Director of finance operations jobs

We are looking for a Legacy and Administration Manager to join our Finance and Operations team on a part-time basis (2 days per week). This role will report to the Director of Finance and Operations. 

Job Purpose

Legacies are one of the most vital sources of income for Operation Smile UK, helping us continue our work supporting patients with cleft around the world. We’re now looking for a Legacy Administration Manager to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.

Key Responsibilities

• Manage a portfolio of residuary, specific, and reversionary legacy cases from initiation to completion, optimising income while upholding all legal, ethical, and organisational standards.
• Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
• Review estate documentation and valuations, determine the charity’s entitlement, and verify that all due funds are correctly received.
• Ensure that all relevant charity tax reliefs are properly applied for, including Inheritance Tax, Capital Gains Tax appropriations, and Income Tax (form R185).
• Maintain accurate and up-to-date records of all legacy income and correspondence within OSUK’s CRM system and Finance Tracker.
• Track the status of ongoing cases, pursue outstanding actions, and take prompt steps to address issues or disputes as they arise.
• Collaborate closely with internal teams—such as Finance, Supporter Care, and Partnerships—to promote strong stewardship and compliance.
• Refer or escalate complex or high-impact matters to the Director of Finance and Senior Finance Manager when necessary.
• Contribute to team meetings, process improvements, and the development of best practice.

Person Specification

· Strong interpersonal skills with the ability to build positive relationships and communicate clearly and sensitively, both in writing and verbally.

· Proven experience in legacy administration within the charity sector or in probate and estate law.

· Highly organised, with the capability to prioritise and manage a diverse caseload effectively.

· Exceptional attention to detail, ensuring accuracy in financial transactions, documentation, and data entry.

· Skilled in interpreting wills, estate accounts, and related legal documents.

· Competent in reviewing estate accounts to verify the correct application of Inheritance Tax (IHT) and Capital Gains Tax (CGT) and to ensure estates are properly finalised.

· Proficient user of Microsoft Office and customer relationship management (CRM) systems.

· Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.

· Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.

Recruitment

We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

Location: The Baytree Centre, London
Hours: 21–28 hours per week (to be agreed between Monday–Thursday, 9AM–6PM)
Salary: £50,000–£59,000 per annum (FTE, pro-rated)
Application Deadline: 1 September 2025 at 23:59PM
Eligibility: This post is open to women only under Schedule 9, Paragraph 1 of the Equality Act 2010.
Contract: 12-month interim (Fixed Term Contract with view to permanent)

About the Role:

As Fundraising & Communications Director, you’ll lead Baytree’s fundraising, communications, and corporate engagement—driving income and influence making it possible for even more girls and women to achieve their potential. You’ll report to the CEO and play a key role on the Senior Management Team, shaping strategy and unlocking new opportunities for growth.

This is a dynamic and outward-facing role for a strategic thinker with a passion for storytelling, partnership-building, and social impact.

Key Responsibilities:

• Fundraising Leadership: Deliver a diverse income strategy across trusts, corporates, major donors, digital campaigns, and events.
• Communications: Shape Baytree’s voice and tell bold, data-driven stories that resonate with stakeholders.
• Corporate Engagement: Build long-term partnerships that align with Baytree’s mission and add real value.
• Team Development: Lead and coach a high-performing team, fostering a culture of excellence and care.
• Strategic Leadership: Contribute to organisational strategy, performance reviews, and risk management.

What We’re Looking For:

• Proven experience in fundraising and income generation
• Strong communication and stakeholder engagement skills
• Strategic mindset with experience in team leadership
• Ability to align fundraising with programme needs and impact
• Commitment to Baytree’s mission and values

Founded in 1823 by Samuel Codner as a mission to support English-speaking people in Newfoundland, the Intercontinental Church Society (ICS) has grown into a dynamic Anglican mission agency. For over two centuries, ICS has supported evangelism, church planting and chaplaincy across the globe, particularly among English-speaking people living, working or travelling outside their home countries.

With over 1.5 billion English speakers worldwide our mission is global, reflected by our chaplaincy congregations which are richly multinational.

We currently have 48 Mission Partners in 17 countries over 4 continents.

