FP&A Analyst
BELONG. Theres no place like Principality.
Our home is your home. So, when you decide to join the team, well go further to bring you the warmest of welcomes. From a friendly and inviting environment to a flexible benefit package designed around you when it comes to belonging, there really is no place like Principality. We keep it flexible wherever possible; we encourage you to look after yourself; we do our bit in the communities we serve and support you in doing the same, and we promise to get better together.
Some reasons you may want to consider working with us; we have an award-winning flexible/hybrid working policy, were a winner of UK Best Large Workplaces for Women, we have a refurbished hi-tech office in the centre of Cardiff designed around colleague feedback, we ranked number 6 for wellbeing in ,we have an extensive financial and well-being benefits package Belong designed to put our people first, we have consistent colleague engagement scores of over 85% and a caring community of supportive Networks. But thats not all, discover why theres really no place like Principality;
A fantastic opportunity has arisen within the Finance Directorate at Principality Building Society. We are looking for an enthusiastic and analytical FP&A Analyst to join our Planning & Performance Team.
In this role, youll play a key part in supporting the delivery of strategic financial planning, budgeting, forecasting and insightful analysis to inform decision-making, optimise performance, and contribute to sustainable growth.
Youll work closely with finance professionals and business stakeholders across the Society, using your financial modelling and analytical skills to provide actionable insights and contribute to strategic initiatives.
What youll be doing:
1. Contribute to financial forecasting, budgeting and scenario planning processes
2. Assist with month-end accounting, scorecard, and KPI reporting - focusing on performance analysis and insight generation
3. Maintain and continuously improve financial models and analytical tools
4. Support inputs into stress testing and ICAAP-related tasks
5. Help deliver competitor benchmarking and ad hoc analysis to support business decision- making
What were looking for:
Skills and Knowledge:
6. Strong Excel skills; comfortable working with large data sets
7. Good understanding of accounting principles and key financial metrics
8. Analytical mindset with a strong attention to detail and accuracy
9. Clear and confident communicator, able to explain finance to non-finance audiences
10. Curious and proactive, with a passion for learning and continuous improvement
11. Pragmatic and composed under time pressure, willing to tackle ambiguity and learn through change
Experience:
12. Hands-on experience preparing month-end reporting and management accounts
13. Involvement in budgeting, forecasting and performance analysis
14. Comfortable working with financial data to evaluate business results and trends
15. Financial services experience is advantageous but not essential
Qualifications:
16. Part-qualified accountant (ACA, ACCA, CIMA or equivalent)
17. Or relevant experience and financial planning knowledge
Why join us?
This is a great opportunity to be part of a high-performing team in a purpose-led organisation, working at the heart of financial planning and decision-making. Youll gain exposure to senior stakeholders, contribute to strategic initiatives, and help shape the future performance of the Society.
Our most important asset is our people. We value a healthy work-life balance and currently offer a 35-hour work week with our hybrid approach enabling you to have a mix of office days and remote working.
Your base location for this role will be our Head Office, Principality House, The Friary, Cardiff, CF10 3FA
If you have any questions in relation to this role, please contact the recruitment team at
We are passionate about creating an inclusive workplace where diversity is celebrated and where colleagues feel a sense of belonging Nigel Taylor, Head of Brand, Impact and Communications. But dont just take our word for it, see what our colleagues say about working here too;
Tweet (function(d, s, id) { var js, fjs = d.getElementsByTagName(s)[0]; if (d.getElementById(id)) return; js = d.createElement(s); js.id = id; js.src = "//connect.facebook.net/en_US/all.js#xfbml=1&status=0&appId="; fjs.parentNode.insertBefore(js, fjs); }(document, 'script', 'facebook-jssdk')); Share Apply now