Hours:
35 hours. Hybrid working. Minimum expectation of 1-2 days per week at our Head Office in Skipton.
Closing Date:
Tue, 8 Jul 2025
We are recruiting for a critical leadership role in the Group Financial Planning and Analysis team. If you enjoy a fast paced and agile environment, developing and delivering insight and thereby drive business performance and strategy then this may be the role for you.
With a keen eye for detail, being skilled at understanding complex information and succinctly communicating its meaning, you’ll be part of a small team at the heart of the business and optimising member and business value.
Who Are We?
Not just another building society. Not just another job.
We’re the fourth biggest building society and mutual organisation in the UK. Mutuality makes us different as we don’t have shareholders; we’re owned by our members.
Our colleagues say Skipton’s a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.
Whatever your background, and whatever your goals, we’ll help you take the next step towards a better future.
Meet The Team
We’re strengthening our FP&A team and broadening its remit to cover Group stress testing and forecasting activities and facilitate opportunities which make the most of the power of the Group.
The team you will be joining, Group Financial Planning and Analysis within Group Financial Performance, is a team of 9 colleagues working with financial business partners, business lines and executive teams.
Our core role is to understand, report and forecast business performance, being able to explain with insight the consequences of decisions and identifying and recommending corrective actions to achieve strategic goals or mitigate financial risks.
Turning data into insight, insight to action and action to customer satisfaction is central to all we do.
What Will You Be Doing?

You will have the opportunity to:

• Take the lead in reviewing the Society’s forecasting and stress testing / planning operating model with key stakeholders, adopting a more agile, collaborative and hub approach to key stress testing / forecasting cycles.
• Lead the bottom-up modelling (QRM) of the Society’s internal stress testing / forecasting and regulatory requirements, liaising with the Homes and Money Finance team to agree key business assumptions and working with the Capital to deliver financial projections.
• Coordination, review, and challenge of all forecasting and monthly management account reporting activity.
• Responsible for the consolidation of Group forecasts and the 5-year Corporate Plan.
• Through the stress testing / forecasting work identify any balance sheet or strategic vulnerabilities and provide potential improvements / solutions.
• Delivery of all supporting documentation including ExCo and Board papers, specifically including the Group CFO’s monthly performance report.

What Do We Need From You?

To be successful in this role, you will need to demonstrate:

• Strong communication skills, with the ability to clearly interpret and concisely explain the impact on the Society of complex accounting and technical matters.
• Excellent planning, analytical and modelling skills, enabling complex models to be understood and appropriately challenged.
• Flexibility and drive to support a changing, growing business in an uncertain environment.
• Proactive, enthusiastic, self-starter to deliver excellent outcomes and service.
• Strong knowledge of Financial Planning and Analysis and technical accounting knowledge with the desire and ability to be the subject matter expert in these areas.
• Good commercial understanding and ability to translate operational plans into financial outcomes.
• Experience of planning and organising own work to ensure a focus on key priorities and achievement of deadlines.
• Ideally attained a professional accounting qualification e.g. ACCA/CIMA/ACA with 2+ years’ post qualification experience.

What’s In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including;

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days
• Matching employer pension contribution (up to 10% per annum)
• Colleague mortgage (conditions apply)
• Salary sacrifice scheme for hybrid & electric car
• A commitment to training and development
• Private medical insurance for all our colleagues
• 3 paid volunteering days per annum
• Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
• We care about your health and wellbeing – we provide a range of benefits that support this including cycle to work initiative and discounted gym membership

• Strong communication skills, with the ability to clearly interpret and concisely explain the impact on the Society of complex accounting and technical matters.
• Excellent planning, analytical and modelling skills, enabling complex models to be understood and appropriately challenged.
• Flexibility and drive to support a changing, growing business in an uncertain environment.
• Proactive, enthusiastic, self-starter to deliver excellent outcomes and service.
• Strong knowledge of Financial Planning and Analysis and technical accounting knowledge with the desire and ability to be the subject matter expert in these areas.
• Good commercial understanding and ability to translate operational plans into financial outcomes.
• Experience of planning and organising own work to ensure a focus on key priorities and achievement of deadlines.
• Ideally attained a professional accounting qualification e.g. ACCA/CIMA/ACA with 2+ years’ post qualification experience