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Strategic finance & workforce planning manager

Birmingham (West Midlands)
Lloyds Banking
Planning manager
Posted: 24 September
Offer description

Description

JOB TITLE: Strategic Finance & Workforce Planning Manager

SALARY: The salary banding is £59,850 - £66,500

LOCATION: Halifax, Newport/Cardiff, Birmingham, Chester, Manchester

HOURS: 35 hours, full time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

About this opportunity

Become part of a new and exciting team dedicated to shaping the future of Consumer Lending (CL).

This hybrid role combines financial management, cost oversight, and strategic workforce planning to support Consumer Lending’s long-term business objectives.

You’ll lead initiatives that align financial strategy with workforce capability, ensuring the right people with the right skills are in the right roles at the right time. The role demands strong collaboration across CL business areas, Finance, and People & Places, with a focus on data-driven decision-making and influencing senior customers.

What will I be doing?

1. Support financial planning cycles for partnered CL business areas, including FTE and cost modelling across multi-year horizons.

2. Oversee recruitment governance and ensure alignment with strategic workforce plans.

3. Partner with the Business, Finance and People teams to forecast workforce needs and skill gaps.

4. Drive strategic workforce planning initiatives, including location strategy and talent mix.

5. Analyse workforce data to inform investment decisions and transformation programmes.

6. Influence senior leaders and cross-functional teams to embed workforce planning into business strategy.

Why Lloyds Banking Group

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose.

What you’ll need

7. Strong financial competence with experience in cost management and budgeting.

8. Expertise in strategic workforce planning, including being able to set up and monitor forecasting and scenario modelling.

9. Excellent customer engagement and influencing skills.

10. Ability to set up and interpret complex data and translate into actionable insights.

11. Familiarity with tools such as Power BI, Workday, Oracle, and workforce planning platforms.

12. Comfortable working in a hybrid environment with cross-functional teams.

Desirable Experience

13. Background in financial services or regulated industries.

14. Experience with planning cycles (e.g., 4YOP, 6YOP).

15. Knowledge of job architecture, skills taxonomy, and talent analytics.

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from underrepresented groups.

We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know

We also offer a wide ranging benefits package, which includes:

16. A generous pension contribution of up to 15%

17. An annual performance related bonus

18. Share schemes including free shares

19. Benefits you can adapt to your lifestyle, such as discounted shopping

20. 30 days’ holiday, with bank holidays on top

21. A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

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