Chetwood Bank

Financial Planning and Analysis

• Lead the preparation and management of the Annual Operating Plan (AOP) and Rolling Operating Plan (ROP) to ensure accurate forecasting and alignment with strategic goals.
• Conduct in-depth financial analysis, including variance analysis, profitability analysis, and trend forecasting, to provide insights into business performance.
• Develop and maintain financial models to support long-term planning, scenario analysis, and decision-making.
• Collaborate closely with Credit Risk and Commercial to gather data, validate assumptions, and provide financial guidance.
• Prepare and present monthly, quarterly, and annual financial reports to senior management and the board, highlighting key trends and areas of concern.
• Monitor and analyse key performance indicators (KPIs) and operational metrics, providing recommendations for improvement.
• Support the budgeting and forecasting processes, ensuring accuracy, consistency, and timeliness.
• Lead the financial evaluation of new business initiatives, products, and projects, including cost-benefit analysis and ROI assessment.
• Oversee the implementation and enhancement of financial planning tools and systems to improve efficiency and accuracy.
• Ensure compliance with regulatory requirements and internal financial policies.
• Develop strong expertise in Anaplan, including model design, data integration, scenario modelling across secured revenue and retail deposits, and performance optimisation.
• Shape the bank's financial strategy and align it with overall business objectives.
• Provide insightful analysis and actionable recommendations to senior leadership.
• Participate in a variety of projects across the business with exposure to Board-level and senior management.

Explore Financial Analysis Manager at Chetwood Bank. Review requirements and application details.