Our foundations are strong. We are financially stable, spiritually vibrant with a highly engaged Council and committed team.

We feel that the time is ripe to pursue growth. This is a watershed moment.

Under The Reverend Canon Richard Bromley’s leadership, as Mission Director, our governance, relationship with the Diocese of Europe and our partnership with our chaplaincies have been greatly strengthened.

In this season we are launching a new 10-year vision to plant 50 English-speaking Anglican churches in major cities and towns across Europe, to proclaim the gospel in culturally relevant ways, foster collaboration with other denominations and congregations, and become catalysts for further church plants.

We are now seeking to appoint a dynamic Mission Director as Richard’s successor.

This post is subject to an occupational requirement under Schedule 9 of the Equality Act that the post holder be a practising Christian.

You will be a Christian with a vibrant evangelical faith embracing a generous orthodoxy, with a breadth of senior strategic leadership experience in a cross-cultural Christian mission setting, pastoral and relationship building skills and compassion and wisdom to navigate the opportunities and challenges of the season ahead. You will also be passionate about our vision to reach people for Christ.

Join Lepra, an international charity working to beat leprosy and lymphatic filariasis, as our Senior Manager, HR, IT & Operations.

This is a key leadership role responsible for shaping our HR strategy, overseeing IT systems, and strengthening operational effectiveness across the organisation. You’ll play a vital part in building a positive, inclusive, and high-performing workplace that enables our teams to thrive.

We’re looking for someone with proven HR and operational leadership experience, excellent people skills, and a hands-on, solutions-focused approach. CIPD Level 5 or equivalent experience is desirable.

Lepra is dedicated to addressing leprosy and lymphatic filariasis (LF) and their consequences through direct support, advocacy, and the promotion of inclusive communities. We work in Bangladesh and in India, through our sister organisation, LEPRA Society. We work in partnership with people affected by leprosy and LF to improve detection, ensure access to treatment and care, and promote inclusion and wellbeing. We are in our second year of our Global Strategy for 2024-30, which guides us in our efforts to accelerate progress towards global targets for leprosy and LF, and towards our vision of a world free from leprosy and LF.

Job Context

The Senior Manager- HR, Operations, and IT plays a key role in supporting Lepra’s people, systems, and governance functions. Working within a small and collaborative UK team, the postholder leads HR operations and organisational administration. The role combines hands-on delivery with advisory support, ensuring compliance with employment law and internal governance standards, and contributing to the efficient running of the organisation.

Job Purpose

The Senior Manager – HR, Operations, and IT provide functional leadership across human resources, operational management, and information systems. The postholder ensures that Lepra’s people, processes, and infrastructure enable a high-performing, inclusive, and compliant organisation.

Working closely with the Director of Finance and Operations, this role provides support on HR strategy and governance, supports organisational operations, and provides leadership for IT and data management functions.

Working Relationships

Reports to the Director of Finance and Operations

Working with all of Lepra UK on all matters regarding HR, Operations and IT.

Will liaise across all Lepra staff, particularly those in management roles, in accordance with their staff and volunteer roles.

Will work closely with the Senior Management Team and Trustees

Key Responsibilities

The job holder will ensure that Equality/Equity, Diversity and Inclusion are recognised and promoted at all stages in the recruitment cycle for trustees and volunteers. They will provide an internal point of HR contact for all colleagues, liaising as necessary with external HR consultants. They will also provide support to the Trustees and SMT in an efficient, effective and confidential manner.

1. Organisational Support

Provide support on leading the delivery of efficient HR, operational, and IT functions across the organisation.

Provide professional advice and guidance to senior management and staff on people, compliance, and systems matters.

Support the Director of Finance and Operations in ensuring sound governance, risk management, and organisational resilience.

Oversee key internal processes that underpin organisational effectiveness, including performance, policy, and data management.

Support health and safety compliance within the organisation.

Provide executive and administrative support to the Senior Management Team, including scheduling, agenda preparation, and minute-taking

Support the Director of Finance and Operations in ensuring good governance practices and compliance with charity and employment regulations.

Coordinate Trustee and Board-related administration as required.

Contribute to operational efficiency by supporting the implementation of improved systems and processes.

