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Page 19 of 20
Bristol (Hybrid)
£65000 - £70000 per annum + plus excellent benefits
Contract (12 MONTHS )
Job description

Head of Financial Planning & Analysis
Maternity Cover (Up to 12 months)
£65,000 - £70,000
To start ASAP
Bristol/Hybrid

Head of Financial Planning & Analysis required for a leading specialist children's health charity on a 12 month fixed term contract basis. The Finance team is undergoing an exciting period of transformation, including the implementation of a new finance system. This is a key role where you will lead the post-implementation phase of the new system and continue delivering high-quality financial performance reporting, forecasting, and business insights.

Detailed duties include;

  • Drive financial planning and analysis processes: Oversee the preparation of the charity's budgets, forecasts, and long-term financial plans, ensuring timely and accurate reports for senior leadership and governance committees
  • Lead the implementation of improvements: Manage the post-implementation phase of the new finance system and use it to enhance financial reporting, forecasting, and planning
  • Manage the month-end process: Ensure timely, clear, and accurate delivery of monthly management accounts, financial reports, and analysis
  • Collaborate with stakeholders: Work closely with budget holders, senior leadership, and other departments to ensure financial performance aligns with organisational strategy and objectives
  • Provide strategic insights: Make recommendations on improving efficiency and value for money, and support the development of business cases for new initiatives
  • Lead and develop a team: Manage and support Finance Business Partners and the Income Management Accountant, providing guidance and development opportunities to ensure high performance
  • Improve financial controls and reporting: Develop and embed financial control processes, improve management reporting outputs, and deliver stronger insights to stakeholders
  • Support cross-functional projects: Contribute to cross-functional initiatives and ensure the financial implications are well understood


In order to be successful in the role we are looking for;

  • Qualified accountant (ACA, ACCA, CIMA or equivalent)
  • Extensive experience in FP&A within senior finance roles, ideally within the charity or not-for-profit sector
  • Ability to lead and develop a high-performing team and manage competing priorities
  • Proven track record of managing and delivering budgets, forecasts, and monthly reporting with a strong focus on financial planning and analysis
  • Advanced Excel skills, and experience with financial systems (experience with finance system implementation is a plus)
  • Able to driving change within the finance function to improve processes and outcomes
  • Strong ability to problem-solve and make informed decisions based on data, Emotional intelligence, with excellent negotiation and influencing skills, a proactive mindset and ability to thrive in a dynamic, fast-paced environment
Posted by
Morgan Law View profile Organisation type Recruitment Agency Company size 0
Posted on: 03 October 2025
Closing date: 24 October 2025 at 11:38
Job ref: eu2-2235-767115
Tags: Finance