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Financial Planning and Reporting Lead

ExperiencedNo visa sponsorship
Goodman Masson logo

at Goodman Masson

Recruitment Agencies

Posted 15 days ago

No clicks

**Financial Planning & Reporting Lead - Central London (Hybrid)** - Manage trading company reports, drive revenue accounting & planning, and deliver strategic insights. Leverage advanced Excel and Power BI skills (desired) for a high-impact role in a unique charity setting. £60,000 + benefits. Fully qualified accountants or equivalent sought. Prior charity/third sector experience preferred.

Compensation
£60,000 – £60,000 GBP

Currency: £ (GBP)

City
London
Country
United Kingdom

Full Job Description

Role: Financial Reporting & Planning Lead

Salary: circa60,000 + Benefits:

  • 28 days annual leave, increasing with service
  • Private medical insurance
  • Employer Pension contributions ranging from 8.5% 15% 

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

Goodman Masson are delighted to be partnered with The Corporation of The Church House. The Corporation of the Church House is a registered charity founded in 1888 by Royal Charter to own, maintain, and manage The Corporation of The Church House building near Westminster Abbey in London.

It serves as the permanent home for the National Church Institutions of the Church of England, including the General Synod, alongside housing commercial organisations and a prominent conference venue.  

 

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 will be reviewed on a rolling basis, therefore please apply ASAP to ensure your details are considered. 

Financial Planning and Reporting Lead

Compensation

£60,000 – £60,000 GBP

City: London

Country: United Kingdom

Goodman Masson logo
Recruitment Agencies

15 days ago

No clicks

at Goodman Masson

ExperiencedNo visa sponsorship

**Financial Planning & Reporting Lead - Central London (Hybrid)** - Manage trading company reports, drive revenue accounting & planning, and deliver strategic insights. Leverage advanced Excel and Power BI skills (desired) for a high-impact role in a unique charity setting. £60,000 + benefits. Fully qualified accountants or equivalent sought. Prior charity/third sector experience preferred.

Full Job Description

Role: Financial Reporting & Planning Lead

Salary: circa60,000 + Benefits:

  • 28 days annual leave, increasing with service
  • Private medical insurance
  • Employer Pension contributions ranging from 8.5% 15% 

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

Goodman Masson are delighted to be partnered with The Corporation of The Church House. The Corporation of the Church House is a registered charity founded in 1888 by Royal Charter to own, maintain, and manage The Corporation of The Church House building near Westminster Abbey in London.

It serves as the permanent home for the National Church Institutions of the Church of England, including the General Synod, alongside housing commercial organisations and a prominent conference venue.  

 

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 will be reviewed on a rolling basis, therefore please apply ASAP to ensure your details are considered.