Rutherford Cross is delighted to be partnering with a public sector organisation focused on having a positive social impact, on a retained basis, to appoint a Senior Financial Planning Analyst.

This is a fantastic opportunity to join an organisation that aims to make people's lives better in Scotland. The FP&A team provides strategic financial support services to the Group to enable it to achieve its strategic priorities. The post holder will provide an excellent service to its customers across all areas of financial planning including, but not limited to, decision support, financial forecasting and long term planning, project appraisal, project reporting, liaison with internal customers and stakeholders and any other duties or requirements that are necessary to ensure a smooth running and effective service that meets the needs of all our customers. The post holder leads the financial monitoring and appraisal of a major programme.

The Senior Financial Planning Analyst wil be able to demonstrate the following behaviours and competencies:

• Strong financial planning and project appraisal skills
• Adept at removing the barriers that get in the way of delivering excellent customer service
• Creating an environment of trust
• Ensure two-way dialogue with teams
• Ability to work in a collaborative manner with team members in the wider finance team
• Flexible and adaptable approach
• Ability to anticipate future developments and the impact on the service provided and to proactively plan ahead
• Challenges the “status quo” to find creative and innovation solutions for customers
• Good listener
• Excellent communication and interpersonal skills
• IT literate and skilled in excel and the use of financial modelling techniques
• Works in a methodical and logical manner
• Self-aware and self-motivated to realise your full potential
• Excellent time management skills
• Ability to take responsibility for own learning and continuous improvement

Key Deliverables include:

Development appraisals

• Work closely with development managers across the Group to appraise potential  projects
• Advise regeneration team and provide commentary for Executive team and input to Board papers
• Co-ordinate and cross check the provision of information for Group and subsidiary Boards, performance monitoring and information included in the finance reports and statutory accounts is consistent and accurate
• Undertake financial scenario planning and advise budget holders on mitigating actions when dealing with financial variances

Development monitoring and forecasting

• Undertake analysis of areas of financial risk, budget variance, business growth or any other financial support required by the Group
• Design, update and continuously improve the provision of information including appropriate KPIs, benchmarks and trend analysis to support informed decision making.
• Work with Finance Managers and Development Managers to monitor development programme against Business Plan/budget and provide commentary for reporting. Co-ordinate the reporting of development spends across the Group for inclusion in Group and subsidiary finance board reports
• Provision of completed reporting packs for review at a level appropriate for submission to the Group Development Committee
• Prepare revised forecasts for financial reporting and business planning

Business Planning

• Advise and assist the Finance Managers in the update of subsidiary Business Plan models and review models prior to consolidation
• Key user of the Group’s financial planning tool “Brixx”

Project Appraisals

• Carry out financial modelling to appraise the impact of projects/initiatives/business decisions in areas other than new build developments in areas such as existing stock appraisals, viability of district heat schemes, changes to funding arrangements or group structure changes.

Process and control

• Assessment of processes and procedures ensuring they operate as expected
• Develop new financial planning processes, monitor and update existing processes as required
• Value for money delivered on all outputs

Compliance with professional, regulatory, statutory and corporate requirements

• Comply with and implement all Group policies and procedures
• Act ethically and with integrity
• Support the Senior Financial Planning Manager and deputise where required

On Offer:

Salary £50,342 to £53,949

There are 28 days annual leave and 13 days statutory holidays.

Defined Contribution pension scheme employee contribution 4%, 5% or 6%, employer contribution twice employee’s (ie between 8-12%).

Other benefits include a health plan and season ticket loans etc. 35 hour working week, operating a flexi-time scheme.

Operating a hybrid office/home model of working, primarily home based.