FP&A Accountant

Working closely with stakeholders across the business and Finance teams, you\'ll ensure our financial plans are robust, forward-looking, and aligned to our long-term vision.

• What you\'ll be doing
• Supporting the delivery of the annual budget, medium-term plans, and forecasting processes
• Analysing financial performance, identifying trends, and providing clear, actionable insights
• Running scenario analysis to support strategic decisions and evaluate new opportunities
• Identifying and driving process improvements to enhance efficiency and reporting quality
• Partnering with stakeholders to bring clarity to financial performance and future outlooks
  A qualified accountancy background (ACA, ACCA, CIMA or equivalent)
• Strong Excel and financial modelling skills, with the ability to interpret large data sets
• Experience in FP&A, forecasting, and performance analysis
• A solid understanding of financial services concepts such as balance sheet, capital and liquidity
• The ability to translate complex data into compelling insights and clear narratives
• A proactive, curious mindset with the confidence to challenge and influence
  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.

• 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.

At the heart of every great organisation is a clear view of its future.

At PBS, we\'re looking for an FP&A Accountant who can help shape that future-turning numbers into insight, and insight into action.

This is more than just forecasting.

You\'ll play a key role in delivering the financial story behind PBS\'s ambition-supporting planning, budgeting, and performance analysis that directly influences strategic decision‑making and sustainable growth.

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