Finance and reporting officer jobs

You will provide day-to-day leadership of the finance function, bringing your accounting expertise to the team, and work collaboratively with me in my role as Director of Finance and Services, and from March with the incoming Chief Operating Officer, to ensure our strategy is translated into effective financial systems, budgeting, financial management and reporting.

Director of Finance and Operations

RESPONSIBLE FOR: Senior HR Executive (PT) and Database & Operations Officer (PT)

HOURS: Full-Time (9am-5pm, Monday-Friday)

JOB LOCATION: Hybrid - home and minimum 2 days in the office (Amersham, Buckinghamshire)

PENSION: 7% non-contributory

ANNUAL LEAVE: 28 days, plus bank holidays

OTHER BENEFITS: Employee Assistance Programme (EAP), Free Parking

Job Description

The Director of Finance and Operations (DFO) will play a crucial role in realising our ambitious plans as a charity. The postholder will be a member of our Senior Leadership Team (SLT), along with the CEO, Director of Development, Director of Programmes and Director of Fundraising and Communications. The DFO role is responsible for overseeing the financial health, operational effectiveness, and organisational infrastructure of the charity, ensures that the charity operates efficiently, ethically, and in compliance with all regulatory and fiduciary requirements. This role blends strategic financial leadership with hands-on operational management and is critical to enabling the charity to achieve its charitable programme as well as provide long-term sustainability.

Key Responsibilities

Financial Leadership & Management

• Provide strategic financial leadership, including long-range financial planning, budgeting, and forecasting.
• Develop and manage the organisation’s annual operating and capital budgets in collaboration with senior leadership.
• Manage the accounting functions, including payroll and pension, and month-end and year-end close.
• Prepare and present timely, accurate financial reports to the SLT, Finance and Investment Sub- Committee, and Board of Trustees.
• Monitor cash flow, reserves, and investments to ensure financial stability and liquidity.
• Ensure compliance with all financial regulations, funder requirements, and nonprofit accounting standards.
• Lead annual audits and coordinate with external auditors.
• Manage relationship with investment managers and their adherence to investment strategy.
• Support the Fundraising team in submitting income application, financial reporting, and compliance requirements.

Operations & Organisational Management

• Oversee day-to-day operations to ensure efficient systems, processes, and internal controls.
• Lead and continuously improve policies and procedures related to finance, operations, and administration.
• Manage organisational risk, insurance coverage, and compliance (e.g., legal, regulatory, and contractual obligations).
• Oversee facilities, technology, and vendor relationships, ensuring cost-effectiveness and reliability.
• Ensure strong data management, financial systems, and operational reporting tools are in place.

Human Resources & Administration

• Oversee HR operations, including payroll, benefits administration, employee policies, and compliance with employment laws.
• Partner with leadership on workforce planning, compensation strategy, and organisational design.
• Support performance management systems and contribute to a positive, inclusive organisational culture.
• Ensure onboarding, offboarding, and personnel record management processes are effective and compliant.

Leadership & Strategy

• As a key member of the senior leadership team, contributing to organisational strategy and decision-making.
• Advise the SLT and Board on financial and operational implications of strategic initiatives.
• Translate financial data into clear, actionable insights for non-financial stakeholders.
• Lead and mentor finance and operations staff, fostering professional development and accountability.

The Big House is looking for an energised Finance and Operations Director to lead the charity's finance, HR, operations and legal functions. This role is suited to a strategic thinker who is happy to get stuck in with hands-on tasks. The role covers five key areas.

Financial adminstration: Magage end-to-end financial processes including invoicing, bank reconcilations, budget management

Strategic business and financial planning: Work with the CEO to design and deliver an organisational strategy backed up by robust financial planning

Fundraising: Support the fundraising team to track pipeline value and secured income against targets and provide accurate reports to funders

HR and business operations: Oversee the HR function of the charity, foster a positive work environment and design and deliver effective hiring, onboarding and performance review processes

Production managment: Oversee the management of The Big House theatre and film productions, carefully managing external delivery teams and ensuring projects run to agreen timelines and to budget

Pathway Project is an inspiring Domestic Abuse Charity that makes a difference, it's a great place to work, we are a charity with big ambitions and huge energy and we need a Finance Manager who can match our energy.

We are currently evolving a bold new strategy and a passion  for excellence in service delivery. Supported by a driven and energetic board of trustees the new Chief Executive is leading Pathway Project through their ambitious plans.

It’s a really fantastic time to join our amazing charity as we move into the next phase of our exciting journey.

We are looking for a new Finance Manager to be responsible for the effective day-to-day financial management of the charity supporting the CEO with the Finance Strategy.

She will be driven, ensuring robust financial controls, accurate reporting and compliance with statutory and regulatory requirements including the Charity Commission and Charity SORP (FRS 102).

She will work closely with the CEO, SMT and Trustees and she will provide clear, timely financial information to support sound operational and strategic decision-making and help ensure the long-term sustainability of the organisation.

About MediCinema

MediCinema is a UK-registered charity dedicated to providing cinema experiences inside hospitals to support the emotional, physical and mental health of NHS patients, their families, and carers. For 25 years, we have brought the power of cinema to hospitals, and in recognition of our impact, MediCinema was honoured with BAFTA’s Outstanding British Contribution to Cinema Award at the 2025 EE BAFTA Film Awards.

We build and run fully accessible cinemas within hospitals, screening the latest films at no cost to patients or the NHS. Our services help reduce isolation, stress, and anxiety, enhancing emotional and mental wellbeing while fostering resilience. We support patients of all ages, including dedicated paediatric screenings at several sites.

We have an ambitious goal to establish a MediCinema in every NHS region across the UK, and rely on long-term partnerships with NHS Trusts, Hospital Charities and the corporate sector to sustain and expand our services.

The Role

Reporting to the CEO, this new senior leadership role is central to ensuring MediCinema’s financial sustainability, operational excellence, and people-centred culture. The Director will lead the charity’s finance, HR, and business operational functions, ensuring robust systems, compliance, and strategic alignment with our mission.

This is a hands-on role for a values-driven leader who thrives in a collaborative, purpose-led environment and is passionate about improving patient experiences through innovative service delivery.

This role will be managing external HR and IT consultants and supported by a part time (1 day per week) assistant.

Key Responsibilities

Leadership and Strategy

· Participate in strategic and business planning processes, supporting the CEO and trustees to develop the strategic plan

· Serve as a key member of the Senior Management Team (SMT) contributing to the strategic direction and day to day management of the organisation.

Finance

· Lead the finance function, overseeing budgeting, forecasting, management accounts, and statutory reporting.

· Ensure robust financial controls and compliance with regulatory requirements.

· Manage cashflow, reserves, and risk, supporting strategic financial planning.

· Lead on financial reporting to the Board and relevant committees.

· Oversee payroll, pensions, and financial administration.

· Managing the annual audit process and liaising with auditors

· Liaising with tax specialists on VAT, corporation tax and other matters as required.

· Liaising with the Treasurer on all key financial matters on a quarterly basis

Business Operations

· Ensure efficient delivery of office services and a safe, well-maintained working environment.

· Lead on the IT systems and digital strategy ensuring platforms are secure and support business needs

· Work with the external IT consultant to maintain and evolve the infrastructure, systems and processes in place to align with business needs and industry regulation

· Keep abreast of changes and updates to Data Protection legislation and ensure that staff receive regular training on Data Protection and Cyber security

· Manage contracts, suppliers, and internal processes to ensure value and efficiency.

· Support the commissioning of new MediCinema sites, including project planning and stakeholder engagement.

· Lead on the annual insurance renewal process

HR and People Development

· Lead on strategic workforce planning, recruitment, onboarding, and talent retention.

· Embed inclusive HR policies and practices aligned with MediCinema’s values.

· Provide support and evolve processes to strengthen employee relations, performance management, and wellbeing.

