Finance Transformation Planning and Forecasting Project Manager

-; City of Edinburgh; On-site; GBP 47,000 - 52,000; Full time

Job summary

A charitable organization in Edinburgh is seeking a Finance Transformation Planning and Forecasting Project Manager to enhance financial planning and forecasting processes. The ideal candidate will have extensive experience in the charitable sector, combining technical financial skills with project management expertise. This role offers a full-time contract with a salary range of £47,792.23 - £51,101.95, alongside generous benefits including 25 days annual leave and flexible working arrangements.

Benefits

25 days annual leave plus bank holidays

Company pension scheme – 3% contribution

Flexible working arrangements

Weekly wellbeing hour

Retail discounts through You at Work Portal

Cycle to work scheme

24/7 Employee Assistance Programme

Mentoring Scheme

Qualifications

• Highly experienced finance professional with a solid background in financial management within charitable or not-for-profit sector.
• Meticulous understanding of month-end processes, journal accuracy, data governance, and audit compliance.
• Proven project management skills engaged effectively with all stakeholders.

Responsibilities

• Lead the redesign of planning and forecasting processes for improved accuracy and alignment.
• Develop budgeting tools enabling transparent data-driven decisions.
• Introduce financial modeling to strengthen strategic foresight.

Skills

Financial management

Project management

Advanced proficiency in Excel

Experience with ERP platforms

Commercial awareness

Tools

NetSuite

Microsoft Office

Job description

Overview

Change Grow Live are a charity dedicated to the belief that we can make a difference to our Service Users lives. Our core values are Be open, be compassionate and be bold and our teams apply these daily offering support and respect in a safe environment, treating each user as an individual and working with them to find the right treatment and care options.

We are proud to be working alongside the OHID whose goal is to level up health disparities, breaking the link between backgrounds and prospects to give everyone the expectation of living life in good health.

The Finance Transformation Planning and Forecasting Project Manager will lead initiatives focused on improving the accuracy, agility, and strategic value of financial planning and forecasting across the organisation. They will drive improvements to budgeting and forecasting processes, ensuring they are responsive, transparent, and aligned with service delivery goals-supporting better resource allocation and long‑term sustainability in a not‑for‑profit environment.

Full Time Salary: £47,792.23 - £51,101.95 pro rata

Hours: Full Time, 37.5 per week

Contract Type: 12 Months Fixed Term

Full–time hours at Change Grow Live are 37.5 hours per week. For part‑time roles, the salary and payments will be pro rata based on contracted hours.

Responsibilities

Key initiatives to be worked on include but are not limited to:

• Lead the redesign of planning and forecasting processes to improve accuracy, agility and alignment with organisational priorities
• Develop and implement standardised budgeting and forecasting tools that enable consistent, transparent and data‑driven decision‑making across services.
• Introduce scenario planning and financial modelling capabilities to strengthen strategic foresight.

About you

The successful candidate will be a highly experienced finance professional, likely with a solid background in financial management within the charitable or not‑for‑profit sector. They would combine technical financial expertise with strategic insight and operational competence.

This ideal individual would be confident using complex finance systems such as NetSuite or similar ERP platforms, and would demonstrate advanced proficiency in Excel and Microsoft Office. They would be meticulous, with a strong understanding of month‑end processes, journal accuracy, data governance, and audit compliance.

They would possess proven project management skills, particularly in leading finance‑related change initiatives and engaging effectively with stakeholders across all levels of an organisation. Their commercial and financial awareness would enable them to make informed, pragmatic decisions that balance financial prudence with organisational goals.

What we will give to you

• 25 days annual leave plus bank holidays (increases with length of service)
• Company pension scheme – 3% pension contribution
• Flexible working to support staff with their work/life balance, taking into account things such as caring responsibilities, worship and attendance at religious festivals
• Weekly wellbeing hour
• Discounts on retailers through our You at Work Portal and Blue Light Discount Card
• Cycle to work scheme
• Employee Assistance Programme available 24/7 365 days of the year
• Mentoring Scheme

Please ensure that when completing your application form and supporting statement, you reflect on the details outlined in the job description. This will help us understand how your skills and experiences align with the requirements of the role.

If this sounds like you and you would like to begin your journey with Change Grow Live, then we would love to talk to you.

Closing Date

12/11/2025

Contact

Abbie Munton | [e-mail] | 07825335386

Salary Range (pro rata if part time): CGL points 43 to 46 (£47,792.23 - £51,101.95)

N/A – Outside London Weighting Area