Financial Planning Manager

Broadacres Housing Association Limited; Northallerton; On-site; GBP 50,000 - 61,000; Full time

Job summary

Broadacres Housing Association Limited in Northallerton is seeking a Financial Planning Manager to lead budgeting, forecasting, management accounting and business partnering across the organisation.

You will drive regulatory reporting, the 30-year financial plan, treasury, rent and service charge setting, and build a high performing finance team in a hybrid working environment. This role requires strong analytical and stakeholder management skills and a strategic mindset.

Qualifications

• Significant management accounting, budgeting, forecasting and financial reporting experience.
• Leadership of finance business partnering to non-finance managers.
• Interpretation and presentation of financial data.
• Team leadership and year-end / external audit support.

Responsibilities

• Deliver trusted, timely monthly management accounts, budgets and forecasts, supported by incisive variance analysis.
• Maintain five-year and 30-year financial plans using scenario modelling, sensitivity analysis and stress testing.
• Build a customer-focused finance business partnering model that strengthens understanding, ownership and accountability.
• Coordinate regulatory returns, statutory accounts, audit support and taxation compliance.
• Oversee liquidity, cash-flow forecasting, facility drawdowns, interest payments, lender covenants and treasury reporting.
• Lead transparent, compliant rent and service charge setting.
• Build a motivated, high-performing Financial Performance team.

Skills

Financial analysis

Budgeting

Forecasting

Management accounting

Leadership

Excel

Communication

Education

ICAEW or CIPFA qualification

Tools

Excel

Job description

FINANCIAL PLANNING MANAGER

Please see attached document for more details on this role and two additional new leadership roles at Broadacres which will help shape the future of Broadacres.

SALARY: £55,893 per annum

Location: Northallerton / hybrid

Working pattern: Hybrid - Typically 2 days per week across the portfolio, with regular on-site presence

THE OPPORTUNITY

The Financial Planning Manager will be at the heart of financial decision making across Broadacres. Leading financial planning, budgeting, forecasting, management accounting and business partnering, you will turn complex information into clear insight and constructive challenge for leaders across the organisation. You will also lead regulatory reporting, the 30-year financial plan, statutory accounts and quarterly returns, alongside treasury, cash-flow forecasting, interest payments, and rent and service charge setting. It is an opportunity to strengthen financial confidence today while helping Broadacres plan responsibly for the homes, services and investment of the future.

KEY PRIORITIES

• Deliver trusted, timely monthly management accounts, budgets and forecasts, supported by incisive variance analysis.
• Maintain five-year and 30-year financial plans using scenario modelling, sensitivity analysis and stress testing.
• Build a customer-focused finance business partnering model that strengthens understanding, ownership and accountability.
• Coordinate regulatory returns, statutory accounts, audit support and taxation compliance.
• Oversee liquidity, cash-flow forecasting, facility drawdowns, interest payments, lender covenants and treasury reporting.
• Lead transparent, compliant rent and service charge setting.
• Build a motivated, high-performing Financial Performance team.

WHAT SUCCESS LOOKS LIKE

Finance is recognised as a trusted adviser and an active partner in Broadacres’ success. Leaders have timely information and meaningful insight, risks are identified early, managers take ownership of their budgets, lender obligations are met and the organisation maintains the resilience to invest in its long-term purpose. We are looking for a commercially minded and collaborative finance leader who combines strong technical capability with the confidence to influence decisions. You will make financial information accessible, develop trusted relationships with non-finance colleagues and create a high-performing team focused on service, insight and continuous improvement.

PERSON SPECIFICATION

Experience

Essential

• Significant management accounting, budgeting, forecasting and financial reporting experience.
• Leadership of finance business partnering and support to non-finance managers.
• Interpretation and presentation of financial data.
• Team leadership and year-end / external audit support.

Desirable

• Social housing or not-for-profit.
• Regulatory reporting, long-term planning and treasury.
• Rent and service charge setting.
• Finance system implementation or upgrades.

Skills

Essential

• Excellent financial analysis, judgement and problem solving.
• Constructive challenge and influencing at all levels.
• Strong communication, organisation, people management and attention to detail.
• Consistent delivery against targets, standards and deadlines.

Desirable

• Financial modelling and data visualisation.

Knowledge

Essential

• Management accounting, budgeting and forecasting.
• Financial governance, controls, risk and accounting standards.
• Value for money, modelling and audit / assurance.
• Strong practical Excel capability.

Desirable

• Housing association regulation, treasury and rent / service charge standards.

Qualifications / requirements

Essential

• Professional accounting qualification, such as ICAEW or CIPFA.
• Current driving licence and flexibility outside normal hours.
• Typically 2 days per week across Broadacres’ portfolio.

Why Broadacres?

At Broadacres, we’re passionate about creating safe, warm, and welcoming homes. You’ll be part of a supportive team that values respect, passion and empathy

Broadacres is a successful, innovative, not-for-profit housing association based in Northallerton, North Yorkshire. We own and manage more than 7,100 homes across various regions, providing top-tier services aimed at meeting our vision: ‘to be the best rural housing association in the country’. We ensure our customers receive first–class service, making them proud to live in a Broadacres’ home.

At Broadacres we are an equal opportunities and disability confident employer who welcomes applicants from all sectors of the community, and we encourage applications from people who are underrepresented in areas of the organisation