· Support line managers in developing high-performing, motivated teams.

· Ensure compliance with employment law and HR best practice.

· Work with the external HR consultant on HR admin,including due diligence, onboarding and recruitment.

Governance and Compliance

· Maintain up-to-date policies and procedures across finance, HR, and operations.

· Ensure compliance with legal, regulatory, and safeguarding requirements.

· Support the CEO and Board with governance processes, reporting, and policy development.

The Person

Experience and Background

We are seeking a strategic leader with experience across finance, operations, and HR — ideally within the UK charity or public health sector. You may have worked in healthcare, education, or social impact organisations, and bring a strong understanding of compliance, governance, and people leadership. Candidates with a relevant background in SMEs may be considered, but will need to demonstrate a commitment to quickly developing the specialist knowledge required by charity regulations and an aptitude for operating within the third sector.

You will be comfortable working in a hands-on, collaborative environment, with a deep respect for MediCinema’s mission and values.

Skills and Qualifications

· Professional accounting qualification (ACA, ACCA, CIMA or AAT)

· Strong understanding of HR, IT, risk management, and governance in small teams

· Proven experience managing budgets, audits, and accounts (Quickbooks experience ideal)

· Excellent project management and strategic planning skills

· Strong interpersonal skills and the ability to lead and mentor others

· A proactive, organised, and solutions-focused approach

How to Apply

Please send your CV and a covering letter telling us about your suitability for this role, why it appeals to you and what makes you a strong candidate (no longer than one side of A4). Please note applications will be anonymised.

Closing date for applications: Midday, Friday 30th January 2026 with a view to holding first round interviews in mid February.

We are an equal opportunities employer and an accredited Living Wage Foundation employer.

*Please get in touch with us via the email in the job pack to access a copy of our Q&A webinar held in mid January*

Our CEO, Daisy Srblin, has served since May 2022, and is expecting to take maternity leave from May 2026. We are looking for an excellent Interim CEO, to steward YCF in her 9-12 months away, lead our team and keep our charity on track.

2026/27 is set to be a busy period for Young Camden Foundation, as we navigate a complex ecosystem for the voluntary sector, embed new projects, and drive forward the objectives of our 2025-28 strategy. This is also a pivotal year for fundraising efforts, as is the case for many in our sector, and maintaining strong leadership on behalf of our dynamic and talented team will also be essential.

We are looking for an experienced Interim CEO, who brings particular proven expertise around fundraising, people and budget management, and reporting, as well as confidence in stakeholder relationships and proven leadership experience.

You will be responsible for a team of 7, reporting to a board of twelve, and managing a budget of around £1.3m. You will be responsible for the effective management and delegation of responsibilities throughout the team, via your three direct line reports. You will be responsible for reporting to funders on a regular basis, who fund everything from YCF’s core operations to our grants and onward projects. You will oversee YCF’s complex functions, including grant giving, membership and training, and youth engagement.

You will lead on YCF’s fundraising goals for 26/27 and beyond, helping to put YCF on a firm and confident footing as we look to the future. You will also lead external engagement work at the charity, ensuring YCF is represented and advocating in high-level spaces in Camden, whether with Camden Council, local Councillors, sector and member leaders, and local businesses. 

Please download the full job specification for a complete breakdown of responsibilities and essential skills and experience. 

KEY RESPONSIBILITIES

The job of a CEO is hard to define, especially in a small charity, so the list below is by no means exhaustive, or reflective of all the responsibilities you will undertake in post.

However, these summarise the key areas of responsibility and priority as Interim CEO in the 9-12 month period:

1. Fundraising on behalf of our objectives

2026 is a pivotal fundraising year for YCF, as with so many in the sector. You will lead on our fundraising efforts (including identifying and writing bids) for both core and project funding in this important year, to put YCF on the strongest financial footing possible in delivering our objectives to 2028.

