Financial Planning and Analysis Manager

Financial Planning & Analysis (FP&A) Manager

Salary: £64,000 - £67,000 + Excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more

Location: London (Aldgate East)/Hybrid with an expectation to join sessions in our London office 2-4 times per month; with flexibility on working from home at other times

Did you know that there are at least 20.3m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services?

That’s nearly a third of all adults in the UK.

We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

We are continuing our work following our latest round of funding, and as a result we are now seeking a Financial Planning & Analysis (FP&A) Manager to lead our financial planning, budgeting, analysis and insight efforts.

We’re looking for a proactive and technically strong FP&A Manager to lead a transformation in how we use financial data to inform decisions and drive impact. This is a new and pivotal role, moving us beyond basic management accounts to build a forward-looking, insight-led FP&A function that supports our mission to improve financial wellbeing for people in vulnerable circumstances.

You’ll shape and deliver a vision for financial and management reporting that’s purposeful, relevant, and accessible — helping senior leaders and budget holders make better decisions, allocate resources effectively, and plan for the future.

As part of our small, agile finance team, you’ll bring strong technical accounting skills, advanced Excel capabilities, and a collaborative mindset. You’ll be comfortable switching between high-level financial modelling and hands-on support, be detail-oriented but able to see the big picture and be comfortable in a complex, innovative environment. You’ll also take a change in accounting software and the development of other tools around a growing organisation in your stride as you innovate with us.

We’re a bold, inclusive and compassionate organisation, and we’re looking for someone who shares our values and is excited to help build something better.

Key Responsibilities

• Lead the transformation of financial and management reporting, delivering insightful financial analysis and scenario modelling to inform decision-making, assess risks and opportunities, and support strategic initiatives.
• Provide proactive business partnering and financial guidance to senior leadership, budget holders, and non-financial teams, enhancing financial literacy and decision-making across the organisation.
• Create and lead financial planning and forecasting across annual budgets, multi-year forecasts, and long-term strategic planning, ensuring alignment with funding and organisational priorities.
• Develop and maintain effective financial reporting tools—including dashboards and models—to communicate performance and insights to financial and non-financial audiences.
• Manage cash flow forecasting and resource planning to ensure financial sustainability and alignment with funding cycles and delivery needs.
• Drive continuous improvement in financial processes and culture, promoting best practices, transparency, and efficiency in reporting and controls.
• Ensure compliance with financial policies and regulations, maintaining high standards of accountability, accuracy, and governance.

Essential experience:

• A recognised accounting qualification (ACA, ACCA, CIMA) with strong technical financial expertise.
• Proven experience in financial planning, budgeting, forecasting, and business partnering.
• Advanced Excel and financial modelling skills, including scenario planning and data analysis.
• Experience working with senior stakeholders, providing clear financial insights to support decision-making.
• Strong analytical and problem-solving skills with the ability to translate financial data into actionable recommendations.
• A proactive approach, with the ability to balance high-level strategic analysis with hands-on operational support.
• Strong interpersonal and communication skills, with experience working collaboratively across teams.

Desirable experience:

• Experience in a not-for-profit, impact-driven, or small finance organisation.
• Knowledge of funding models and financial sustainability in the social finance sector.
• Experience with financial systems and tools to enhance reporting and analysis.
• Experience of systems implementations and integration
• Experience of medium- and long-term resource financial modelling

Personal Characteristics

• Able to assess complex financial data and translate it into meaningful insights.
• Comfortable working in a fast-paced, resource-constrained environment
• Comfortable with a level of ambiguity and uncertainty as the organisation and the team develop
• Able to build strong relationships and engage with senior stakeholders.
• Able to manage multiple priorities and deadlines effectively.
• Committed to Fair4All Finance’s mission and values.

Who are Fair4All Finance?

We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

Founded in 2019, we are are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.

Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector.

You can find more information on us and our work at www.fair4allfinance.org.uk.

Fair4All Finance is a Disability Confident Committed scheme member.

Fair4All Finance is a Disability Confident Committed member. We’re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You’ll be able to indicate this in your application.

If you do require any support or reasonable adjustments during the process, please contact us at [email protected].

Our Benefits include:

Financial Security:

• Pension (2:1), group life assurance, critical illness, and income protection, family leave

Wellbeing:

• 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme)

Personal & Professional Development:

• Individual discretionary Training budget
• Book Club – mission aligned, up to 4 per year

Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status.

We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance.

To apply, submit your application via Applied by close of business Friday 25th September.

For informal inquiries, please contact us at [email protected].

Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process.

Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.

All applicants must have an existing Right to Work in the UK