Financial Planning and Analysis Manager

ZipRecruiter; England; On-site; GBP 64,000 - 67,000; Full time

Job summary

An established industry player is seeking a Financial Planning and Analysis Manager to lead their financial planning and budgeting efforts. This is a pivotal role that involves partnering with senior leadership to align financial objectives with organizational goals. The ideal candidate will possess strong technical accounting skills and advanced Excel abilities, balancing high-level analysis with operational support. Join a passionate team dedicated to improving financial wellbeing for vulnerable individuals, where your insights will drive impactful decisions. This role offers a hybrid working environment, competitive salary, and excellent benefits, making it a fantastic opportunity for professionals looking to make a difference.

Benefits

Pension (2:1)

Group Life Assurance

Critical Illness Coverage

Income Protection

Family Leave

27 Days Holiday

Health Cash Plan

Employee Assistance Programme

Individual Discretionary Training Budget

Book Club

Qualifications

• Recognised accounting qualification with strong financial expertise required.
• Proven experience in financial planning and budgeting essential.

Responsibilities

• Provide financial guidance to senior leadership and enhance financial literacy.
• Lead financial planning and forecasting across budgets and strategic planning.

Skills

Financial Planning

Budgeting

Forecasting

Business Partnering

Analytical Skills

Problem-Solving

Interpersonal Skills

Communication Skills

Technical Accounting

Education

Recognised Accounting Qualification (ACA, ACCA, CIMA)

Tools

Excel

Financial Reporting Tools

Job description

Job Description

Financial Planning and Analysis Manager

Role: Financial Planning & Analysis (FP&A) Manager
Employment Type: Full time (will consider compressed hours etc.)
Location: Hybrid/London (travel to London on an approximately monthly basis and for some team meetings)
Salary: £64,000 - £67,000 (excellent benefits, inc. 27 days holiday, 2:1 pension - up to 12% employer contribution and more)
Closing: 5:00pm, 22nd Apr 2025

We are Fair4All Finance, a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

We are seeking a Financial Planning & Analysis (FP&A) Manager to lead our financial planning, budgeting, analysis, and insight efforts. The role is critical in driving our financial planning, budgeting, and forecasting, ensuring that our resources are strategically allocated to maximise impact.

The successful individual will business partner with senior leadership and budget holders to align financial objectives with organisational goals, providing insights that support effective decision-making.

As a key part of our small, agile team, we seek a proactive professional with strong technical accounting skills and exceptional Excel abilities, comfortable balancing high-level financial analysis/modelling with hands-on operational and business partnering support.

Key Responsibilities:

1. Provide proactive business partnering and financial guidance to senior leadership, budget holders, and non-financial teams, enhancing financial literacy and decision-making across the organisation.
2. Lead financial planning and forecasting across annual budgets, multi-year forecasts, and long-term strategic planning, ensuring alignment with funding and organisational priorities.
3. Deliver insightful financial analysis and scenario modelling to inform decision-making, assess risks and opportunities, and support strategic initiatives.
4. Develop and maintain effective financial reporting tools—including dashboards and models—to communicate performance and insights to financial and non-financial audiences.
5. Manage cash flow forecasting and resource planning to ensure financial sustainability and alignment with funding cycles and delivery needs.
6. Drive continuous improvement in financial processes and culture, promoting best practices, transparency, and efficiency in reporting and controls.
7. Ensure compliance with financial policies and regulations, maintaining high standards of accountability, accuracy, and governance.

Essential experience:

1. A recognised accounting qualification (ACA, ACCA, CIMA) with strong technical financial expertise.
2. Proven experience in financial planning, budgeting, forecasting, and business partnering.
3. Advanced Excel and financial modelling skills, including scenario planning and data analysis.
4. Experience working with senior stakeholders, providing clear financial insights to support decision-making.
5. Strong analytical and problem-solving skills with the ability to translate financial data into actionable recommendations.
6. A proactive approach, with the ability to balance high-level strategic analysis with hands-on operational support.
7. Strong interpersonal and communication skills, with experience working collaboratively across teams.

Desirable experience:

1. Experience in a not-for-profit, impact-driven, or small finance organisation.
2. Knowledge of funding models and financial sustainability in the social finance sector.
3. Experience with financial systems and tools to enhance reporting and analysis.
4. Experience of systems implementations and integration.
5. Experience of medium- and long-term resource financial modelling.

Personal Characteristics:

1. Able to assess complex financial data and translate it into meaningful insights.
2. Comfortable working in a fast-paced, resource-constrained environment.
3. Able to build strong relationships and engage with senior stakeholders.
4. Able to manage multiple priorities and deadlines effectively.
5. Committed to Fair4All Finance’s mission and values.

Our Benefits include:

1. Pension (2:1), group life assurance, critical illness, and income protection, family leave.
2. 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme).
3. Individual discretionary Training budget.
4. Book Club – mission aligned, up to 4 per year.

Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds.

To apply, submit your application via Applied by close of business Tuesday 22nd April. Interviews will be held throughout April & May.

Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses.