Head of Financial Planning and Analysis
| Posting date: | 12 July 2025 |
|---|---|
| Salary: | £80,000 per year |
| Hours: | Full time |
| Closing date: | 24 July 2025 |
| Location: | London, UK |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Tate Gallery |
| Job type: | Permanent |
| Job reference: | TG654199 |
Summary
About the role
To promote financial management at Tate and support management decision making at all levels.
About your team
The Finance Department is responsible for financial planning, reporting and control for Tate. The finance business partnering team, reporting to the Head of Business Partnering, is responsible for management reporting, forecasting, budgeting, financial analysis and business partnering with budget holders.
What you will gain
Motivated and skilled people are key to our continued success, and we want everyone at Tate to have the opportunity to develop and thrive. In this team, you will be encouraged to contribute your ideas, realise your potential, and learn new skills and knowledge.
What you will do
Team Management
• Lead and develop the Finance Business Partnering team to deliver a highly motivated and successful team that actively engages with colleagues throughout Tate.
Effective Relationships
• Build effective working relationships with budget holders and have a full understanding of Tate business model and finances.
Month End reporting & Analysis
• Lead the team of Finance Business Partners with the management accounts team to produce an accurate set of management accounts in a timely manner each month
• Consolidate the monthly the monthly management accounts and annual budgets. Review and challenge the quarterly forecasts, monitoring activity analysis. Produce finance reports for the board, F&O and audit committee including forecast updates and budget papers.
• Develop a suite of informative business analysis to improve organisational transparency around finances and accountability.
• Work with the financial controller to ensure a smooth, efficient year end process with accurate income & expenditure information
• Support the senior management team in managing the funding contract with DCMS, including producing accurate returns.
• Support the senior management team in managing the funding contract with DCMS, including producing accurate returns.
Budget
• Lead the annual budget process culminating in approval of budget by Trustees.
Other
• Promote financial literacy throughout Tate and drive efficiencies throughout the organisation by streamlining processes whilst ensuring appropriate financial control.
• Responsible along with the CFO and Financial Controller for actively promoting and managing fraud action within Tate.
• Ad-hoc projects and tasks when needed
What you will bring to the team
Essential
• A recognised accountancy qualification with experience at a senior level, ideally including in a regulated environment such as a not for profit / public or cultural sector organisation.
• A proven track record of managing and developing high performing teams.
• Highly effective interpersonal and influencing skills - able to work collaboratively, build effective working relationships and inspire confidence from internal and external stakeholders.
• Experience of making a strategic contribution as a member of a senior management team, especially during a period of change coupled with financial constraint.
• Evidence of developing systems, process and policies and managing their implementation around programmes of improvement, efficiency and development.
• Experience of different accounting, costing, budgeting and forecasting techniques.
• An understanding of the economic environment, constraints and opportunities facing a public museum/gallery.
• Demonstrable track record of working collaboratively across a complex organisation to achieve results.
• The ability to prioritise activities and manage own time and that of others to ensure tasks and projects are completed to deadline.
• The ability to analyse problems and issues, put them in a wider strategic context, assess risks and propose creative solutions.
• Resilient and able to deal with complexity and ambiguity and support others to work through situations which are not straightforward to find solutions.
• A commitment to, and understanding of, the principles of diversity and the ability to take an active role supporting Tate’s diversity objectives and creating a positive and inclusive working environment.
• An interest in and commitment to, the overall aims of Tate
Desirable
• Previous experience of using Unit 4.
• Experience in utilising accounting package report writers.
To promote financial management at Tate and support management decision making at all levels.
About your team
The Finance Department is responsible for financial planning, reporting and control for Tate. The finance business partnering team, reporting to the Head of Business Partnering, is responsible for management reporting, forecasting, budgeting, financial analysis and business partnering with budget holders.
What you will gain
Motivated and skilled people are key to our continued success, and we want everyone at Tate to have the opportunity to develop and thrive. In this team, you will be encouraged to contribute your ideas, realise your potential, and learn new skills and knowledge.
What you will do
Team Management
• Lead and develop the Finance Business Partnering team to deliver a highly motivated and successful team that actively engages with colleagues throughout Tate.
Effective Relationships
• Build effective working relationships with budget holders and have a full understanding of Tate business model and finances.
Month End reporting & Analysis
• Lead the team of Finance Business Partners with the management accounts team to produce an accurate set of management accounts in a timely manner each month
• Consolidate the monthly the monthly management accounts and annual budgets. Review and challenge the quarterly forecasts, monitoring activity analysis. Produce finance reports for the board, F&O and audit committee including forecast updates and budget papers.
• Develop a suite of informative business analysis to improve organisational transparency around finances and accountability.
• Work with the financial controller to ensure a smooth, efficient year end process with accurate income & expenditure information
• Support the senior management team in managing the funding contract with DCMS, including producing accurate returns.
• Support the senior management team in managing the funding contract with DCMS, including producing accurate returns.
Budget
• Lead the annual budget process culminating in approval of budget by Trustees.
Other
• Promote financial literacy throughout Tate and drive efficiencies throughout the organisation by streamlining processes whilst ensuring appropriate financial control.
• Responsible along with the CFO and Financial Controller for actively promoting and managing fraud action within Tate.
• Ad-hoc projects and tasks when needed
What you will bring to the team
Essential
• A recognised accountancy qualification with experience at a senior level, ideally including in a regulated environment such as a not for profit / public or cultural sector organisation.
• A proven track record of managing and developing high performing teams.
• Highly effective interpersonal and influencing skills - able to work collaboratively, build effective working relationships and inspire confidence from internal and external stakeholders.
• Experience of making a strategic contribution as a member of a senior management team, especially during a period of change coupled with financial constraint.
• Evidence of developing systems, process and policies and managing their implementation around programmes of improvement, efficiency and development.
• Experience of different accounting, costing, budgeting and forecasting techniques.
• An understanding of the economic environment, constraints and opportunities facing a public museum/gallery.
• Demonstrable track record of working collaboratively across a complex organisation to achieve results.
• The ability to prioritise activities and manage own time and that of others to ensure tasks and projects are completed to deadline.
• The ability to analyse problems and issues, put them in a wider strategic context, assess risks and propose creative solutions.
• Resilient and able to deal with complexity and ambiguity and support others to work through situations which are not straightforward to find solutions.
• A commitment to, and understanding of, the principles of diversity and the ability to take an active role supporting Tate’s diversity objectives and creating a positive and inclusive working environment.
• An interest in and commitment to, the overall aims of Tate
Desirable
• Previous experience of using Unit 4.
• Experience in utilising accounting package report writers.