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Page 10 of 23
Remote
£60,000 - £70,000 per year
Full-time
Permanent
Job description

Purpose of the post

The Financial Planning & Analysis Manager will support the Associate Director of Finance to provide insightful analysis of financial trends and oversee the recoverability of funds.

They will coordinate the month-end process and work with Finance Business Partners to coordinate the quarterly forecast and the 2026/27 budget.

They will also act as Finance Business Partner to a number of teams, working closely with Budget Holders and external partners to provide effective management of resources and risk, and monitoring of quarterly partner reporting.

Main responsibilities

Financial Planning & Analysis element of role (60%):

  • Coordination of month-end process: overseeing the month-end checklist and coordination of FBPs; production of monthly management accounts using JET reports
  • Coordination of quarterly forecasting and annual budgeting across cost centres and funds: preparation of forecasting templates; coordination of FBPs; upload and review of forecast onto finance system
  • Coordination of long-term (high level) forecasting across all cost centres and funds to end of current Core Funding cycle
  • Oversee the cost recovery process of new and existing funds (overhead recovery and monitoring of funding gaps)

Finance Business Partnering element of role (40%):

  • Work with Budget Holders to manage financial performance, forecasts, and budgeting including understanding financial opportunities and risk for the area of business partnership.
  • Provide donor reporting and analysis as required to funders of specific programmes.
  • Consolidation of quarterly partner reporting

Experience

  • CCAB qualified with a minimum of 5 years practical experience in financial analysis or business partnering roles

Desirable

  • Experience of fund management
  • Experience of Microsoft Dynamics 365 Business Central
  • Experience of JET reports 
  • Experience in the academic or scientific research sector
  • Experience working with UKRI and/or Research Councils
  • Experience of funding under Full Economic Costing (FEC) model
  • Experience of managing stakeholder relationships within an academic or not-for-profit environment

 

Skills

  • Excellent quantitative skills, use of Excel and finance systems
  • Excellent written and verbal communication skills with the ability to communicate effectively and confidently with people at all levels.
  • Excellent interpersonal skills and ability to handle sensitive issues positively
  • Excellent organisational skills, with the ability to manage competing priorities in a fast-paced environment and to working in an agile, flexible and pragmatic way
  • Ability to quickly learn and adapt to new environments
  • Ability to lead and work as part of a team
  • Ability to work autonomously and make decisions without supervision
  • Ability to process complex information and present targeted messages to different audiences.
Application resources
Organisation
Health Data Research UK View profile Organisation type Registered Charity Company size 51 - 100
Posted on: 06 March 2026
Closing date: 23 March 2026 at 17:00
Tags: Finance

The client requests no contact from agencies or media sales.