Financial Planning Analyst

Financial Planning Analyst

Join to apply for the Financial Planning Analyst role at Alzheimer's Society

Get AI-powered advice on this job and more exclusive features.

This range is provided by Alzheimer's Society. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from Alzheimer's Society

Looking for a role where your budgets, forecasts and insights don't just inform decisions, they directly drive life-changing impact?

As a Financial Planning Analyst within our Financial Partnering, Planning & Analysis (FPP&A) team, you'll play a vital role in ensuring every pound at Alzheimer's Society is deployed where it creates the greatest impact. This role is about giving teams across the organisation the financial clarity and confidence they need to make decisions that change lives.

Working across Finance and with budget holders throughout the Society, you'll support strategically aligned, financially disciplined planning through dynamic budgeting, forecasting and management reporting. You'll be at the heart of our financial planning processes, transforming complex data into actionable insights that drive our mission forward.

Reporting to the Financial Planning Manager and line managing the Financial Planning Assistant, you'll collaborate with Finance Business Partners and colleagues across the Society to maintain a single point of truth. Providing the tools and insights that enable faster, better, more confident decisions in our fight against dementia.

We're looking for a part-qualified or AAT Level 4 qualified accountant with hands-on experience working within a finance function. You'll have practical experience supporting budgeting and forecasting activities and thrive on turning financial data into meaningful stories that drive action.

You're passionate about leveraging technology to work smarter, not harder. Minimising manual processes, streamlining workflows, and continuously raising the bar on quality. You celebrate solutions and progress over activity, and you come alive when collaborating across teams to solve complex challenges.

• Part-qualified accountancy qualification or AAT Level 4 (with support available for further training).
• Hands-on experience working within a finance function on budgeting, forecasting and financial planning activities.
• Advanced Excel skills with confidence building models, manipulating large datasets (like GL transaction listings), and creating reports that tell a clear story. Power Query knowledge and experience is a bonus.
• Strong track record producing compelling management reports in Excel and PowerPoint (Power BI experience is a bonus, or you're eager to learn).
• Proven ability to communicate with and influence colleagues across a large organisation, working seamlessly across team boundaries.
• Experience of managing and developing junior colleagues, supporting their learning, career development and performance.

• Delivering end-to-end support for organisation-wide budgeting and forecasting processes.
• Creating engaging, user-friendly management account packs and reports that empower budget holders and business partners to make informed decisions.
• Line managing and developing the Financial Planning Assistant, building a culture where high-challenge meets high-support in an environment of continuous improvement.
• Being a champion for change, constantly improving processes, tools and products, using technology to eliminate manual work and create a truly streamlined, single source of truth.
• Building trusted relationships across Finance and the wider Society, becoming a go-to person for financial planning expertise.
• Supporting sophisticated financial modelling and analysis that shapes our budgeting and forecasting approach.
• Developing meaningful metrics and reporting that drive quality and performance improvements across the team.

Are you ready to bring your financial planning expertise to an organisation where every insight drives impact? Could you be the analytical thinker and collaborative problem-solver who helps us plan our way to a world where dementia no…