Interim Financial Planning Analyst - Investment

Robertson Bell; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A dynamic not-for-profit developer in London is seeking an Interim Financial Planning Analyst to support financial rigour across major projects. This role involves financial appraisals, producing viability reports, and managing stakeholder relationships. Candidates should be fully qualified accountants with strong experience in investment modelling. The role requires a presence in the office at least three days a week. Immediate start is available for the right candidate.

Qualifications

• Strong experience in financial planning, investment modelling or development appraisal.
• Confident user of financial models in Excel, including sensitivity analysis.
• Experience managing stakeholder relationships and producing reporting for senior leaders.

Responsibilities

• Supporting the development team with financial appraisals.
• Producing viability reports and tracking financial performance.
• Managing reporting requirements linked to funder covenants.

Skills

Financial planning

Investment modelling

Analytical skills

Stakeholder management

Education

Fully qualified accountant (CCAB or equivalent)

Tools

Excel

Job description

Overview

Are you experienced in financial modelling in property, infrastructure, or other capital-intensive environments? Do you enjoy bridging the gap between finance and development teams, using analysis to inform strategic and investment decisions? Are you looking for your next opportunity to make a genuine impact in a commercially-minded not-for-profit?

My client, a dynamic and growing developer in London, is seeking an Interim Financial Planning Analyst – Investment to support for an initial 6-month period. The postholder will join the organisation during a key phase of development delivery and will play a pivotal role in ensuring financial rigour across major projects as well as supporting broader investment decision making.

Responsibilities

• Supporting the development team with financial appraisals and sensitivity analysis for new investment opportunities
• Producing viability reports and tracking the financial performance of live schemes against initial assumptions
• Developing and updating the Group’s financial model and long-term business plan
• Supporting with group cash flow forecasting and capital funding arrangements
• Managing reporting requirements linked to funder covenants and loan agreements
• Providing insight to ensure value for money across the scheme lifecycle
• Collaborating with finance and operational teams to ensure systems and reporting evolve with the business

Qualifications

• Fully qualified accountant (CCAB or equivalent, or nearing qualification)
• Strong experience in financial planning, investment modelling or development appraisal
• Confident user of financial models in Excel (including sensitivity analysis and scenario testing, three statement modelling)
• Understanding of housing development or real estate finance, or other capital-intensive environments such as infrastructure
• Experience managing stakeholder relationships and producing reporting for senior leaders and funders

This is a rare opportunity to take on a highly analytical role in an organisation committed to improving housing options for local people. You’ll be joining a collaborative team, providing high-level financial insight and shaping the development programme through robust planning and strategic input.

The role requires a presence in the London office a minimum of three days per week. Immediate start is available for the right candidate.

This is an urgent requirement and interviews will take place quickly. Apply now to avoid missing out on this excellent opportunity.