Finance Transformation Planning and Forecasting Project Manager

Location National-National
Job ID 2025-18134
Number of Vacancies Remaining
1
Category
Finance
Type of Contract
Fixed term employee
Duration (# of months)
12
Contracted Hours Per Week
37.50
Salary Range (pro rata if part time)
CGL points 43 to 46 (£47,792.23 - £51,101.95)
ILW / OLW /Fringe
N/A - Outside London Weighting Area

Overview

Change Grow Live are a charity dedicated to the belief that we can make a difference to our Service Users lives. Our core values are ‘Be open, be compassionate and be bold’ and our teams apply these daily offering support and respect in a safe environment, treating each user as an individual and working with them to find the right treatment and care options.  

 

We are proud to be working alongside the OHID whose goal is to level up health disparities, breaking the link between backgrounds and prospects to give everyone the expectation of living life in good health.

 

We are seeking a proactive and delivery-focused Project Manager to lead the Planning & Forecasting workstream within our Finance Transformation programme. This role will be responsible for overseeing the development and implementation of improved planning and forecasting processes that enhance financial insight, agility, and strategic decision-making across the organisation.

 

The post holder will work closely with the Finance Transformation Lead, Reporting and Right First Time workstream managers, and wider finance teams to review current planning cycles, identify inefficiencies, and implement standardised, forward-looking forecasting tools and methodologies. A key focus will be on improving budget setting, reforecasting, and scenario planning capabilities, while embedding a culture of proactive financial planning.

This role will lead the scoping and implementation of a new planning and forecasting software solution, working in close collaboration with IT and Finance Leadership to ensure strategic alignment and successful delivery.

This is a hands-on role requiring strong project management skills, stakeholder engagement, and a deep understanding of financial planning. The successful candidate will play a key role in driving transformation, ensuring alignment with strategic goals, and delivering measurable improvements in forecasting accuracy and responsiveness.

 

Full Time Salary: £47,792.23 - £51,101.95 pro rata
Hours: Full Time, 37.5 per week
Contract Type: 12 Months Fixed Term
 

Full-time hours at Change Grow Live are 37.5 hours per week. For part-time roles, the salary and payments will be pro rata based on contracted hours.

Responsibilities

Responsibilities

Key initiatives to be worked on include but are not limited to:

  • Lead the redesign of planning and forecasting processes to improve accuracy, agility and alignment with organisational priorities
  • Develop and implement standardised budgeting and forecasting tools that enable consistent, transparent and data-driven decision-making across services.
  • Introduce scenario planning and financial modelling capabilities to strengthen strategic foresight.

About you:

 

The successful candidate will be a highly experienced finance professional, likely with a solid background in financial management within the charitable or not-for-profit sector. They would combine technical financial expertise with strategic insight and operational competence.

 

This ideal individual would be confident using complex finance systems such as NetSuite or similar ERP platforms, and would demonstrate advanced proficiency in Excel and Microsoft Office. They would be meticulous, with a strong understanding of month-end processes, journal accuracy, data governance, and audit compliance.

They would possess proven project management skills, particularly in leading finance-related change initiatives and engaging effectively with stakeholders across all levels of an organisation. Their commercial and financial awareness would enable them to make informed, pragmatic decisions that balance financial prudence with organisational goals.

 

What we will give to you:

  • 25 days annual leave (pro rata) plus bank holidays (increases to a maximum of 30 with length of service)
  • Company pension scheme – 3% pension contribution
  • Flexible working to support staff with their work/life balance, taking into account things such as caring responsibilities, worship and attendance at religious festivals
  • Weekly wellbeing hour
  • Discounts on retailers through our You at Work Portal and Blue Light Discount Card
  • Cycle to work scheme
  • Employee Assistance Programme available 24/7 365 days of the year
  • Mentoring Scheme

 

Please ensure that when completing your application form and supporting statement, you reflect on the details outlined in the job description. This will help us understand how your skills and experiences align with the requirements of the role. 

 

If this sounds like you and you would like to begin your journey with Change Grow Live, then we would love to talk to you. 

Salary Range (pro rata if part time)

CGL points 43 to 46 (£47,792.23 - £51,101.95)
 

Closing Date

13/11/2025

If you have any questions on this opportunity that you would like to talk through please contact us using the below details:

Abbie Munton | abbie.munton@cgl.org.uk
 

Direct applications only — we will not be engaging agencies for this vacancy.

 

Please note: This role is not eligible for visa sponsorship. Applicants must already have the right to work in the UK at the time of application. For applicants with time-limited visas, unfortunately, we are unable to support new visa applications or extensions. More information about eligible roles and occupations can be found here: Skilled Worker visa: Overview - GOV.UK

 

We reserve the right to close the vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible.

Salary Range (pro rata if part time)

CGL points 43 to 46 (£47,792.23 - £51,101.95)

ILW / OLW /Fringe

N/A - Outside London Weighting Area

Closing Date

13/11/2025

If you have any questions on this opportunity that you would like to talk through please contact us using the below details:

Abbie Munton | abbie.munton@cgl.org.uk | 07825335386

 

 

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