Financial Planning and Reporting Accountant - #1801323

Yorkshire Building Society


Date: 1 day ago
City: Leeds
Contract type: Full time
Work schedule: Full day
Yorkshire Building Society

Are you currently working in practice and looking for that first move into industry? Or have just completed your professional qualification and looking for your next step?


We have an opportunity for a Financial Planning and Reporting Accountant to join our team so this could be the role for you! You’ll be our subject matter expert working within a team of finance professionals to deliver relevant, reliable and robust financial management information in relation to forecasting and reporting.


You’ll be aligned to the Mortgage side of the business which links very closely to our strategic priorities here at YBS.


This is a hybrid role with a mix of working from home and one day a week in our central Leeds office.



About the role


As Financial Reporting and Planning Accountant, you’ll have a great ability to analyse numbers and financial models to tell the story of what is happening across the organisation. You will carry out monthly management reporting and quarterly reforecasting activities, reviewing how each element of the business is performing and making recommendations to gain the best financial outcome. You will -


  • Source, analyse and consolidate financial information to the relevant senior management and governance committees
  • Develop and manage key relationships with both internal and external customers, ensuring clear communication.
  • Own the month-end reporting process, support the annual plan and quarterly forecasts for the mortgage business area
  • Manage the development and maintenance of effective and efficient processes and systems. Drive innovation through the identification and implementation of opportunities to streamline and automate processes



About you


With an Accounting qualification (CIMA/ ACCA/ ACA) or equivalent, and some experience of income reporting, planning and forecasting, you’ll have -


  • Excellent communication and relationship building skills with the ability to converse effectively with senior stakeholders
  • A continuous improvement mindset, always looking for ways we can improve our processes, with the ability to identify and address key risks/ implications
  • Ability to review, manage and develop new financial and analytical models
  • Knowledge of management and financial accounting principles and be well-versed in approaches and techniques
  • Some experience of working with mortgages or savings from a finance perspective, however this is not essential



About us



At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.


Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.

Development. We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity. We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.



About our Benefits


We offer lots of fantastic rewards that you can make the most of in and out of work, including:

  • Holiday. You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
  • Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
  • Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
  • Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
  • My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts.


Ready to apply?

If you’re excited about this role and want to be part of the YBS team, apply now to send us your application.


Want more information?

If you have any questions about this role, please contact Mike Peel on [email protected]

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