Financial Planning Manager

Castlefield Recruitment.; Bradford; Hybrid; GBP 55,000 - 61,000; Full time

Job summary

A leading housing association in West Yorkshire is seeking a Financial Planning Manager to support their transformation journey. This permanent role involves developing long-term financial plans, scenario modelling, and integrating updates. Flexible working arrangements are offered, with a competitive salary based on experience.

Qualifications

• Experience using Brixx software is essential.
• Proven treasury management experience is essential.
• Qualified accountant desirable.

Responsibilities

• Develop and maintain the 30-year business plan within BRIXX.
• Perform scenario modelling to assess impacts on covenants.
• Prepare and present reports.

Skills

Treasury management

Financial modelling

Scenario modelling

Education

Qualified accountant

Tools

Brixx software

Regulatory returns preparation

Job description

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Castlefield are partnering with a well established West Yorkshire based housing association, who are on a journey of transformation, in order to recruit a Financial Planning Manager into the team on a permanent basis. This role has no line management, offers flexible working (1 day a week onsite) and a salary of £55,000 - £61,000 dependant on experience.

Duties include;

• Develop and maintain the 30-year business plan within BRIXX modelling software
• Perform scenario modelling to assess impacts on covenants and align financial planning with the long-term strategic direction
• Collaboratewith the development finance team to integrate updates in development programs
• Prepare and present reports
• Support loan forecasting and drawdowns
• Prepare regulatory returns

Requirement;

• Qualified accountant (desirable)
• Experience using Brixx software (essential)
• Proven treasury management experience (essential)

If you would like further information on the role please get in touch with Chris Boocker or Sydney Seddon at Castlefield Recruitment