Financial Planning Analyst

Ivy Rock are proud to be working with a prestigious Higher Education institution, recruiting for a Financial Planning Analyst. This position plays a pivotal role in supporting the organisation’s teaching and research functions through robust financial management. You will be responsible for delivering accurate financial forecasts, modelling student income streams, and contributing to key costing exercises such as TRAC returns.

You’ll work closely with academic departments and non-finance colleagues, translating complex financial data into actionable insights. This position is ideal for someone who enjoys collaboration, thrives on analytical challenges, and wants to make a tangible difference in the education sector.

Key Responsibilities will include:

• Delivering insightful financial analysis and reporting for teaching and research activities.
• Lead forecasting of tuition fee and funding income, ensuring accuracy and compliance.
• Provide financial support to Heads of Department and budget managers.
• Contribute to the preparation of the annual TRAC return and other institutional reports.
• Undertake detailed cost modelling and sensitivity analysis of academic programmes.
• Collaborate with internal departments to manage student-related income records.
• Guide budgeting processes and assist in decision-making on new academic initiatives.

What you’ll need:

• Part-qualified or fully qualified accountant (ACA, ACCA, CIMA or equivalent) or actively working towards qualification.
• Strong experience in budgeting, forecasting, and financial reporting, ideally within an academic or public sector context.
• Proficient in Microsoft Excel, Word, and Outlook; experience with finance systems essential.
• Skilled at communicating financial information to non-specialists in a clear, accessible manner.
• Proven ability to manage multiple deadlines and collaborate across departments.

For more information, please contact Charlotte Dow for a confidential conversation.