2. Human Resources and People Development

Ensure HR policies, frameworks, and practices promote fairness, inclusion, and staff wellbeing.

Lead on workforce planning, recruitment, and providing support on retention strategies.

Support professional development, performance management, and engagement initiatives.

Ensure compliance with employment law and uphold best practice in employee relations and safeguarding.

3. Operations and Governance

 Oversee office management, facilities, and supplier relationships to maintain effective operations.

 Support Board and Committee administration, including minute taking.

 Lead the review and implementation of operational policies and procedures to ensure efficiency and compliance.

Contribute to the development of a collaborative, transparent organisational culture.

4. IT and Data Management

Provide oversight and strategic support to the IT and Data Officer.

Ensure secure, efficient, and user-focused IT systems are in place.

Support the organisation’s data governance framework, ensuring compliance with GDPR and data protection legislation.

Drive continuous improvement in digital systems to enhance operational effectiveness and reporting capability.

5. Culture, Inclusion, and Wellbeing

Champion Lepra’s commitment to Equity, Diversity, and Inclusion (EDI).

Promote a positive workplace culture that prioritises wellbeing, respect, and collaboration.

Ensure that HR and operational processes align with organisational values and support staff engagement.

At Lepra, you’ll join a small, friendly, and mission-driven team working collaboratively across the UK, India, and Bangladesh.

Finance Manager
Salary: £60,000 - £65,000
Fixed term contract until March 2027
Hybrid working – Central London, 2 days a week in the office

Join one of the UK’s most respected grant-giving foundations as a Finance Manager. Managing a large investment portfolio and distributing more than 600 research grants, this independent trust supports world-class innovation and discovery across the academic landscape.

This is a newly created role offering a rare opportunity to work at the heart of a small, high-calibre team. You’ll bring your technical accounting expertise and systems insight to strengthen the Trust’s financial operations, investment accounting, and management reporting during an exciting period of change.

Reporting to the Director of Finance, you’ll combine hands-on accounting with process improvement and strategic project work — helping to shape the Trust’s future financial systems and reporting capability.

Key Responsibilities

• Lead on the accounting and reporting of a significant investment portfolio, ensuring accurate, timely and compliant outputs
• Support the production of statutory accounts and related disclosures
• Partner with the Director of Finance and Assistant Director of Finance to enhance management reporting through a newly implemented Microsoft Business Central system
• Work with custodians, investment managers and auditors to refine and automate financial processes
• Contribute to financial papers for the Board and the Trustees’ Annual Report
• Play a key role in developing improved internal reporting and governance practices

About You

• You’re a qualified accountant (ACA, ACCA, CIMA or equivalent)
• You bring experience in financial or investment accounting, ideally from a charity, investment, or audit background
• You’re comfortable operating at both strategic and hands-on levels — equally confident preparing accounts or redesigning a process
• You have an interest in systems and reporting improvement, ideally with exposure to Microsoft Business Central
• You’re detail-focused, well-organised, and thrive in a small, collaborative environment
• You enjoy variety and are motivated by the chance to contribute to a mission-led organisation supporting education and research

Why Apply?

• Join a lean, high-performing team within one of the UK’s largest independent charitable foundations
• Work directly with senior leaders and gain exposure to a complex investment portfolio
• Shape and improve financial systems, reporting, and processes during a transformative period
• Hybrid working in a collegiate, intellectually stimulating environment
• Possibility of extension or permanence beyond the contract term

We are working with Age UK Birmingham an independent local charity, working alongside Age UK Sandwell to support the older people of the City of Birmingham and the Metropolitan Borough of Sandwell. They have been working in the community for over 30 years to support older people, their families and carers, so that everyone can enjoy later life.

They are in search of a Finance Manager. Reporting to the Chief Executive, the Finance Manager will be responsible for maintaining accurate financial control procedures across the organisation. They will provide and present timely and accurate financial management reports to the CEO and the Board of Trustees.

The role is key to ensuring financial functions are constantly appraised for efficiency, incorporating new ways of working and technology to support the charity’s sustainable growth.

