Business Planning & Investment Analyst

Company Description

Job Advertisement

Closing Date: 09/10/2026

Vacancy Reference: 0955

This advert will close at 23:59 on the closing date. TfW reserves the right to close the vacancy early if enough applications are received, so early applications are encouraged.

Welsh Language Skills: while not essential for this role, Welsh language skills would make a great addition to your application. TfW supports anyone who wants to learn Welsh or improve their skills, offering online learning, classroom courses and funding for attendance at local community courses.

Transport for Wales is a Disability Confident Leader. Let them know about any reasonable adjustments you may need in the recruitment process and as part of the role if you are successful.

About the role

Support the business planning process to deliver the output corporate strategy and business plan that meets the requirements of the Transport for Wales (TfW) Board and Welsh Government, ensuring alignment with the TfW Business Planning Framework. The role is based at Llys Cadwyn, Pontypridd, within the Business Planning and Corporate Reporting team (Finance, Governance and Corporate Services directorate). It is predominantly office based with hybrid working options.

Main Duties

• Support the development and analysis of TfW’s Corporate Strategy and Annual Business Plan through the business planning cycle and processes, preserving and strengthening stakeholder confidence
• Support the development of TfW’s Annual Business Plan by working across the business directorates to collate and analyse the relevant data and information, ensuring the plan encapsulates TfW’s strategic priorities and is aligned to the TfW Business Planning Framework
• Maintain guidance for directorates by developing a “line of sight” for each directorate that demonstrates how a directorate and their functions contribute to the business plan
• Deliver the Corporate Strategy and Annual Business Plan performance reporting framework, capturing systematically and highlighting issues and risks that may affect delivery, to bring consistency and understanding for internal and external stakeholders
• Provide internal process management and due diligence associated with the Investment Governance Process, ensuring the business delivers improvement and change in line with the business planning framework and decisions are made in line with the delegated authority
• Support the requirements and development of business cases from inception to completion, providing guidance and advice to ensure there is a benefits realisation plan in place
• Provide oversight of business case approval timeframes through compliance with the TfW delegated authority, demonstrating good value for money and that the Wellbeing of Future Generations (Wales) Act 2015 is being considered, and ensure accurate records are held and reviewed
• Deliver effective benefits realisation reporting by tracking whether intended benefits have been realised and sustained during and after delivery of a business case, in line with the benefits management strategy
• Support continuous improvement through training materials for the organisation on the development and presentation of business cases and benefits realisation plans

Who we are

Transport for Wales is changing the way Wales travels, making sustainable transport the first choice. They are building a multimodal integrated transport network called the T Network, making it easier for people to travel by train, bus, walking, wheeling and cycling.

Equal Opportunities

TfW is changing the way the transport industry looks. By celebrating and embracing differences, they are building a workforce that represents Wales, and need talented people from all backgrounds and cultures to bring their perspectives and experiences.

Essential

• Degree in Accountancy/Finance, Maths, Science or Business Studies or similar, or significant relevant experience
• Experience of analysing and explaining complex information both verbally and in written reports, quantitative and qualitative data
• Experience of reporting tools and production of reports e.g. Word, Excel, PowerPoint, PowerBI
• Excellent verbal and written communication skills
• Experience of building good and lasting relationships with internal and external stakeholders at all levels in a business environment

Desirable

• Project management qualification such as APM or Prince2 and/or a Benefits Management qualification such as APMG
• Knowledge of the Wellbeing of Future Generations (Wales) Act 2015
• Experience of process development and mapping
• Experience of using Visio
• Welsh language skills