2. Team management and leadership

The YCF team is a dynamic mix of individuals, ranging from longer-serving staff to newer staff. You will effectively lead our people (YCF’s key asset) driving performance by identifying development opportunities, and effectively delegating to get the most out of our team. You will also be called upon to make judgement calls on behalf of the team, when these come up.

3. Stewarding our finances

In our small organisation, the CEO is chiefly responsible for the effective stewardship of our finances. Working closely with our Finance Manager, you will set our 27/28 budget and steward and monitor our performance across both financial years (including around fundraising targets). You will oversee an effective audit process in 2026, and ensure records and invoicing are meticulous and kept up to date.

4. Supporting project management and delivery

While staff members hold responsibility for their work streams, YCF is a small team, and you will have overall responsibility and oversight for all delivery, including two sizeable projects in the 26/27 year (the delivery of the UK Government’s Holiday Food and Activities programme, (HAF) on behalf of the Borough of Camden, and YCF’s new cross-borough programme tackling Serious Youth Violence). You will ensure strong delivery across each workstream, identifying opportunities for development throughout, and stepping in where needed.

5. Ensuring effective communication

YCF has a wide range of stakeholders, including members, funders, partners and many others from our cross section of voluntary, public and private sector partnerships. You will be an effective communicator (verbally and in written form) and able to represent YCF in the spaces needed, including with prospective partners, on strategic boards, and with high-level stakeholders. You will lead the team in our written reporting to funders, guiding the team to harness our data to communicate our impact.

6. Oversee governance 

Bringing experience with Board accountability, you will report to the board quarterly, and work closely with the Chair to ensure progress is being driven forward on YCF’s strategic objectives.

[While your closest working senior relationship will be with the Chair, YCF benefits from a very engaged board. As such, the trustees can be available to support you on an on-going or ad-hoc basis. Collectively, they have deep local connections, excellent sector knowledge and expertise in various functional areas such as HR, governance, finance and more.]

PERSON SPECIFICATION

We are looking for the following essential experience in our prospective Interim CEO candidate:

- Successful fundraising experience: You will have proven experience in fundraising in a VCS context, including from Trusts & Foundations, corporate sources, and Local Authorities. You will have direct experience in writing applications, making pitches and so on.

- Proven finance experience: As a proven sector leader, you will have experience managing complex and large organisational budgets. You will be able to demonstrate how you have set and managed budgets in the past, including stewarding budgets to effective use.

- Leadership and team management: You will have experience of leading teams, including in contexts without an internal HR function where these are held by the CEO. You will be well versed in all aspects of team leadership, including managing performance, supporting morale and maintaining YCF’s positive team culture. You will have held the position of Director or CEO before, and have experience reporting to a Board of Trustees, and knowledge of governance arrangements that support a healthy charity.

- Exceptional communication: You will demonstrate proven exceptional communication skills, both written and verbal. You will be well versed in compiling strong reporting to funders and stakeholders, as well as producing high quality reports for Trustees. You will also be an exceptional verbal communicator, representing YCF and the needs of our members in advocacy spaces.

- Project start up and management: While YCF has senior leaders to oversee work delivery, you will bring your own experience in project management, to help support existing and new projects at YCF, namely the Tackling Serious Youth Violence Project, which will begin in 2026.

- A positive attitude: Working in a small charity is tremendously rewarding, but it can be tough to lead a small organisation. You will demonstrate proven maturity in navigating those challenges, while bringing an optimism and positive attitude to your work, including all of the (many) responsibilities that fall outside of the ‘usual’ CEO job description, in a small charity.  

