Financial Planning & Analysis AVP

Overall Role Purpose

The team has responsibility for a number of key financial performance reporting and planning deliverables to senior management.

These include the following:

- Revised Annual Forecast (RAF) and Medium Term Plan (MTP)
- Performance Cost Forecasting
- Competitor Analysis
- Stress Testing

The role will be to assist with the forecasting process and restructure project.

More specifically, responsibilities will include involvement in the following:

- Manage the coordination and consolidation of the RAF/MTP plans by engaging with different stakeholders in the Investment Bank
- Review the modelling of the high level and detailed forecasts
- Prepare presentations for senior management meeting (eg Finance Committees, Monthly Business Reviews) with additional analysis for cribs, to assist the governance process for the IB plan, including liaising with other teams for their inputs where required
- Incorporate of new Group/regulatory requirements such as Structural Reform into the forecast processs
- Development of reporting suite and toolkit to support restructure of the Investment Bank
- Manage performance cost forecast and monthly reporting to senior management. This includes RAF/MTP modelling of future performance costs, review/challenge monthly Flash reporting from Financial Control, prepare presentation of monthly performance costs deck
- Assist in competitor analysis reporting where IB quarterly results are benchmarked against the peer set. This information is reviewed by senior management and used to assist in communication to the market for external results announcement
- Other ad-hoc analysis as required

Experience Required:

Candidates must have extensive experience in Financial Planning & Analysis within Investment banking.

Strong experience in presenting findings to senior stakeholders, comparator and MI reporting and performance reporting.

- Fully Qualified CIMA/ACA/ACCA preferred
- Excellent Access and Excel skills with ability to create database and use VBA and Macros
- Good knowledge of the banking industry
- Good interpersonal, written and oral communication skills, particularly in conveying issues in a clear and concise manner
- Project Management mindset, problem solving, time management and prioritisation skills
- Delivery orientated with excellent attention to detail with a focus on accuracy of information
- Strong stakeholder management
- Ability to take ownership and responsibility

Business Performance & Analytics (BP&A) work closely with the Barclays Finance CFO teams (as well as Financial Control, Tax, Treasury and Risk) to support the decision making process of the Executive teams by providing high quality decision support, insight, performance reporting and analysis.

The team is also responsible for the medium term financial planning of the Group alongside business profitability analysis and the drivers of this, underlying performance and emergent issues, group and business returns, competitor analysis, as well as deep dives into specific areas of the business.

Barclays is a major global financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth and investment management with an extensive international presence in Europe, the Americas, Africa and Asia. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs 140,000 people.

Barclays moves, lends invests and protects money for customers and clients worldwide.