Financial Planning and Reporting Lead

Public Sector; London; Hybrid; NOK 647,000 - 875,000; Full time

Benefits offered by this job

28 days annual leave

Private medical insurance

Employer pension contributions 8–11%

Job summary

Goodman Masson, on behalf of a prestigious not-for-profit organisation in Central London, seeks a Financial Reporting & Planning Lead. You will own monthly reporting, forecasting, and analytical support to drive performance of the trading operations.

Reporting to the Finance Director, you will partner with operational teams, develop robust budgeting models, and enhance reporting systems including dashboards in Power BI and advanced Excel analyses.

Qualifications

• Fully qualified accountant (ACCA, CIMA, ACA) or equivalent.
• Strong background in management accounting, variance analysis, and financial modelling.
• Advanced Excel skills; Power BI experience would be advantageous.
• Excellent communication for stakeholder engagement.
• Experience in the charity/not-for-profit sector desirable.

Responsibilities

• Take ownership of monthly management accounts, variance analysis, profitability tracking, and margin performance for the trading entity.
• Manage revenue accounting for key commercial contracts, including revenue recognition calculations.
• Coordinate annual budget and forecasting cycles, building robust models and user-friendly templates.
• Translate financial data into actionable insights, partnering with operational teams and senior stakeholders.
• Collaborate to refine reporting systems, automate data structures, and build interactive dashboards.
• Prepare audit-ready year-end schedules and support external auditors.

Skills

Management accounting

Variance analysis

Financial modelling

Advanced Excel

Power BI (advantageous)

Education

ACCA/CIMA/ACA or equivalent

Tools

Excel

Power BI

Job description

Role: Financial Reporting & Planning Lead

Salary: circa£60,000 + Benefits:

• 28 days’ annual leave, increasing with service
• Private medical insurance
• Employer Pension contributions ranging from 8 – 11%

Location: Central London (Hybrid) – 3 days per week in the office.

Goodman Masson are delighted to partner with a prestigious non-profit organisation based in Central London to recruit a Financial Reporting & Planning Lead.

This role reports directly to the Finance Director. You will lead on high-quality financial reporting, forecasting, and analytical support, with a primary focus on driving the performance of the organisation’s commercial trading operations.

Key Responsibilities

• Trading Company Reporting & Forecasting: Take full ownership of monthly management accounts, variance analysis, profitability tracking, and margin performance for the trading entity.
• Revenue Accounting: Manage complex accounting for key commercial contracts, including underlying calculations for revenue recognition.
• Planning & Budgeting: Co-ordinate the annual budget and periodic forecasting cycles across the organisation, developing robust financial models and user-friendly templates for budget holders.
• Business Partnering & Insight: Translate complex financial data into actionable commercial insights, partnering closely with operational teams and senior stakeholders to support decision-making.
• Systems & Data Improvement: Collaborate with the Financial Operations team to refine reporting systems, automate data structures, and build interactive dashboards.
• Audit & Compliance: Prepare audit-ready year-end schedules and act as a key contact for external auditors.

What We Are Looking For

• Qualification: Fully qualified accountant (ACCA, CIMA, ACA) or equivalent professional experience.
• Technical Expertise: Strong background in management accounting, variance analysis, financial modelling, and advanced Excel skills. Strong Power BI skills would be advantageous.
• Stakeholder Management: Excellent communication skills with a proven ability to challenge, guide, and advise non-finance operational teams.
• Sector Experience: Prior exposure to the charity, not-for-profit, or broader third sector is highly desirable.
• Mindset: Proactive, inquisitive, and comfortable managing complex datasets alongside broad strategic planning.

Applications close on Monday the 21st of September.