Financial Planning Manager

Job Description

Financial Planning Manager required for leading South London Housing AssociationACA, ACCA, CIMA, CF, ACT, ACIB qualified candidateClient DetailsLeading South London Housing Association is looking to recruit a Financial Planning Manager on a permanent basis.The successful applicant will be expected to manage the scoping, construction, maintenance and monitoring of Group long-term financial plan and medium-term cash flow and liquidity forecasts including assumptions and parameters.To quantify Group financial risk-taking capacity in a range of circumstances with reference to key financial metrics including internal golden rules, lender covenants and rating agency metrics.To demonstrate the Groups continuing financial viability through economic and business cycles with robust stress-testing and financial risk mitigation standby plans.DescriptionContribute to an engaged and high performing FP&A team; prioritise tasks to meet key milestones; apply judgement showcasing the highest professional standardsPrepare Group-wide Long-Term Financial Plan (LTFP) annually, including planning assumptions, stress-testing scenario analyses, financial risk triggers and mitigation plans; undertake interim reviews and update the plan if needed to cover changes in businessor economic conditions.Undertake comprehensive annual (or more frequently if required) review of key assumptions and parameters incorporated into our long-term financial plan as well as our investment and disposal transaction financial appraisals.Research and understand macro-economic trends to inform our view on inflation, engaging with stakeholders to understand future operating cost drivers, and Treasury team to form a view on borrowing rates.Continuously monitor operational, political, economic and regulatory conditions to identify emerging trends and early warning signs, incorporating these into relevant stress tests and scenarios to run through the financial plan.Model Group financial performance, applying the methodology frameworks and key metrics scrutinised by Regulator, credit ratings agencies, investment analysts and lenders, including loan financial covenantsSupport FP&A colleagues to articulate Group financial risk appetite for development and sales programme in aggregate including overall volume, tenure and archetype mix, capital commitments and cash flow profilesPrepare monthly updates to medium-term cash flow and liquidity forecasts covering both operational and investment cash flows including variance analysis to budget and previous forecastsWork collaboratively with Treasury, Finance, Development and other teams to understand cash flow forecasting variancesPrepare robust Financial Forecast Return (FFR) for Regulator of Social Housing submission and to share with ratings agencies and lendersMaintain robust FP&A operating procedures and auditable records of information and data sources used to prepare submissions to the Regulator and others, together with key assumptions notes and commentary.Manage team spend within agreed budgets and always deliver value for moneyProfile

• Professional qualification in banking, accounting, treasury or equivalent (such as ACA, ACCA, CIMA, CF, ACT, ACIB) achieved or well advanced
• Excellent Excel modelling skills and model discipline

Prior training to use financial planning software (Brixx) is desirable but can be provided

• Understanding of key long term financial planning approaches and principles
• Knowledge of financial reporting, financial benchmarking, interpretation and analysis of financial statements and metrics is desirable
• Experience of Lenders key financial metrics is highly desirable and ratings agencies credit assessment methodologies is beneficial

Experience of UK social housing or residential property development is desirableJob Offer25 days holidayCareer progressionHybrid job opportunityGenerous pensionFriendly teamHealth care & Life assurance

Keyskills :
Financial Planning Manager