Financial Modeller

Ivy Rock Partners is supporting a UK charity with the recruitment of an experienced Financial Modeller

Ivy Rock Partners is supporting a UK charity with the recruitment of an experienced Financial Modeller to design and build a robust, integrated financial planning model that converts the organisation's annualised five-year financial plan into a fully phased monthly forecast over a five-year horizon.

This role will be responsible for replacing existing multiple planning models with a single, sustainable solution that supports budgeting, forecasting, scenario planning and strategic decision-making.

This is an excellent opportunity for a technically strong finance professional with exceptional financial modelling skills who enjoys solving complex problems and building practical, user-friendly planning tools.

Key responsibilities:

• Review and document the existing financial planning model and supporting workbooks.
• Design and build a fully integrated five-year financial planning model with monthly forecasting capability.
• Develop integrated forecasting across the Income & Expenditure Account, Balance Sheet, Cash Flow, Reserves and Capital Programme.
• Create robust monthly phasing methodologies for income, expenditure, capital investment and working capital movements.
• Consolidate multiple planning workbooks into a streamlined, efficient and well-controlled modelling framework.
• Build scenario planning and sensitivity analysis functionality to support strategic decision-making.
• Develop key forecasting drivers and assumptions to enable efficient reforecasting and long-term planning.
• Produce a sustainable budget model to support future annual budgeting cycles.
• Ensure the model accommodates restricted and unrestricted fund accounting requirements.
• Implement model controls, reconciliations, validation checks and audit trails to improve governance and reliability.
• Produce comprehensive documentation, user guides and knowledge transfer to enable ongoing internal ownership.