Commercial Finance Lead – Strategic Planning (6-month FTC)

Citadel Source are delighted to be working on an exclusive basis with a values-led organisation based in the South West to recruit a **Commercial Finance Lead

• Strategic Planning** to be employed on a flexible hybrid basis for 6 months. This opportunity has arisen at a pivotal point for the organisation, as it embarks on a period of transformative growth, aiming to increase its reach and improve long-term outcomes for the communities it serves.

This is a particularly interesting opportunity for a commercially focused finance professional to join the Senior Leadership Team, shaping financial strategy and driving performance across a diverse and complex operation. It also represents a rare chance to apply your financial expertise in an environment where your work will have a real social impact.

About you

The successful candidate will be a qualified accountant with strong commercial acumen, available at short notice and capable of acting as a trusted business partner to executive-level stakeholders. You’ll bring a high level of analytical ability and a proactive approach to strategic planning, financial modelling, and performance insight. Experience in multi-channel or purpose-driven environments is desirable, but not essential. What’s key is your ability to deliver clarity, build robust financial frameworks, and drive sustainable improvement.

The role

This is an excellent opportunity for a candidate who enjoys working in a collaborative, strategic environment. The organisation is seeking support across several areas

• from performance optimisation in income streams (including retail and commercial ventures), to better understand productivity across various channels. There is a need for high-quality MI, stronger benchmarking, and the development of relevant KPIs to better guide decision-making.

You’ll work closely with senior leaders to create business cases, understand cost structures and evaluate return on investment across income-generating activities. You will also support capital planning, transformation programmes, and the implementation of insight-driven change.

**As the Commercial Finance Lead

• Strategic Planning, your role will include, but not be limited to:**

• Business partner with the Executive and Senior Leadership Team

• Lead the strategic business planning process, aligning ambitions with financial capacity

• Build robust, insight-led business cases to support new income streams and initiatives

• Use benchmarking and internal data to evaluate ROI across retail and commercial income areas

• Develop relevant KPIs across operational areas to support productivity and efficiency

• Provide leadership on commercial performance across diverse sales channels

• Advise on commercial levers (e.g product mix, workforce balance, NI and wage pressure)

• Analyse cost-to-serve across services

• Support on financial elements of capital projects, digital transformation and infrastructure planning

• Drive improved quality and usability of MI and dashboards across the business

• Collaborate with internal data and operational teams to embed continuous improvement

What the client has to offer

• Salary benchmarked at circa £60,000 (flexible, open to 3- or 4-day working week)
• 27 days holiday (plus bank holidays)
• 6% matched pension
• Flexible and hybrid working policy (approx. 50% on site)
• Opportunity to join a senior leadership team during a key period of strategic development
• A role where commercial finance expertise directly supports long-term social impact

Sound like a good fit?...

For more information on this exciting opportunity, please apply or reach out to Oliver Price at Citadel Source.