Financial Inclusion Manager jobs

Leeds – 3 days office

Permanent : 37.5 hour per week

Full time (we welcome flexible working discussions)

An opportunity to make a difference

At Border to Coast our purpose is to make a difference and we’re looking for a Financial Planning and Analysis Manager to join our award-winning team.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

As a Financial Planning and Analysis Manager, you will play a key role in supporting strategic decision-making, financial performance, and business transformation initiatives.

Working closely with the Senior FP&A Manager you'll help deliver our budgeting process, maintain and enhance revenue models, and contribute to the development of Board-level balanced scorecard reporting. You'll also partner with our Change function to ensure programmes deliver measurable benefits, improved operational efficiency, and tangible commercial value across our B2C operations.

This is an exciting opportunity for someone who enjoys translating data into actionable insights, improving processes, and influencing business performance.

The role – what you’ll be doing

As a Financial Planning and Analysis Manager your role is hugely important and will include:

Budgeting

• Support the delivery of budgeting and monthly performance reporting

Change & Benefits Realisation

• Partner with Change and Transformation teams to define, track, and validate financial and operational benefits of transformation initiatives
• Build and maintain benefits tracking frameworks, ensuring clear ownership and accountability
• Challenge assumptions and validate business cases with robust financial and commercial analysis
• Support post-implementation reviews to confirm delivery vs. plan

Commercial & Financial Analysis

• Provide actionable insights into Border to Coast cost performance drivers
• Assess the impact of proposed changes on P&L, cash flow, and customer outcomes
• Identify risks and opportunities to improve commercial performance

Process Modelling & Efficiency Improvement

• Map, analyse, and optimise key Border to Coast processes to drive efficiency
• Identify process inefficiencies, duplication, and automation opportunities
• Support implementation of improved processes, including performance tracking and KPIs
• Embed a culture of continuous improvement and data-driven decision making

Data & Insight Delivery

• Develop dashboards and reporting to track change performance, benefits, and operational metrics
• Translate complex data into clear commercial insights for stakeholders
• Work with data teams to ensure data quality, consistency, and accessibility

About you - and the value you’ll bring to our team

• Ability to manage tight deadlines whilst ensuring quality of outputs
• Strong problem-solving and decision-making skills
• Strong analytical and financial modelling skills
• Strong commercial acumen and business partnering skills
• Strong communication, engagement and influencing skills with confidence to challenges across all levels of the organisation
• Budgeting, forecasting and financial modelling
• Proven ability to deliver benefits realisation or support transformation programmes
• Effective IT skills required for the job role, including advanced Excel, PowerBI and data analysis capability
• Ability to develop dashboards and improve reporting capability
• Use of PowerBI
• Reward analysis

Why join Border to Coast?

At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:

• Vitality Health Insurance for all employees
• Employee Assistance Programme
• A generous holiday allowance of 30 days a year, plus bank holidays
• Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
• Critical Illness Cover
• Pension scheme
• Stunning Leeds city centre location only a short walk to the train station
• Cycle to work scheme
• Life Assurance of 6 times of salary
• Sustainable travel plans
• Range of discounts for Leeds gyms, shops and restaurants
• Hybrid working
• Onsite gym

There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us

We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.

If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. Please contact our recruitment team at recruitment@bordertocoast.org.uk

We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.

About Us

Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 18 Local Government Pension Schemes funds (‘Partner Funds’) which collectively represent over 5,000 employers and two million members.

The Partner Funds are Bedfordshire, Cambridgeshire, Cumbria, Durham, East Riding, East Sussex, Essex Hertfordshire, Kent, Lincolnshire, Northamptonshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear, Warwickshire and West Sussex.

The 18 Partner Funds have approximately £120bn of assets, strengthening the Border to Coast partnership’s ability to harness scale to be more effective, more resilient, and more impactful.

Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: 10795539 and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.

Further details can be found at https://www.bordertocoast.org.uk.