At a Glance
- Tasks: Lead financial planning and analysis for a well-known charity, driving improvements and supporting decision-making.
- Company: Join a high-performing finance team in a respected charity based in central London.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and continuous improvement.
- Why this job: Make a real impact in the charity sector while enhancing your financial expertise.
- Qualifications: Qualified CCAB or substantial experience in financial management and reporting.
The predicted salary is between 63000 - 67000 £ per year.
For a well-known charity in central London, we’re recruiting a permanent FP&A Lead to join a high-performing finance team. This role will design and deliver accurate and timely financial information, supporting the decision-making process for stakeholders. The role will manage a Finance Business Partner and Systems Analyst and will lead on ensuring the financial systems and processes are fit for purpose, whilst collaborating across the organisation to build financial capacity. Finally, the FP&A Lead will integrate financial planning and drive improvements to enhance decision-making and long-term sustainability.
Main Duties:
- Lead annual budgeting and reforecasting – working with departments to set KPIs and provide decision-making analysis
- Build the framework for collecting and communicating the organisational budget and forecast
- Develop and deliver regular financial MI to stakeholders
- Develop first-class financial analysis across income and expenditure, project and fund accounting, and cashflow
- Champion continual improvement in financial management across the organisation
- Lead the production of key financial reporting and analysis
- Lead engagement with all stakeholders, ensuring FP&A meets needs and good practice
- Manage restricted fund accounting, ensuring financial reporting enables robust grant applications and reporting
- Collaborate with senior leadership to provide insight, planning and analysis for major programmes
- Partner with the Head of Finance to review existing and new finance software to meet strategic planning needs
- Maintain workflows, chart-of-accounts, policies and procedures
- Lead and manage a team of 2
- Partner with senior budget holders to enable planning and budget decisions, and produce robust financial reports to inform decision-making
Person Specification:
- Qualified CCAB or substantial experience
- Experience leading a budget and reforecast process
- Experience developing financial reporting systems and MI
- Experience using tech to deliver financial planning and analysis
- Line management and supporting teams
- Experience evaluating and adapting financial systems to meet organisational and technological demands
- Ideally experience of Charity SORP, fund and project accounting (restricted funding)
- Experience using AI tools to enhance forecasting, reporting and decision-making
- X-Ledger and Power BI experience
Financial Planning and Analysis Manager in London employer: Pro-Recruitment Group
Join a well-respected charity in central London as a Financial Planning and Analysis Manager, where you will be part of a high-performing finance team dedicated to making a meaningful impact. The organisation fosters a collaborative work culture that prioritises employee growth and development, offering opportunities to lead innovative financial strategies while supporting vital community initiatives. With a hybrid working model and a commitment to continual improvement, this role not only enhances your professional skills but also allows you to contribute to the long-term sustainability of important charitable programmes.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Analysis Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who work in charities. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you've led budgeting processes and improved financial systems in past roles. Show them you’re the FP&A Lead they need!
✨Tip Number 3
Don’t forget to showcase your tech-savviness! If you’ve used tools like Power BI or AI for forecasting, make sure to highlight that experience. It’s a big plus for any finance role these days.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and land that FP&A Lead role. Plus, it’s the best way to stay updated on new opportunities.
We think you need these skills to ace Financial Planning and Analysis Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in financial planning and analysis, especially any leadership roles you've had. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our mission. Don’t forget to mention your experience with budgeting and financial reporting.
Showcase Your Tech Savvy:Since we’re looking for someone who can use tech to enhance financial planning, make sure to mention any relevant software experience, like X-Ledger or Power BI. We love seeing candidates who are up-to-date with the latest tools!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Pro-Recruitment Group
✨Know Your Numbers
As a Financial Planning and Analysis Manager, you’ll need to be on top of your financial game. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with numbers but can also interpret them to drive decision-making.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of how you've successfully led others. Talk about your approach to mentoring and developing team members, as well as how you’ve fostered collaboration across departments.
✨Demonstrate Your Tech Savvy
With the emphasis on using tech for financial planning, make sure you highlight your experience with tools like X-Ledger and Power BI. Discuss specific instances where you’ve leveraged technology to improve financial reporting or analysis, as this will resonate well with the interviewers.
✨Understand the Charity Sector
Familiarise yourself with the unique financial challenges faced by charities, especially regarding restricted funding and SORP compliance. Showing that you understand these nuances will set you apart and demonstrate your commitment to the organisation's mission.
