Head of Financial Planning & Analysis Bristol Maternity Leave

ZipRecruiter; Bristol; Hybrid; GBP 65,000 - 70,000; Full time

Job summary

A leading children's health charity in Bristol seeks a Head of Financial Planning & Analysis to oversee the new finance system implementation and ensure timely budgeting and reporting. The ideal candidate will have extensive FP&A experience, be a qualified accountant, and possess strong leadership skills. This role promotes a dynamic and fast-paced environment with a focus on strategic insights and team development.

Qualifications

• Qualified accountant with substantial experience in FP&A.
• Extensive experience in senior finance roles within charity or not-for-profit sectors.
• Ability to lead and develop high-performing teams.

Responsibilities

• Oversee the preparation of the charity's budgets, forecasts, and long-term financial plans.
• Manage the post-implementation phase of the new finance system.
• Ensure timely delivery of monthly management accounts and financial reports.

Skills

Financial Planning and Analysis

Budget Management

Advanced Excel

Team Leadership

Change Management

Problem Solving

Stakeholder Collaboration

Education

Qualified accountant (ACA, ACCA, CIMA or equivalent)

Tools

Financial systems

Job description

Job Description

Head of Financial Planning & Analysis
Maternity Cover (Up to 12 months)
£65,000 - £70,000
To start ASAP
Bristol/Hybrid

Head of Financial Planning & Analysis required for a leading specialist children's health charity on a 12 month fixed term contract basis. The Finance team is undergoing an exciting period of transformation, including the implementation of a new finance system. This is a key role where you will lead the post-implementation phase of the new system and continue delivering high-quality financial performance reporting, forecasting, and business insights.

Detailed duties include;

• Drive financial planning and analysis processes: Oversee the preparation of the charity's budgets, forecasts, and long-term financial plans, ensuring timely and accurate reports for senior leadership and governance committees
• Lead the implementation of improvements: Manage the post-implementation phase of the new finance system and use it to enhance financial reporting, forecasting, and planning
• Manage the month-end process: Ensure timely, clear, and accurate delivery of monthly management accounts, financial reports, and analysis
• Collaborate with stakeholders: Work closely with budget holders, senior leadership, and other departments to ensure financial performance aligns with organisational strategy and objectives
• Provide strategic insights: Make recommendations on improving efficiency and value for money, and support the development of business cases for new initiatives
• Lead and develop a team: Manage and support Finance Business Partners and the Income Management Accountant, providing guidance and development opportunities to ensure high performance
• Improve financial controls and reporting: Develop and embed financial control processes, improve management reporting outputs, and deliver stronger insights to stakeholders
• Support cross-functional projects: Contribute to cross-functional initiatives and ensure the financial implications are well understood

In order to be successful in the role we are looking for;

• Qualified accountant (ACA, ACCA, CIMA or equivalent)
• Extensive experience in FP&A within senior finance roles, ideally within the charity or not-for-profit sector
• Ability to lead and develop a high-performing team and manage competing priorities
• Proven track record of managing and delivering budgets, forecasts, and monthly reporting with a strong focus on financial planning and analysis
• Advanced Excel skills, and experience with financial systems (experience with finance system implementation is a plus)
• Able to drive change within the finance function to improve processes and outcomes
• Strong ability to problem-solve and make informed decisions based on data, Emotional intelligence, with excellent negotiation and influencing skills, a proactive mindset and ability to thrive in a dynamic, fast-paced environment