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Financial Planning Specialist

2 months ago

Coventry, Coventry, United Kingdom Coventry Building Society Full time
Job Opportunity

We are seeking a highly skilled Financial Planning Specialist to join our team at Coventry Building Society. As a result of our recent announcement to purchase The Co-operative Bank plc, we have an exciting opportunity for a 12-month fixed term contract.

About the Role

The successful candidate will be responsible for delivering month-end activities, supporting the financial planning process, and analyzing financial data to inform business decisions. This role will play a critical part in our investment portfolio management.

Key Responsibilities
  • Deliver month-end activities, including financial reporting and analysis
  • Support the financial planning process, including budgeting and forecasting
  • Analyze financial data to inform business decisions and drive growth
  • Collaborate with cross-functional teams to achieve business objectives
Requirements

To be successful in this role, you will need:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Proficiency in financial planning and analysis tools and technologies
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.