Financial Planning and Analysis Manager

Yorkshire Cancer Research; Harrogate; On-site; GBP 55,000 - 75,000; Full time

Job summary

Yorkshire Cancer Research is seeking a Financial Planning and Analysis Manager to lead budgeting, forecasting, and financial analysis across the charity. You will partner with budget holders, design KPI dashboards, and support strategic financial planning to sustain transformational projects.

The role requires robust analytical skills, professional accounting qualifications, and the ability to communicate complex data to non-finance colleagues, while aligning plans with the charity's long-term

Qualifications

• Qualified Accountant (CIMA/ACCA) desirable but not essential.
• Knowledge of business operations processes, preferably in a charity environment.
• Significant demonstrated experience of management accounts and business analysis.
• Experience in P&L, Balance Sheet and Cash Flow analysis and forecasting.
• Experience driving growth and productivity through commercial analysis.
• Strong networking and interpersonal skills.
• Ability to report and present complex financial information to non-finance stakeholders.
• Diplomacy and ability to build partnerships and consensus.

Responsibilities

• Support annual planning and budgeting cycle for the charity.
• Ensure plans align with Long Term Plan and test assumptions.
• Assist budget holders with developing operational plans.
• Challenge budget assumptions to ensure robustness.
• Design and improve KPI dashboards and reporting packs.
• Provide financial analysis of budget activities and appropriate budgeting phasing.
• Maintain engagement with budget holders and provide budget management support.
• Handle queries from budget holders and senior management.
• Train budget holders in financial processes when required.
• Monitor compliance with financial procedures.
• Contribute to critical transformation projects with internal and external stakeholders.

Skills

Strong networking skills

Interpersonal skills

Commercial awareness

Ability to communicate financial data

Analytical thinking

Attention to detail

Time management

Diplomacy and partnership building

Education

Qualified Accountant (CIMA, ACCA)

Tools

Microsoft Dynamics Business Central

Job description

Job title: Financial Planning and Analysis Manager

Role profile: Financial Planning and Analysis Manager

Directorate:Finance and Corporate Services

Salary: Competitive

Hours:Full time, 37 hours per week

Closing date: 29 September 2026

Permanent or Fixed Term:Permanent

About Us

Yorkshire is one of the regions hardest hit by cancer. Together, we can change this.

Yorkshire Cancer Research is a charity dedicated to funding research so that you and those you love live longer healthier lives, free of cancer.

Thanks to supporters, the charity funds vital cancer research and pioneers innovative new services for people with cancer. These life-giving medical breakthroughs are helping more people survive cancer – in Yorkshire, and beyond.

As an inclusive employer, our aim is to ensure our workforce reflects the rich diversity of our region. We believe a diverse workforce is vital to us taking action to prevent, diagnose and treat cancer more effectively in Yorkshire. We offer equal opportunities regardless of race, religion or belief, age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, marriage and civil partnerships.

We’ve got a strong set of values that inform everything we do, and we’re looking for people who are aligned with these. As a Financial Planning and Analysis Manager, you will put people in Yorkshire at the heart of everything you do, unite with colleagues and other organisations in this cause, and dare to think big and bold to make positive solutions happen.

To find out more about our values and how important they are to us, please read the role profile linked above.

The Benefits

We offer a wide and generous range of benefits designed to support our employees through every stage of life. To read about these, please see the benefits section of our Careers Page.

The Role

As a Financial Planning and Analysis Manager, you will offer high-quality business partnering services to teams within the charity. This includes helping budget holders and decision-makers with business planning and performance analysis, identifying areas of focus, developing and presenting financial plans, monitoring performance, achieving successful outcomes, and reporting on these outcomes. You will assist the Head of Financial Planning and Analysis (FP&A) with completing the annual financial budget and regular financial forecasts as well as playing a crucial role in key transformation projects, supporting Project Managers in delivering successful and financially stable programs.

The role provides strategic financial insight to support decision-making, improve organisational performance and ensure sustainable delivery of strategic objectives.

Specifically, you will:

• Support the Head of FP&A with the annual planning and budgeting cycle for the charity. Support the production of the annual budget and longer-term plans, making sure that numbers align with business plans and agreed strategy and that underlying assumptions are tested and evaluated properly.

• Ensure annual plans are in line with Long Term Plan and provide analysis where needed.

• Assist budget holders with developing and evaluating operational and business plans in line with strategic priorities ensuring collaboration across the charity.

• Challenge planning and budget assumptions to ensure that numbers generated are robust.

• Design and improve KPI dashboards and reporting packs.

• Provide financial analysis of activities included in the budget and assist with appropriate budget phasing.

• Maintain excellent engagement with and provide support to, budget holders, so that there is appropriate awareness of their budget management responsibilities.

• Deal effectively with queries from budget holders and senior management.

• Train budget holders in the use of financial processes when required.

• Monitor compliance with approved financial management and procurement procedures.

• Be a key member of critical transformation projects when required, working with internal stakeholders across the charity and external service providers and suppliers to deliver successful outcomes.

About You

To be considered for this role, you will need:

• To be a Qualified Accountant (CIMA, ACCA) – desirable but not essential, will consider QBE.

• To have knowledge of business operations processes, preferably in a charity environment.

• Significant demonstrated experience of management accounts, business analysis and commercial management information.

• To have proven experience, understanding and analysis of P&L, Balance Sheet and Cash Flow Analysis and reporting and trend analysis and forecasting.

• To have experience in driving growth, and productivity through commercial analysis and support for non-Finance senior management.

• To have strong networking and interpersonal skills.

• To be able to exercise diplomacy and build partnerships and consensus, within teams and among other stakeholders.

• To be commercially astute and able to effectively communicate complex financial data and information to managers with non-financial expertise.

• To be able to report and present complex financial information in an accessible and people friendly way to board members and others who do not have expertise in strategic management and accounts.

• To be convincing and persuasive written, oral and presentation skills with the ability to present ideas and issues, clearly, and coherently.

• To have robust analytical skills.

• To have attention to detail, able to carry out tasks accurately, including correct data entry and reporting.

• To be highly organised with good time management skills and the ability to prioritise a workload to meet deadlines.

• To have excellent IT skills and confident using Microsoft Office including Excel, PowerPoint, Word and Outlook plus finance systems such as Microsoft Dynamics Business Central.

• To have proven experience in influencing a diverse range of stakeholders and building and maintaining close collaborative working relationships.