FP&A Finance Business Partner

Who we are

We summarise our strategy as Excellence through Specialism. Agile and highly focused, HTB concentrates on those segments of our target markets where we can add value and can advantageously deploy our experience, expertise, research and analysis to secure and sustain superior risk adjusted returns.

We lend principally to small and medium sized UK based enterprises to support a range of business needs. Our credit philosophy is founded on lending against strong underlying cash-flows and a demonstrable capacity to repay and, of course, this approach is aligned with our commitment to optimising customer outcomes.

Our vision is to be the go-to bank in our chosen markets, to deliver positive customer outcomes, rewarding careers and great shareholder value through a high-performing culture grounded in excellence and integrity.

About the role:

The Financial Planning & Analysis Business Partner is responsible for:

• Assisting in the detailed timely preparation of the Corporate and Financial Plans to include the forecasting of revenues, costs, balance sheet / business volumes, capital availability, resourcing & funding as per the Board and Executive Management requirements;
• Assisting in regular maintenance and creation of management information for Board and Management purposes;
• Assisting in financial modelling and detailed analysis for business lines e.g. new business volumes analysis and forecasting, product profitability & returns analysis;
• Being a link and partner between Finance and the business lines & support functions to give financial modelling assistance & analysis;
• Becoming highly skilled in Adaptive Insights financial planning software tool and be responsible for maintaining & developing forecasts and MI outputs

Key Areas

• Assist in the preparation of the Bank’s corporate and financial plans
• Maintain & update / develop robust financial models for balance sheet & revenue forecasting
• Assist in managing and updating the Financial Planning Tool for Forecasting & Planning purposes
• Assist with business analysis and development of KPI tracking and building of dashboards / scorecards
• Review & control key assumptions in business planning forecast maintaining audit trails of decisions

Qualifications/Experience

• Previous knowledge of financial modelling, financial / statistical analysis, understanding of financial statements / accounting concepts to build modelling
• Experience in forecasting, financial analytics or MI reporting experience in a financial services organisation (preferably banking)
• Data driven financial planning and analytics experience e.g customer / asset specific analysis
• Financial & strategic business planning experience or analysing financial services companies

Competencies/soft skills:

• Exceptional organisational and time management skills
• Outstanding attention to detail
• Strong ability to identify, analyse and solve problems including the ability to learn

Our Values

Our values are at the heart of HTB; they govern our decisions, guide our behaviours and underpin everything we believe in. If our values match yours, we would love to hear from you about becoming part of the team!

Customer matter

• We listen to our customers
• We value customer relationships over transactions
• We strive to deliver what customers want, when they want it, how they want it
• We prioritise customer outcomes over corporate expediency

We deliver

• We approach everything we do with discipline and set high standards
• We do more with less and embrace change
• We are fanatical about financial rigour and risk discipline
• We execute consistently with speed and accuracy
• We constantly strive to improve
• Integrity without compromise
• We always aim to do the right thing - we don’t duck hard choices
• When we make a mistake we own up and fix it
• We are open and honest in all our communication
• We treat innovation and fresh thinking as an opportunity not a threat

People Power

• We are a meritocracy
• We empower people and make them accountable
• We encourage our people to learn and grow
• We challenge each other honestly & constructively
• We work as a team
• We know diversity makes us stronger
• We celebrate success