Financial Performance & Insight Lead

We're looking for a Financial Performance & Insight Lead to join our Financial Insight and Planning Team.

We're a large and complex charity but the basic model upon which it runs is simple, we provide people with access to beautiful or historic places that provide physical and spiritual refreshment; people join, visit, and donate money which is invested in conservation and access. It is a virtuous circle. The more income we generate, the more we can spend on the places in our care and to pursue our wider plans.

Strong and sustainable finances are central to the success of our organisation. The Financial Insight and Planning team is focused on forward looking financial strategy, including planning, forecasting, insight generation and scenario modelling. The team ensure the organisation has clear interpretation of financial performance and robust longer term plans that support strategic decisions.

What it's like to work here

We're bigger than you think, we're more complicated than we appear and we're larger scale than you'd imagine. We've got passionate people in all our teams, and we've got so much more we want to achieve. We're for ever, for everyone and we really mean that. We don't want to stop at 5.5 million members and we want everyone to feel welcome and enjoy access to our places, so we need to reach new audiences in ways that are meaningful and relevant to them without losing the hearts and minds of those that are already with us.

What you'll be doing

You will lead the delivery of high quality robust and insightful financial reporting ensuring the integrity, quality and timeliness of reporting to the Executive board, CFO and Board of Trustees. The role is also responsible for delivering the in year financial forecast where you will highlight and monitor in-year risks and opportunities. Building strong relationships with finance business partners and the financial planning team, you will understand and provide analysis for key variances and in turn provide clear actionable insight that can be use to drive in year corrective actions.

Who we're looking for

Applications from National Trust redeployees are assessed against the minimum criteria for the role. In your application, please provide details of how you meet the minimum criteria below:

• Fully qualified accountant / Qualified by significant experience.
• Deep understanding of the practical application of internal financial performance reporting and analysis.
• Demonstrable knowledge and understanding of the practical application of internal financial reporting and analysis in an organisation, including having done partnering roles or worked outside of finance in an organisation.
• Ability to present on complex financial matters in a clear way that works for a variety of audiences.
• Ability to build highly effective working relationships with a range of stakeholders at differing levels in the organisation.

Additional criteria for all other applicants:

• Demonstrable ability to draw a coherent story from financial and non-financial information.
• Ability to spot trends, draw out key performance drivers and create actionable Executive level output.

The package

The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too.

• Substantial pension scheme of up to 10% basic salary
• Free entry to National Trust places for you, a guest and your children (under 18)
• Rental deposit loan scheme
• Season ticket loan
• EV car lease scheme (for roles that meet the salary criteria)
• Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts
• Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.
• Flexible working whenever possible
• Employee assistance programme
• Free parking at most Trust places