Rutherford Cross retained by Golden Charter to recruit a Head of Financial Planning & Analysis

Golden Charter are one of the UK’s leading providers of pre-paid funeral plans, operating successfully since the inception of the funeral plan market in the late 1980s. They are proud to have helped over 800,000 customers plan for their future funeral by connecting to their preferred funeral director, selected from the country’s widest network. Their active funeral plans accounted for 24% of the total funeral plan market as overseen by the FPA as of December 2021.

Golden Charter have been proudly owned by SAIFCharter, an association of 738 independent funeral director firms since 2006.

They work with more than 1,100 local, independent funeral director businesses across the UK with a branch network of more than 2,800 branches. Many of these companies are family run, with strong roots in their communities and a reputation for service and support. Working alongside their independent funeral director network, everyone at Golden Charter believes they have a responsibility to go the extra mile for their customers and their families.

Golden Charter are looking for a Head of Financial Planning & Analysis – you can view our full position profile for the role here: Golden Charter – Position Profile

The role holder will lead the Financial Planning & Analysis team, reporting to the Chief Financial Officer. The purpose of the role is to ensure that the Executive team are provided with high quality and insightful financial information, commercial business cases and financial projections to allow the business to deliver on its short and long-term objectives.

The Head of Financial Planning & Analysis will own the financial budgeting and forecasting processes across the Company and will lead the financial evaluation of potential future business opportunities that are identified by the commercial, technology and operational teams.

The successful candidate will be a qualified accountant (CA, ACCA, ACMA). This individual will have operated at a senior management level in a fast-moving complex commercial environment. Prior experience in a Financial Planning & Analysis role is essential with proven abilities in budgeting, excel modelling, management reporting and business partnering. Leadership experience to manage a team is important as well as having high levels of resilience and positive intent.

This is an excellent opportunity for a driven and highly commercially aware individual to play a key role in a business as they transition through a very important period and will also offer development opportunity and future career progression. For more information please contact [email protected] or apply online.

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