We would also ideally be looking for some of the following desirable areas of expertise and experience:

- Working in a youth setting: Our Interim CEO will need to share our passion for a stronger Camden for all children and young people. Ideally you will also bring experience of working in a youth setting or for a youth focused charity in the past, and be familiar with some of the challenges facing children and young people

- Grant making: Our Interim CEO will steward a significant grant-making budget of around £1m per year. Our ideal candidate would bring knowledge of hyper-local grant giving for community led organisations

- Working with and for community groups: Our team works predominantly (though not exclusively) with members who are micro, small and medium sized. Ideally you will be well versed in the unique challenges facing grassroots community VCS organisations. You may bring experience leading a small charity yourself, proving your understanding of the unique leadership challenges in doing so

- Understanding Camden: YCF’s work is unapologetically rooted in our borough, with all its challenges and opportunities. Our ideal candidate brings an understanding of the challenges of living within inner London, particularly for communities facing disadvantage.

WHAT WE OFFER IN RETURN

We firmly believe you’ll be working in one of the best teams in the sector, with a collaborative and supportive culture.

You will be working with a dynamic and enthusiastic team, and will also benefit from regular check-ins with a present and supportive Chair, as well as support from our experienced Board of Trustees. Flexible working is also available, after discussion and agreement with the Chair.  

You will also benefit from:

· 25 days of annual leave per year (pro-rata’d for part time employees)

· In addition, your Birthday off (or closest working day) as paid leave

· Access to our Employee Assistance Programme, 360 Wellbeing, including 6 free in-person counselling sessions per year and unlimited 24/7 online and telephone GP consultations

· Training and development opportunities

· Free on-site gym access and access to free creative and fitness classes (and access to on-site showers) as part of our Labs membership

· Access to tea, coffee, biscuits and fruit each day at our office

· Discount on food and drink in Camden Stables Market

Please download the full job description for further information. Pease note the deadline for applications is Sunday 8th February - however the Charity Jobs advert will expire on Thursday 5th February, so please be sure to download this application and details of how to apply before this date. 

About Us

Freeways and Freeways Trust are linked local charities that supports adults with learning disabilities.

Freeways is a highly regarded provider offering a range of social care support services and Freeways Trust owns and manages a portfolio of properties which support the work of Freeways. Both charities are passionate about helping people to become as independent as possible by supporting them to make choices, learn new skills, and make links with their local community.

About the Role

The Finance Director will play a pivotal role in shaping the strategic direction of both Freeways and Freeways Trust and will be responsible for developing  and delivering financial strategies that align with the charities' objectives while maintaining financial sustainability. This position also involves overseeing financial management, ensuring compliance and leading the finance team to achieve operational excellence.

Key Responsibilities

• Strategic Leadership and Financial Planning: Collaborate with the Senior Leadership Team to set strategic direction and develop financial strategies and budgets.  Develop the financial strategy and five-year budget plan, including capital investment plans and cashflow forecasts that align with strategic priorities and operational plans.

• Financial Management and Control: Oversee finance operations, ensure timely reporting, and lead the annual audit process.  Maintain, review, and update internal financial controls across the finance function, identifying, assessing, and mitigating financial risks. Be responsible for the review and audit of financial processes across the organisation including for the people we support.

• Organisational Performance: Manage budget-setting and performance tracking, providing insightful analysis to stakeholders. 
• Governance: Act as Company Secretary, ensuring compliance with charity law and maintaining essential records with the Charity Commission and Companies House.
• Leadership, Management and Culture: Build strong relationships with key stakeholders and lead the finance team to achieve operational excellence and foster a positive organisational culture.

About You

You will be a qualified and experienced finance professional with strong leadership skills and a commitment to improving financial processes. Your strategic thinking and exceptional communication skills will allow you to explain complex financial information to various audiences and help them understand the impact on the wider charity and the potential future options. You will also possess a solid understanding of financial management, compliance, and governance, along with the ability to lead and develop a team.

Benefits

• 35 days (pro-rata) annual leave entitlement (including public holidays)
• Company sick pay
• Company pension scheme
• Life assurance cover of twice your annual salary (subject to rules of the scheme)
• Free parking on site
• Family-friendly/work-life balance policies
• Free DBS check every 3 years
• Occupational health provision
• Employee Assistance Programme – 24-hour access to a counselling and legal helpline

We are an equal opportunities employer and welcome applications from all backgrounds. This role is subject to an Enhanced DBS and Adult Barred List check.

