Head of Financial Planning

Overview

As Head of Financial Planning, you will lead the finance function’s planning and forecasting efforts, partnering with the CFO and executive teams to drive strategic financial insight and governance. You will shape the organisation’s budgeting, rolling forecasts and long-term projections, supported by robust modelling and performance reporting. This role involves evaluating investments, leading complex financial analyses, and coaching a finance team to deliver high-quality decision support. You will join a specialist service and data organisation focused on effective financial stewardship and sustainable growth.

Pay / Benefits

• hybrid working
• excellent additional benefits

Responsibilities

• Lead development and continuous improvement of the organisation’s financial planning framework (budgets, rolling forecasts, medium-term plans, long-term projections)
• Set organisation-wide planning methodologies, performance management, and financial modelling standards
• Oversee management information and financial performance reporting to support governance and decision making
• Lead financial evaluation of major investments, partnerships, and organisational change, including due diligence reviews
• Develop and maintain complex financial models (resource allocation, scenario modelling, investment appraisals)
• Provide authoritative financial advice to CFO and Executive Team on complex matters
• Prepare and present reports and strategic analyses for senior governance forums
• Translate complex financial information into clear recommendations for financial and non-financial audiences
• Act as senior contact for complex planning, forecasting, and performance management matters
• Provide leadership, coaching, and performance management for direct reports
• Assess capability and resourcing needs to support strategic objectives
• Contribute to wider financial understanding across the organisation

Key requirements

• Qualified Accountant with proven leadership experience in financial planning, management reporting and business partnering
• substantial experience leading financial planning in a complex organisation
• ability to improve quality, timeliness and analytical value of financial outputs
• experience implementing commercial reporting processes to drive organisational success

• stakeholder engagement
• clear communication
• leadership and coaching
• financial planning and budgeting
• rolling forecasts and long-term financial modelling
• management reporting and performance analysis

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