Financial Planning and Analysis Lead

Descripción del puesto:

Job Description

Overall Purpose

This role within the UK Finance team provides the opportunity to support London Executive Management in strategic decision-making, influence the branch's financial direction, and engage closely with senior stakeholders across UK CIB.

The role supports the London CFO and senior management through performance analysis, development of high-quality materials for London ExCo, and leadership of forecasting and planning processes across multiple business lines.

This is a high-profile role with significant exposure to senior stakeholders. The role holder is expected to articulate complex financial concepts clearly and succinctly, apply sound judgement, and provide credible challenge.
Main responsibilities
Executive Management Information & Reporting
* Develop and maintain management information for reporting and analysis to the London ExCo and Senior Country Manager to support control objectives and strategic decision making. This includes daily flash, monthly financial steering reports and weekly ExCo reporting.
* London CFO and SCM ad hoc decision support: support senior branch management with ad-hoc financial analysis requests.

Forecasting, Budgeting & Planning
* Lead the UK contribution to European FP&A cycles, ensuring timely delivery of slides, commentary and supporting analysis and an overall coherent and robust forecast.
* Partner with business line finance teams to challenge forecasts, assess risks and opportunities, and ensure consistent methodologies.
Support strategic planning across multiple business lines and support and control functions.

Business Partnering & Stakeholder Engagement
* Act as a key finance contact for senior UK management and business line heads, providing insight, clarification and decision support.
* Prepare, review and contribute to senior-level presentations, planning workshops and governance forums, ensuring clear messaging and data accuracy.

Data Integrity, Controls & Process Improvement
* Identify and challenge data issues across accounting systems, cut-off processes and business line submissions, working with stakeholders to remediate.
* Drive efficiency in FP&A processes, including development of automation and AI-enabled solutions.
* Maintain and enhance finance tools, templates and shared reporting packs to ensure consistency and accessibility.

AI & Digital Enablement Leadership
* Act as a Finance referent and AI Champion, supporting adoption of MAiA/Copilot features, delivering training, and contributing to the EMEA Finance AI roadmap.
* Provide practical guidance to colleagues on AI use cases, prompting, and tools for analysis, communication and reporting.
* Participate in beta-testing phases and collaborate with BPCE IT & Data teams to provide structured feedback.

Cross-Functional Projects & Strategic Support
* Contribute to London branch initiatives, including revenue deep-dives, steering reviews, cost reconciliations, and business line performance challenges.
* Support UK management with insights for franchise development, pipeline monitoring, and business cases (e.g., SECM, GM Sales).

Tax
* Long term tax projections are required to be produced on an annual basis.
* Production of UK Bank Levy calculation
* Quarterly Instalment Payments for UK Corporation Tax.
* Projects - there may be requirements from time to time to be involved with projects on-going in other areas of the Finance department

Focus areas
* Improving transparency and control of London Global Markets balance sheet booked in Paris.
* Improve transparency/clarity and documentation of recharges from Head Office - SLA, Indirect cost reallocations, Sales Remuneration, treasury service fee, Management fee.
* Invest time in understanding and awareness of other branch-wide management information
Improving efficiencies within the budget process.
Responsible for oversight of the production of:
* Daily & weekly flash, forecasts, budgets, strategic plan
* Management Information packs
* Adhoc presentations for senior management visitors
* UK Bank Levy calculation, Quarterly instalment payments, long term tax projections
Responsible for reviewing :
Draft budget proposals and draft Strategic plans.

Required Skills/Qualifications/Experience

* Qualified accountant - Good knowledge of financial products, management accounting, tax, and financial accounting.
* Strong communication skills (written and oral) with all levels of staff in London and Head Office
* High level of numeracy and accuracy and attention to detail

* Manage time effectively and ability to deliver quickly
* Able to self-start and take tasks to the finish line and be flexible
* Ability to be an effective problem solver
* Ability to make improvement suggestions
* Proactive rather than reactive
* Highly skilled in excel and powerpoint presentation essential