Financial Planning & Analysis Lead

The RNLI is a charity with the purpose to save lives at sea with a vision to save every one. We providea 24-hour lifeboat search and rescue service, lifeguards, fundraising, and drowning prevention. Our frontline lifesavers and fundraisers need a dedicated, professional and talented team behind them, and that is where you come in. This is your chance to join that team and help save lives every day.

The RNLI is a charity with the purpose to save lives at sea with a vision to save every one. We providea 24-hour lifeboat search and rescue service, lifeguards, fundraising, and drowning prevention. Our frontline lifesavers and fundraisers need a dedicated, professional and talented team behind them, and that is where you come in. This is your chance to join that team and help save lives every day.

We are looking for a Financial Planning & Analysis Lead to join our Financial Planning & Analysis team, who will provide effective processes, trusted data, insight and automation that enable the RNLI to plan accurately and ensure donor funds are used as effectively as possible.

This is an exciting opportunity to make a real difference. You will be coming into this new role at an interesting time as we shape the organisation to take on the challenges of the future with the delivery of our 5-Year Plan (2026 to 2030) in support of our overall RNLI strategy.

As Financial Planning & Analysis Lead you will lead the central Finance Planning & Analysis (FP&A) and support the continued development of the organisation’s FP&A capability, ensuring financial analysis, forecasting, budgeting, reporting and associated processes are delivered efficiently and consistently. The successful candidate will coordinate core planning and reporting activity, develop the team and drive practical improvements in processes, data and automation, working closely with the Head of FP&A, Strategic Finance Partnering Manager and wider Finance teams.

To be considered as our new Financial Planning & Analysis Lead you will be someone who combines strong FP&A knowledge with curiosity about data and technology and can take responsibility to ensure your team delivers core tasks and objectives, while pursuing meaningful change. You will have the ability to build confidence through great organisation, collaborate well across professional levels in the organisation and translate change into automation to allow more time for insight, challenge and better decisions.

• Significant experience of coordinating financial forecasting, budgeting, reporting and planning processes within a complex organisation.
• Strong financial analysis, modelling and management reporting capability, with the ability to turn detailed data into clear organisational insight.
• A sound understanding of financial controls and data governance, and the ability to balance innovation with reliability and proportionate assurance.
• Practical experience of Power BI, Power Query, modern planning systems, data models, workflow automation, Copilot or comparable tools.
• Demonstrable experience of improving processes, reducing manual effort, or implementing new reporting, planning or analytical approaches
• Experience of leading, coordinating and developing colleagues while balancing multiple cyclical deadlines and improvement priorities.

If this sounds like you, and you are someone who is committed to delivering a high-quality service, can inspire colleagues through your actions and actively champions the RNLI values and expectations.

In return, you will be part of an extraordinary team and have the satisfaction of playing a significant role in driving forward the business of the RNLI: saving lives at sea.

The RNLI is…