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Senior Financial Planning Analyst

Shaw Trust

United Kingdom

Remote

GBP 40,000 - 70,000

Full time

30+ days ago

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Job summary

Join a forward-thinking organization as a Senior Financial Planning Analyst, where your expertise in financial analysis and stakeholder management will drive impactful decisions. In this role, you will provide essential financial insights to support a diverse team in achieving organizational goals. With a commitment to inclusivity and social purpose, this position offers a unique opportunity to make a real difference in people's lives while working remotely and connecting with a wide range of stakeholders. Embrace a collaborative environment that values your contributions and fosters your professional growth.

Benefits

25 days annual leave
Paid volunteering leave
Enhanced pension scheme
Life Assurance
Learning and development opportunities
Health and Wellbeing initiatives

Qualifications

  • Qualified Accountant with experience in financial analysis and stakeholder management.
  • Proven ability to sift complex financial information for organizational impact.

Responsibilities

  • Provide high-quality financial information and analysis to managers and stakeholders.
  • Work collaboratively within a finance team to maximize service quality.

Skills

Financial Analysis
Stakeholder Management
Commercial Acumen
Due Diligence

Education

Qualified Accountant (ACA, ACCA, CFA, CIMA)

Job description

Shaw Trust promotes team spirit, inclusiveness and it is an organisation where everybody is somebody. I am proud to be part of this great organisation.

At Shaw Trust we believe everyone has the right to live a decent and dignified life and an opportunity for rewarding work. We are a social purpose organisation challenging inequality and breaking down barriers to enable social mobility.

For us being part of the solution is about creating the conditions for this to happen, advocating and delivering services that make a real difference. Working in partnership not competition, we are part of an eco-system of purpose-led organisations, striving for a fairer, more equal society centred on opportunity for all.

Purpose

We believe long-term success is driven by having a charitable heart but a business brain. Therefore, to support our continued success we need a motivated and dedicated Senior Financial Planning Analyst to provide high quality and timely financial information and analysis to Shaw Trust's managers and external stakeholders. You will be working as part of a wider finance team consisting of transactions, financial planning and financial reporting. We need a customer focused individual who is able to work with colleagues to provide a "one team" approach and use their commercial acumen to ensure service quality is maximised and organisational financial performance targets are achieved.

We need someone who is comfortable working remotely while developing excellent working relations with managers across a large (c. £200m) turnover, multi-location organisation.

Essential:

You will have:

  • Qualified Accountant ACA, ACCA, CFA or CIMA or equivalent
  • Experience of working in a transactions or due diligence role, either in professional services or as part of industry / in a business development team.
  • Experience working with multiple stakeholders in a due diligence process / transaction.
  • Sift complex financial and non-financial information from a range of available sources to understand its impact on the organisation.

Location:

Homebased with travel required

Employee Benefits

As an employee of Shaw Trust as well as positively impacting people's lives, you will have access to the following benefits:

  • 25 days annual leave per year (plus bank holidays), with incremental increases post 3 years' service up to 28 days, and the option to purchase additional holiday
  • 2 days paid volunteering leave each year
  • An enhanced pension scheme after 6 months
  • Life Assurance at 3 times your annual salary rate
  • Access to a suite of learning and development opportunities including paid for apprenticeship and masters' levels qualifications, and management development programmes
  • Opportunities to connect with our employee diversity networks (LGBTQ+ Support Network, Racial Equality Network, Disability Equality Network, Women's Network, Neurodiversity Peer Support Network, Menopause Peer Support Group, The MANaging Network, The Young Professionals Network and Back to Work Support Group)
  • Health and Wellbeing initiatives including internal support, employee assistance programme and health cash plan
Join a diverse and inclusive organisation

Shaw Trust is committed to creating a diverse and inclusive working environment, where every employee, regardless of their background or lived experience, feels that they belong and can progress in their career.

In addition:

  • We are proud to be certified as an employer who meets the National Equality Standard, the accepted standard for inclusiveness in business across the UK.
  • We are Disability Confident Leaders, support the guaranteed interview scheme and use of the government's Access to Work scheme.
  • We are proud to hold the menopause friendly accreditation, hosting a regular Menopause Peer Support Groups providing a safe space for colleagues share experiences or ask questions.
  • Living our values, we are keen to reflect the diversity of UK society at every level within our organisation.

We welcome applications from all sections of the community including from people with lived experience and/or knowledge of disability or social exclusion.

If you have accessibility requirements and/or would like further information about the role, please contact: Resourcing@shaw-trust.org.uk

Shaw Trust reserve the right to close this vacancy early if sufficient applications are received.

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