Jobs for the Disability sector

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