Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Role: Financial Planning & Analysis (FP&A) Manager
Employment Type: Full time (will consider compressed hours etc.)
Location: Hybrid/London (travel to London on an approximately monthly basis and for some team meetings)
Salary: £64,000 - £67,000 (excellent benefits, inc. 27 days holiday, 2:1 pension - up to 12% employer contribution and more)
Closing: 5:00pm, 22nd Apr 2025

Did you know that there are at least 20.3m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services?

That’s nearly a third of all adults in the UK.

We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

We are continuing our work following our latest round of funding, and as a result we are now seeking a Financial Planning & Analysis (FP&A) Manager to lead our financial planning, budgeting, analysis and insight efforts.

The role of FP&A Manager critical in driving our financial planning, budgeting, and forecasting, ensuring that our resources are strategically allocated to maximise impact.

The successful individual will business partner with senior leadership and budget holders to align financial objectives with organisational goals, providing insights that support effective decision-making.

As a key part of our small, agile team, we seek a proactive professional with strong technical accounting skills and exceptional excel abilities, comfortable balancing high-level financial analysis/modelling with hands-on operational and business partnering support.

This is a fantastic opportunity for a proactive, technically strong finance professional who thrives in an agile, purpose-driven organisation.

Key Responsibilities

1. Provide proactive business partnering and financial guidance to senior leadership, budget holders, and non-financial teams, enhancing financial literacy and decision-making across the organisation.
2. Lead financial planning and forecasting across annual budgets, multi-year forecasts, and long-term strategic planning, ensuring alignment with funding and organisational priorities.
3. Deliver insightful financial analysis and scenario modelling to inform decision-making, assess risks and opportunities, and support strategic initiatives.
4. Develop and maintain effective financial reporting tools—including dashboards and models—to communicate performance and insights to financial and non-financial audiences.
5. Manage cash flow forecasting and resource planning to ensure financial sustainability and alignment with funding cycles and delivery needs.
6. Drive continuous improvement in financial processes and culture, promoting best practices, transparency, and efficiency in reporting and controls.
7. Ensure compliance with financial policies and regulations, maintaining high standards of accountability, accuracy, and governance.

Essential Experience

1. A recognised accounting qualification (ACA, ACCA, CIMA) with strong technical financial expertise.
2. Proven experience in financial planning, budgeting, forecasting, and business partnering.
3. Advanced Excel and financial modelling skills, including scenario planning and data analysis.
4. Experience working with senior stakeholders, providing clear financial insights to support decision-making.
5. Strong analytical and problem-solving skills with the ability to translate financial data into actionable recommendations.
6. A proactive approach, with the ability to balance high-level strategic analysis with hands-on operational support.
7. Strong interpersonal and communication skills, with experience working collaboratively across teams.

Desirable Experience

1. Experience in a not-for-profit, impact-driven, or small finance organisation.
2. Knowledge of funding models and financial sustainability in the social finance sector.
3. Experience with financial systems and tools to enhance reporting and analysis.
4. Experience of systems implementations and integration.
5. Experience of medium- and long-term resource financial modelling.

Personal Characteristics

1. Able to assess complex financial data and translate it into meaningful insights.
2. Comfortable working in a fast-paced, resource-constrained environment.
3. Able to build strong relationships and engage with senior stakeholders.
4. Able to manage multiple priorities and deadlines effectively.
5. Committed to Fair4All Finance’s mission and values.

Who are Fair4All Finance?

We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.

Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector.

Our Benefits

1. Pension (2:1), group life assurance, critical illness, and income protection, family leave.
2. 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme).
3. Individual discretionary Training budget.
4. Book Club – mission aligned, up to 4 per year.

Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status.

We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance.

To apply, submit your application via Applied by close of business Tuesday 22nd April. Interviews will be held throughout April & May.

Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses.