OAKNORTH · JOB ADVERT
Manager – Financial Planning & Analysis
Finance · FP&A
ABOUT US
At OakNorth, we’re on a mission to empower ambitious businesses and the communities they serve. Since 2015, we’ve lent over $21 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers — all while driving economic growth in the markets we serve.
ABOUT THE TEAM
The FP&A team at OakNorth is a high-impact function that sits at the intersection of finance and strategy, partnering with senior leadership — including the Global CFO — to drive financial planning, performance reporting, and strategic decision-making. We build the frameworks, models, and narratives that translate financial data into clear, actionable insight for the business, its board, and its investors.
ABOUT THE ROLE
We’re looking for a Manager to join our FP&A team, owning the production of MIS, management packs, and board presentations while partnering closely with business and functional leaders on budgeting, forecasting, and cost management. You’ll draft management commentary, oversee monthly P&L tracking, contribute to investor relations, and build scalable reporting frameworks — all while engaging directly with senior leadership to support strategic decisions. This is an ideal role for a commercially sharp finance professional who combines technical excellence with strong storytelling and stakeholder management skills.
WHAT YOU’LL DO
Prepare accurate and timely monthly and quarterly MIS, management packs, and board and executive presentations, ensuring financial insights are communicated clearly and compellingly.
Draft management commentary and narratives that explain performance trends, highlight risks and opportunities, and translate financials into actionable business implications.
Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses, driving cost discipline and efficiency across the organisation.
Oversee monthly P&L tracking and closing, working closely with the Controllership team to ensure accuracy and insightfulness of reporting.
Engage and communicate effectively with the Global CFO and Senior Management, providing clear, concise, and actionable insights that support strategic decisions.
Support financial planning, forecasting, and scenario analysis, building robust models to underpin decision-making; contribute to annual budgets, multi-year financial plans, stress testing, and scenario planning.
Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes.
Build scalable reporting frameworks, leveraging automation and visualisation tools to enhance efficiency and insight delivery.
YOU’LL BE A GREAT FIT IF YOU HAVE…
6+ years of experience in FP&A and/or Equity Research, preferably within banking or fintech, with a strong understanding of P&L, Balance Sheet, and key business and financial drivers.
Proven expertise in budgeting, forecasting, scenario planning, and variance analysis, with the ability to link financial results to operational and accounting drivers.
Advanced Excel skills including financial modelling and automated templates (Macros/VBA preferred); strong PowerPoint skills to craft compelling, insight-driven presentations.
Hands-on experience with dashboarding and visualisation tools such as Power BI or Tableau; ability to work with GL/ERP systems (e.g. NetSuite) and data warehouses to automate and scale reporting.
Excellent storytelling, influencing, and partnering skills, with the ability to simplify complex analysis into clear business messages for senior leadership.
Chartered Accountant or MBA (Finance) from a reputable institution.
Nice to Have
Familiarity with AI and automation solutions for forecasting, scenario planning, insight generation, and commentary writing, with the ability to integrate such tools into FP&A workflows.
Experience contributing to investor relations, fundraising materials, or board-level reporting.
Exposure to strategic planning and long-term financial modelling in a multinational environment.
WHAT WE OFFER
Health & Protection: Comprehensive medical cover for you, your family, and parents, along with life and accidental insurance cover at a multiple of your salary.
Wellbeing: Annual health check-ups, online doctor consultations, pharmacy discounts, nutritionist support, and Employee Assistance Program (EAP) services — all sponsored by OakNorth.
Time Off: Earned leave, casual/sick leave, public holidays, maternity leave, and paternity leave.
Life Milestones: Financial support for important life events such as marriage, childbirth, and bereavement.
Flexible Benefits: Tax-efficient allowances for internet, fuel, meals, leave travel, and National Pension System (NPS) contributions.
Growth & Development: Support for professional certifications, learning and development opportunities, childcare benefits, and paid volunteering days.
Our Workplace: Modern, centrally located offices, weekly business updates, team events, and great coffee. We work hard to build a culture worth showing up for.
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