--- title: 'Associate Vice President - Financial Planning & Analysis at OakNorth' canonical: 'https://feeny.ai/job/associate-vice-president-financial-planning-analysis-oaknorth-gurugram-6fxbdcegnyxc' type: 'job' last_seen: '2026-10-29' --- # Associate Vice President - Financial Planning & Analysis at OakNorth - **Company:** OakNorth - **Location:** Gurugram, India - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-26 - **Last confirmed live:** 2026-10-29 - **Apply:** https://jobs.ashbyhq.com/oaknorth/968efde1-77d7-4d4b-9ece-0b75a3f0cdf6 ## Job description ## OAKNORTH · JOB ADVERT Manager – Financial Planning & Analysis Finance · FP&A ## ABOUT US 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. ## ABOUT THE TEAM 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. ## ABOUT THE ROLE 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. ## WHAT YOU’LL DO - Prepare accurate and timely monthly and quarterly MIS, management packs, and board and executive presentations, ensuring financial insights are communicated clearly and compellingly. - Draft management commentary and narratives that explain performance trends, highlight risks and opportunities, and translate financials into actionable business implications. - Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses, driving cost discipline and efficiency across the organisation. - Oversee monthly P&L tracking and closing, working closely with the Controllership team to ensure accuracy and insightfulness of reporting. - Engage and communicate effectively with the Global CFO and Senior Management, providing clear, concise, and actionable insights that support strategic decisions. - Support financial planning, forecasting, and scenario analysis, building robust models to underpin decision-making; contribute to annual budgets, multi-year financial plans, stress testing, and scenario planning. - Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes. - Build scalable reporting frameworks, leveraging automation and visualisation tools to enhance efficiency and insight delivery. YOU’LL BE A GREAT FIT IF YOU HAVE… - 6+ years of experience in FP&A and/or Equity Research, preferably within banking or fintech, with a strong understanding of P&L, Balance Sheet, and key business and financial drivers. - Proven expertise in budgeting, forecasting, scenario planning, and variance analysis, with the ability to link financial results to operational and accounting drivers. - Advanced Excel skills including financial modelling and automated templates (Macros/VBA preferred); strong PowerPoint skills to craft compelling, insight-driven presentations. - Hands-on experience with dashboarding and visualisation tools such as Power BI or Tableau; ability to work with GL/ERP systems (e.g. NetSuite) and data warehouses to automate and scale reporting. - Excellent storytelling, influencing, and partnering skills, with the ability to simplify complex analysis into clear business messages for senior leadership. - Chartered Accountant or MBA (Finance) from a reputable institution. ## Nice to Have - Familiarity with AI and automation solutions for forecasting, scenario planning, insight generation, and commentary writing, with the ability to integrate such tools into FP&A workflows. - Experience contributing to investor relations, fundraising materials, or board-level reporting. - Exposure to strategic planning and long-term financial modelling in a multinational environment. ## WHAT WE OFFER - Health & Protection: Comprehensive medical cover for you, your family, and parents, along with life and accidental insurance cover at a multiple of your salary. - Wellbeing: Annual health check-ups, online doctor consultations, pharmacy discounts, nutritionist support, and Employee Assistance Program (EAP) services — all sponsored by OakNorth. - Time Off: Earned leave, casual/sick leave, public holidays, maternity leave, and paternity leave. - Life Milestones: Financial support for important life events such as marriage, childbirth, and bereavement. - Flexible Benefits: Tax-efficient allowances for internet, fuel, meals, leave travel, and National Pension System (NPS) contributions. - Growth & Development: Support for professional certifications, learning and development opportunities, childcare benefits, and paid volunteering days. - Our Workplace: Modern, centrally located offices, weekly business updates, team events, and great coffee. We work hard to build a culture worth showing up for. ## About OakNorth ## Company Overview - **One-liner**: OakNorth is a UK-based digital bank founded by entrepreneurs, providing fast, flexible business loans and competitive savings accounts to support ambitious