Head of Financial Planning
Summit Learning Trust, Birmingham, B27 7QG12 days remaining to apply
Start date details
ASAP
Closing date
15 September 2025 at 1pm
Date listed
1 September 2025
Job details
Job role
- Administration, HR, data and finance
Visa sponsorship
- Visas cannot be sponsored
Working pattern
- Full time
Contract type
- Permanent
Full-time equivalent salary
- £52,143.00 - £64,811.00 Annually (Actual) Grade 6 Points 41-49
Head of Financial Planning job summary
Head of Financial Planning
Required: ASAP
Hours: 36.5 hours per week
Package: Full Time, Permanent
Salary: Grade 6 (Points 41 - 49) £52,143 - £ 64,811
Summit Learning Trust Mission Statement
Success through Endeavour
Ambition through Challenge
Strength through Diversity
About this Role
We are 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.
Key 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
You will be a 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.
You will also demonstrate:
- A 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.
- A proactive, solution-focused approach, with a commitment to continuous improvement.
We are happy to explore flexible (home/office) working, subject to the operational requirements of the role.
Why Join Summit Learning Trust?
- A welcoming, supportive, and inclusive working environment.
- Commitment to your professional development with high quality CPD opportunities and career progression.
- Access to staff wellbeing initiatives and a wide range of employee benefits.
- The chance to make a meaning impact on the lives of young people.
Informal conversations are warmly welcomed. Please contact Rebecca Hill, Executive Assistant at rebecca.hill@summitlearningtrust.org.uk to book an informal discussion with Vince Green, CEO.
The closing dates is midday Monday 15
th
September 2025. Interviews to be held Monday 22nd September 2025.We warmly welcome applications from candidates of all backgrounds and communities. Summit Learning Trust is proud to be an equal opportunities employer, committed to creating a workplace where everyone feels valued, respected and supported to thrive.
We are committed to safeguarding and promoting the welfare of children and young people and expect all colleagues to share this commitment. All appointments will be subject to an enhanced DBS check, including a Children’s Barred List check, and 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.
Further information about the job
Commitment to safeguarding
Our organisation is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff, volunteers and trustees to share this commitment.
Our recruitment process follows the keeping children safe in education guidance.
Offers of employment may be subject to the following checks (where relevant):
childcare disqualification
Disclosure and Barring Service (DBS)
medical
online and social media
prohibition from teaching
right to work
satisfactory references
suitability to work with children
You must tell us about any unspent conviction, cautions, reprimands or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.
Applying for the job
This school accepts applications through their own website, where you may also find more information about this job.
CVs will not be accepted for this application.
View advert on external website (opens in new tab)About Summit Learning Trust
- Type
- Multi-academy trust
About the Trust
https://www.summitlearningtrust.org.uk
Why work for us?
The Trust offers:
• A strong focus on staff care and wellbeing
• High Quality training and support in and across academies
• A clear career pathway
• Employee assistance programme
• Employee discount schemes
We are an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender reassignment, age, disability, religion or belief, sex, sexual orientation, marital status, pregnancy/maternity or race.
The Trust is committed to safeguarding and promoting the welfare of our students and we expect all applicants to share this commitment. All appointments will be subject to an enhanced DBS disclosure, including a Children’s barred list check
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