Posted 10 days ago
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**Financial Planning and Reporting Lead** role in prestigious Central London non-profit. Lead high-quality financial reporting, forecasting, and analysis for commercial trading operations. Key responsibilities include trading company reporting, revenue accounting, planning/budgeting, and systems/data improvement. Full ownership of monthly management accounts, variance analysis, and complex contract accounting. Proactive stakeholder management, strategic planning, and strong Excel & Power BI skills required. Fully qualified accountant with charity/third sector experience desired. Hybrid role (3 office days per week).
- Compensation
- £60,000+ GBP
- City
- Not specified
- Country
- United Kingdom
Currency: £ (GBP)
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 11%
Location: Central London (Hybrid) 3 days per week in the office.
Goodman Masson are delighted to partner with a prestigious non-profit organisation based in Central London to recruit a Financial Reporting & Planning Lead.
This role reports directly to the Finance Director. You will lead on high-quality financial reporting, forecasting, and analytical support, with a primary focus on driving the performance of the organisations commercial trading operations.
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 close on Monday the 21st of September.
