Finance business analyst jobs in Birmingham
About Social Investment Business:
By providing finance and support, at SIB we enable charities and social enterprises to exist, grow and thrive. We have disbursed nearly £0.5bn to thousands of organisations since 2002. Our team believes in the power of the social economy, champions the charities and social enterprises we support - and we are all working together to build a more equal society.
It is a hugely exciting time to join the organisation. We are growing, investing in our expert team, and building on the successes of the last few years.
Our values are: People First, Curious, Bold, Collaborative, Accountable
For further information on what it is like to work with us and our generous benefits please visit our website.
About this role: Reporting to the Deputy CEO, the Head of Business and Market Development will build on SIB’s existing research and findings on market scope and scale, organisational financial resilience, the cost of capital and fund financial modelling to support the delivery of SIB’s ambitious new strategy, and hit our business development targets as part of an ambitious growth plan. This new post will develop SIB’s work and the rigour and robustness of our market and financial analytics in order to grow the organisation, the amount of investment under management and the annual disbursement of grant funds.
Key responsibilities
1. Working closely with the CEO and Deputy CEO support the delivery of ambitious growth targets under the new strategy.
2. Oversee the regulatory transition to FCA regulation for a defined number of SIB subsidiaries, drawing together the relevant internal documentation, working with the FCA – and any specialist retained consultants – to ensure that SIB is quickly and effectively accredited.
3. Work with the CEO and Deputy CEO to advance SIB’s applications for capital from Public Finance Institutions including the National Wealth Fund.
4. Working with the wider BD team, draw on market and financial modelling that incorporates existing data on SIB’s customers across its funds (using e.g. IMD, turnover, assets, age, business model) to develop excellent bids and tenders for new grant funds and to structure successful investment raises.
5. Oversee the reporting of all funds managed through the SIB group subsidiaries to their investors. This should include quality control of regular analytics, KPIs and case studies, regular catch up calls with investors and occasional presentations remote and in person.
6. Oversee the regularity and quality of analytics of SIB’s enterprise level impact to provide a consistent snapshot across all funds, including for SIB’s internal subsidiary board meetings.
7. Work with the Market and Financial Analyst to develop a strategic approach to financial modelling of funds. This should include an approach to cost base calculations (taking into account variability in disbursement rates, portfolios under management, loan vs. grant, capital vs. revenue, pace and automation), consistent treatment of interest payments, management and administrative fees and internal investment. The base model should be able to inform forward planning and business development, as well as serve to stack up the financial viability of BD opportunities as they arise.
8. Work with the Systems and Data teams to ensure that the base model is embedded within SIB’s operations and informs fund and programme management.
9. Lead a horizon scanning function that effectively drives comparative benchmarking against competitor / peer organisations.
10. Oversee the team’s work with the Finance and Governance teams to ensure that market analytics include effective customer feedback, collected regularly and embedded in key performance indicators.
11. Alongside the Deputy CEO and the wider Data, Insights and Advocacy team, oversee the delivery of the annual impact report, bringing colleagues together to identify key findings and deliver each report. Ensure that the impact report reflects market analytics, providing context that identifies SIB’s leadership and place within the wider sector.
12. Oversee the management – as needed – of any external consultants working on more complex financial models / additional research and learning that contributes to market or business development.
13. Alongside the Deputy CEO and the wider BD team, design and facilitate general learning sessions and programme specific learning sessions with small and large groups, this may include partners, customers and the SIB Board as well as colleagues. Elicit learning from these sessions, share findings and support your colleagues to integrate action points into our systems. This learning approach should particularly reflect how customer need / satisfaction is met by different fund and programme structures.
