90328739 - BA4 Planning and Stress Testing Analyst

Support process improvement, automation and execute business planning and stress testing processes leading to process streamline, improved quality and effort savings. Providing analytical support in the development of financial plans, providing a controlled financial process and detailed analysis of the changes in forecast performance. Working closely with Planning & Stress Testing colleagues across the FTC in Chennai and London, contribute to the delivery of major team deliverables.

The Planning & Stress Testing analyst uses technology for automating the process and supporting the analyses & communicates key drivers of the business plans, providing highly effective performance management information and support on key business decisions through detailed and insightful analysis. Additionally, the role holder leverages planning knowledge & shared processes, alongside strong stakeholder relationships to support on internal and regulatory stress tests.

• Seek constant improvements in order to develop, maintain, and operate an integrated, consistent, flexible and up to date planning process and tools. Optimising process performance and driving all aspects of Continuous Improvement
• Support and determine Business financial strategy, ensuring integration and alignment to Group performance guidelines
• Provide insightful analysis around key business drivers, key metrics such as ROTE and one off items versus underlying drivers of income generation, and qualitative and quantitative variance analysis of performance vs prior year and previous plans
• Develop multi-year financial plans, short term plans, rolling forecasts and scenario analyses to advance the business mission and strategic priorities, including support on stress tests.
• Support and coordinate the plan development process, managing stakeholders and ensuring both internal and Group deadlines are met, making certain financial plan data in Barclays systems correctly reflects the approved plans, using MS Excel and Oracle Hyperion Planning and other tools
• Liaise with various stakeholders (MeX, PeX, AI etc) to assist co-ordination of the annual budget (STP) and Medium term budget (MTP – annual multi-year forecast) internal stress test (IST) and external stress tests (PRA, EBA)
• Support validation process, document review and necessary data validation
• Take responsibility for controls, ensuring adherence to P&ST controls framework for all planning purposes
• Support finance change projects across relevant areas

• Use the technical skills to streamline, integrate and automate the processes.
• Gather, analyse business requirements, design and implement Process improvement solutions and develop process workflows
• Create and maintain documentations that includes process design, technical solution and design documents to accurately represent design and code
• Work with the Process Experts to implement and automate the process using VBA, Python, Altyrex, SQL etc.
• Ability to acquire skills quickly to interrogate systems
• Attention to detail and high accuracy
• Desire to learn and develop
• Ability to plan and prioritise workload, as well as coordinate the collation of information from a wide variety of sources to challenging deadlines
• Good communication skills, particularly the ability to summarise large amounts of data and present in a concise and readily understood format. Including the ability to communicate complex financial analysis to non-financial people
• Professional accountancy qualification, or equivalent relevant experience e.g. CIMA, ACA
• Financial services background, with relevant financial planning & analysis experience, post qualification.
• Strong in the use of Microsoft Office applications, particularly Excel (mandatory) and Powerpoint
• Good understanding of business processes and activities and the underlying income and cost drivers
• Knowledge of Barclays accounting policies and procedures
• Knowledge of Finance in Barclays and how it operates
• Understanding of the Group strategy
• Understanding of business strategic objectives.

• Demonstrated stakeholder management experience
• Strong Problem-Solving and Analytical Skills
• Experience developing in different kinds of process improvements
• Relevant experience in managing financial consolidation processes
• Familiarity with accounting systems – e.g. Oracle Hyperion Planning
• Relevant experience in finance change projects
• Relevant experience in financial projections and modelling; experience in data extraction, import, and analysis