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Are you a fully qualified or part-qualified accountant with excellent analytical skills and impeccable attention to detail? Are you looking for an exciting and highly rewarding new opportunity? If so, join Shelter as our Finance Analyst and you could soon be providing quality support to our high-performing Financial Planning and Analysis Team.
About the role
Key responsibilities and outcomes of the role are:
Role specifics
The role involves reviewing and analysing monthly financial data, budgets, and forecasts to identify trends, variances, and key issues, and liaising with the wider Finance team and budget holders to ensure appropriate action is taken. You will support and educate budget holders, acting as their first point of contact for financial planning queries and contributing to training where needed. The postholder will help develop clear, insightful financial reports using Unit 4 FP&A software, incorporating user feedback and improving reporting on restricted funding. Responsibilities also include posting journals, managing financial reporting for the key funder's projects, supporting budget and forecast cycles, reviewing business cases from fundraising teams, and providing financial input on bids and project proposals. Regular engagement with budget holders is essential to drive effective management of restricted funds and support evidence-based fundraising decisions.
Apply to be part of our team and be the change you want to see in society.
Benefits
We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.
We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit.
About the team
Our Finance Department works as a team of experts to safeguard resources and support decision making across Shelter. We strive to ensure Shelter is financially sustainable in order to achieve our vision of a home for everyone. This role sits within the Financial Planning and Analysis team. We support the charity through financial reporting, analysis, and expert advice, and enable collaboration to support managers and leadership in making effective business decisions.
About Shelter
Home is a human right. It’s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency.
We exist to defend the right to a safe home. Because home is everything.
We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.
Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.
Safeguarding statement
Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.
Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
The client requests no contact from agencies or media sales.
Role Purpose
The role provides operational technical support to ensure that all financial data used for organisational decision making is validated, timely and analysed to ensure appropriate insight. The role specifically delivers accurate Restricted Fund management and Reporting and implements changes to ensure best practice.
This role is part of Trussell’s Mission Enabling team, the goal of which is to enable and empower the effective delivery of all of the outcomes associated with our strategic programmes, and to ensure that the way we work at Trussell is aligned to our organisational values and approaches. In doing so, this role underpins the success of our organisational strategy – contributing to the fulfilment of our long term vision of a UK without the need for food banks.
Key Responsibilities
Validate Financial Data and analysis – Validate all financial reporting in all platforms by monitoring outputs and undertaking corrective action to ensure that all standard organisational reporting and analysis can be relied on for decision making. This includes working with the Assistant Financial Account to ensure that all finance system data configuration is designed to meet Trussell’s financial reporting and analytical needs and management of budget, forecasting and projections with line manager and finance business partners from agreed data collection tools through to system input and reconciliation to drive performance reporting.
Maintain Donor, grant and fund management– Maintaining donor funds by managing end to end finance interactions and delivering standardised reporting to all stakeholders to ensure Trussell meets its donor obligations. This includes recommending and implementing agreed changes to meet best practice standards.
Support Procurement and contract management – Support procurement framework effectiveness through analysis of supplier activity, tenders and market rates as required to deliver value for money in all activity.
Support Treasury and cash management – Support effective treasury management through maintaining up to date data for financial projections from programmes and mission enabling financial business partners to enable accurate forward forecast of our cash flows.
Person Specification
Knowledge acquired through accountancy qualifications (ACA, CIMA, ACCA, CiPFA) or equivalent experience
Donor restricted funds management
Finance systems – data structure and analysis
Proficiency in Microsoft 365 products, especially Excel
Essential Skills
Time management and prioritisation
Data validation, extraction and reconciliation techniques
Financial modelling and analysis
Problem solving skills / troubleshooting
Key Experience
Operating in a fast paced, multi-disciplinary environment
Delivering financial reporting and analysis in a departmental/programmatic structured organisation
The client requests no contact from agencies or media sales.
Interim Financial Planning & Analyst Manager (3 to 6 Month FTC)
Salary: £55,000 per annum (pro rata)
Location: Central London with hybrid working (1 day in office, 4 remote)
Contract: Fixed Term Contract (3 to 6 months)
Are you an experienced Financial Planning & Analyst professional who can hit the ground running? We're partnering with a well-established organisation seeking an accomplished Interim FP&A Manager to provide strategic financial insight during a key period of change and planning.
This is an excellent opportunity for a qualified accountant to make an immediate impact, working closely with senior leadership to drive budgeting, forecasting and business performance across a diverse organisation.
The Role
You'll take ownership of the financial planning and analysis function, providing meaningful commercial insight to support decision-making and organisational performance. Acting as a trusted business partner, you'll work collaboratively with budget holders and senior stakeholders while leading the budgeting and forecasting cycle.
Key Responsibilities
Lead annual budgeting, forecasting and financial planning activities.
Produce high-quality management reporting with insightful analysis and recommendations.
Develop financial models, business cases and scenario planning to support strategic decisions.
Partner with budget holders to improve financial performance and accountability.
Deliver KPI reporting, variance analysis and performance dashboards.
Analyse payroll and workforce costs to support resource planning.
Support commercial performance analysis across multiple income streams.
Drive continuous improvement in reporting processes and financial controls.
About You
Fully qualified accountant (ACA, ACCA, CIMA or equivalent).
Proven experience in FP&A, commercial finance or management accounting.
Strong financial modelling and analytical skills.
Excellent communication and stakeholder management abilities.
Experience supporting senior leadership with strategic financial insight.
Confident working in a fast-paced environment and managing multiple priorities.
Available to start at short notice.
What's on Offer
£55,000 per annum (pro rata).
Hybrid working arrangement.
Opportunity to influence strategic decision-making from day one.
Collaborative and supportive working environment.
Immediate start with potential for extension.
If you have the above skill and experience and are immediately available, please apply online today, I would love to hear from you!