Planning and Performance Partner (Finance)

HM Revenue and Customs

Apply before 11:55 pm on Tuesday 4th October 2022



Reference number



£41,782 - £48,566
New entrants to the Civil Service will join on the minimum of the salary range. National-£41,782-£44,932 -London-£45,170-£48,566.


Senior Executive Officer
Senior Officer

Contract type


Business area

HMRC - CDIO - Customs, Borders and International - CDIO Borders and Trade

Type of role


Working pattern

Flexible working, Full-time, Job share, Part-time

Number of posts



Bristol, Cardiff, Edinburgh, Leeds, Manchester, Newcastle-upon-Tyne, Stratford, Telford, Worthing


At HMRC we are committed to creating a great place to work for all our colleagues; an inclusive and respectful environment that reflects the diversity of the society we serve. 

We want to maximise the potential of everyone who chooses to work for us and we offer a range of flexible working patterns and support to make a fulfilling career at HMRC accessible to you.

Diverse perspectives and experiences are critical to our success and we welcome applications from all people from all backgrounds with the experience and skills needed to perform this role.

HMRC is building a modern, digital tax administration and runs the biggest digital operation in Government, providing digital services for 45 million individuals and 4.9 million business customers. Our digital programme is multi-award winning and the envy of other government organisations.

Chief Digital and Information Office (CDIO) set the technology direction for HMRC and deliver the high-level design for all IT solutions. We are responsible for building and running HMRC IT services along with providing IT change and operational support.

This is an exciting time to join an organisation that probably does not work how you would imagine a government organisation would!

We are undergoing a major transformation programme, which includes a major investment in digitisation. This means customers can do more for themselves online, in real time, on computers, tablets and smartphones therefore we are building a team of outstanding people who will create and run these new and improved technology services.

The Borders and Trade Delivery Group are responsible for the end to end service management and development of over 140 separate services from the generation of Trade Statistics, to the administration of Customs and Excise duties

Candidates will be asked for location preferences in their application. Where there is not a role available in a specified location, successful candidates will be placed on a merit list for future opportunities.

Job description

This is an exciting challenging role for candidates to build or enhance their finance knowledge and work within the CDIO B&T Change Programme. It is a fast paced environment and recommended for anyone who enjoys working within an ever changing environment.

The CDIO B&T Costings team is responsible for providing robust costings to support the CDIO B&T IT Change activity.

As a Planning and Performance Partner, you will provide support to the Finance Business Partner/Team, Directors/IT Delivery Leads & Stakeholders across CDIO B&T Delivery and wider.

You will work with IT Delivery PMs / Programme Strand Leads to refine costings relating to their deliverables through excellent service and strong stakeholder relationships.

You will provide insightful financial analysis, promote financial awareness to inform decision making, provide constructive challenge and ensure that financial governance is adhered to.

You will be respected for your financial knowledge and skill, providing sound advice, and ensuring the internal/wider team adheres to relevant finance policies. The role is equally about relationship and information management as it is about financial technical skills.

Your role is to protect, drive and make valuable contributions.


  • Deputise for FBP when required to ensure continuous support to IT Delivery Directors and their teams.
  • Build collaborative working relationships across all stakeholders (CDIO, Borders Change Delivery (BCD) and wider)
  • Work with CDIO colleagues to improve financial awareness (internal team and wider)
  • Ensure deadlines are all successfully achieved
  • Prepare a financial overview briefing to support monthly conversations with IT Delivery Director
  • Hold monthly reviews with different strand leads/PMs to inform monthly costings
  • Actively engage with IT Delivery PMs / Programme Strand Leads to improve financial data for costings
  • Review of costings undertaking analysis and appropriate challenge
  • Take active steps to ensure there is no delay in actuals costs being transferred out of CDIO to budget holders
  • Provide support to team as needed to ensure all obligations are fulfilled to the full
  • Liaise with Delivery Groups to ensure approvals, forecasts and actuals are supplied to allow robust costings
  • Continuously seek opportunities for improvement and increased efficiency across team and wider
  • Be a team leader on your portfolio.
  • active member of the Finance committee  

Essential Criteria:

  • Previous experience of working in a finance function/environment.
  • Ability to work at pace.
  • Confident talking to stakeholders at all levels of the organisation including our senior leadership team and non-finance colleagues.
  • Formulate excel spreadsheets to analyse data and prepare reports (Including VLOOKUP’s & Pivot tables).
  • Able to maintain a high standard of work whilst adhering to the strict deadlines of the monthly finance deadlines.
  • Advanced analytical and presentation skills that enable you to present complex financial information to aid decision making.
  • Learning and development tailored to your role
  • An environment with flexible working options
  • A culture encouraging inclusion and diversity
  • A Civil Service pension with an average employer contribution of 27%

Team members that are moving offices as a result of the Locations Programme will be entitled to a Moves Adjustment Payment for three years where they incur additional costs. This is calculated based on the difference between the costs of travelling to and from the new and old office, over a weekly period. You will get more detail on this as part of targeted locations move communications.

Find more about HMRC benefits in 'Your little extras and big benefits handbook' for further information or visit Thinking of joining the Civil Service.


Successful candidates must pass a disclosure and barring security check.
Successful candidates must meet the security requirements before they can be appointed. The level of security needed is security check.

See our vetting charter.
People working with government assets must complete basic personnel security standard checks.

Selection process details

As part of the application process you will be asked to complete a CV including Job History and Previous skills/experience and a 750 word Statement of Suitability.

Please ensure that your Statement of Suitability is no more than 750 words. Please provide details on how you meet the essential criteria for this role, by stating what you have done and how you went about it, it should be aligned to demonstrate your suitability for this role.

Sift will be on your CV and Statement of Suitability.

If you are successful at sift you will be invited to an interview.

Interviews will be based on experience and suitability for the role. You will also be assessed against the essential criteria.

Interviews will take place via Teams.

Sift and interview dates to be confirmed.

Please take extra care to tick the correct boxes in the eligibility sections of your application form. We understand mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we will not be able to reopen your application for you. The inbox to contact is: Use subject line to insert appropriate wording eg Please re-open my application - 237201 & vacancy closing date 04/10/2022.

Security Update

If you are successful and transferring from another Government Department, we will carry out a check of your identity, nationality, and immigration status (including the right to work in the UK) and a criminal record check before confirming your appointment.

Successful candidates must pass a Disclosure and Barring Security Check/Disclosure Scotland. Please note that HMRC have an exemption under the Rehabilitation of Offenders Act 1974, which enables us to make enquiries about both unspent and spent convictions.

In order to process applications without delay, we will be sending a Criminal Record Check to Disclosure and Barring Service /Disclosure Scotland on your behalf. However, we recognise in exceptional circumstances some candidates will want to send their completed forms direct. If you will be doing this, please advise Government Recruitment Service of your intention by emailing stating the job reference number in the subject heading.

For further information on the Disclosure Scotland confidential checking service telephone: the Disclosure Scotland Helpline on 0870 609 6006 and ask to speak to the operations manager in confidence, or email

Applicants who are successful at interview will be, as part of pre-employment screening, subject to a check on the Internal Fraud Database (IFD). This check will provide information about employees who have been dismissed for fraud or dishonesty offences. This check also applies to employees who resign or otherwise leave before being dismissed for fraud or dishonesty had their employment continued. Any applicant’s details held on the IFD will be refused employment.

A candidate is not eligible to apply for a role within the Civil Service if the application is made within a 5 year period following a dismissal for carrying out internal fraud against government.

Please note: in addition to the standard pre-employment checks for appointment into the Civil Service, all candidates must also obtain National Security Vetting at Security Check (SC) clearance level for this vacancy. You will normally need to meet the minimum UK residency period as determined by the level of vetting being undertaken, which for SC is 5 years UK residency prior to your vetting application. If you have any questions about this residency requirement, please speak to the vacancy holder for this post.

HMRC transformation

HM Revenue and Customs is currently going through an exciting ten-year transformation programme to create a tax authority fit for the future. As part of this, we are committed to providing high-quality jobs and giving employees a great place to work, whichever location you work from.

HM Revenue and Customs has made significant progress with its plans to locate in 14 large, modern, flexible offices, equipped with high-speed digital infrastructure supporting improved customer service and compliance activity. These collaborative workspaces will enable smarter working and great training and development facilities, allowing for the sharing of expertise, local training, promotion, and provide great ongoing career development opportunities.

These offices will be located in central locations in the following towns and cities close to accessible transport links: Glasgow, Edinburgh, Belfast, Newcastle, Leeds, Liverpool, Manchester, Nottingham, Birmingham, Bristol, Cardiff, Croydon, Portsmouth and Stratford. 

