Financial Planning and Analysis Manager

Chartered Society of Physiotherapy

Hours
17.5 hours per week

About the Organisation

Chartered Society of Physiotherapy (CSP) is the professional, educational, and trade union body for the UK's 65,000 chartered physiotherapists, physiotherapy students, and support workers, and one of the largest representative bodies in healthcare. At the CSP, our goal is to create a culture characterised by innovation, respect, encouragement, passion, and teamwork.

We all strive for continuous improvement and to be the best at everything we do. We aspire to work in a way that embodies our values of learning, courage, inclusion, and integrity. Our shared values are part of our organisational DNA and reflect the expectations we have of ourselves and others. They guide what we do and how we do it to have the greatest impact on our members.

About the role

We are seeking an expert and experienced Financial Planning & Analysis (FP&A) Manager to join our ambitious finance team during an exciting period of financial transformation across a £25m trade union and two associated charities. As part of our new finance strategy, we are embedding long-term planning and modelling across the organisation during a time of significant change. We are designing and rolling out sophisticated reporting and analysis, working directly with the Leadership Team on high-profile finance transformation projects.

With a new finance system in place and more systems development in progress, we need you to maximise these products to improve our financial analysis, long-term modelling and planning and build financial confidence and literacy at all levels. As the FP&A Manager, you will lead on business partnering across the organisation and our two associated charities. You will lead on budgeting, forecasting and business modelling, to support the organisation to maximise strategic impact and minimise risk.

With excellent modelling, people management and communication skills, you will lead all organisational financial reporting and presentations, improve and roll out new analysis and dashboards and lead long-term planning projects, whilst continually reviewing the wider business environment to identify any potential opportunities and threats. 

As a senior finance expert within the organisation, you will bring technical expertise, resilience, excellent communication and influencing skills. You will be a strong people leader who is able to bring others along with you, acting as a trainer and a coach to improve the financial understanding and enable stakeholders to understand and make effective financial decisions.

The Financial Planning and Analysis Manager is the technical leader responsible for financial analysis, modelling, budgeting and financial reporting across the CSP and its two associated charities. You will lead and manage a small team and report directly to the Head of Finance Assistant Director, and join the management group of the Finance Team and Corporate Services and Infrastructure Directorate.

Responsibilities

Main Duties & Responsibilities:

• Lead financial planning and business partnering across the organisation and the two associated charities, working collaboratively with budget holders and other staff to understand requirements and present advice, solutions and recommendations to improve processes and performance.
• Lead on all budgeting, forecasting and business modelling - driving internal compliance, consistency and efficiency in process.
• Regularly report to the Leadership Team, our Finance Risk and Audit Committee and governing Committees on financial performance, financial position, sensitivity, risk and multi-year forecasting.
• Develop and present multi-year scenarios, forecasts and pricing options to enable long-term financial planning and income setting.
• Act as trainer and coach to improve the commercial understanding across the organisation, leading workshops and providing the necessary tools and theoretical understanding.
• Support budget holders and project owners with effective budget management, risk management and investment appraisal to maximise value for money for our members.
• Develop and improve organisational financial/non-financial dashboards, reports and analysis for a wide range of organisational stakeholders.
• Lead on grant, long-term project and capital budgeting and forecasting, and review business cases for organisational investment.
• Review the wider business environment and identify potential commercial opportunities and threats; maintain strong technical awareness of VAT, Corporation Tax and payroll taxes.
• Support the Head of Finance and Finance team with the annual audit and in ensuring that financial procedures, systems, and internal controls are effective and efficient, protecting the organisation against fraud and other misuse of funds.
• Act as an integral leader within the finance team, contributing to culture setting and coordinating team planning and collaboration on major projects and priorities
• Actively promote a working environment that builds trust, empowerment, challenge, high performance and continuous improvement.
• Support cost improvement and procurement across the organisation to improve value for money and drive efficiency.