14. Line manage the Market and Financial Analyst, Marketing Manager and BD Manager.
15. To work in line with the organisation's values, principles and processes to achieve operational excellence.
16. To adopt our continuous improvement and learning ethos
17. To support and embed equality, diversity and inclusion into day-to-day behaviours and activities within your role as well as contributing more widely across SIB’s commitment to E, D & I
18. To support and contribute to the implementation and delivery of SIB’s strategy
19. In agreement with manager to undertake other tasks and work on cross team projects that support the objectives of SIB as required
Core competencies
- Familiarity with raising investment
- Experience of managing a high functioning business development team achieving strategic objectives
- Knowledge of financial analytics
- Excellent excel skills
- Excellent writing skills
- Excellent project management to tight deadlines
- An understanding of how to share research and data analysis with audiences of mixed experience
- Strong leadership and people management skills, with the ability to inspire teams across functions to work in an integrated way
- Strong planning skills and an ability to multi-task, work well under pressure and meet deadlines
- Excellent IT skills and the ability to learn new programmes quickly
Desirable competencies
- Understanding of FCA regulation
- Prior experience of working in a regulatory environment
- Understanding of the UK charity and social enterprise sectors
Education / Professional experience
Team leadership experience
Registered Charity
51 - 100
We believe in the power of the social economy to build a more equal society.
Thank you!
As a Financial Planning Analyst within our Financial Partnering, Planning & Analysis (FPP&A) team, you'll play a vital role in ensuring every pound at Alzheimer's Society is deployed where it creates the greatest impact. This role is about giving teams across the organisation the financial clarity and confidence they need to make decisions that change lives.
Working across Finance and with budget holders throughout the Society, you'll support strategically aligned, financially disciplined planning through dynamic budgeting, forecasting and management reporting. You'll be at the heart of our financial planning processes, transforming complex data into actionable insights that drive our mission forward.
Reporting to the Financial Planning Manager and line managing the Financial Planning Assistant, you'll collaborate with Finance Business Partners and colleagues across the Society to maintain a single point of truth. Providing the tools and insights that enable faster, better, more confident decisions in our fight against dementia.
About you
We're looking for a part-qualified or AAT Level 4 qualified accountant with hands-on experience working within a finance function. You'll have practical experience supporting budgeting and forecasting activities and thrive on turning financial data into meaningful stories that drive action.
You're passionate about leveraging technology to work smarter, not harder. Minimising manual processes, streamlining workflows, and continuously raising the bar on quality. You celebrate solutions and progress over activity, and you come alive when collaborating across teams to solve complex challenges.
You'll have
- Part-qualified accountancy qualification or AAT Level 4 (with support available for further training).
- Hands-on experience working within a finance function on budgeting, forecasting and financial planning activities.
- Advanced Excel skills with confidence building models, manipulating large datasets (like GL transaction listings), and creating reports that tell a clear story. Power Query knowledge and experience is a bonus.
- Strong track record producing compelling management reports in Excel and PowerPoint (Power BI experience is a bonus, or you're eager to learn).
- Proven ability to communicate with and influence colleagues across a large organisation, working seamlessly across team boundaries.
- Experience of managing and developing junior colleagues, supporting their learning, career development and performance.
What you'll focus on:
- Delivering end-to-end support for organisation-wide budgeting and forecasting processes.
- Creating engaging, user-friendly management account packs and reports that empower budget holders and business partners to make informed decisions.
- Line managing and developing the Financial Planning Assistant, building a culture where high-challenge meets high-support in an environment of continuous improvement.
- Being a champion for change, constantly improving processes, tools and products, using technology to eliminate manual work and create a truly streamlined, single source of truth.
- Building trusted relationships across Finance and the wider Society, becoming a go-to person for financial planning expertise.
- Supporting sophisticated financial modelling and analysis that shapes our budgeting and forecasting approach.
- Developing meaningful metrics and reporting that drive quality and performance improvements across the team.
Are you ready to bring your financial planning expertise to an organisation where every insight drives impact? Could you be the analytical thinker and collaborative problem-solver who helps us plan our way to a world where dementia no longer devastates lives?
Important Dates
- The deadline for applications is 23:59 on Sunday 11th January 2026.
- Interviews will begin week commencing 19th January 2026 and will take place virtually.
- There will be a pre-interview task to complete should you be invited to interview.
Please note: This post will be subject to a satisfactory Criminal Records Check, from either the Disclosure and Barring Service (England & Wales), Disclosure Scotland Check (Scotland) or AccessNI (Northern Ireland). If you require further information regarding Criminal Records Check, then please contact: [email protected].
