Senior Modelling & Reporting Analyst

Hours
: 35 - Talk to us about Flexible Working

Contract Type
:
Full-Time, Fixed Term Contract

Hours
: 21hrs - Mon, Wed & Fri 9am-5pm, 2 Saturdays a month 9am-12pm (toil given)

Location
:
Principality Branch, Porthcawl

Location
:
Principality Branch, Morriston

Hours
: 35

Contract Duration
:
Full-Time, Permanent

Closing Date
: 25 January 2026

At Principality, belonging isn’t just a value — it’s how we work. When you join us, you’re welcomed into a supportive, inclusive community where your home life, wellbeing, and individuality are genuinely respected. From flexible ways of working to benefits designed around you, we’re committed to helping you feel comfortable, valued, and able to thrive.

We believe great work happens when people feel connected — to each other, to our purpose, and to the communities we serve. That’s why we encourage balance, invest in wellbeing, and focus on growing and improving together.

There are plenty of reasons to build your career with Principality:

• Flexible hybrid working – Our award-winning approach gives you the flexibility to work from home and from the office. Collaboration matters to us, so you’ll spend at least 8 days per month based in our Cardiff office.
• A truly inclusive workplace – Proudly named in the 2025 Inclusive Top 50 UK Employers List
  , ranked 27th
  , recognising our ongoing commitment to inclusion and belonging.
• Customer excellence you can be proud of – Winners of Double Gold Awards for Customer Satisfaction at the Fairer Finance Awards 2025 for both Savings and Mortgages.
• Engaged, supported colleagues – Our colleague engagement scores consistently exceed 85%, reflecting a positive and supportive culture.
• Wellbeing at the heart of what we do – Our Belong benefits package is designed to put our people first, supporting your physical, mental, and financial wellbeing.

These achievements reflect more than awards — they represent our long-term commitment to creating a workplace where colleagues feel supported and customers feel cared for.

When it comes to belonging, there truly is no place like Principality.

We’re looking for an experienced
Modelling & Reporting Analyst
to play a key role in designing, building and continuously improving PBS’s financial forecasting estate. This is a high-impact role within an ambitious transformation programme aimed at strengthening forecasting, planning and decision-support capability across Finance, Risk and Treasury.

Combining strong financial expertise with advanced technical modelling skills, you’ll develop robust, scalable forecasting and analytical models that generate meaningful strategic insight and support business performance.

The role is a 13-month fixed term maternity cover.

• Model development
  :
  Design, build and enhance financial forecasting and modelling capability across Finance, Risk and Treasury using new and existing technologies.
• Model validation:Establish and maintain model validation frameworks, including sensitivity and stress testing, to ensure accuracy, consistency and robustness
• Drive insight:Develop analysis on customer behaviour and profitability that provide insights into customer patterns and portfolio performance.
• Streamlining processes
  :
  Establish forecasting assumption monitoring systems, reducing manual tasks and increasing efficiency through automation.
• Model resilience
  :
  Support the roll-out of the model effectiveness framework and ensure best practices are adhered to and maintained.
• Decision support
  :
  Partner with FP&A, Product and Balance Sheet Management teams to support forecasting to enhance decision making.

• Experience:Strong experience in financial forecasting, modelling and planning within financial services.
• Data expertise
  :
  Ability to leverage analytics and data-driven insights to understand our customers and portfolio performance.
• A collaborative spirit
  :
  You thrive on challenging conventions to innovate and succeed.
• Exceptional communication skills
  :
  You’ll communicate clearly and confidently with stakeholders at every level.
• Advanced data skills
  :
  Proficient in Excel, with expertise in data warehouses, manipulating large data sets, and using coding languages (e.g., SQL, VBA, SAS,or similar) to create efficient data models.
• Relevant qualifications
  :
  Degree qualified in a quantitative discipline such as Mathematics, Finance, Computing or Engineering

We reserve the right to close this vacancy early should we receive a high volume of applications.

Nigel Taylor – Head Of Brand , Impact & Communication. Butdon’tjust take our word for it, see what our colleagues say about working here too;
Careers ()