With part or fully qualified AAT/CIMA certifications (or equivalent) you will have experience of:

• Financial reporting, compliance and audit
• Strategy, Budgeting and forecasting
• Team leadership, operations, partnerships and efficiency
• Governance, Risk and Reserves
• Strong administration and compliance
• Charity sector and SORP experience

We are looking for someone who can work independently, as well as in a team with, ideally, experience with working in the voluntary sector. You will have strong communication skills and the ability to work under pressure and to tight deadlines.

You will need to be hands on and with the enthusiasm to shape the finance function for future development. You will have a flexible and responsive approach and can work in a fast-paced environment and always maintaining excellent attention to detail.

For more information, please contact Sandra Smith, Associate Director, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Closing date: 30 November 2025, however, please note that when a suitable candidate is found the role will close early, so please apply without delay.

An exceptional opportunity has arisen for a Finance Manager to join a very well-established animal welfare charity based in Solihull, with a second site in Wolverhampton. Working within a passionate and dedicated team, this role will suit an experienced finance professional with strong leadership skills and a determination to make a difference.

The organisation has been supporting dogs and the community for 133 years, employs eighty dedicated staff, and delivers vital services that improve the lives of dogs and humans alike. You’ll play a key role in guiding the charity’s financial strategy to ensure long-term sustainability.

Duties & Responsibilities

Lead and develop the finance team, ensuring effective management of budgets, forecasting, payroll, and statutory reporting.

Oversee financial governance and controls, ensuring compliance with charity and company legislation.

Provide strategic financial advice to the Executive Team and Trustees to support decision-making and risk management.

Manage the annual audit process and liaise with external auditors.

Oversee financial planning for bids, tenders, and funding applications, ensuring robust cost modelling and reporting.

What experience?

Ideally a fully qualified accountant (ACCA, CIMA, ACA, or) with proven experience in a finance role.

Experience managing finance within the charity, not-for-profit, or SME sector.

Strong leadership and communication skills with the ability to present financial information to non-financial stakeholders.

Our Development Team

The Donmar has an exceptional ability to raise private funds, and the vital importance of fundraising is recognised across the organisation and embedded in the overall strategy. Each year we raise around half our income through fundraising from a varied number of sources, with corporate income representing around a third of the fundraised income. The Development team is led by the Director of Strategic Development and Fundraising, and comprises 11 people.

Purpose of the role

The Development Events Manager will be responsible for the planning, administration and delivery of all development events at the Donmar Warehouse, working alongside the Head of Trusts and Events and with support from the Events Administrator.

Who We Are Looking For

The successful candidate will have demonstrable experience of leading, managing and delivering events and strong project management skills. They will have excellent organisational and communication skills and the ability to proactively work on their own initiative as well as in a team, with very strong attention to detail. They will be used to working in a fast-paced environment and to leading multiple events simultaneously.

TERMS

Permanent, Full Time

Salary: £33,000 per annum

Working Hours: Due to the nature of the role you will be required to work some weekday evenings on a regular basis and very occasionally on the weekend. A TOIL system is in operation.

Applications Close at 10am on Monday 24 November

Round One Interviews: Week Commencing 1 December

Round Two Interviews: Week Commencing 8 December

We particularly encourage applications from those who are currently under-represented both at the Donmar and more widely in the industry, and specifically from D/deaf or disabled, or neurodivergent applicants and applicants who experience barriers and inequity due to ethnicity, gender reassignment and/or socio-economic background.

Head of Finance

Location: Cambridge

Salary: From £72,311 per annum depending on experience

Hours: Full time - 28-35 hours per week

Closing Date: Monday 24 November 2025.

At the Internet Watch Foundation (IWF), their mission is to make the internet a safer space for children across the globe. They tackle this mission head-on, working tirelessly to find and remove child sexual abuse material from the internet. Their goal extends further than eliminating online threats, they strive to influence global conversations and shape policies to create a safer digital space.

The Role

The organisation is seeking a strategic and hands-on Head of Finance to lead their financial operations and help drive their mission to eliminate child sexual abuse imagery online. This is a unique opportunity to join a purpose-driven organisation making a real difference in the digital world.

