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Financial Planning Manager

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Job Description - Financial Planning Manager

My client is looking for a dynamic and strategic finance leader to head up the Financial Planning, Treasury Management, and Grant Management functions within a progressive local authority. Managing a skilled team of 5-6 FTEs, this position plays a pivotal role in delivering sound financial stewardship, strategic planning, and innovation during a time of transformation.

Leadership & Team Development
This role requires a confident people leader who can foster a high-performance culture. You'll provide clear direction and supportive management to specialist teams across finance disciplines, ensuring effective performance management, staff development, and the encouragement of innovation and continuous improvement.

Strategic Financial Planning
You'll support the Director of Finance - Technical and Strategic (Deputy S151 Officer) in overseeing the Council's Medium Term Financial Strategy. The successful candidate will be responsible for accurate and timely reporting of revenue and capital budgets, as well as funding projections. An analytical eye and commitment to modern financial practices will be vital in enhancing financial governance, reporting standards, and decision-making processes.

Treasury Management Excellence
As the lead for Treasury Management, you'll develop and implement the annual Treasury Management Strategy, ensuring compliance with statutory requirements and best practices. You'll manage the Council's investments, borrowing portfolio, and overall cashflow to optimise return and minimise risk. You will also lead on prudential indicator reporting, banking relationships, and preparing reports for Cabinet and the Audit Committee.

Grant Governance & Administration
Overseeing grant management across the Council, you'll work closely with the Funding and Development Officer to ensure effective and cohesive grant strategy implementation. Governance and accountability are central to this function, with the need to develop processes that ensure compliant, transparent, and strategic use of external funds.

Change Management & Transformation
This role is at the forefront of financial transformation as the Council replaces its legacy SAP ERP system. You'll play a key role in readiness, implementation, and the alignment of financial systems and structures to the new target operating model. This is a prime opportunity to contribute to the Council's long-term modernisation agenda and leave a lasting impact on the way public finances are managed.

Key Experience & Attributes

  • Ideal candidates will have strong experience in financial leadership within a local government or similar public sector environment.
  • A sound understanding of financial planning, treasury operations, and grant management is essential.
  • The ability to communicate complex information to diverse stakeholders and a proactive, solutions-driven mindset will set you apart.
  • This is a hybrid working role with 100% remote working being an option if necessary - the client is open on budget, but the role will need to be inside of scope.

Please apply quickly, as interviews will be next week!

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