Purpose of the post

The Financial Planning & Analysis Manager will support the Associate Director of Finance to provide insightful analysis of financial trends and oversee the recoverability of funds.

They will coordinate the month-end process and work with Finance Business Partners to coordinate the quarterly forecast and the 2026/27 budget.

They will also act as Finance Business Partner to a number of teams, working closely with Budget Holders and external partners to provide effective management of resources and risk, and monitoring of quarterly partner reporting.

Main responsibilities

Financial Planning & Analysis element of role (60%):

• Coordination of month-end process: overseeing the month-end checklist and coordination of FBPs; production of monthly management accounts using JET reports

• Coordination of quarterly forecasting and annual budgeting across cost centres and funds: preparation of forecasting templates; coordination of FBPs; upload and review of forecast onto finance system

• Coordination of long-term (high level) forecasting across all cost centres and funds to end of current Core Funding cycle

• Oversee the cost recovery process of new and existing funds (overhead recovery and monitoring of funding gaps)

Finance Business Partnering element of role (40%):

• Work with Budget Holders to manage financial performance, forecasts, and budgeting including understanding financial opportunities and risk for the area of business partnership.

• Provide donor reporting and analysis as required to funders of specific programmes.

• Consolidation of quarterly partner reporting

Experience

• CCAB qualified with a minimum of 5 years practical experience in financial analysis or business partnering roles.

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