Savings Planning and Analysis Manager

4 weeks ago


Chatham UK, Kent, United Kingdom Intec Select Full time

Savings Planning and Analysis Manager


Our long term trusted partner that operates within the financial domain is searching for a Savings Planning and Analysis manager who has previous experience working within the savings function of an enterprise corporation that is highly regulated. To be successful, the chosen incumbent must have strong capabilities in models, insight and analysis activities using advanced Excel/VBA coupled with the ability to lead/mentor a small team of MI/Savings planning professionals. Our client is looking to pay a basic salary of £63,000 circa + 15% bonus + 28 days holiday + excellent corporate benefits to be based in Chatham 3 x PW.


This brand new role that will give you the opportunity to shape and develop the proposition in line with our road map through improving the insights, modelling and analysis available to the savings team.

Core responsibilities:

  • Lead a team to deliver models, insight and analysis on the savings book that drives, supports and informs robust strategic and tactical decision making within the savings department, to ensure that the book performance (margin and
  • volume) is fully understood, and robust business decisions are made.
  • Responsible for ensuring robust assumptions, forecast models and methodologies are created whilst producing robust MI that supports both strategic and tactical decision making within the business for all savings brands, products and channels.
  • Build strong relationships with key stakeholders across the business including, but not limited to, the finance team, liquidity management, risk, operational Business Intelligence and IT teams
  • Day to day responsibility for development and maintenance of savings models and reports that support understanding of book behaviours, trends, margins and underlying performance along with complementary scenario planning and forecasting.
  • Manage and prioritise the tasks of the team, instilling a proactive approach in order to pre-empt and respond early to challenges and opportunities as they develop, with the ability to react quickly as priorities change.


Core experienced required:

  • Recent/Strong experience within Savings/Financial Services domain.
  • Previous experience in analytics/planning of MI function
  • Experience and delivery of the performance of the savings book (margin and volume)
  • Strong capabilities in Excel/VBA
  • The ability to coach, lead mentor a small team.
  • Intermediate Knowledge of Quantum is desirable or equivalent MI/data software knowledge


This process will be two interview stage and our client is looking for someone to start ASAP.



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