Financial Planning and Reporting Lead

Role: Financial Reporting & Planning Lead

Salary: circa £60,000 + Benefits:

• 28 days' annual leave, increasing with service
• Private medical insurance
• Employer Pension contributions ranging from 8 - 11%

Location: Central London (Hybrid) - 3 days per week in the office.

Goodman Masson are delighted to partner with a prestigious non‑profit organisation based in Central London to recruit a Financial Reporting & Planning Lead.

This role reports directly to the Finance Director. You will lead on high‑quality financial reporting, forecasting, and analytical support, with a primary focus on driving the performance of the organisation’s commercial trading operations.

• Trading Company Reporting & Forecasting: Take full ownership of monthly management accounts, variance analysis, profitability tracking, and margin performance for the trading entity.
• Revenue Accounting: Manage complex accounting for key commercial contracts, including underlying calculations for revenue recognition.
• Planning & Budgeting: Co‑ordinate the annual budget and periodic forecasting cycles across the organisation, developing robust financial models and user‑friendly templates for budget holders.
• Business Partnering & Insight: Translate complex financial data into actionable commercial insights, partnering closely with operational teams and senior stakeholders to support decision‑making.
• Systems & Data Improvement: Collaborate with the Financial Operations team to refine reporting systems, automate data structures, and build interactive dashboards.
• Audit & Compliance: Prepare audit‑ready year‑end schedules and act as a key contact for external auditors.

• Qualification: Fully qualified accountant (ACCA, CIMA, ACA) or equivalent professional experience.
• Technical Expertise: Strong background in management accounting, variance analysis, financial modelling, and advanced Excel skills. Strong Power BI skills would be advantageous.
• Stakeholder Management: Excellent communication skills with a proven ability to challenge, guide, and advise non‑finance operational teams.
• Sector
  
  Experience:
  
  Prior exposure to the charity, not‑for‑profit, or broader third sector is highly desirable.
• Mindset: Proactive, inquisitive, and comfortable managing complex datasets alongside broad strategic planning.

Applications close on Monday the 21st of September.