Head of Financial Planning

**Description**:
Duration - 12 months fixed term

**Purpose of Job**

This senior role will lead, co-ordinate, develop and support ODI Global’s Finance Systems team and Finance Business Partner team. ODI Global uses Microsoft Business Central and Progressus, a combined finance and project management system.

The role will be responsible for the delivery and maintenance of a high-quality management accounting and financial systems service across the ODI Global. The systems team comprises a Systems Manager and an Assistant, and the role of the Head of FP&A is to ensure that both the business as usual and the project elements of the work of the team is delivered on a timely basis and to a high standard.

The Finance Business Partner team comprises two qualified Senior Finance Business Partners and three Finance Business Partners, and the role of the Head of FP&A is to guide the Senior Finance Business Partners in delivering a high-quality partnering service to their respective teams.

The Head of Financial Planning and Analysis will also be central in the financial planning and compliance aspects of ODI Global’s independent affiliate entities, ODI Europe (a Belgian-registered non-profit) and ODI Global Washington (a Delaware-registered 501(c)3).

**Main Duties and Responsibilities**:
**Key Responsibilities**:
**Financial Systems**
- Ensure the system overall performance, integration, maintenance and upgrade are being reviewed and monitored.
- Develop and implement frameworks and standard processes/templates to ensure a positive end user experience and efficiency of process (e.g. project closure, month-end process, costing/pricing template).
- Lead monthly reconciliation of data such as payroll between Project Ledger and General Ledger.
- Ensure the maintenance of high professional and insightful standards in service delivery.
- Lead specific initiatives or projects on behalf of the ODI Global.
- Be a member of the leadership team of Finance Department and deputise for the Chief Finance and Operations Officer as and when required.

**Financial Leadership**
- Lead the production of the management accounts and financial forecasts and associated commentary, enabling insightful relevant discussions at the Senior Leadership Team, Committees and Board meetings. This will include the compilation of relevant supplementary data, the assessment and dissemination of results and recommendation of resultant action.
- Manage the annual budget process and support production of consolidated results for consideration by the Senior Leadership Team, Committees and Board in a timely manner.
- Advise on financial analyses and decision-making regarding project pricing, contract negotiations, significant costs, benchmarks and other matters with management and Chief Finance and Operations Officer.
- Provide supportive challenge discussions and financial advice with Heads of Programmes/Departments on their financial performance, engendering an effective financial control and adherence to ODI Global policies and procedures.
- Manage the provision of high quality and timely support services (both pre-award and post-award) to programme colleagues.
- Co-ordinate the production of finance Key Performance Indicators to inform management decisions.
- Manage the development and formulation of ODI Global wide costing and pricing policies and to
- Ensure the timely and accurate production of results and related compliance requirements such as NPAC and ITAI.
- Deputise for the Chief Finance and Operations Officer at relevant meetings and committees, as appropriate, taking the lead role in influencing and informing colleagues across the organisation.

**ODI Global entity compliance**
- Support the Finance Business Partner for entities with financial management for entities, including system development and internal record-keeping.
- Work with the Financial Controller to meet all statutory compliance requirements for the entities and to establish and maintain a strong internal control environment.

**Stakeholder Management**
- Work closely with senior management and key stakeholders both internal and external, to establish service requirements and improve service delivery.
- Lead effective customer relationships to ensure the service meets customer requirements whilst maximising quality and efficiency.
- Provide evidence-based challenges to the finance teams and Programmes/Departments to continue to improve process effectiveness and time saving measures, especially where performance is hampering the ability to effectively deliver.
- Provide support and advice to colleagues particularly in complex and high-risk matters.
- Provide professional expertise to the Finance Department and wider ODI Global projects

**Person Specification**

**Essential**

**Knowledge and qualifications**
- Qualified Accountant (CIMA, ACA, ACCA or equivalent)
- Knowledge of Charity SORP and FRS 102

**Experience**
- A senior finance role within a medium sized, non-profit or