Finance Manager, IP&I Commercial Finance

End Date

Saturday 03 January 2026

Salary Range

£65,385 - £72,650

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary

D2C Investments, part of Lloyds Banking Group, is a key growth area within the Insurance, Pensions & Investments (IP&I) Division, making investing simple and accessible. Our mission is to get Britain investing through intuitive digital journeys and a broad range of solutions. As Finance Manager, you'll provide robust forecasting, accurate and timely reporting, and insightful analysis to support strategic decisions. You'll work with stakeholders across the business, gaining exposure to D2C platforms while driving ambitious growth targets. This dynamic role helps shape the future of investing and supports Lloyds Banking Group's purpose to help Britain prosper. Join us and be part of a team investing in technology, workplaces, and colleagues to create a phenomenal place for everyone.

Job Description

Key Details

JOB TITLE: Finance Manager, Commercial Finance & Business Partnering

SALARY : as per pay range

LOCATION: Leeds, Wellington Place

HOURS: Full Time, 35 hours per week

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.

There are two opportunities, one permanent and one fixed term contract/secondment (circa months).

About this Opportunity

Looking for a new role in a high-performing team? Join the IP&I Commercial Finance & Business Partnering team supporting Direct to Consumer (D2C) Investments.

As Finance Manager, you'll deliver robust forecasting, accurate reporting, and insightful analysis to support strategic decisions and operational delivery. You'll build relationships across a wide range of stakeholders in this key growth area, working with the business to achieve ambitious targets while developing knowledge of D2C platforms and products.

If you have an enquiring, analytical mindset, can juggle priorities, build strong collaborations, and seek opportunities to simplify and improve in a changing environment, we'd love to hear from you.

Why Lloyds Banking Group

If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose.

Key responsibilities include, but not limited to:

• Manage the end-to-end D2C planning cycle, including budgets, forecasts, and model development.
• Deliver accurate, timely reporting and consolidate D2C performance with centres of excellence.
• Provide insights on variances, trends, and performance drivers, including pricing and campaign proposals.
• Partner with teams to explain cost allocations and variances, ensuring transparency.
• Support strategic initiatives by providing flexibility and cover for finance SMEs.
• Build and review treasury performance updates and formal forecasts, ensuring compliance.
• Optimise treasury returns across banking partners while managing risk and liquidity policies.
• Monitor client money liquidity, diversification, and tenor, maintaining regulatory compliance.
• Ensure full compliance with internal controls and regulatory requirements.

What you'll need

• A professional finance qualification, with a strong track record of personal growth and achievement.
• Strong financial planning and analytical skills.
• Robust excel and financial modelling skills, including familiarity with key planning tools (PAX) and a clear understanding of the LBG finance ecosystem.
• Strong organisational skills, maintaining tightly controlled finance models & associated audit trails.
• An ability to proactively interpret performance using a variety of sources and articulate this clearly to a variety of stakeholders.
• A curiosity to learn about the business, performance, and our processes to deliver insight, control and challenge, ideally linking that to FCA's CASS framework.
• An ability to build trusted relationships with a variety of people and teams and work with those teams to support our purpose and goals.
• Bringing Innovation to problem solving. Exhibit high level of curiosity around technology, markets, and the business area and research issues to aid driving high quality design, insight, advice and guidance.
• Knowledge of applications such as Power BI would be an advantage.

About working for us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop.

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.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

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

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more

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.