Financial Planning and Reporting Lead

South West Community Chaplaincy; Greater London; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Private medical insurance

Employer pension contributions 8-11%

28 days annual leave

Job summary

South West Community Chaplaincy is seeking a Financial Reporting & Planning Lead to drive monthly management reporting, forecasting and analytical support for its trading activities.

This hybrid role in Central London combines governance with business partnering to improve decision making.

Qualifications

• Fully qualified accountant (ACCA, CIMA, ACA) or equivalent professional experience.
• Excellent hands-on experience in management accounting, variance analysis and financial modelling.
• Advanced Excel skills with the ability to build robust financial models and dashboards.
• Experience in partnering with non-finance stakeholders and delivering actionable insights.

Responsibilities

• Lead monthly management accounts, variance analysis and margin performance for the trading entity.
• Oversee revenue accounting and complex calculations for revenue recognition on key contracts.
• Coordinate annual budget and forecasts, build robust models and templates for budget holders.
• Translate financial data into actionable insights, partnering with operational teams and senior stakeholders.
• Collaborate with Finance Ops to refine reporting systems and automate data structures.
• Prepare audit-ready year-end schedules and act as main contact for external auditors.

Skills

Management accounting

Variance analysis

Financial modelling

Advanced Excel

Stakeholder management

Education

ACCA/CIMA/ACA or equivalent

Tools

Power BI

Job description

Role: Financial Reporting & Planning Lead

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.