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This Vacancy has closed.

Head of Financial Planning & Analysis

  • Employer: Optivo
  • Reference: .
  • Published: Thu 28/07/2022, 16:27 PM
  • Closing on: Sun 14/08/2022, 23:59 PM
  • Working Pattern: Full Time
  • Hours: To be confirmed
  • Salary: Up to £87,000 Per annum (Depending on experience)
  • DBS Check: No
  • Location: Croydon

What you'll do
We are currently in a very exciting time as we are merging with Southern Housing Group.
The Head of Financial Planning & Analysis will play a pivotal role before and after merger mapping the future financial plan of the newly formed organisation.

You will manage and maintain a comprehensive and effective financial planning service; demonstrate Group’s continuing financial viability through economic and business cycles; support prudent use of Group financial capacity to deliver charitable objects, provide financial assurance over capital investment programme; frame and evaluate strategic financial choices, share insights to help senior management make key financial decisions.

Within this role your main tasks will be:-
•    Lead an engaged and high performing FP&A team; set team direction and manage workflow; prioritise tasks to meet key milestones; review team outputs & apply judgement as required showcasing the highest professional standards, culture of continuous improvement and exemplary Optivo CORE values
•    Act as expert source of relevant strategic financial knowledge covering regulatory, sector and peer group publications, credit ratings agencies and investment analysts research; undertake peer group financial benchmarking and provide insightful commentary; interpret market signals, bring strategic viewpoints into the planning and investment appraisal cycles
•    Maintain stakeholder relationships; understand business-wide financial needs; identify competing demands for finite financial resources; bring analytical perspectives to help senior management evaluate trade-offs and consider financial options enabling Group to achieve the best overall outcome for its charitable objects

What you’ll need
•    Strong track record in FP&A including long term financial planning and development scheme investment appraisals
•    Knowledge of financial reporting, financial benchmarking, interpretation and analysis of financial statements and metrics
•    Understanding of development projects’ financial components and their impact on scheme viability, valuations and return calculations
•    Experience of UK social housing or residential property development is desirable
•    Experience of credit rating agency methodology and processes is desirable
•    Educated to degree level (or equivalent) is desirable
•    Professional qualification in banking, accounting, treasury or equivalent (such as ACA, ACCA, CIMA, CF, ACT, ACIB) or qualified by experience
•    Excellent report-writing and presentation skills
•    Manage, motivate and develop staff to higher performance, focusing them on successful outcomes and deliver excellent customer service
•    Adapt with changing priorities to suit business need, using strong organisational skills to prioritise tasks and manage team delivery across a varied workload
•    Source, organise, analyse and assess complex numerical and financial information, including critically reviewing development viability reports

Closing date for applications: Sunday 14th August 2022 at 23:59
Shortlisting will take place on W/C 15th August 2022
Interviews will be conducted via Microsoft Teams video link and will take place W/C 22nd August 2022

What's in it for you
•    Pension
•    Life assurance
•    Healthcare cash plan
•    Eyecare & dental
•    Birthday leave
•    Retailers discounts
•    Cycle to work
•    Buy & sell annual leave
•    Season ticket loan
•    In-house academy & career development
•    Flexible working

Inclusion and Diversity 
At Optivo we work hard to create a diverse and inclusive culture and environment where people are respected for who they are. Encouraging inclusion is not just about protected characteristics, it’s about celebrating differences of thought, opinion, experience and perspective of each individual. We’re all different in our own way and we want our colleagues to feel comfortable, that they belong, and are safe to be themselves at work, without fear of being judged or excluded, but valued for their contribution to our One Team approach.




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  • Employer: Optivo
  • Reference: .
  • Published: Thu 28/07/2022, 16:27 PM
  • Closing on: Sun 14/08/2022, 23:59 PM
  • Working Pattern: Full Time
  • Hours: To be confirmed
  • Salary: Up to £87,000 Per annum (Depending on experience)
  • DBS Check: No
  • Location: Croydon

Vacancy Location