Financial Planning and Reporting Manager

ZipRecruiter; City of Edinburgh; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

Join a fantastic not-for-profit organization as a Financial Planning, Analysis and Reporting Manager. This role is pivotal in ensuring financial performance aligns with strategic goals, where you will manage budgets, develop financial strategies, and lead a dedicated team. With an agile working culture, you will enjoy a supportive environment that values people and fosters collaboration. If you have a strong background in financial management and a passion for making a difference, this opportunity is perfect for you.

Qualifications

• Experienced qualified accountant with team management skills.
• Strong track record in budgeting and forecasting.
• Proficient in developing and managing ERP systems.

Responsibilities

• Monitor overall performance and ensure alignment with the annual plan.
• Plan, set, and monitor budgets, including reviews and reforecasts.
• Lead projects requiring FP&A involvement and manage a team.

Skills

Budgeting

Forecasting

Financial Reporting

ERP Systems Management

Team Management

Stakeholder Engagement

Analytical Skills

Problem-Solving

Education

Qualified Accountant

Tools

ERP Systems

Job description

Job Description

Symbiotic Talent is currently partnering with a fantastic not-for-profit organisation for a permanent Financial Planning, Analysis and Reporting Manager. They operate an agile working culture with 1-2 days a week in their Edinburgh office. This organisation is extremely people-oriented, and the leadership is talented and supportive.

The Role

Central to this role is monitoring the overall performance of the organisation, ensuring that spend aligns with the annual plan and deliverables. You will be responsible for planning, budget setting, and long-term strategic planning, especially around workforce management.

1. Planning, setting, and monitoring the budget, including reviews and reforecasts.
2. Developing and monitoring the capital budget within a regulated environment.
3. Creating and reviewing financial strategies and scenario planning, incorporating workforce planning into long-term strategies.
4. Serving as the systems owner for ERP systems, including upgrades and maintenance.
5. Reviewing and reporting on budget performance and variances, and recommending corrective actions.
6. Leading projects that require FP&A involvement.
7. Managing a team of three.

The Person

• An experienced, qualified accountant (essential), with experience managing teams and developing ERP systems.
• Experience working with senior stakeholders.
• A strong track record in budgeting and forecasting.
• Approachable, analytical, with excellent problem-solving skills.
• Possesses emotional intelligence.