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- Tasks: Lead a team in financial modelling and budgeting for a prestigious organisation.
- Company: Join a respected professional membership organisation with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid working, and up to 32 days of annual leave.
- Why this job: Make an impact through financial insights while developing your leadership skills in a supportive environment.
- Qualifications: Must be a qualified accountant with experience in financial budgeting and team management.
- Other info: Opportunity to represent finance at board meetings and influence key decisions.
The predicted salary is between 67000 - 100000 £ per year.
A prestigious professional membership organisation is looking for an experienced Financial Planning Manager to provide leadership to their business accounts team, guiding them in the provision of financial modelling and insights and taking responsibility for the organisation’s budgeting and forecasting processes.
Key Responsibilities of the Financial Planning Manager:
- Manage and direct the work of the business accounting team, ensuring an effective finance business partner service is provided and supporting the continuous development of team members.
- Work in conjunction with other senior staff members to develop management reporting and analysis for all areas of the organisation, leading any improvements.
- Lead on developing and further evolving the organisation’s costing models and methodologies.
- Oversee the continued improvement of the budgetary control system.
- Support the financial accounts team to deliver the month end processes.
- Represent the finance department at board meetings, drafting tailored papers as required.
Qualifications, Skills and Experience:
- Qualification as an accountant (CCAB-recognised).
- Direct line management experience and extensive experience in a business partnering capacity, developing and managing effective financial budgeting models.
- Expertise in an accounting software package and hands-on knowledge of regulations for tax, PAYE and VAT.
- Highly analytical, with the ability to use present complex modelling tools to provide insights, conveying this in reports and briefings to inform effective decision making.
- Excellent interpersonal skills.
Salary and Benefits:
- £84,500 per annum.
- Full-time, permanent position.
- Hybrid working pattern, office in Central London with provision for remote working for part of the week.
- Excellent package of benefits, including up to 32 days’ annual leave.
To be considered for this role, please send your CV to Marcus today.
Contact Detail:
Excel Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager
✨Tip Number 1
Network with professionals in the finance sector, especially those who have experience in financial planning and management. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends in financial modelling.
✨Tip Number 2
Familiarise yourself with the specific accounting software mentioned in the job description. If you haven't used it before, consider taking an online course or tutorial to boost your confidence and demonstrate your commitment to mastering the tools required for the role.
✨Tip Number 3
Prepare to discuss your direct line management experience in detail during interviews. Think of specific examples where you've successfully led a team, improved processes, or developed financial models that had a positive impact on your organisation.
✨Tip Number 4
Research the organisation thoroughly, including its mission, values, and recent developments. This will help you tailor your conversations and show how your skills and experiences align with their goals, making you a more attractive candidate.
We think you need these skills to ace Financial Planning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as an accountant and your direct line management experience. Emphasise your expertise in financial budgeting models and any relevant accounting software you have used.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the key responsibilities of the Financial Planning Manager role. Mention your experience in developing management reporting and your ability to lead improvements in budgeting processes.
Showcase Analytical Skills: Provide examples in your application that demonstrate your analytical abilities. Discuss how you've used complex modelling tools to provide insights and inform decision-making in previous roles.
Highlight Interpersonal Skills: Since excellent interpersonal skills are crucial for this role, include instances where you've successfully collaborated with senior staff or represented your department in meetings. This will show your capability to work effectively within a team.
How to prepare for a job interview at Excel Recruitment
✨Showcase Your Leadership Skills
As a Financial Planning Manager, you'll be leading a team. Be prepared to discuss your previous management experiences and how you've successfully guided teams in the past. Use specific examples to illustrate your leadership style and how it has positively impacted your team's performance.
✨Demonstrate Financial Acumen
Make sure you can talk confidently about financial modelling, budgeting, and forecasting processes. Brush up on the latest trends and tools in financial planning, and be ready to discuss how you've applied these in your previous roles. This will show that you're not just knowledgeable but also proactive in your field.
✨Prepare for Technical Questions
Expect questions related to accounting software and regulations like tax, PAYE, and VAT. Review the technical aspects of your expertise and be ready to explain complex concepts in simple terms. This will demonstrate your analytical skills and ability to communicate effectively with non-financial stakeholders.
✨Engage with Interpersonal Skills
Since excellent interpersonal skills are crucial for this role, think about how you can showcase your ability to work collaboratively with other senior staff members. Prepare examples of how you've built relationships and communicated effectively in previous positions, especially in high-stakes environments like board meetings.