businesses and savers. - **Entity Type**: Private (fully-licensed digital bank, profitable; not publicly listed) - **Headquarters**: London, United Kingdom - **Founded**: 2015 - **Founders**: Rishi Khosla and Joel Perlman ## Core Business - **Primary industry**: Digital banking, commercial lending, retail savings - **Target customers**: Lower mid-market businesses (entrepreneur-led, scaling fast) seeking debt financing from £1m to tens of millions; retail savers in the UK. - **Mission**: “Banking should be barrier-free” – inspired by the founders’ own frustrations with traditional lending, OakNorth aims to back proven businesses with fast, data-driven credit decisions. ## Products & Services - **Business Loans**: Flexible, structured debt financing from £1m to tens of millions for growth capital, acquisitions, management buyouts, and property development/investment. - **Business Banking**: Digital account with dedicated support, seamless payments and cash management for scaling businesses. - **Personal Savings**: FSCS-protected savings accounts (up to £120,000) with competitive interest rates, offered via a digital platform. - **OakNorth Credit Intelligence (OCI)**: Data-driven technology platform that gives lenders a forward-looking view for agile credit decisions (used internally and sold to other institutions). ## Market Standing - **Valuation**: Not publicly disclosed (private company) - **Key Metric**: Cumulative lending of over £15.1bn since inception (2025). Annual profit of £165.2m in 2025. Total capital ratio of 18.4%. - **Notable Investors/Partners**: Founded and led by Rishi Khosla & Joel Perlman; backed by a range of institutional investors (details not fully public). Over 400,000 retail savers provide deposit funding. Partnered with LSE Generate for mentorship. - **Growth Signals**: Named **Best Bank in the UK** at The Banker’s Bank of the Year Awards 2025. Recognised by CNBC/Statista as one of the UK’s Top 250 Fintechs. Expanded lending into the US in 2023. Built a diversified business including Business Banking capability. 61,000+ jobs and 36,000+ new homes created through lending. Offices in London, Manchester, Leeds, Bristol, Newcastle, Birmingham, New York (OCI), and India (Gurugram, Bengaluru, Hyderabad). ## Competitive Advantages - **Data-driven credit underwriting**: Uses proprietary analytics (OCI) to assess future potential, not just past financials, enabling faster, more accurate lending decisions. - **Founder-led, flat organisational structure**: Decision-making is fast, with less bureaucracy than traditional banks. - **Disciplined profitability**: One of the few digital banks globally to be consistently profitable, with extremely low credit losses (4.5 basis points of cumulative facilities). - **Customer obsession**: High NPS and a culture of “customer delight” rather than mere satisfaction. ## Strategic Focus - **US expansion**: Scaling lending in the US lower mid-market where a similar structural gap exists. - **Business Banking rollout**: Building a full business banking capability beyond loans to deepen customer relationships. - **Technology and data**: Continuing to invest in the OakNorth Credit Intelligence platform and automation. - **ESG and community**: Net zero target by 2045; 1+1% initiative (1% of profits and 1% of employee time to charity). - **Talent and culture**: Expanding teams across UK, US, and India while maintaining a founder-led, high-autonomy culture. ## Why Work Here - **Equity**: Employees receive equity in the business, sharing in growth. - **Flat structure**: Opportunity to interact with senior leaders and have real impact regardless of tenure. - **Autonomy**: Personal goal-setting with manager support; freedom to take on projects of interest. - **Mission-driven**: Directly contribute to creating jobs, homes, and supporting ambitious entrepreneurs. - **Culture**: Values include “Say it how it is” (honest communication), “10x” (set ambitious goals), “One team”, and “Momentum”. - **Hybrid/Office**: Multiple office locations across UK (London, Manchester, Leeds, Bristol, Newcastle, Birmingham) plus New York and India. Specific remote policies not detailed but likely hybrid for most roles. - **Recognition**: Work for a bank that has won “Best Bank in the UK” and is seen as a top fintech employer. ## Sources 1. [OakNorth.co.uk – Home](https://oaknorth.co.uk/) 2. [OakNorth.co.uk – About/Our Story](https://oaknorth.co.uk/about/) 3. [OakNorth.co.uk – Careers](https://oaknorth.co.uk/about/careers/) 4. [OakNorth.co.uk – Annual Report 2025 (PDF)](https://oaknorth.co.uk/wp-content/uploads/2026/03/Annual_Report_2025.pdf) 5. 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