Financial Planning Manager

Financial Planning Manager

Stockton-on-Tees Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead financial planning and treasury operations while developing a 30-year business plan.
  • Company: Join a reputable public sector organisation based in Teesside, making a positive impact.
  • Benefits: Enjoy hybrid working options and the chance to influence significant change.
  • Why this job: Be part of an exciting transformation and collaborate with senior stakeholders.
  • Qualifications: Qualified Accountant preferred; strong analytical skills and relationship-building are essential.
  • Other info: Opportunity to prepare reports for senior leadership and manage cashflow effectively.

The predicted salary is between 43200 - 72000 £ per year.

Castlefield are partnering with a well established Teesside-based Public Sector organisation, in order to recruit a Financial Planning Lead into their team on a permanent basis. This is an excellent opportunity to make a positive impact within a reputable organisation during a time of exciting change.

Duties include:

  • Leadership of financial planning and treasury operations
  • Ownership and development of 30-year business plan
  • Perform scenario modelling to assess impacts on covenants and align financial planning with the long-term strategic direction
  • Collaborate with the development finance team and senior stakeholders to integrate updates in development programs
  • Prepare and present reports to senior leadership
  • Lead on cashflow management, and support loan forecasting and drawdowns
  • Prepare regulatory returns

Requirement:

  • Qualified Accountant (desirable)
  • Ability to build influential relationships at senior level (essential)
  • Highly analytical and strategic with the ability to manipulate large datasets (essential)

If you would like further information on the role please get in touch with Matthew Swindell or Sydney Seddon at Castlefield Recruitment.

Financial Planning Manager employer: Castlefield Recruitment

Join a well-established public sector organisation in Teesside that values its employees and fosters a collaborative work culture. With hybrid working options, you will enjoy a healthy work-life balance while contributing to meaningful projects that positively impact the community. The company offers excellent opportunities for professional growth and development, ensuring that you can advance your career while making a difference.
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Contact Detail:

Castlefield Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Manager

✨Tip Number 1

Familiarise yourself with the public sector's financial regulations and frameworks. Understanding these will not only help you in interviews but also demonstrate your commitment to the role and its responsibilities.

✨Tip Number 2

Network with professionals in the public sector, especially those in financial planning roles. Engaging with them can provide insights into the organisation's culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Prepare to discuss your experience with scenario modelling and data analysis in detail. Be ready to share specific examples of how you've used these skills to influence financial decisions or strategies in previous roles.

✨Tip Number 4

Research the organisation's current financial initiatives and challenges. Being knowledgeable about their recent developments will allow you to tailor your discussions and show that you're genuinely interested in contributing to their goals.

We think you need these skills to ace Financial Planning Manager

Financial Modelling
Cashflow Management
Data Analysis
Scenario Modelling
Strategic Planning
Stakeholder Engagement
Report Preparation
Regulatory Compliance
Leadership Skills
Relationship Building
Analytical Skills
Forecasting
Problem-Solving Skills
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and treasury operations. Emphasise your leadership skills and any experience with long-term business planning or scenario modelling.

Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role and how your skills align with the requirements. Mention your ability to build relationships at a senior level and provide examples of your analytical capabilities.

Showcase Relevant Achievements: When detailing your work experience, focus on specific achievements that demonstrate your strategic thinking and ability to manipulate large datasets. Use metrics where possible to quantify your impact.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Financial Planning Manager.

How to prepare for a job interview at Castlefield Recruitment

✨Showcase Your Analytical Skills

As a Financial Planning Manager, you'll need to demonstrate your ability to manipulate large datasets. Prepare examples of how you've used data analysis in previous roles to inform financial decisions or strategies.

✨Prepare for Scenario Modelling Questions

Expect questions about scenario modelling and its impact on financial planning. Be ready to discuss specific scenarios you've worked on and how you assessed their implications on covenants and strategic direction.

✨Highlight Your Leadership Experience

Leadership is key in this role. Think of instances where you've led teams or projects, particularly in financial planning or treasury operations, and be prepared to share these experiences during the interview.

✨Build Rapport with Senior Stakeholders

The ability to build influential relationships at a senior level is essential. Practice discussing how you've successfully collaborated with senior stakeholders in the past, focusing on communication and relationship-building strategies.

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