Health Data Research UK

Purpose of the post The Financial Planning & Analysis Manager will support the Associate Director of Finance to provide insightful analysis of financial trends and oversee the recoverability of funds. They will coordinate the month-end process and work with Finance Business Partners to coordinate the quarterly forecast and the 2026/27 budget. They will also act as Finance Business Partner to a number of teams, working closely with Budget Holders and external partners to provide effective management of resources and risk, and monitoring of quarterly partner reporting. Main responsibilities Financial Planning & Analysis element of role (60%): Coordination of month-end process: overseeing the month-end checklist and coordination of FBPs; production of monthly management accounts using JET reports Coordination of quarterly forecasting and annual budgeting across cost centres and funds: preparation of forecasting templates; coordination of FBPs; upload and review of forecast onto finance system Coordination of long-term (high level) forecasting across all cost centres and funds to end of current Core Funding cycle Oversee the cost recovery process of new and existing funds (overhead recovery and monitoring of funding gaps) Finance Business Partnering element of role (40%): Work with Budget Holders to manage financial performance, forecasts, and budgeting including understanding financial opportunities and risk for the area of business partnership. Provide donor reporting and analysis as required to funders of specific programmes. Consolidation of quarterly partner reporting Experience CCAB qualified with a minimum of 5 years practical experience in financial analysis or business partnering roles Desirable Experience of fund management Experience of Microsoft Dynamics 365 Business Central Experience of JET reports Experience in the academic or scientific research sector Experience working with UKRI and/or Research Councils Experience of funding under Full Economic Costing (FEC) model Experience of managing stakeholder relationships within an academic or not-for-profit environment Skills Excellent quantitative skills, use of Excel and finance systems Excellent written and verbal communication skills with the ability to communicate effectively and confidently with people at all levels. Excellent interpersonal skills and ability to handle sensitive issues positively Excellent organisational skills, with the ability to manage competing priorities in a fast-paced environment and to working in an agile, flexible and pragmatic way Ability to quickly learn and adapt to new environments Ability to lead and work as part of a team Ability to work autonomously and make decisions without supervision Ability to process complex information and present targeted messages to different audiences.