As a key member of their Senior Management Team, you’ll provide strong financial leadership across the organisation - ensuring robust planning, budgeting, reporting, and compliance. This includes leading the day-to-day financial management of the organisation, from planning and budgeting to reporting, compliance, and risk. The role also oversees procurement, supporting teams to secure value for money while upholding ethical and sustainability standards. You’ll work closely with the Corporate Services Director and collaborate across departments to support strategic decision-making and enhance organisational performance.

They’re looking for a qualified finance professional (ACA, ACCA, CIMA or equivalent) with significant experience, ideally in the charity or non-profit sector. You’ll bring a blend of strategic insight and operational excellence, with a proven ability to lead teams, communicate financial information clearly, and manage risk effectively.

If you’re passionate about using your financial expertise to protect children and support a high-impact organisation, they’d love to hear from you.

Benefits

• Generous annual leave entitlement of 25 days (plus bank holidays and Christmas closure)
• Pension scheme
• Life assurance
• Private health care
• Cycle to work scheme
• Employee Assistance Programme and more

To Apply

If you feel you are a suitable candidate and would like to work for the Internet Watch Foundation, please click apply to be redirected to their website to complete your application.                                         

Please note: They do not accept enquiries or submissions from recruitment agencies.

We seek a Finance Officer to join our small team. You will report to the Head of Finance to provide bookkeeping and accounting support for Global Dialogue and Global Dialogue Ventures Limited. You will use Xero and be responsible for many aspects of operational finance including maintaining accurate records in the organisation’s purchase and sales ledgers; processing accounts payable and receivable; bank and other reconciliations; supporting month, quarter and year-end closes; and resolving ad hoc queries. 

This role is part-time. We are open to negotiating a working pattern that works for the successful candidate and for Global Dialogue. 

Terms Permanent, 21-28 hours per week, subject to 12-week probationary period

Location Home-based. Must have right to work in UK.

Reporting Reports to the Head of Finance 

Remuneration This role has been benchmarked at a UK salary of £33,000 (pro rata for a part time position). Global Dialogue offers a range of benefits including 25 days’ annual leave plus public holidays (pro rata), a flexible working policy, and personal development leave. We contribute 6% to our employee’s workplace pension (on qualifying earnings).

More about Global Dialogue 

We currently host seven large networks and collaborations.  Internationally, these including Ariadne, the network of European funders for social change and human rights; the Funders Initiative for Civil Society (FICS) including narrative initiative The Hive; Hamrah, an initiative to strengthen the resilience and increase the impact of a cohort of Afghan civil society organisations in exile; and the International Education Funders Group (IEFG). 

We have five organizational commitments – when you work with Global Dialogue, you will find us to be Purposeful, Accountable, Respectful, Practical, and Equitable. These are not abstract values but active principles that guide how we work together, make decisions, and support the people, programmes, and movements we serve.

Job Description

Maintaining purchase ledger: 

• Review staff and consultant expense claims 

• Reconcile monthly credit card and Soldo statements

• Help prepare for bi-monthly pay runs by reviewing bill postings, ensuring they have received appropriate approvals 

• Setting up payments in bank accounts

• Manage the posting and reconciliation of Employee of Record invoices

 Maintaining sales ledger: 

• Post grant income to Salesforce and Xero, following up any missing paperwork and queries

• Manage monthly programme income and reporting reminders 

• Maintain Salesforce to ensure accuracy of data

 Bank: 

• Bank reconciliation for organisation’s GBP, EUR, USD bank accounts, for review by Head of Finance

• Paypal processing and reconciliations

• Support Head of Finance with FX transaction adjustments

 Reconciliations and journals: 

• Support Head of Finance with a variety of monthly and quarterly reconciliations, prepayments and accruals

• Help maintain the fixed asset register and support with monthly depreciation journals

• Help to prepare a variety of other monthly journals 

Finance systems, policy and training development: 

• Work with Head of Finance to keep finance policies and other documentation up to date

• Help draft new policies and guidance notes as required

• Provide Xero training for all new-starters and work with Head of Finance to keep training needs under review

• Act as a sounding board to programmes on finance queries and manage the Finance Team inbox

• Manage staff Soldo requests

Person Specification 

• A recognised accountancy qualification and/or qualified by experience in accounting 

