Financial Planning Lead

Financial Planning Lead

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead financial planning and strategy for impactful housing projects.
  • Company: A well-established Housing Association in East London with a collaborative culture.
  • Benefits: Competitive salary, inclusive work environment, and community impact.
  • Why this job: Make a difference in the community while developing your financial expertise.
  • Qualifications: Qualified Accountant with housing association experience and strong Excel skills.
  • Other info: Fast-paced role with opportunities for professional growth.

The predicted salary is between 36000 - 60000 £ per year.

Join to apply for the Financial Planning Lead role at Altare Servicios Profesionales

A well-established Housing Association in East London is looking to take on a Treasury and Financial Planning Lead for an initial 9 Month role. This association has a big impact in its community and creates an inspiring, inclusive place to work.

They are looking to bring someone into their collaborative team who comes from a housing association background, with experience in business planning (knowledge of BRIXX), development cash flow and an understanding of security charging.

Responsibilities

  • Lead on business planning and financial strategy, including multi-year forecasting, stress testing and ensuring long-term liquidity for operational needs
  • Oversee financial modelling and appraisal of large-scale development and regeneration projects, providing clear insight to senior stakeholders and helping to guide investment decisions
  • Manage property security charging processes to support funding arrangements, including due diligence, asset data validation, and liaison with legal and valuation professionals to ensure assets are eligible and properly charged
  • Production and maintenance of short-, medium and long-term cash flow forecasts, ensuring sufficient liquidity for operational and strategic needs, while supporting informed financial decision-making

Requirements

  • Qualified Accountant / Treasurer
  • Treasury / Business Planning candidate from a Housing Association background
  • BRIXX experience
  • Good excel and system skills

If this role sounds of interest, please apply ASAP as the opportunity is moving fast.

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Financial Planning Lead employer: Altare Servicios Profesionales

Altare Servicios Profesionales is an exceptional employer, offering a collaborative and inclusive work environment that empowers employees to make a meaningful impact in the community. With a strong focus on professional development and growth opportunities, particularly in the housing sector, employees can thrive while contributing to vital financial strategies and planning initiatives. Located in East London, the association provides a unique chance to engage with diverse projects that enhance local living standards.
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Contact Detail:

Altare Servicios Profesionales Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Lead

✨Tip Number 1

Network like a pro! Reach out to your connections in the housing association sector. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or join relevant online groups to get your name out there.

✨Tip Number 2

Prepare for interviews by researching the company and its community impact. We want you to show genuine interest in their mission. Think about how your experience with BRIXX and financial modelling can directly benefit their projects.

✨Tip Number 3

Practice your pitch! You’ll want to clearly articulate your experience in business planning and treasury management. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always on the lookout for candidates who are passionate about making a difference in their communities.

We think you need these skills to ace Financial Planning Lead

Financial Planning
Business Planning
BRIXX
Treasury Management
Financial Modelling
Cash Flow Forecasting
Stress Testing
Property Security Charging
Due Diligence
Asset Data Validation
Stakeholder Communication
Excel Skills
System Skills
Regeneration Project Appraisal

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Lead role. Highlight your experience in business planning and any relevant projects you've worked on, especially those involving BRIXX or cash flow forecasting.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in a housing association and how your background makes you the perfect fit for this role. Be sure to mention your understanding of security charging too!

Showcase Your Skills: Don’t forget to showcase your Excel and system skills in your application. If you’ve used specific tools or software in your previous roles, mention them to give us a clear picture of your capabilities.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Altare Servicios Profesionales

✨Know Your Numbers

Make sure you brush up on your financial modelling and cash flow forecasting skills. Be ready to discuss specific examples from your past experience, especially related to BRIXX and how you've managed liquidity in previous roles.

✨Understand the Community Impact

Since Altare Servicios Profesionales is a housing association, it’s crucial to understand their mission and the community they serve. Research their recent projects and be prepared to discuss how your financial strategies can support their goals.

✨Prepare for Scenario Questions

Expect questions that test your problem-solving skills, especially around stress testing and investment decisions. Think of scenarios where you had to make tough financial calls and how you justified those decisions to stakeholders.

✨Showcase Your Collaborative Spirit

This role requires working closely with various teams. Be ready to share examples of how you've successfully collaborated in the past, particularly in a housing association context, and how you can bring that teamwork to Altare.

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