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Ivy Rock Partners Ltd
High Wycombe, Buckinghamshire (Hybrid)
£400 - £500 per day
Full-time
Contract

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!

Job description

Ivy Rock Partners is supporting a UK charity with the recruitment of an experienced Financial Modeller to design and build a robust, integrated financial planning model that converts the organisation's annualised five-year financial plan into a fully phased monthly forecast over a five-year horizon.

This role will be responsible for replacing existing multiple planning models with a single, sustainable solution that supports budgeting, forecasting, scenario planning and strategic decision-making.

This is an excellent opportunity for a technically strong finance professional with exceptional financial modelling skills who enjoys solving complex problems and building practical, user-friendly planning tools.

Key responsibilities:

  • Review and document the existing financial planning model and supporting workbooks.
  • Design and build a fully integrated five-year financial planning model with monthly forecasting capability.
  • Develop integrated forecasting across the Income & Expenditure Account, Balance Sheet, Cash Flow, Reserves and Capital Programme.
  • Create robust monthly phasing methodologies for income, expenditure, capital investment and working capital movements.
  • Consolidate multiple planning workbooks into a streamlined, efficient and well-controlled modelling framework.
  • Build scenario planning and sensitivity analysis functionality to support strategic decision-making.
  • Develop key forecasting drivers and assumptions to enable efficient reforecasting and long-term planning.
  • Produce a sustainable budget model to support future annual budgeting cycles.
  • Ensure the model accommodates restricted and unrestricted fund accounting requirements.
  • Implement model controls, reconciliations, validation checks and audit trails to improve governance and reliability.
  • Produce comprehensive documentation, user guides and knowledge transfer to enable ongoing internal ownership.

You will:

  • Be a fully qualified accountant (ACA, ACCA, CIMA or equivalent) or possess significant relevant financial modelling experience.
  • Have a proven track record of building complex, integrated financial models in Excel.
  • Possess strong experience developing three-statement financial models incorporating profit and loss, balance sheet and cash flow forecasting.
  • Have excellent knowledge of FP&A, management accounting, budgeting and long-term financial planning.
  • Be highly proficient in advanced Excel, including building scalable and well-controlled financial models.
  • Have experience consolidating multiple data sources and planning workbooks into a single modelling framework.
  • Possess excellent analytical and problem-solving skills with exceptional attention to detail.
  • Ideally have experience within the charity or not-for-profit sector, including an understanding of restricted fund accounting.
  • Be able to communicate complex financial concepts clearly and work collaboratively with finance and non-finance stakeholders.

What's on offer: 

  • Day rate: £400 - £500 per day
  • Hybrid working arrangements 
Organisation
Ivy Rock Partners Ltd View profile Organisation type Recruitment Agency Company size 1 - 5
Posted on: 13 July 2026
Closing date: 22 July 2026 at 09:30
Tags: Finance, Accounting