Key Responsibilities

1. Financial Leadership & Management

• Lead long-term financial planning, budgeting, and forecasting
• Develop and manage annual operating and capital budgets
• Oversee all accounting functions, including payroll, pensions, and month/year-end close
• Monitor cash flow, reserves, and investments
• Ensure compliance with financial and regulatory requirements
• Lead annual audit and manage external auditor relationships
• Oversee investment management arrangements

1. Operations & Organisational Management

• Oversee day-to-day operations and internal controls
• Drive continuous improvement in systems, policies, and processes
• Manage organisational risk, insurance, and compliance
• Oversee IT, facilities, and supplier relationships
• Ensure strong data management and reporting systems

1. Human Resources & Administration

• Oversee HR operations, including payroll, benefits, policies, and compliance
• Support workforce planning and organisational design

Candidate Profile

Essential

• Qualified accountant (ACA, ACCA, CIMA or equivalent)
• Senior finance leadership experience (FD or Head of Finance level)
• Strong experience in budgeting, reporting, and audit
• Experience working with boards or trustees
• Hands-on approach in a small or medium-sized organisation

Desirable

• Charity or non-profit experience
• Experience overseeing operations, HR, or IT
• Exposure to complex income streams (e.g. restricted funding)
• Systems and process improvement experience