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About the Role

The FP&A Analyst will support the delivery of high-quality financial planning, analysis, and management information across the Bank. This role contributes to monthly management reporting, budgeting and forecasting, cost centre analysis, and business partnering, offering an opportunity for a part-qualified accountant to develop broad FP&A and commercial finance experience within a growing and regulated banking environment.

Responsibilities

• Support the preparation of monthly financial reports for the Executive Committee, Board, and other senior management forums.
• Prepare recurring reporting schedules, variance analysis, and supporting commentary.
• Investigate movements against budget, forecast, and prior periods, working with relevant stakeholders to understand the underlying drivers.
• Help translate financial results into clear and meaningful information for non-financial stakeholders.
• Maintain reporting files, reconciliations, and appropriate review controls to ensure management information is complete and accurate.
• Prepare monthly cost centre reports and provide budget holders with clear analysis of actual expenditure, commitments, and forecast performance.
• Analyse cost trends and variances, identifying unusual or unexpected movements for further investigation.
• Support cost centre owners in understanding their financial performance and maintaining accurate forecasts.
• Assist with the review of supplier expenditure, headcount costs, and other key operating expense categories.
• Maintain cost centre structures, reporting mappings, and supporting data.
• Build effective working relationships with stakeholders across the Bank.
• Provide timely financial information and analysis to support operational and commercial decision-making.
• Respond to routine and ad-hoc requests from the business, escalating more complex analysis where appropriate.
• Support the Senior FP&A Analyst with scenario analysis, margin analysis, investment cases, and other business partnering activities.
• Develop an understanding of the Bank’s products and operational processes to explain financial performance and constructively challenge assumptions.
• Support the annual budgeting process and preparation of rolling forecasts.
• Coordinate the collection and review of budget and forecast submissions from business areas.
• Update financial models and planning schedules for agreed assumptions and business inputs.
• Compare actual performance against forecast assumptions and identify areas requiring refinement.
• Support the preparation of forecast presentations, analysis, and commentary for senior management.
• Assist with the integration of cost, revenue, balance sheet, and headcount assumptions into the Bank’s financial plans.
• Extract, organise, and validate financial and operational data used in FP&A reporting.
• Perform reconciliations between management reporting, financial systems, and source data.
• Help maintain and improve reporting templates, models, and documented procedures.
• Identify opportunities to make recurring reporting more efficient, controlled, and reliable.
• Support the development of automated reports and dashboards where appropriate.

Requirements

• Part-qualified accountant studying towards an ACCA, CIMA or ACA qualification, or with relevant equivalent experience.
• Experience in management accounting, financial analysis, budgeting, forecasting or a related finance role.
• Experience within financial services or another regulated environment would be advantageous but is not essential.
• Strong numerical and analytical skills, with good attention to detail.
• Able to investigate financial information, identify key movements and present conclusions clearly.
• Comfortable communicating with both finance and non-finance stakeholders.
• Organised and able to manage recurring deadlines alongside ad-hoc requests.
• Curious, proactive and willing to develop an understanding of the Bank’s products and business model.
• Good Excel skills, including formulas, pivot tables and working with structured data.
• Experience of Power Query, SQL or other data and reporting tools would be advantageous but is not essential.
• A commitment to continuing professional development and completing a relevant accounting qualification.

Skills

• Excel
• Formulas
• Pivot tables
• Working with structured data
• Power Query
• SQL
• Data and reporting tools

Location

• UK

Work Type

• Hybrid working

Experience Level

• Part-qualified accountant

Education Level

• ACCA
• CIMA
• ACA

Salary/Compensations

• Competitive salary

Benefits

• Opportunities to learn, grow and progress professionally
• Open and inclusive culture
• Fantastic offices and great working environment
• Vitality Health Plan (includes private health insurance, travel insurance, gym discounts)
• Health cash Plan (Medicash health plan Level 3)
• 6% employer pension contribution
• Life assurance – 4 x salary
• Income protection insurance – 75%
• 28 days holiday plus 3 additional days, & further days for various key life events
• Opportunity to sell up to 5 days per calendar year
• Swap public/bank holidays each year for alternative days that align with your personal, cultural, or religious observances
• Enhanced family friendly and family forming policies
• Access to a wide range of retail discounts
• Team Socials

About the Company

• LHV Bank Limited is a UK-licensed bank operating across three core business segments: Retail Banking, SME Lending, and Banking Services (BaaS).
• The bank is a wholly owned subsidiary of LHV Group, a listed financial services provider headquartered in Estonia.
• LHV Bank operates under a full UK banking licence granted in May 2023.
• The Bank supports over 200 fintech clients with embedded financial infrastructure, provides retail savings products via digital channels, and offers SME credit solutions across the UK.
• In line with its regulatory responsibilities and growth ambitions, LHV Bank is committed to maintaining a robust and proportionate financial crime control environment.
• Expanding our services, LHV Bank now provides personal banking solutions.
• Our offerings include current accounts with competitive interest rates, fixed-rate bonds for long-term savings, and debit cards.
• Customers can conveniently access these services through the LHV App, enabling secure account opening and management.