Job Description

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 12 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 real social impact.

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.

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.

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 on oliver@citadelsource.com