Assistant Finance Manager

Job Description Summary

Join our Retail Finance team as an Assistant Finance Manager! You’ll play a key role in producing management information and forecasts that help shape business decisions. Using tools like Planning Analytics (PAX), Excel, Power Query, Power BI, MIA and Oracle, you’ll capture, consolidate and present data that drives insight. This is a fantastic opportunity to combine your analytical skills with cutting‑edge technology and make a real impact in a dynamic finance environment.

JOB TITLE: Assistant Finance Manager – 12 month Fixed Term Contract

SALARY: as per pay range

LOCATION(S): Halifax

OTHER LOCATIONS: Leeds, Bristol, Manchester, Newport / Cardiff

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

About this Opportunity

This fixed-term contract role offers the chance to join our Retail Finance team and make a real impact. You’ll be at the heart of producing accurate forecasts and insightful management reports, using tools like Planning Analytics (PAX), Power BI, and Oracle to support key business decisions.

Are you ready to bring your analytical skills and curiosity to a team that shapes the future of Retail Finance?

Why Lloyds Banking Group

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone. Including you.

Forecast Consolidation:
Coordinate data flows from Business Units through Division to Group Finance, ensuring a smooth planning process for all stakeholders. This includes pre‑populating the system with holding positions, creating PAX templates, maintaining the SharePoint site, and implementing robust controls.

Reconciliation Management:
Ensure all actuals within plans align with previously reported figures submitted and checking that submitted plans are presented accurately by Group Finance.

Subject Matter Expertise:
Provide guidance and support to Business Units, building strong relationships with planning and reporting teams.

Continuous Improvement:
Identify and implement process enhancements to improve efficiency, accuracy, and control using Power Query and Power Automate where appropriate.

Management Reporting:
Work collaboratively across the team to deliver standardised monthly management reporting and quarterly forecasting/planning outputs.

Culture &

Collaboration:

Contribute to an inclusive and collaborative culture within Retail Finance, fostering strong relationships across teams and hubs.

Personal Development:
Take ownership of individual and team objectives, investing in personal growth by developing skills and capabilities.

• Proficiency in Microsoft 365 applications, particularly Excel (VBA and Power Query an advantage), TM1, Power BI and Oracle.

• Finance Professional (part‑qualified in CIMA/ACCA/ACA or equivalent).

• Attention to detail and accuracy.

• Ability to work independently and as part of a team.

• Strong organisational and time management skills.

• Proactive approach to process improvement.

• An interest in learning data visualisation tools and techniques.

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…