Financial Planning Consultant

Company: HAYS
Apply for the Financial Planning Consultant
Location: West Midlands
Job Description:

Interim Financial Planning Consultant – 3 Months – West Midlands – Hybrid – up to £400 per day (umbrella)

Your new company A Multi-Academy Trust undergoing a period of financial process improvement is seeking an experienced Financial Planning Consultant to strengthen capability across its finance team. This role is ideal for someone who thrives in a hands-on consulting environment and can quickly build confidence and consistency within school-facing finance teams.Your new role You will lead a programme of financial improvement, identifying gaps in knowledge, refining job descriptions and coaching the team to operate effectively and independently. A key part of the role involves attending meetings with headteachers, initially demonstrating best practice, then supporting the team as they take the lead themselves. Responsibilities include:

  • Build and embed a clear, reliable month-end timetable
  • Review how Pupil Premium and nursery spend are reflected within budgets and forecasts
  • Strengthen oversight of risks, management accounts and financial controls
  • Ensure consistency of reporting and approach
  • Support process improvement and help the team understand what “good” looks like in a MAT finance environment.

    What you’ll need to succeed

  • Experience working within a Multi-Academy Trust (essential)
  • Strong financial planning, budgeting and forecasting capability
  • Confident coaching and developing finance teams
  • Ability to influence senior stakeholders, including headteachers
  • Understanding of school funding nuances, including Pupil Premium and early years/nursery funding
  • QBE or qualified accountants welcome
  • A proactive, structured and improvement-focused approach.

    What you need to do now

  • If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.#4806798…

    Posted: July 7th, 2026