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Financial Planning Manager

2 months ago


Edinburgh, Edinburgh, United Kingdom NatWest Full time
Role Overview

We are seeking a highly skilled Balance Sheet Forecasting Manager to join our team at NatWest.

Key Responsibilities
  • Assist in the development of the bank's Funding & Liquidity plan under base and stress scenarios, including proposing bank-level funding & liquidity plans and actions.
  • Deliver the funding & liquidity plans, including the 9+3 budget cycle, ICAAP, Bank of England's annual stress test, EBA stress tests, and ad-hoc scenarios.
  • Plan for forecasts and recommended actions for both internal and external use.
  • Obtain, review, and challenge business franchise and function inputs to the Funding & Liquidity forecasting process.
  • Ensure compliance with funding & liquidity risk appetites and supporting measures over the planning horizon, and recommend remedial actions as appropriate.
  • Integrate the Group funding, liquidity, and Holding Company plans, with consideration to Capital & Treasury P&L implications.
  • Collaborate with Subject Matter Experts (SMEs) to deliver enhanced forecasting capabilities.
Requirements
  • A good understanding of accounting, especially in the financial services sector.
  • An understanding of Funding & Liquidity is desirable but not essential.
  • An accountancy, banking, or treasury qualification.
  • Strong stakeholder management skills.
  • Good planning and organizational skills.