• Able to demonstrate strong experience of Xero accounting software

• Good MS Office skills, especially Excel

• Track record of working to deadlines without close supervision and can ‘hit the ground running’

• Detail orientated

• Strong analytical and numerical skills, including the ability to sense check your own work

• Solid understanding of processes and a commitment to continual process improvement

• Good written and verbal communication skills, including the ability to explain finance to non-financial staff

• Able to manage a varied workload and to work flexibly in a small team

• Good interpersonal skills, supportive of other colleagues and with the ability to build effective working relationships

• Understands the importance of confidentiality

Desirable: 

• Commitment to personal progression development in the field of finance 

• Advanced Excel skills 

• Experience of training staff in the use of finance procedures and systems 

• Experience of voluntary sector or charity accounting is not essential but would be advantageous 

• Interest in human rights and social change 

Statement of Equal Opportunities   

We value, welcome and respect all the differences that make us who we are and recognise that the intersections of our identities enrich our community. This includes age, cultural background, disability and mental health, ethnicity and race, gender, gender identity and expression, sexual orientation, and social background. We also recognise that the interconnected nature of these social categorisations can lead to overlapping systems of discrimination. We have a robust Equality and Diversity Policy that is periodically reviewed, ensuring that candidates and employees are treated fairly.   

When talking to our team candidates can expect:    

• To be asked questions that are relevant to the role    

• All recruitment materials to be written in such a way that avoids direct and indirect discrimination, for example, without the use of gendered language   

• To be given a chance to ask questions ahead of the interview  

• To be given a clear understanding of what to expect in the interview  

• To be compensated if asked to undertake an exercise that requires significant input

• To be treated with kindness and respect in every stage of the recruitment process    

• Never to be asked irrelevant questions related to a protected characteristic   

• That reasonable adjustments will be offered and implemented at every stage of recruitment 

• Any concern or complaint raised to be taken seriously, investigated fully and managed in such a way that it would not negatively impact any recruitment decision.  

How to apply   

We use an online platform to manage our applications. Please follow the link to submit a CV and cover letter (not more than 2 pages) in English, detailing why you are interested in this role and how you meet the criteria set out in the person specification.

Shortlisted candidates will be invited to an initial online interview during the week commencing 24th November 2025.  

Thank you for your interest in working with Global Dialogue. We look forward to hearing from you.    

Donnington Doorstep family centre is an independent, community-based children’s centre. The Finance and Admin Manager is a member of the Senior Management Team with an important role to play in a much loved local charity.

The Finance and Admin Manager will ensure that Donnington Doorstep maintains accurate, usable and appropriate financial systems for banking, payments, invoicing, recording and reporting. They will also oversee key aspects of HR, administrative procedures and policy as well as ensuring the smooth operation of the organisation.

You will be experienced in taking full senior-management level responsibility for charity finances.  You will be supporting our Chief Executive in overseeing all financial activities for a charity with a turnover of £2 Million.  Reporting regularly to the board of trustees, you will be experienced in working with a fundraiser and managing multiple grant incomes.  Experience of working with local authorities is desirable. We are a small friendly and supportive team.  We are offering a flexible/hybrid working arrangement.

Commercial Financial Accountant

Are you an experienced financial professional? Pilgrims' Friend Society is expanding, and we need a Commercial Financial Accountant to work across the organisation with a Commercial mindset while aiming to achieve charitable impact. Reporting to the Financial Controller, the Commercial Financial Accountant will be responsible for managing and completing relevant projects.

Our focus is providing a loving and caring environment for our “family members” (our residents) and maintaining the Christian ethos that is important to many of them.

The group operates on 20 sites with over 700 staff and an annual income of c.£20m.

Responsibilities:

• Growth and renewal plans
• Organisation Governance which will involve Company and Charity governance including projects that simplify the group structure
• Pilgrims' Friend Society Loans – covenant reporting and management
• System improvement projects
• Assist Director of Finance with banking relationships, including defining and implementing investment and reserves policies 
• Responsibility for internal audit and controls within the Finance team 
• Maintain a good working relationship with relevant Care Home and Housing Scheme Managers.
• Carry out any other duties reasonably required to ensure the smooth operation of the Society’s business. 

