Lead Financial Planner

2 days ago


Bristol, Bristol, United Kingdom Knovia Full time
About the Role

We are seeking an exceptional Lead Financial Planner to join our team and drive our financial planning and strategy across our group of leading education businesses.

This role will provide an excellent opportunity for an experienced financial professional to make a significant impact and contribute to our continued growth and success.

Key Responsibilities

The successful candidate will be responsible for:

  1. Developing and leading the creation of annual budgets, forecasts, and long-term financial plans, ensuring alignment with our strategic objectives and adjusting as necessary.
  2. Working closely with senior leadership, department heads, and executive colleagues to create a comprehensive and sustainable financial plan, balancing educational and sector priorities with financial viability.
  3. Ensuring that financial resources are allocated efficiently across the group to support key initiatives, reviewing and challenging budget assumptions as required to ensure accuracy and consistency.
  4. Acting as a trusted advisor to key stakeholders, providing financial insights and recommending actions to achieve business objectives.
  5. Providing in-depth financial analysis and reports highlighting financial performance, variances, risks, and opportunities.
  6. Preparing regular financial forecasts, advising on potential challenges, and providing recommendations to address them.
  7. Analyzing key performance indicators (KPIs) relevant to the FE sector, such as EBITDA and QAR.
  8. Monitoring and managing cash flow and reporting, ensuring compliance with government regulations, funding requirements, and accounting standards.
Requirements

Candidates must possess:

  • A Bachelor's degree in finance or accounting.
  • Accounting qualification (ACA, ACCA, CIMA, or CIPFA) desirable.
  • Demonstrable experience in a senior financial planning & analysis role.
  • In-depth knowledge and experience of financial planning, analysis, budgeting, and forecasting across a group of companies.
  • Experience working remotely and completing tasks to a high standard without close supervision.
  • Strong understanding of the financial challenges and funding mechanisms ideally related to the Further Education sector.
  • IT literate with effective MS Office skills including Teams, Excel, Word, and Outlook.
  • Flexible with the ability to travel nationally and commit to potential overnight stays as required.
  • Strong analytical skills with the ability to extract meaningful insights from financial data.
  • Ability to communicate and present complex financial information clearly to non-financial audiences, including senior leadership, executive, and board members.
  • Advanced problem-solving skills, with an awareness of project management techniques.


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