Assistant Finance Manager, Lloyds
12-Month Fixed Term Contract
£43.8-48.7k
+ An annual performance-related bonus and Share schemes
2 days a week in office
Retail and commercial bank
Be an early applicant
Retail and commercial bank
1001+ employees
Be an early applicant
£43.8-48.7k
+ An annual performance-related bonus and Share schemes
2 days a week in office
1001+ employees
Company mission
To support families and businesses, helping them to take the next step, whatever that may be.
Role
Who you are
- Are you ready to bring your analytical skills and curiosity to a team that shapes the future of Retail Finance?
- 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
What the job involves
- 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
- HOURS: Full Time, 35 hours per week
- 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
- 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
Application process
- End Date: Tuesday 20 January 2026
Our take
Lloyds Bank, part of Lloyds Banking Group, began operations back in 1765 and is nowadays one of the UK’s leading retail and commercial banks. As with many leading banks, the company has dealt with its share of controversy, but it has nonetheless stood the test of time and worked to build back its public reputation in the wake of these setbacks.
As part of its ongoing digital transformation, the company is seeking to put the cloud at the front of its services and systems, and has cited intentions to invest heavily in overhauling its technology infrastructure. All this seeks to serve the modern banking customer, and to compete with the fast-increasing number of alternative banking options appearing on the market.
On top of this, Lloyds Bank has shown great interest in facilitating innovation in the industry, joining as a partner on "FinTech Action Labs" to bring its industry expertise to early-stage FinTechs. The company continues to enhance its online and mobile services (it is the UK's biggest mobile bank), as well as expanding its partnerships with digital banking companies.
Steph
Company Specialist at Welcome to the Jungle
Insights
-1% employee growth in 12 months
Company
Company benefits
- Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
- A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
- A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
- Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
- Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
- Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
- Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
- Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
- Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our 'Your Tomorrow' scheme. You can decide how much you save and get a say in where your contributions are invested.
Company HQ
City of London, London, UK
Leadership
Charlie Nunn
(Group Chief Executive)Spent nine years at HSBC, including as Group Head of Wealth Management and Digital, and as CEO of Wealth and Personal Banking.
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