Head of Financial Planning & Analysis

Location: Mosley Common

Help shape the Future of a Charity That Changes Lives Royal Star & Garter has been providing loving, compassionate care to veterans and their partners living with disability or dementia for over a century. As the charity continues to evolve and invest in its future, an exciting opportunity has arisen for an exceptional finance leader to join the organisation as Head of Financial Planning & Analysis.

This is a pivotal leadership role, offering the opportunity to work closely with the Director of Finance, CEO, Executive Team and Trustees to influence strategic decision-making across the charity. Combining commercial acumen with strong business partnering skills, you'll lead the financial planning agenda, providing the insight, challenge and analysis needed to support sustainable growth, maximise resources and help deliver outstanding services for those who rely on Royal Star & Garter.

For a values-driven finance professional looking to make a genuine difference, this is a rare opportunity to apply your expertise within an organisation where every decision has a meaningful impact.

Key Responsibilities:

Financial Planning & Forecasting As the FP&A lead, you will take ownership of the charity's annual budgeting process, long-term financial planning and rolling forecasting activities. Working closely with stakeholders across the organisation, you will ensure financial plans are robust, aligned to strategic objectives and underpinned by clear assumptions. Through scenario modelling and sensitivity analysis, you will provide the leadership team with valuable insight into future financial performance, helping to identify opportunities, manage risk and support informed decision-making.

Insight, Performance & Management Reporting You will be responsible for delivering high-quality financial analysis and management information that enables leaders to understand performance and make confident decisions. By transforming complex financial and operational data into meaningful insight, you will identify trends, measure key performance indicators and provide clear recommendations that drive continuous improvement. Your work will help shape organisational priorities and ensure resources are deployed effectively across the charity.

Strategic Business Partnering A key aspect of the role will be building trusted relationships across the organisation. Working alongside Directors and senior managers, you will provide financial guidance and challenge, helping stakeholders understand performance, evaluate opportunities and develop robust business cases. Your ability to communicate financial information in a clear and engaging way will be instrumental in supporting strategic initiatives and fostering a culture of accountability and commercial awareness.

Strategic Analysis & Decision Support You will play a leading role in supporting major projects and strategic initiatives, providing financial modelling and in-depth analysis to assess investment opportunities, service developments and long-term sustainability. Through collaboration with senior leadership, you will help ensure that financial considerations are embedded into decision-making and that the charity remains well-positioned to achieve its objectives both now and in the future.

Income, Funding & Governance Working closely with fundraising and operational teams, you will support the forecasting and analysis of the charity's diverse income streams, helping to maximise financial sustainability. You will also contribute to the preparation of high-quality reporting for the Board of Trustees and Finance Committee, presenting financial performance, key risks and strategic recommendations in a clear and meaningful way.

Systems, Processes & Team Leadership As Head of FP&A, you will lead and develop the FP&A and management accounting function, creating a collaborative and high-performing environment. You will champion improvements in reporting, financial systems and data quality, ensuring the organisation has access to timely and reliable information. By driving efficiencies and best practice across the finance function, you will help strengthen the charity's ability to support future growth and transformation.

About You:

Essential behaviours / characteristics:
Committed to an open, professional and respectful culture Excellent, clear and confident communicator both verbally and in writing Uncompromising passion for quality Resourceful, creative problem solver Organised, practical and hands on…