At a Glance
- Tasks: Lead financial planning and budgeting to shape Broadacres' future.
- Company: Join a passionate, innovative not-for-profit housing association.
- Benefits: Competitive salary, hybrid working, and supportive team culture.
- Other info: Opportunity for career growth in a dynamic environment.
- Why this job: Make a real impact on financial decisions that affect communities.
- Qualifications: Professional accounting qualification and strong financial analysis skills.
Please see attached document for more details on this role and two additional new leadership roles at Broadacres which will help shape the future of Broadacres.
SALARY: £55,893 per annum
Location: Northallerton / hybrid
Working pattern: Hybrid - Typically 2 days per week across the portfolio, with regular on-site presence
THE OPPORTUNITY
The Financial Planning Manager will be at the heart of financial decision making across Broadacres. Leading financial planning, budgeting, forecasting, management accounting and business partnering, you will turn complex information into clear insight and constructive challenge for leaders across the organisation. You will also lead regulatory reporting, the 30-year financial plan, statutory accounts and quarterly returns, alongside treasury, cash-flow forecasting, interest payments, and rent and service charge setting. It is an opportunity to strengthen financial confidence today while helping Broadacres plan responsibly for the homes, services and investment of the future.
KEY PRIORITIES
- Deliver trusted, timely monthly management accounts, budgets and forecasts, supported by incisive variance analysis.
- Maintain five-year and 30-year financial plans using scenario modelling, sensitivity analysis and stress testing.
- Build a customer-focused finance business partnering model that strengthens understanding, ownership and accountability.
- Coordinate regulatory returns, statutory accounts, audit support and taxation compliance.
- Oversee liquidity, cash-flow forecasting, facility drawdowns, interest payments, lender covenants and treasury reporting.
- Lead transparent, compliant rent and service charge setting.
- Build a motivated, high-performing Financial Performance team.
WHAT SUCCESS LOOKS LIKE
Finance is recognised as a trusted adviser and an active partner in Broadacres' success. Leaders have timely information and meaningful insight, risks are identified early, managers take ownership of their budgets, lender obligations are met and the organisation maintains the resilience to invest in its long-term purpose. We are looking for a commercially minded and collaborative finance leader who combines strong technical capability with the confidence to influence decisions. You will make financial information accessible, develop trusted relationships with non-finance colleagues and create a high-performing team focused on service, insight and continuous improvement.
PERSON SPECIFICATION
Experience
Essential
- Significant management accounting, budgeting, forecasting and financial reporting experience.
- Leadership of finance business partnering and support to non-finance managers.
- Interpretation and presentation of financial data.
- Team leadership and year-end / external audit support.
Desirable
- Social housing or not-for-profit.
- Regulatory reporting, long-term planning and treasury.
- Rent and service charge setting.
- Finance system implementation or upgrades.
Skills
Essential
- Excellent financial analysis, judgement and problem solving.
- Constructive challenge and influencing at all levels.
- Strong communication, organisation, people management and attention to detail.
- Consistent delivery against targets, standards and deadlines.
Desirable
- Financial modelling and data visualisation.
Knowledge
Essential
- Management accounting, budgeting and forecasting.
- Financial governance, controls, risk and accounting standards.
- Value for money, modelling and audit / assurance.
- Strong practical Excel capability.
Desirable
- Housing association regulation, treasury and rent / service charge standards.
Qualifications / requirements
Essential
- Professional accounting qualification, such as ICAEW or CIPFA.
- Current driving licence and flexibility outside normal hours.
- Typically 2 days per week across Broadacres' portfolio.
Why Broadacres?
At Broadacres, we're passionate about creating safe, warm, and welcoming homes. You'll be part of a supportive team that values respect, passion and empathy. Broadacres is a successful, innovative, not-for-profit housing association based in Northallerton, North Yorkshire. We own and manage more than 7,100 homes across various regions, providing top-tier services aimed at meeting our vision: ‘to be the best rural housing association in the country’. We ensure our customers receive first-class service, making them proud to live in a Broadacres' home.
At Broadacres we are an equal opportunities and disability confident employer who welcomes applicants from all sectors of the community, and we encourage applications from people who are underrepresented in areas of the organisation.
Please note: This vacancy may close before the advertised closing date if sufficient suitable applications are received. We will be interviewing as applications come in, so apply early to avoid disappointment.
Financial Planning Manager employer: Broadacres Housing Association
Broadacres Housing Association is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional development. Located in Northallerton, our team enjoys a collaborative environment with opportunities for growth, competitive benefits, and the chance to make a meaningful impact in the community through essential services.
Contact Details:
Broadacres Housing Association Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Manager
✨Tap into Campus Networks
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We think you need these skills to ace Financial Planning Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Broadacres Housing Association
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broadacres Housing Association.
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Since this is a full-time position, employers at Broadacres Housing Association will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broadacres Housing Association employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
