Financial Planning & Insight Director

• Internal Applicants only***

Everything we do and everywhere we care for costs money. As a charity completely independent of government, we rely on income from membership fees, donations and legacies, and revenues raised from our commercial operations. We generate millions of pounds from our thriving catering and retail outlets, our holiday cottages and renewable energy. And the fact that every penny of our profit goes back into our conservation work, makes having strong financial expertise here all the more important. We have emerged from the pandemic period in good financial health and are now looking for a Director of Financial Planning and Insight to develop and deliver financial plans to ensure that we’re making the most of every pound we earn and spend.

Salary: ££93,500

What it’s like to work here

The role can take advantage of our hybrid working policy, spending your time working between our head office in Swindon, other National Trust properties, regional hubs or home. Occasionally some national travel will be required, usually to beautiful National Trust locations.

We’re bigger than you think, we’re more complicated than we appear and we’re larger scale than you’d imagine. Yet that is what makes working in Finance at the National Trust so appealing. You’ll get to work alongside passionate people who have a deep belief in our cause and are energised to deliver. You’ll find that we think both long term, and care about our immediate impact. You’ll find that we treasure the relationships we have forged already with existing supporters, and want to open our organisation to new audiences. We’re both passionate and compassionate, and are committed to delivering a multifaceted strategy at pace, and to a high standard.

What you’ll be doing

Join us as Director of Financial Planning and Insight and it’ll be down to you to lead planning processes and the delivery of financial insights across the Trust. Taking ownership of our financial model, you’ll produce plans that will ensure that the Trust remains financially sustainable and maximise the funds we can commit to frontline activities.

As part of the Trust’s senior leadership, not only will you provide full senior-level strategic and operational direction to the financial services directorate, it’ll also be down to you to engage stakeholders across the organisation with financial information, making it easy and clear to understand for everyone. Establishing a position of trust within the Executive team, you’ll provide straight-forward solutions for strategic financial decisions.

We’ll also look to you to lead a team of analysts, business partners and procurement specialists, ensuring that they have all the training they need to produce the necessary financial insights that the Trust needs to successfully deliver our strategy. This is an incredibly unique opportunity to lead financial planning across our dynamic, incredibly diverse organisation, and head up our remarkably fast-paced finance department.

Who we’re looking for

You can view the full role profile for this role in the document attached.

Along With Your Deep Understanding Of Effective Business Partnering And Proven Experience Of Managing Teams Of Analysts, Business Partners And Procurement Specialists, You’ll Also Need

• To be a clear and concise communicator, with excellent leadership skills and the ability to inspire others
• To be able to identify key issues and provide a simple translation of complex financial information to stakeholders at all levels
• To be capable of understanding many viewpoints across the Trust and able to tailor your approach to suit your audience, ensuring everyone is engaged with your plans
• A deep understanding of effective MI solutions
• A CCAB/CIMA accounting qualification, or extensive planning expertise

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)
• Tax-free childcare scheme
• Rental deposit loan scheme
• Season ticket loan
• 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
• Independent financial advice

Click here to find out more about the benefits we offer to support you.