At a Glance
- Tasks: Lead financial reporting and planning to drive performance in a prestigious non-profit.
- Company: Join a respected non-profit organisation in Central London with a hybrid work model.
- Benefits: Enjoy 28 days' annual leave, private medical insurance, and generous pension contributions.
- Other info: Collaborative environment with opportunities for professional growth and development.
- Why this job: Make a real impact by translating complex data into actionable insights for decision-making.
- Qualifications: Fully qualified accountant with strong management accounting and Excel skills.
The predicted salary is between 54000 - 66000 £ per year.
Salary: circa £60,000 + Benefits:
- 28 days' annual leave, increasing with service
- Private medical insurance
- Employer Pension contributions ranging from 8 - 11%
Location: Central London (Hybrid) - 3 days per week in the office.
Goodman Masson are delighted to partner with a prestigious non‑profit organisation based in Central London to recruit a Financial Reporting & Planning Lead. This role reports directly to the Finance Director. You will lead on high‑quality financial reporting, forecasting, and analytical support, with a primary focus on driving the performance of the organisation’s commercial trading operations.
Key Responsibilities
- Trading Company Reporting & Forecasting: Take full ownership of monthly management accounts, variance analysis, profitability tracking, and margin performance for the trading entity.
- Revenue Accounting: Manage complex accounting for key commercial contracts, including underlying calculations for revenue recognition.
- Planning & Budgeting: Co‑ordinate the annual budget and periodic forecasting cycles across the organisation, developing robust financial models and user‑friendly templates for budget holders.
- Business Partnering & Insight: Translate complex financial data into actionable commercial insights, partnering closely with operational teams and senior stakeholders to support decision‑making.
- Systems & Data Improvement: Collaborate with the Financial Operations team to refine reporting systems, automate data structures, and build interactive dashboards.
- Audit & Compliance: Prepare audit‑ready year‑end schedules and act as a key contact for external auditors.
What We Are Looking For
- Qualification: Fully qualified accountant (ACCA, CIMA, ACA) or equivalent professional experience.
- Technical Expertise: Strong background in management accounting, variance analysis, financial modelling, and advanced Excel skills. Strong Power BI skills would be advantageous.
- Stakeholder Management: Excellent communication skills with a proven ability to challenge, guide, and advise non‑finance operational teams.
- Sector Experience: Prior exposure to the charity, not‑for‑profit, or broader third sector is highly desirable.
- Mindset: Proactive, inquisitive, and comfortable managing complex datasets alongside broad strategic planning.
Applications close on Monday the 21st of September.
Financial Planning and Reporting Lead employer: South West Community Chaplaincy
Age UK Bradford District is an exceptional employer, offering a unique opportunity to make a meaningful impact in the lives of older people within the community. With a flexible and hybrid working environment, a supportive team culture, and a strong commitment to professional development, employees can thrive while building lasting relationships and partnerships that drive community engagement. Join us in creating a positive change and enjoy the satisfaction of knowing your work truly matters.
Contact Details:
South West Community Chaplaincy Recruitment Team
