lending and savings accounts to a wide range of customers.

Reporting to the CFO this is a senior leadership role responsible for shaping Castle Trust Banks financial strategy through highquality insight robust planning and forwardlooking analysis. Youll lead the Banks budgeting forecasting and longterm financial planning delivering highquality insight and performance reporting to the Board and Executive Committee. Acting as a trusted advisor to the Executive team youll provide commercial analysis scenario modelling and investment appraisal to support strategic decisionmaking while driving continuous improvement in FP&A systems reporting and automation. Over time youll build and develop a highperforming FP&A team.

Initially operating as a senior individual contributor youll provide targeted insight across all areas of the organisation with scope over time to build and lead a highperforming FP&A team.

Working arrangements

This role is offered on a hybrid basis with a minimum of three days per week in our Basingstoke office and the remainder worked from home. If you prefer to work more days in the office thats equally fine.

What were looking for in you

Youll be a commercially minded finance leader with strong analytical capability and the confidence to influence at executive level. Youll combine deep technical expertise with the ability to communicate complex insights clearly enabling informed strategic decisionmaking in a regulated financial services environment.

Essential

• Fully qualified accountant (ACA ACCA CIMA or CFA)
• Proven experience in senior FP&A commercial finance or finance business partnering roles
• Strong financial modelling forecasting and data analysis skills
• Experience producing highquality management and Boardlevel reporting
• Excellent stakeholder management and communication skills with the ability to support and challenge at all levels
• Strong Excel skills and a clear understanding of best practice in financial planning and reporting

Desirable

• Experience within financial services
• Prior experience building or leading FP&A teams

Youll be a proactive selfstarter with a handson deliveryfocused approach comfortable operating in a fastpaced environment and committed to driving strong customer and commercial outcomes.

Whats in it for you

As well as a competitive salary we offer an annual performancerelated bonus based on individual and company addition a generous contributory pension scheme through Hargreaves Lansdown life assurance 28 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply). In addition you will receive an extra day paid annual leave for Volunteering.

Wellbeing is also high on our agenda and we offer private healthcare through addition all colleagues have free access to BHFS RISE EAP to support their health and wellbeing. We also offer free eye test vouchers and discounted gym membership and if thats not enough we also offer season ticket travel loans (if applicable).

Caught your attention If so wed love to talk to you and tell you more about what its like to work at Castle Trust Bank The Place To Work!

Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status or characteristic protected by law always making hiring decisions based on merit.

We are proud to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. If you require reasonable adjustments during the application process please contact

Required Experience:

Director