Group Financial Planning Analysts (Charity)


One of the largest charities in the UK is looking for a new Group Financial Planning Analyst.

This is a progressive role, for someone who is passionate about supporting those with learning disabilities and wants to drive forward their career in an organisation with incredible impact.

Salary: £52,700

Working Pattern: Hybrid (1-2 days in office)

Working Hours: 37.5


  • Provide consolidated analysis of organisation’s financial position to enable stakeholder decision making
  • Lead budgeting and quarterly reforecasting process
  • Analyse and report on the organisation’s 3 year rolling forecast and explain assumptions, changes, and impact
  • Assess and summaries key opportunities and risks based on forecasts
  • Run scenarios on the forecast and budget positions to show a range of potential impacts
  • Stress test budget and forecast positions against key KPI’s and financial triggers
  • Drive efficiencies and continual improvement of the budgeting and forecasting process
  • Aid the growth of knowledge of budgeting processes and principals with budget holders and the wider organisations

Desirable Skills and Experience:

  • Qualification (ACCA, ACA, CIMA or equivalent)
  • Experience with stakeholder engagement and strong relationship building skills
  • Ability to communicate financial information to those with a non-finance background
  • Excellent Microsoft application skills – especially Excel, Word and PowerPoint
  • Experience with group budgeting and forecasting on a rolling, forward looking basis
  • Experience with modelling and financial analysis

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