Chetwood Bank

Financial Planning Analyst

Chetwood Bank

full-time

Posted on:

Location Type: Hybrid

Location: Wrexham • 🇬🇧 United Kingdom

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Job Level

Mid-LevelSenior

About the role

  • Support the preparation of monthly, quarterly, and annual financial forecasts and performance reports
  • Assist with the maintenance, development, and execution of financial planning models, and perform scenario sensitivity analysis using Anaplan
  • Analyse asset portfolio performance and other key retail banking metrics to provide actionable insights
  • Prepare variance analyses comparing actual results against forecasts and budgets
  • Support the development of dashboards, reports, and data visualisations for senior management
  • Maintain and update key financial datasets, ensuring data accuracy and integrity
  • Collaborate with cross-functional teams including Treasury, Risk, Product and Change
  • Assist in process improvements to enhance planning efficiency and data quality.
  • Perform ad-hoc analysis to support business initiatives and strategic decision-making

Requirements

  • A relevant degree discipline such as Finance and Accounting, Economics, Mathematics, Risk or Business
  • Experience working with (or strong interest in learning) Anaplan or other financial planning software
  • Strong numerical and analytical skills; with high attention to detail and a commitment to accuracy
  • Strong Excel skills
  • Proactive and keen to learn about specialist banking and Commercial Finance
  • Strong interpersonal and communication skills
  • Financial services, particularly in banking, lending, or mortgage markets
  • Professional accountancy qualification (CIMA, ACA, ACCA), or desire to study towards a qualification
Benefits
  • - Competitive salary
  • - 25 days holiday PLUS your BIRTHDAY off
  • - Pension contribution with Royal London
  • - Life Assurance
  • - Private medical, dental and optical health insurance with Axa
  • - Hybrid working – Wrexham
  • - Free breakfast available

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial forecastingfinancial planning modelsscenario sensitivity analysisvariance analysisdata visualizationdata accuracydata integrityExcelnumerical analysisanalytical skills
Soft skills
attention to detailcommitment to accuracyproactive learninginterpersonal skillscommunication skills
Certifications
CIMAACAACCA