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Financial Planning Modelling Manager

  • Location: Leeds
  • Salary: £55,000 - £45,000 per year
  • Job Type:Permanent

Posted 3 months ago

  • Sector: Finance & Audit
  • Contact: Gemma Cardew
  • Contact Email:
  • Contact Phone: 0161 883 2816
  • Expiry Date: 28 December 2023
  • Job Ref: GC/11163

MERJE are partnered with a leading Building Society in their search for a talented Financial Planning Modelling Manager to join the Balance Sheet Strategy and Analytics function.

In this role you will lead the review and redevelopment of key balance sheet planning models to meet the requirements of the Planning team and the internal governance processes, while supporting the team with their wider deliverables.  

This is an exciting time to join the team, as the Society uses a new balance sheet software to embed  assumptions within the models, allowing them to deepen their understanding of the income, value and inherent risk within the balance sheet.

Our Ideal candidate will have the following experience:

      Proven experience working with financial planning models within financial services and forecasting the balance sheet

Experience of data manipulation and modelling using Excel and SQL

Strong communication, engagement and influencing skills - demonstrating the ability to engage at senior level (up to executive level).

Strong thought leadership experience in terms of owning the delivery of projects, managing competing priorities and supporting more junior members of the team

Good understanding of how financial products perform, particularly mortgages, savings and treasury instruments (including interest rate swaps).

It's a fantastic time to join the team as the continue to grow significantly.