About Alzheimer's Society
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer’s Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a DBS check at the relevant level.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it’s like to be an employee at the Society.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
About SCEC
SCEC was founded over twenty years ago to provide learning enrichment opportunities to primary school children in disadvantaged communities in south London. Together with our partners, several leading independent schools, we currently operate four schemes in math, literacy, science and art. Children learn through fun, engaging group activities like science experiments, storytelling and mathematical treasure hunts, all taught by qualified teachers with added support from student mentors. Through the schemes, children explore their curiosity, build knowledge and develop their confidence as learners.
Your Role
The Scheme Director is a newly created role that will be pivotal in helping SCEC extend its reach. Reporting to the Board of Trustees, you will help SCEC design and implement an expansion programme as well as coordinating the delivery of the existing schemes via our school partners. You will also serve as a trusted partner to the Board in the administration of the charity.
Similar to a COO, this role straddles the operational and the strategic. We are looking for a confident communicator and relationship builder who can work across varied stakeholder groups. You will have project management experience that can be applied to challenges like process design and change management. You should be able to grasp the big picture and have an eye for the details needed to deliver successful outcomes. This is an exciting opportunity for the right candidate to join SCEC on a transformational journey working with excellent learning partners and established leaders to improve educational outcomes for children.
Key Responsibilities
- Oversee scheme operations including pupil recruitment, enrolment and attendance to ensure the smooth running of schemes and maximum impact
- Promote the charity to prospective partners and donors
- Support the Board in developing, implementing and monitoring an expansion programme
- Monitor and report on scheme performance and impact
- Prepare and manage budgets and disbursement of funds
- Build and maintain systems and processes to support scheme operations, compliance and monitoring
Key Qualities
- Passionate about making a difference in the lives of children
- Demonstrated success in developing and implementing strategic plans to achieve organisational goals
- Track record of effectively managing programmes and services, including programme development, implementation, and evaluation
- Committed to working collaboratively to build strong relationships with business partners and colleagues and proactively engaging stakeholders when making decisions
- Self-motivated and highly organised, you have a strong sense of initiative and take a hands-on approach to planning and administration
Child Protection
SCEC is committed to safeguarding and promoting the welfare of children. This is the responsibility of the whole organisation (trustees and staff). An enhanced DBS Disclosure is required for this role.
For more information, please see the attached Job Description below
Applications will be considered on a rolling basis. If you used any AI tools to prepare your application, please submit a separate statement setting out what tools you used and how you used them. As a small organisation we do not discourage the use of AI tools, but we are committed to transparency around how and why they are used.
The client requests no contact from agencies or media sales.
Thank you!
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Help launch and run a nationally significant trial that could shape the future of kinship support. This role turns complex plans into reality and makes high-quality delivery happen.
Kinship is undertaking a major feasibility Randomised Controlled Trial (RCT) of Kinship Connected. This is aligned with recommendations set out in the Kinship Care Practice Guide published by Foundations (2024) and builds on evidence from the Kinship Navigator intervention of support for kinship carers in the USA.
This feasibility RCT is a complex, multi-partner programme involving:
- An active funding partner
- An independent evaluation team
- 5 participating local authorities (to be confirmed)
- Internal delivery teams and cross organisational services
- Kinship carers and lived experience subject experts
The Mobilisation and Delivery Project Manager is the operational engine of the programme, ensuring that every workstream is scoped, resourced, sequenced, delivered and evidenced, and that Kinship is trial-ready, compliant, and well-coordinated through set-up and delivery.
This role needs someone who is an excellent communicator, highly organised, unflappable, curious, and able to sit comfortably in the detail. The successful person will keep a firm grip on timelines, dependencies and risks.
You will manage a Programmes Officer as well as the set-up, processes, documentation, reporting, trial readiness, communications and cross-team coordination. You will work closely with the Programmes Manager who will share responsibility for ensuring high quality performance across the feasibility trial. You will both work closely with the core project team and partners.
