Financial Planning and Analysis

Financial Planning & Analysis – Job Description (AVP)

As a key member of the Bank's Global Finance team, you will drive a broad range of financial planning, analysis, reporting, and investor relations activities , while acting as a strategic partner to senior leadership and business teams.

Key Responsibilities

• Prepare accurate and timely monthly / quarterly MIS, management packs, and board / executive presentations, ensuring financial insights are communicated clearly.
• Draft management commentary and narratives that explain performance trends, highlight risks / opportunities, and translate financials into actionable business implications.
• Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses, driving cost discipline and efficiency.
• Oversee monthly P&L tracking and closing, working closely with the controllership team to ensure accuracy and insightfulness of reporting.
• Engage and communicate effectively with Global CFO and Senior Management, providing clear, concise, and actionable insights that support strategic decisions.
• Support in financial planning, forecasting, and scenario analysis, building robust models to support decision-making.
• Support the development of annual budgets and multi-year financial plans, including stress testing and scenario planning.
• Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes.
• Build scalable reporting frameworks, leveraging automation and visualization tools to enhance efficiency and insight delivery.

Key Skills & Desired Experience

About Us

We're OakNorth Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.

Banking should be barrier-free. It's a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data-driven tools.

And for those who love helping businesses thrive Our savings accounts help diversify the high street and create new jobs, all while earning savers some of the highest interest on the market.

But we go beyond finance, to empower our people, encourage professional growth and create an environment where everyone can thrive. We strive to create an inclusive and diverse workplace where people can be themselves and succeed.

Our story

OakNorth Bank was built on the foundations of frustrations with old-school banking. In 2005, when our founders tried to get capital for their data analytics company, the computer said 'no'. Unfortunately, all major banks in the UK were using the same computer – and it was broken.

Why was it so difficult for a profitable business with impressive cashflow, retained clients, and clear commercial success to get a loan

The industry was backward-looking and too focused on historic financials, rather than future potential.

So, what if there was a bank, founded by entrepreneurs, for entrepreneurs One that offered a dramatically better borrowing experience for businesses

No more what ifs, OakNorth Bank exists.

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Skills Required

Macros, Forecasting, Power Bi, data warehouses , Powerpoint, Advanced Excel, Tableau, Dashboarding, Variance Analysis, Financial Planning Analysis, Netsuite, Vba, Budgeting, scenario planning, Financial Modelling