Skills, Competencies, Experience & Attributes

Experience:

• Relevant experience in a charity, membership organisation, and trade union leading a financial planning and analysis team.
• Leadership experience in a broad FPA role including modelling, scenario planning, investment appraisal, budgeting, medium- term forecasting, management accounting and presenting at Board level.
• Managing relationships and providing effective influence and challenge to budget holders, project managers, governing bodies and senior leadership teams.

Skills & Knowledge:

• An organised self-starter who can prioritise and deliver against competing priorities with minimal supervision.
• Excellent customer service and communication skills to train, coach, support, collaborate and engage with others to deliver our mission.
• Excellent analytical and problem-solving skills to critically analyse information and data and synthesise it to inform decisions.
• Proficiency in MS 365 and a range of accounting software,
• Advanced Excel skills.

Personal Qualities:

• An excellent people manager who leads by example through motivating, empowering, coaching and developing the team.
• A passionate commitment to maximising value for money and a resilient agile approach to providing excellent customer service
• Shares our CSP values and supports our Equity, Diversity and Belonging commitments

Other Requirements:

• Knowledge and understanding of equality and diversity principles and the ability to work to them in practice.
• Takes responsibility for ensuring that data is accurate and up to date, whilst being aware of sensitive and confidential data.
• An awareness of/commitment towards trade union principles.

Required Qualifications

• Qualified Accountant.

Compensation & Benefits

• Season Ticket Loan: Interest-free loan for travel expenses.
• Cycle-to-Work Scheme: bicycle loan options and secure bike storage at our London office.
• CSP Plus Discounts: Saving on a range of everyday products and services, including insurance, health clubs, hotel stays, and more.
• Family Leaves: Enhanced maternity, paternity, and shared parental leave.
• Eye Care Support: You can claim expenses for eye tests and prescription glasses.
• Flu Vaccination Vouchers: Support for staying healthy during flu season.
• Annual Pay Award: Incremental increases and cost-of-living pay rises each April.
• Pension Scheme: A defined contribution salary sacrifice scheme with an employer contribution of 12%.
• Life Assurance: Coverage of 4 times your annual salary.
• Generous Annual Leave: 27days of annual leave plus statutory bank holidays, with annual leave increasing incrementally from your 5th anniversary, up to a total of 32 days. Christmas Office Closure: The office is closed from 25 December to 2 January.

Working locations

• Hybrid model, working in the London office and remotely

How to apply

• Please apply online and complete the online application form. CVs will not be accepted.
• If you have any questions about the role, please contact Shona Tchilingirian, Head of Finance, at [email protected].
• As part of the application process, candidates will be asked to provide written responses to five criteria, which can be found in the Candidate Information Pack.

Interviews

• Shortlisting outcome is w/c 5th October 2026.
• First-round interview date is w/c 12th October 2026.
• Interviews are held either at our London office or virtually via Microsoft Teams or Zoom. Our recruitment process typically involves a single interview stage. On occasion, we may include a presentation task.
• We aim to notify you of the outcome within 2 working days of your interview. If we expect this to take longer, we will keep you informed.

Policies

As part of the Disability Confident Scheme, candidates who declare a disability and meet the six essential criteria we have selected will normally be shortlisted for interview. There may be occasions, such as having a high volume of applications, where it is not possible to interview all Disability Confident candidates who meet the six selected essential criteria for the role. We may wish to limit the overall number of interviews offered to both candidates with and without disabilities. In these circumstances, we will ensure that a proportionate number of disabled candidates are shortlisted for interview.

CSP is committed to equity of opportunity, aiming to provide a working and learning environment free from discrimination. We are taking appropriate steps to create a workforce that reflects the diverse society in which we work and live. Therefore, we encourage applications from candidates underrepresented in the CSP’s workforce, including those from Black, Asian, and minority ethnic backgrounds, those with disabilities, and LGBTQIA+ people. Please note that all candidates will be expected to actively demonstrate their commitment to Equity, Diversity, and Belonging throughout the application and interview stages. To view our Equity Diversity, and Belonging strategy. 

Return to listing