Head of Financial Planning & Analysis

ICAEW; Greater London, Twickenham; Remote; GBP 70,000 - 90,000; Full time

Job summary

Royal Star & Garter invites applications for a high-impact Head of Financial Planning & Analysis. You will lead budgeting, long-term planning and rolling forecasts, providing insights to the Executive Team and Trustees.

The role requires strong financial modelling, strategy support and cross-functional partnership across the charity. You will oversee FP&A and management accounting, drive reporting quality, and champion improvements in systems and processes to enable sustainable growth.

Qualifications

• Professional qualification in accounting/finance (ACA/ACCA/CIMA).
• Experience leading a finance team and setting budgets.
• Strong budgeting, forecasting and financial modelling capability.
• Excel expertise including advanced functions and modelling.
• Experience with financial systems such as MS Business Central is desirable.

Responsibilities

• Own the annual budgeting process and long-term financial planning.
• Provide insightful management information and performance reporting.
• Partner with stakeholders to evaluate opportunities and business cases.
• Support major projects with financial modelling and analysis.
• Forecast income streams and governance reporting to Trustees.
• Lead FP&A/management accounting teams and drive system improvements.

Skills

ACA/ACCA/CIMA

Leading a finance team

Budgeting & forecasting

Advanced Excel

Financial modelling

Education

Professional qualification (ACA/ACCA/CIMA)

Tools

MS Business Central

Advanced Excel

Job description

Help shape the Future of a Charity That Changes Lives Royal Star & Garter has been providing loving, compassionate care to veterans and their partners living with disability or dementia for over a century. As the charity continues to evolve and invest in its future, an exciting opportunity has arisen for an exceptional finance leader to join the organisation as Head of Financial Planning & Analysis. This is a pivotal leadership role, offering the opportunity to work closely with the Director of Finance, CEO, Executive Team and Trustees to influence strategic decision-making across the charity. Combining commercial acumen with strong business partnering skills, you'll lead the financial planning agenda, providing the insight, challenge and analysis needed to support sustainable growth, maximise resources and help deliver outstanding services for those who rely on Royal Star & Garter. For a values-driven finance professional looking to make a genuine difference, this is a rare opportunity to apply your expertise within an organisation where every decision has a meaningful impact.

Key Responsibilities

Financial Planning & Forecasting

As the FP&A lead, you will take ownership of the charity's annual budgeting process, long-term financial planning and rolling forecasting activities. Working closely with stakeholders across the organisation, you will ensure financial plans are robust, aligned to strategic objectives and underpinned by clear assumptions. Through scenario modelling and sensitivity analysis, you will provide the leadership team with valuable insight into future financial performance, helping to identify opportunities, manage risk and support informed decision-making.

Insight, Performance & Management Reporting

You will be responsible for delivering high-quality financial analysis and management information that enables leaders to understand performance and make confident decisions. By transforming complex financial and operational data into meaningful insight, you will identify trends, measure key performance indicators and provide clear recommendations that drive continuous improvement. Your work will help shape organisational priorities and ensure resources are deployed effectively across the charity.

Strategic Business Partnering

A key aspect of the role will be building trusted relationships across the organisation. Working alongside Directors and senior managers, you will provide financial guidance and challenge, helping stakeholders understand performance, evaluate opportunities and develop robust business cases. Your ability to communicate financial information in a clear and engaging way will be instrumental in supporting strategic initiatives and fostering a culture of accountability and commercial awareness.

Strategic Analysis & Decision Support

You will play a leading role in supporting major projects and strategic initiatives, providing financial modelling and in-depth analysis to assess investment opportunities, service developments and long-term sustainability. Through collaboration with senior leadership, you will help ensure that financial considerations are embedded into decision-making and that the charity remains well-positioned to achieve its objectives both now and in the future.

Income, Funding & Governance

Working closely with fundraising and operational teams, you will support the forecasting and analysis of the charity's diverse income streams, helping to maximise financial sustainability. You will also contribute to the preparation of high-quality reporting for the Board of Trustees and Finance Committee, presenting financial performance, key risks and strategic recommendations in a clear and meaningful way.

Systems, Processes & Team Leadership

As Head of FP&A, you will lead and develop the FP&A and management accounting function, creating a collaborative and high-performing environment. You will champion improvements in reporting, financial systems and data quality, ensuring the organisation has access to timely and reliable information. By driving efficiencies and best practice across the finance function, you will help strengthen the charity's ability to support future growth and transformation.

About You

Essential behaviours / characteristics

• Committed to an open, professional and respectful culture
• Excellent, clear and confident communicator both verbally and in writing
• Uncompromising passion for quality
• Resourceful, creative problem solver
• Organised, practical and hands on
• Tactful, insightful and results orientated

Essential experience

• Professional qualification eg, ACA, ACCA or CIMA
• Leading a finance team
• Setting and delivering effective financial and budgetary management
• Project management
• Service improvement - streamlining/ transforming/ improving processes and controls
• Motivating individuals and teams during periods of change
• Advance Excel

Desirable experience

• Experience of using MS Business Central
• Experience in health or social care finance
• Experience of charity finance

Other requirements

• Occasional travel to the four current care homes and other services.

The closing date for applications is noon on Monday, 23rd November 2026.