Job Description

Shape the Future with the National Wealth Fund
At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing 27.8bn of capital and an expanded mandate, we are ready to help the market invest with confidence, continue to drive forward the Government's growth ambitions.
We are looking for skilled and results oriented individuals who are motivated to help us build the National Wealth Fund into an industry-leading institution.
Job Purpose
Location: Hybrid working with a minimum of 3 days per week in the Leeds office.
Salary: 65,000 - 75,000 per annum
Contract: 6 months FTC
Deadline to Apply: Monday 6th October 2025. Early submission is encouraged, and applications will be reviewed on an ongoing basis.
In this role as a Finance Manager - Planning & Forecasting you will contribute to and implement the strategy and plan for the provision of business plans and financial forecasts, underpinned by processes and controls, to ensure efficient delivery of effective financial planning and associated decision making across the FundKey AccountabilitiesContribute to the development and enhancement of the business planning and financial forecasting framework, policies, standards and procedures. Support in defining, developing and documenting functional and company-wide business planning model and forecasting requirements, narrative and creative data analytics to satisfy internal business stakeholder as well as shareholder requirements and inform effective decision making across the Fund Prepare analysis of financial forecasts and plans for the income statement, balance sheet, cash flow, debt and equity to satisfy reporting standards and requirements. Identify, develop, test and maintain associated models and systems to optimise the business planning and forecasting processes. Review, assess and identify performance insights, risks and issues, and discuss with stakeholders, challenging and influencing discussions and decisions to optimise the Fund's performance and delivery of strategic objectives Prepare initial narrative around forecasting and planning outcomes using financial knowledge and insights from across the Fund to support preparation of information for executive and senior management meetings Develop and maintain effective working relationships with front, middle and back offices to understand transactions and impacts on future P&L, balance sheet, and cash flow, as well as cost structures and impacts on metrics Identify, implement and review internal controls to safeguard the integrity of business planning and forecasting processes and data. Collaborate with the Treasury and Financial Operations, Financial Control, and Front and Middle Office teams to ensure all variables in plans and forecasts are accurately captured and verified Coaching other team members and contributing to a high performing team to deliver the function's strategic and financial forecasting framework
*Knowledge, Skill and Experience requirements

Knowledge:

Strong financial acumen
Bachelor's degree in accounting, business, management, or finance Knowledge of WorkDay and Power BI is desirable Strong Excel development skills ACA, ACCA, CIMA
Experience:Significant experience in financial planning and analysis Significant experience in developing and maintaining complex financial models
Skills:Demonstrable capability for critical thinking and assessment Strong analytical, presentation and numeracy skills Strong reporting skills, with the ability to break down technical information into a consumable but supportable form. Strong attention to detail and well organized; ability to prioritize, multi-task and work well under pressure. Demonstrable ability to work in an agile manner, and adapting in an organization that is growing and changing. Self-motivated; capable of taking initiative without prompting. Can "do" the work as well as manage. Strong problem-solving techniques, including the ability to identify, research and resolve unfamiliar issues. The ability to clearly communicate issues to key stakeholders. Ability to motivate and manage staff

A career with us offers a unique opportunity to make a lasting impact and work on cutting-edge technologies that will drive the UK's future. We value diversity in our people and inclusion is at the heart of what we do.
We offer competitive benefits and unique learning opportunities from combining both private and public sector skills and experience. Please note, referencing and background checks are carried out for all roles here at the National Wealth Fund.