Financial Planning & Analysis Manager

Leeds – 3 days office

Permanent : 37.5 hour per week

Full time (we welcome flexible working discussions)

An opportunity to make a difference

At Border to Coast our purpose is to make a difference and we’re looking for a Financial Planning and Analysis Manager to join our award-winning team.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

As a Financial Planning and Analysis Manager, you will play a key role in supporting strategic decision-making, financial performance, and business transformation initiatives.

Working closely with the Senior FP&A Manager you'll help deliver our budgeting process, maintain and enhance revenue models, and contribute to the development of Board-level balanced scorecard reporting. You'll also partner with our Change function to ensure programmes deliver measurable benefits, improved operational efficiency, and tangible commercial value across our B2C operations.

This is an exciting opportunity for someone who enjoys translating data into actionable insights, improving processes, and influencing business performance.

The role – what you’ll be doing

As a Financial Planning and Analysis Manager your role is hugely important and will include:

Budgeting

Support the delivery of budgeting and monthly performance reporting

Change & Benefits Realisation

Partner with Change and Transformation teams to define, track, and validate financial and operational benefits of transformation initiatives

Build and maintain benefits tracking frameworks, ensuring clear ownership and accountability

Challenge assumptions and validate business cases with robust financial and commercial analysis

Support post-implementation reviews to confirm delivery vs. plan

Commercial & Financial Analysis

Provide actionable insights into Border to Coast cost performance drivers

Assess the impact of proposed changes on P&L, cash flow, and customer outcomes

Identify risks and opportunities to improve commercial performance

Process Modelling & Efficiency Improvement

Map, analyse, and optimise key Border to Coast processes to drive efficiency

Identify process inefficiencies, duplication, and automation opportunities

Support implementation of improved processes, including performance tracking and KPIs

Embed a culture of continuous improvement and data-driven decision making

Data & Insight Delivery

Develop dashboards and reporting to track change performance, benefits, and operational metrics

Translate complex data into clear commercial insights for stakeholders

Work with data teams to ensure data quality, consistency, and accessibility

About you - and the value you’ll bring to our team

Ability to manage tight deadlines whilst ensuring quality of outputs

Strong problem-solving and decision-making skills

Strong analytical and financial modelling skills

Strong commercial acumen and business partnering skills

Strong communication, engagement and influencing skills with confidence to challenges across all levels of the organisation

Budgeting, forecasting and financial modelling

Proven ability to deliver benefits realisation or support transformation programmes

Effective IT skills required for the job role, including advanced Excel, PowerBI and data analysis capability

Ability to develop dashboards and improve reporting capability

Use of PowerBI

Reward analysis

Why join Border to Coast?

At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:

Vitality Health Insurance for all employees

Employee Assistance Programme

A generous holiday allowance of 30 days a year, plus bank holidays

Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)

Critical Illness Cover

Pension scheme

Stunning Leeds city centre location only a short walk to the train station

Cycle to work scheme

Life Assurance of 6 times of salary

Sustainable travel plans

Range of discounts for Leeds gyms, shops and restaurants

Hybrid working

Onsite gym

We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.

If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you.

We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.

About Us

Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 18 Local Government Pension Schemes funds (‘Partner Funds’) which collectively represent over 5,000 employers and two million members.

The Partner Funds are Bedfordshire, Cambridgeshire, Cumbria, Durham, East Riding, East Sussex, Essex Hertfordshire, Kent, Lincolnshire, Northamptonshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear, Warwickshire and West Sussex.

The 18 Partner Funds have approximately £120bn of assets, strengthening the Border to Coast partnership’s ability to harness scale to be more effective, more resilient, and more impactful.

Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: (phone number removed) and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