Financial Planning and Analysis Lead

A respected UK charity with national and international reach is recruiting a Financial Planning & Analysis Lead into a newly created permanent role. This position has been established following a recent restructure and represents a key step in strengthening financial insight, accountability, and strategic decision-making across the organisation.

With an annual income of c.£21m and a diverse range of activities, the organisation is operating in a challenging financial environment where cost control, high-quality forecasting, and clear financial storytelling are essential. This role offers a genuine opportunity to influence how financial information is produced, interpreted, and used at senior levels.

This is a high-impact role for a qualified finance professional who thrives on turning data into insight, enjoys working closely with non-finance stakeholders, and is comfortable operating in a changing and evolving environment.

What you’ll gain

• A newly created, high-profile role with genuine scope to shape FP&A across the organisation
• Regular exposure to senior leadership, executive teams, and Board-level reporting
• The opportunity to embed forward-looking financial insight and improve financial discipline
• A collaborative, values-led culture with a strong commitment to learning and development
• A hybrid working model offering flexibility alongside meaningful stakeholder engagement

What you’ll do as FP&A Lead

• Lead organisation-wide FP&A activity, establishing consistent, high-quality management reporting
• Own the annual budgeting process and lead regular forecasting cycles
• Prepare insightful monthly, quarterly, and Board-level financial reports, translating complex data into clear narratives
• Act as a trusted business partner to senior leaders, supporting decision-making through robust analysis
• Deliver headcount reporting, salary analysis, and cost control insight
• Identify gaps in existing reporting and design improved, pragmatic solutions
• Develop financial models to support strategic planning and long-term sustainability
• Drive a culture of accountability and stronger financial ownership among budget holders
• Line manage and develop a Finance Analyst, embedding capability and confidence within the FP&A function
• Contribute to finance system development and reporting improvements in a maturing systems environment

What you’ll need

• A recognised accounting qualification (ACA, ACCA, CIMA, or equivalent) - essential
• Proven experience in an FP&A or similar strategic finance role
• Strong experience leading budgets, forecasts, and management reporting
• The confidence to operate at senior level and influence non-financial stakeholders
• Excellent analytical skills with strong Excel capability
• A collaborative, adaptable approach with the ability to deliver change sensitively
• Experience within a charity, membership, or complex stakeholder environment is desirable but not essential
• Previous experience managing or developing team members

Location & working pattern

This is a hybrid role, with approximately 40% office-based working (typically two days per week), and the remainder worked remotely. The role is London-based.

Applications are reviewed via an online application process and require a strong supporting statement.