Goodman Masson
Financial Planning and Reporting Lead
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role: Financial Reporting & Planning Lead
Salary: circa £60,000 + Benefits:
- 28 days' annual leave, increasing with service
- Private medical insurance
- Employer Pension contributions ranging from 8 - 11%
Location: Central London (Hybrid) - 3 days per week in the office.
Goodman Masson are delighted to partner with a prestigious non-profit organisation based in Central London to recruit a Financial Reporting & Planning Lead. This role reports directly to the Finance Director. You will lead on high-quality financial reporting, forecasting, and analytical support, with a primary focus on driving the performance of the organisation's commercial trading operations.
Key Responsibilities
- Trading Company Reporting & Forecasting: Take full ownership of monthly management accounts, variance analysis, profitability tracking, and margin performance for the trading entity.
- Revenue Accounting: Manage complex accounting for key commercial contracts, including underlying calculations for revenue recognition.
- Planning & Budgeting: Co-ordinate the annual budget and periodic forecasting cycles across the organisation, developing robust financial models and user-friendly templates for budget holders.
- Business Partnering & Insight: Translate complex financial data into actionable commercial insights, partnering closely with operational teams and senior stakeholders to support decision-making.
- Systems & Data Improvement: Collaborate with the Financial Operations team to refine reporting systems, automate data structures, and build interactive dashboards.
- Audit & Compliance: Prepare audit-ready year-end schedules and act as a key contact for external auditors.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What We Are Looking For
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Qualification: Fully qualified accountant (ACCA, CIMA, ACA) or equivalent professional experience.
- Technical Expertise: Strong background in management accounting, variance analysis, financial modelling, and advanced Excel skills. Strong Power BI skills would be advantageous.
- Stakeholder Management: Excellent communication skills with a proven ability to challenge, guide, and advise non-finance operational teams.
- Sector Experience: Prior exposure to the charity, not-for-profit, or broader third sector is highly desirable.
- Mindset: Proactive, inquisitive, and comfortable managing complex datasets alongside broad strategic planning.
Applications close on Monday the 21st of September.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location