Head of Financial Planning

Overview

Summit Learning Trust is seeking an experienced and qualified Head of Financial Planning to lead our finance planning and business partnering function. You will manage a team of Finance Business Partners and work closely with senior leaders across the Trust, providing high-quality financial insight, accurate reporting, and effective budget planning.This is a strategic and hands-on role, acting as a trusted adviser to our Executive Team, Principals, Trustees, and budget holders. You will ensure robust financial management, contribute to long-term financial planning, and play a key role in shaping the Trust’s financial strategy.About this Role

Hours: 36.5 hours per weekContract: Full Time, PermanentSalary: Grade 6 (Points 41 – 49) £52,143 - £64,811Start: ASAPSeniority level: DirectorEmployment type: Full-timeJob function: Finance and SalesIndustries: Human Resources ServicesLocation: Birmingham, United KingdomKey Responsibilities

Lead and manage the Finance Business Partnering team, driving performance and professional development.Develop and coordinate the Trust’s annual budget-setting process, ensuring alignment with strategic priorities.Produce timely management accounts, control account reconciliations, and insightful financial reports.Provide financial challenge and advice to Principals, budget holders, and senior leaders to support effective decision-making.Support medium and long-term financial planning, including scenario modelling and funding forecasts.Prepare audit working papers and year-end schedules to support statutory accounts.About You

CCAB qualified accountant (ACA, ACCA, CIMA, CIPFA or equivalent) with proven senior-level finance experience, ideally in education, public sector, or complex multi-site organisations.Strong track record in budget setting, management accounting, and financial business partnering. Experience of leading and developing a high-performing finance team.Excellent communication and influencing skills, with the ability to explain complex financial matters to non-finance colleagues.Proactive, solution-focused approach, with a commitment to continuous improvement.Flexible working arrangements (home/office) may be explored subject to operational requirements.Why Join Summit Learning Trust?

A welcoming, supportive, and inclusive working environment.Commitment to professional development with high-quality CPD opportunities and career progression.Access to staff wellbeing initiatives and a wide range of employee benefits.The opportunity to make a meaningful impact on the lives of young people.Please contact Rebecca Hill, Executive Assistant, at rebecca.hill@summitlearningtrust.org.uk to book an informal discussion with the CEO.Closing date: midday Monday 15 September 2025. Interviews: Monday 22 September 2025.Summit Learning Trust is an equal opportunities employer. We are committed to safeguarding and promoting the welfare of children and young people; all appointments are subject to an enhanced DBS check, including a Children’s Barred List check. Online searches will be conducted for shortlisted candidates. Our Child Protection and Safeguarding Policy is available to view here. If you require the application form in a different format, please contact hr.enquiries@summitlearningtrust.org.uk.Additional information (not required to apply)

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