Financial Planning and Analysis Accountant

Role Overview

This role turns the Institute’s financial and operational data into practical insight for planning, resource allocation and decision-making. You will lead reporting, forecasting and costing analysis while working closely with budget holders and programme teams to strengthen financial discipline, improve cost recovery and make reporting processes more effective.

Key Responsibilities

• Produce monthly, quarterly and annual management reports, explaining results, variances, risks and emerging trends in a way that supports both finance and non-finance readers.
• Develop performance indicators and dashboards, and prepare financial models, scenarios and ad hoc analyses for operational and strategic decisions.
• Coordinate budget consolidation and review, check submissions for accuracy and completeness, and work with budget holders to resolve issues and revise plans where needed.
• Prepare short-, medium- and long-term forecasts, assess budget performance and resource use, and recommend ways to improve financial stewardship and operational efficiency.
• Improve budgeting tools and workflows, including automated templates, guidance for budget holders and use of Agresso or other relevant systems.
• Support the design and review of full-costing and cost-recovery methods; identify cost pools and drivers, calculate service costs and assess recovery performance.
• Maintain costing and pricing tools and an accurate catalogue of services, cost bases, approved prices, users and responsible units; analyse the viability of proposed services, investments and initiatives.
• Advise programme leaders and colleagues on financial planning, business cases and resource decisions, build their budgeting and reporting capability, and implement improvements arising from audits, controls or process reviews.

Requirements & Qualifications

• Bachelor’s degree in finance, accounting or a related field.
• Professional accounting qualification, such as CPA (K) or ACCA.
• At least six years of progressive accounting experience, including financial analysis and reporting, financial modelling, and preparation of presentations using tools such as Excel and PowerPoint.
• At least three years’ experience in data analytics, business intelligence and reporting automation, including use of AI-enabled analytics and visualisation tools.
• Proficiency with Agresso ABW, Power BI and Tableau; advanced knowledge of computerised accounting systems and programming is required.
• Experience using databases such as MySQL or SQL Server to transform financial reporting data is an advantage.
• Strong analytical, critical-thinking and business-analysis skills, with clear written, verbal and presentation communication.
• Ability to partner effectively with varied stakeholders, work independently and manage projects from initial planning through completion.