Financial Planning and Analysis Controller

Financial Planning and Analysis Controller

Purpose of role

3 year plan 18/19 to 20/21

* To develop a model for the 3 year plan, including scenario planning for high, medium, low and no growth scenarios
* To consolidate all inputs, including from the Best Value programme leads. Liaise with all interested parties to ensure that the plan is robust and underpinned

Half year reforecast 17/18

* Manage end to end process of the reforecast process
* Build financial model to enable consolidation of all inputs, flexing of inputs, and clear presentation of the outputs
* To work with all budget holders to verify accuracy of forecasts, challenging where appropriate, including monthly phasing

18/19 Detailed Budget build

* Manage end to end process of the detailed budget process
* Provide targets for each Directorate based on the approved 3 year plan
* Build financial model to enable consolidation of all inputs, flexing of inputs, and clear presentation of the outputs
* To work with all budget holders to verify accuracy of budgets, challenging where appropriate, including monthly phasing
* Liaise with Strategy and Insight to ensure budget build aligns with the Detailed Corporate Business plan.
* To create presentations for and receive approval from the Executive Directors Team, Finance and General Purpose Committee, and full Council in March 2018
* Communicate approved budgets to all budget holders
* Ensure approved budgets are uploaded onto new Finance system for 1st April 2018.

Other

* Assist with design and delivery of Financial Literacy training to budget holders
* Ad hoc projects as required

Person specification

Essential/ Desirable

Criteria

Education

Qualified Accountant (ACA, CIMA, ACCA or similar) or MBA or equivalent qualification

Essential

Experience

Significant experience of modelling financial data

Essential

Experience of running a budget process end to end

Desirable

Experience of building a long term (3 or 5 year) plan

Desirable

Experience of working with a charity

Desirable

Abilities and competencies

Strong analytical and business skills with the ability to think strategically and to manage detail, and to know when each is important.

Essential

Ability to plan, manage and prioritise workload to strict deadlines and to work autonomously with minimum supervision.

Essential

Good attention to detail and focus on accuracy

Essential

Dynamic and challenging with highly effective stakeholder management and engagement skills. Able to quickly form and maintain good professional relationships.

Essential

Good interpersonal skills – able to communicate complex ideas simply and to work effectively with people at all levels both internally and externally, to technical and non-technical audiences and in verbal and written forms

Essential

Strong degree of IT literacy with advanced Excel skills including vlookups and pivot tables.

Essential

A strong creative problem solver with a pragmatic and tenacious attitude to seeking out solutions and the ability to see challenges from both the budget holder’s and the charity’s perspective and to manage appropriately.

Desirable

Excellent Powerpoint and presentation skills

Desirable

Ability to develop and document process

Desirable

Other requirements

Ability to demonstrate an understanding of, and commitment to, our corporate values

Essential

To be committed to the principles of equal opportunities and diversity

Essential

Able to deliver quality in a complex environment

Essential

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