Senior group financial planning analyst jobs
Financial Modelling Analyst | £50,000 - £55,000 | 12-month FTC | Fully Remote
For the UKs largest not-for-profit social enterprise in the employment and social mobility sector, we are recruiting a Financial Modeller / Analyst on a 12-month contract which could go permanent. Working closely with the finance business partners and commercial operations teams, this role will develop models to review commercial bids and acquisitions and provide insight to senior leaders on value drivers to inform decision making around bidding strategy and financial planning. This role will suite someone with first-rate commercial tendering, bidding, financial modelling, and Excel skills and a strong relationship builder from either the commercial or social enterprise sector. CFA or CIMA qualifications are preferred. Please note, this is a fully remote role but applicants need to be UK-based.
Main Duties:
- Deliver financial and commercial analytics, and modelling, focusing on new business development, bidding and tendering
- Implement best practices in modelling and business development processes across the group
- Utilise modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
- Summarise and present complex opportunities and risks for senior management decision-making
- Build and maintain strong relationships across finance, operations, and business development teams
- Support wider team in annual budgeting and long-term forecasting
- Support the Senior Financial Planning Analyst and business leaders in developing and implementing strategy
Person Specification:
- CFA is preferred, but would consider CIMA or ACCA qualified too
- Finance background or degree, or FMVA, BIDA Financial Modeller / Data Analyst
- Experience with modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
- Experience of working in a commercial bids, deals, or transactions environment
- Strong technical financial modelling and due diligence within professional services
- Financial modelling of large-scale contracts, pricing schedules, and business cases
- Forward financial planning, costing and option / investment appraisals
- FP&A, budgeting, and forecasting experience
- Advanced Excel, ideally VBA
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Thank you!
Managing Director
UK Association for Transactional Analysis (UKATA)
Location: Remote/Home-based
Salary: Circa £65,000 FTE plus benefits
Contract: Permanent, Part Time – Flexible 21- 28 hours per week 3-5 days
Closing Date: 11th July 2025
Interview Dates: First interviews w/c 21st July 2025, Second interviews w/c 28th July 2025
About Us
UKATA is a charity and company limited by guarantee dedicated to advancing Transactional Analysis (TA) training, qualifications, and practice across the UK. We support our members through professional development, accreditation, and promoting TA as a valuable approach in therapy, counselling, education, and organisational contexts.
The Opportunity
We're seeking a dynamic and hands-on Managing Director to lead our small but dedicated team. This is an exceptional opportunity for a strategic leader who thrives in an environment where you can make a direct impact and see the tangible results of your work.
As our MD, you'll work closely with the Trustee Board to shape our future direction while taking personal responsibility for the day-to-day operations. You'll lead a small team of employees, contractors, and volunteers, translating our strategic aims into practical outcomes that deliver real value to our members.
What You'll Do
- Work with Trustees to develop and execute strategic plans that align with our mission
- Take direct responsibility for financial management, including budgeting, investment strategy, and fundraising
- Oversee and personally contribute to the development of membership systems and website improvements
- Build relationships with key stakeholders including members, committees, and international TA organisations
- Lead the delivery of our annual National Conference and quarterly magazine
- Recruit, develop, and manage our small team, fostering a positive work culture
- Ensure compliance with charity regulations and governing organisational policies and procedures
- Function as Company Secretary, handling legal requirements and annual reporting
About You
We're looking for someone who combines strategic vision with a willingness to roll up their sleeves and get involved in practical delivery. You'll be:
- An experienced senior leader with understanding of the non-profit sector
- A strategic thinker who also excels at practical implementation
- Financially astute with proven budget management experience
- An excellent communicator with the ability to build effective relationships
- Self-motivated and comfortable working from home
- Knowledgeable about the mental health sector (desirable)
- Familiar with Transactional Analysis or willing to undertake training (desirable)
- Educated to degree level (desirable)
Why Join Us?
This role offers the chance to lead a respected organisation while making a genuine difference to our members and the wider TA community. You'll have:
- The autonomy to shape both strategy and operations
- The satisfaction of seeing your ideas implemented directly
- The opportunity to work with dedicated professionals passionate about TA
- Flexible remote working arrangements
- Employer Sick Pay Scheme
- 33 days annual leave per annum FTE
- Access to private healthcare benefits
UKATA is committed to equality, diversity, and inclusion. We welcome applications from all qualified candidates regardless of background.
We look forward to hearing from you.
How to Apply
Please send your CV and a covering letter explaining why you are interested in this role and how your experience meets our requirements via Charity Job.
Registered Charity
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UKATA is an association and professional body for people interested in, studying and practicing Transactional Analysis within the United Kingdom.
The client requests no contact from agencies or media sales.