At a Glance
- Tasks: Lead financial planning, budgeting, and reporting to support strategic decision-making.
- Company: Respected membership body dedicated to improving outcomes for children and communities.
- Benefits: 27 days annual leave, up to 10% pension contribution, flexible working options.
- Other info: Inclusive workplace committed to diversity and professional growth.
- Why this job: Make a meaningful impact in a mission-driven environment while developing your finance expertise.
- Qualifications: Qualified accountant with 5-7+ years in financial management, strong analytical skills required.
The predicted salary is between 70000 - 70000 £ per year.
Our client is a respected professional membership body within the public and not-for-profit sector, dedicated to improving outcomes for children and people across the UK. Known for its commitment to service excellence, high professional standards, and continuous improvement, the organisation plays a pivotal role in supporting healthcare advancement and best practice. They foster a collaborative, inclusive, and purpose-driven culture where finance professionals can deepen their expertise, contribute strategic insight, and deliver high-impact work that supports meaningful social change.
The Financial Planning & Analysis Manager will play a central role in safeguarding the organisation’s financial sustainability and supporting strategic decision making. Reporting to the Associate Director of Finance, this position will lead the financial planning cycle, oversee budgeting and reforecasting processes, and deliver high quality financial reporting and analysis for senior leadership and governance committees.
Acting as a trusted business partner across the organisation, the FP&A Manager will develop robust financial models, ensure strong financial controls, and support organisational compliance with regulatory and charity specific requirements. This role also includes line management responsibility for a Finance Analyst and close collaboration with colleagues across finance, operations, and programme areas.
This is a fantastic opportunity for a forward-thinking finance professional who thrives in a mission driven environment and enjoys combining technical excellence with strategic influence.
Main Duties
- Lead the annual budgeting process and drive regular reforecasting cycles.
- Oversee timely production of monthly, quarterly, and annual financial reporting, including capital project reporting and variance analysis.
- Develop financial models to support strategic decision-making and resource allocation.
- Prepare reports for the Senior Leadership Team, Audit & Risk Committee, and Board of Trustees.
- Maintain strong internal controls and ensure compliance with accounting standards, charity regulations, Companies House and Charity Commission requirements.
- Support statutory accounts preparation and manage audit engagement in collaboration with the Financial Controller.
- Monitor and support cash flow management and treasury-related activities.
- Lead, coach, and develop a Finance Analyst, fostering a culture of excellence and continuous improvement.
- Provide high-quality business partnering across the organisation, including training for non-finance colleagues.
- Support strategic projects such as grant management, funding applications, and system development.
- Ensure strong financial processes, systems accuracy, and effective risk management across finance operations.
The Successful Candidate
- Fully qualified accountant (ACA, ACCA, CIMA) or equivalent, or finalist nearing completion.
- 5–7+ years’ experience in financial management, ideally within the charity, public sector, or a similar complex environment.
- Strong track record in financial planning, budgeting, and reporting.
- Excellent analytical skills with the ability to translate complex data into clear insights.
- Skilled communicator, able to work confidently with senior stakeholders and non-finance colleagues.
- Experience managing or developing team members.
- Advanced Excel skills; experience with ERP systems or BI tools (e.g., Power BI) is desirable.
- Knowledge of charity-specific accounting (SORP) advantageous.
What’s on Offer
- 27 days annual leave + closure days
- Up to 10% employer pension contribution
- 60% office / 40% home
- £65,000 - £70,000 per annum
Our client is committed to creating an inclusive workplace where everyone feels valued, respected, and able to thrive. They welcome applications from all backgrounds and are particularly keen to encourage candidates from under-represented groups, including Black, Asian, minority and disabled applicants. Recruitment decisions are made solely on merit.
Financial Planning and Analysis Manager in London employer: Energy Jobline ZR
As a leading professional membership body in the public and not-for-profit sector, our client offers an exceptional work environment in London that prioritises service excellence and social impact. Employees benefit from a collaborative and inclusive culture, extensive professional development opportunities, and a strong commitment to work-life balance with flexible working arrangements. Joining this organisation means being part of a mission-driven team dedicated to improving outcomes for children and communities across the UK, while enjoying competitive benefits such as generous annual leave and a substantial pension contribution.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Analysis Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Energy Jobline ZR. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning and Analysis Manager in London
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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Energy Jobline ZR.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Energy Jobline ZR's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Energy Jobline ZR
✨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 Energy Jobline ZR.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Energy Jobline ZR 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 Energy Jobline ZR 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.