For more details please take a look at the Job Description

About you:

• Minimum of 5 years experience working in a finance team;
• Finance qualification (ACA/CIMA/ACCA, etc) 
• Advanced Excel skills
• Charity accounting and governance knowledge (Charity SORP, etc) (beneficial but not essential) 
• Experience with Sage 200 (desirable but not essential);
• Strong verbal and written communication skills.
• Able to work in a cohesive team.
• Ability to work flexibly and to take initiative
• *Applicants must be evangelical Christians (This role has an Occupational Requirement to be filled by a Christian under the provisions of the Equality Act (2010).).

Hours:

Full time contract, working 35 hours a week Monday to Friday.

Hybrid working 2 days in the office 3 days at home

Benefits:

• Hybrid working
• Flexible working hours
• 5 Weeks' paid holiday per year, as well as bank and public holidays
• Life assurance scheme
• Medicash
• Perkbox – including an Employee assistance programme.
• Longstanding service rewards
• Birthday rewards
• Social events
• Pension scheme

You will support the work of the Trust Company and Synod in all matters of compliance with Company and Charity legislation, overseeing the day-to-day operation of the Trust and Synod offices. You will also have the lead in-house responsibility for ensuring that the Board is able to discharge its financial responsibilities in an informed and timely manner. You will work with the honorary Synod Treasurer in liaising with and supporting local churches in financial matters.

You will be based in the Trust Office in Southampton, visiting other locations across the Wessex area as needed. Flexibility is also required for attending occasional evening and weekend meetings.

Key Responsibilities: Company Secretary 

1. in consultation with the Trust Executive Officer and the Chair of the Board, convene and provide administration for annual general meetings (AGMs) and Board meetings, including: 
   • producing agendas
   • making all papers available to the Board in a timely manner 
   • taking minutes
   • conveying decisions 
   • handling meeting correspondence 
2. provide legal, financial and/or strategic advice to the Board during and outside of meetings, and more generally advise the Board on corporate governance matters 
3. keep up to date with regulatory or statutory changes and policies that might affect the organisation 
4. ensure that the Company’s policies are up to date and are approved 
5. communicate with external professionals involved in corporate governance, such as auditors 
6. implement processes or systems to help ensure good management of the organisation or compliance with legislation 
7. file all necessary documents with the Charity Commission and Companies House, including the Annual Report and Accounts 
8. inform the Charity Commission and Companies House of appointments and resignations of Trustee Directors 
9. take responsibility for HR and the health and safety of employees, including payroll in liaison with external consultants 
   • maintain Role Descriptions for staff 
   • ensure that the Company’s Employment Handbook and statutory employment policies are reviewed and updated annually 
10. manage the Company’s premises and facilities, including IT in liaison with external consultants 

Key Responsibilities: Deputy Treasurer 

1. in collaboration with the Synod Treasurer: 
   • ensure the Wessex Trust is managing the assets of the Synod in an appropriate manner and in accordance with its strategy and policies 
   • report on the Synod’s financial matters and budgets to the Synod Executive and Trust
   • ensure that policies, operations and priorities are in keeping with the aims of the Wessex Synod. 
   • participate in the Synod Executive’s regular review of the Wessex Synod’s governance structure 
   • attend relevant Assembly level meetings for matters of concern to Synod Treasurers 
   • liaise with the Treasurers of the 12 other Synods, with a particular focus on commitments to Inter-Synod Resource Sharing. 
2. manage the annual process to agree and deliver the overall contribution from the Synod to the United Reformed Church’s national Ministry and Mission Fund, or its successor 
3. develop and maintain a rolling 3-year projection of the Trust’s financial capacity 
4. participate in the appointment of the Trust Secretary and the Financial Accountant and participate in monitoring and evaluating their performance 
5. undertake line management responsibility for the Financial Accountant 
6. serve on the Investment Committee and assist in maintaining the Trust’s Investment and Reserves policies 
7. monitor changes in statutory financial requirements and ensure that relevant ones are implemented 
8. support the Trust Convener in the production of the Trustees’ Annual Report 
9. take overall responsibility in the staff team for work to prepare for and support the annual statutory audit 
10. lead the Trust’s response to the Audit Findings Report each year and prioritise responses.