Get AI match insights
See your fit score & personalized tips.
Own the end‑to‑end production of monthly and quarterly MIS, management packs and board presentations, including drafting performance commentary and overseeing P&L tracking. Partner with business leaders on budgeting, forecasting, cost management and scenario analysis, and build scalable reporting frameworks using automation and visualisation tools. Contribute to external reporting, investor relations and board‑level materials.
6+ years of FP&A or equity research experience, preferably in banking or fintech, with deep P&L, balance‑sheet and driver knowledge. Advanced Excel (including modelling/macros) and PowerPoint skills, plus hands‑on experience with Power BI or Tableau and ERP/GL systems. Chartered Accountant or MBA (Finance) required.
The role translates raw financial data into clear, actionable insight that guides senior leadership, the Global CFO and the board in strategic decisions. It drives cost discipline, supports fundraising and investor communication, and underpins the company’s growth and economic impact.
A commercially sharp finance professional who blends technical modelling expertise with strong storytelling and stakeholder‑management skills, and who thrives partnering with senior leaders to shape strategy.
Manager – Financial Planning & Analysis
Finance · FP&A
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.
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.
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.
