Financial Planning and Analysis Lead
Robertson Bell

London
•1 hour ago
•No application
About
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 organisationRegular exposure to senior leadership, executive teams, and Board-level reportingThe opportunity to embed forward-looking financial insight and improve financial disciplineA collaborative, values-led culture with a strong commitment to learning and developmentA 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 reportingOwn the annual budgeting process and lead regular forecasting cyclesPrepare insightful monthly, quarterly, and Board-level financial reports, translating complex data into clear narrativesAct as a trusted business partner to senior leaders, supporting decision-making through robust analysisDeliver headcount r