You will lead operational quality, systems, processes, data, and compliance. The Programmes Manager will lead practice quality, staff development and supervision, safeguarding and relational delivery. Together you make sure the trial is delivered ethically, consistently and to a very high standard.
Key responsibilities include:
- Lead the mobilisation plan across all workstreams and ensure trial readiness.
- Develop all processes, documentation and operational frameworks in line with the intervention protocol.
- Coordinate local authority onboarding, staff training and internal operational setup with the Programmes Manager.
- Work with internal Kinship teams to ensure everyone has clear expectations and is held to account for their performance during mobilisation and delivery – owning the workstreams.
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Ensure weekly pipeline monitoring for treatment and control recruitment.
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Work with the Programmes Manager and Kinship Family Workers to strengthen referral and screening processes where appropriate.
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Identify recruitment risks early and drive rapid problem-solving.
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Maintain delivery tracking and operational dashboards.
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Identify throughput or workload risks and support adjustments.
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Lead operational quality assurance (QA) including data quality checks, file audits and process compliance.
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Coordinate data collection, monitoring and data quality for evaluator requirements (both treatment and control).
Essential knowledge and experience includes:
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Project Management Qualification or commensurate experience.
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Significant experience managing complex projects or programmes with multiple partners and tight delivery requirements.
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Proven experience designing and maintaining structured workflows, operational systems and project plans in fast-paced environments.
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Experience coordinating across multidisciplinary teams without direct line management responsibility.
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Strong background in quality assurance, process improvement and operational risk management.
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Experience translating evaluation, compliance or regulatory requirements into practical delivery processes.
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Experience developing and maintaining documentation, SOPs, manuals and operational toolkits.
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Experience working with data for monitoring, decision making and evaluation readiness.
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Proven ability to ensure data quality, consistency and audit readiness.
What we’ll offer you
Kinship offers 30 days’ annual leave plus bank holidays (pro-rata for part-time). We have an excellent wellbeing offer including the Employee Assistance Programme and clinical supervision. We will invest in your professional development with training and career development opportunities.
Kinship is committed to championing equality, diversity and inclusion. We believe our work is greatly enhanced by the varied backgrounds, experiences and views represented within our teams. We aim to create inclusive teams, celebrate differences and encourage everyone to join us and be their true self at work. We therefore encourage applications from anyone who fits our values, whatever their religion or belief, sex, gender identity, race, age, sexuality or disability and are actively seeking candidates that can bring real innovation and commitment to us.
Key dates:
Application deadline: 11.59pm, Sunday 4 January 2026
First interview: Thursday 8 January 2026 (online)
Second interview:Wednesday 14 January 2026 (in-person, London)
How to apply
Respond on CharityJobs to these 5 questions, along with your CV:
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Kinship’s mission and values emphasise putting kinship families first, being bold, stepping up and working stronger together. What motivates you to apply for this role, and how would these values shape how you lead mobilisation and delivery?
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Describe a time you managed a complex programme or project with multiple partners or workstreams. What approach did you take to keep delivery coordinated and on track?
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Give an example of how you improved data quality, compliance or process consistency. What actions did you take and what was the outcome?
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Tell us about a situation where you worked closely with colleagues delivering frontline or relational support to solve a delivery or operational challenge. What did you do to ensure alignment and shared ownership?
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Describe a time you worked in a fast-changing or uncertain environment. How did you stay grounded, support others and keep delivery moving forward?
We are looking to fill this role quickly and reserve the right to close a recruitment campaign earlier than the advertised where we have received sufficient applications so please apply early!
Some tips for your application:
• Make sure you’ve read the job description and the essential requirements – make sure your application reflects those points in the requirements very clearly.
• Tell us why you want to work for Kinship. We’re interested in working with people who share our values. You can read about our values above.
• Keep your response clear – use bullets points and short paragraphs if that helps. It will help the recruitment team to focus on your knowledge, skills and experience.
• Please do not use AI tools like ChatGPT to produce your answers. We use software to check, and your application will be rejected if you do.
Registered Charity
21 - 50
We support kinship carers in their homes and communities, giving advice and helping them work through problems to find the best way forward.
The client requests no contact from agencies or media sales.