In addition, there will also be a small number of specialist sites where the work cannot be done anywhere else, in Gartcosh (near Glasgow), Telford, Ipswich, Worthing and Dover, as well as our headquarters in central London. What’s more, our Welsh language service has people located in Porthmadog, as well as Cardiff.

We are letting you know about our future plans because if you are recruited into an office that is not one of these locations, you will be expected, subject to HM Revenue and Customs applicable policies, to move to one of these locations in the future. In some cases, this will be via one of our nine transitional sites.

For more information please contact the vacancy holder.

Terms and Conditions

We really hope you decide to apply for this role. If you’re successful you need to know that in February 2021 members of recognised trade unions (ARC and PCS) voted to approve a pay and contract reform offer. This means that HMRC will adopt new terms and conditions for all colleagues as part of a multi-year pay deal and contract offer, the pay deal period is 01 June 2020 – 31st May 2023 and terms and conditions changes take place from the 01 June 2021 onwards. These terms will apply to colleagues who already work in HMRC and if you join us, it will apply to you too. We’ve put together a summary of the key changes that will be made and you can find this attached to the Job Advert.  


If you are currently working for an OGD and would like to consider the impact on your pay when joining HMRC, please see the attached document "Pay on Transfer from OGD" for further information. (Please note the attached document could also be called “Combined T&C and OGD Pay English”)

New entrants are expected to join on the minimum of the pay band.

Further Information

Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required. Where this is an essential requirement this will be tested as part of the selection process.

A reserve list may be held for a period of 12 months from which further appointments can be made.

Any move to HMRC from another employer will mean you can no longer access childcare vouchers. This includes moves between government departments. You may however be eligible for other government schemes, including Tax Free Childcare. Determine your eligibility

HMRC welcomes applications from those who need to work a more flexible arrangement and will agree to requests where possible, taking into account our operational and customer service needs. We can’t guarantee that we can meet all requests to work flexibly, as agreement will be subject to business ability to accommodate, and any request to work a more flexible arrangement should be made prior to your acceptance of the provisional offer.

If you are experiencing accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section. 

Important information for existing HMRC contractual homeworkers:

Please note that this role is unsuitable for contractual homeworkers due to the nature and/or requirements of the role.

Reasonable adjustment

We want to make sure no one is put at a disadvantage during our recruitment process because of a disability, condition or impairment. To assist you with this, we will reduce or remove any barriers where possible and provide additional support where appropriate. Please see our for more details.

If you need a change to be made so that you can make your application, you should:

  • Contact Government Recruitment Service via as soon as possible before the closing date to discuss your needs
  • Complete the “Assistance required” section in the “Additional requirements” page of your application form to tell us what changes or help you might need further on in the recruitment process. For instance, you may need wheelchair access at interview, or if you’re deaf, a Language Service Professional

Feedback will only be provided if you attend an interview or assessment.

Nationality requirements

This job is broadly open to the following groups:

  • UK nationals
  • nationals of Commonwealth countries who have the right to work in the UK
  • nationals of the Republic of Ireland
  • nationals from the EU, EEA or Switzerland with settled or pre-settled status or who apply for either status by the deadline of the European Union Settlement Scheme (EUSS)
  • relevant EU, EEA, Swiss or Turkish nationals working in the Civil Service
  • relevant EU, EEA, Swiss or Turkish nationals who have built up the right to work in the Civil Service
  • certain family members of the relevant EU, EEA, Swiss or Turkish nationals
Further information on nationality requirements

Working for the Civil Service

The Civil Service Code sets out the standards of behaviour expected of civil servants.

We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles.
The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.
The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.
This vacancy is part of the Great Place to Work for Veterans initiative.
Once this job has closed, the job advert will no longer be available. You may want to save a copy for your records.

Contact point for applicants

Job contact :

  • Name : Lesley Patience
  • Email :

Recruitment team :

  • Email :

Further information

Appointment to the Civil Service is governed by the Civil Service Commission’s Recruitment Principles. You have the right to complain if you feel a department has breached the requirement of the Recruitment Principles. In the first instance, you should raise the matter directly with the department concerned via If you are not satisfied with the response, you may bring your complaint to the Commission. For further information on bringing a complaint to the Civil Service Commission please visit their web pages: Click here

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