Grosvenor Chapel is a Chapel of Ease in the Ecclesiastical Parish of St George’s Hanover Square.

Located on South Audley Street in the heart of what is fondly referred to as the ‘Village of Mayfair’, the Chapel has been serving the community of Mayfair and beyond for almost three hundred years.

Over the last three years the Chapel has been going through a period of transition, renewal and growth. We currently have a modest annual income, which comes from regular giving, occasional donations, and the hiring out of our Chapel rooms and car bays, and are seeking an experienced Finance Officer to help with the day-to-day management of the Chapel’s finances.

Whilst some tasks are covered by existing staff, the Finance Officer will have responsibility for overseeing the Chapel’s accounting processes, monitoring income and expenditure, managing accounts payable and accounts receivable, overseeing service cash collections and banking, completing the monthly reconciliations and preparation of financial reports, helping with any VAT and quarterly gift aid returns. The role will also be required to support the annual budgeting process, year-end audit and preparation of statutory accounts.

Most of the work will be expected to be completed remotely, with attendance in person on site at least once a month for meetings and other activities.

This is an exciting opportunity for someone looking to join a highly motivated team in a welcoming and friendly work environment, and where they can apply their financial skills and experience in a unique setting and really make a real difference.

If this sounds like you then we’d love to hear from you!

Part-time, permanent. 

West Midlands Heritage Trust is seeking a skilled and motivated Finance Officer to join our small, dedicated team working to safeguard historic buildings across the West Midlands. This newly created, permanent role offers a flexible, hybrid working arrangement, primarily home-based, with one day per week in a shared office (currently Worcester), bi-monthly evening board meetings, and occasional regional travel.

Working closely with the Treasurer, trustees, external accountants and project teams, you will support the financial management of WMHT and its partner Project Trusts. Responsibilities include maintaining financial records and budgets, processing invoices, monitoring project expenditure, supporting grant applications and claims, ensuring compliance with statutory and funder requirements, and preparing financial reports for the Board.

We are looking for an AAT-qualified (or equivalent) individual with strong bookkeeping and accounting skills, experience using financial systems (e.g. Sage or QuickBooks), excellent communication abilities, and a proactive, organised approach. An interest in heritage and community-based projects is desirable.

The role is 22.5 hours per week, with some flexibility required, including occasional evenings and weekends.

Full details are available in the job description and person specification.

Deadline: 12 noon, Saturday 31st January 2026

Ten Ten Resources is an educational organisation that nurtures spiritual growth, personal development and social responsibility by sharing inspiring, creative content through a Catholic lens. We are seeking a Head of Finance to lead on ensuring the financial health, operational effectiveness and organisational sustainability of the company.

As a senior leader, you will integrate finance, systems and people management so that we can deliver high-quality programmes in alignment with our Catholic mission and values. You will also be a key member of the Leadership Team, contributing to organisational strategy, planning and decision-making.

We’re a small team, so this role involves operational responsibilities as well as strategic leadership and oversight. We’re also a fully remote organisation, so we’re looking for someone who thrives in a remote working environment, who is highly organised, people-focused, and committed to excellence in service. You will also play an important role in helping us embed our emerging employee-owned culture as we move through transition in 2026.

If you’re a strong financial leader with operational leadership experience in a charity, SME, education or mission-driven organisation and feel inspired by Ten Ten’s mission to support Catholic education, we’d love to hear from you.

Are you an experienced finance professional looking for a role that combines technical expertise with meaningful impact? Join the Diocese of Guildford’s finance team, where you’ll manage complex financial operations for a charitable organisation with significant assets and diverse activities.

What You'll Do:  

Reporting to the Finance Manager, you will provide financial support and advice to budget holders, clergy in training and other stakeholders. You will maintain accurate accounts and asset registers across a diverse portfolio including education buildings, training activities, clergy costs, and property assets. 

Some of the Key Responsibilities of the role: 

• Prepare and maintain accounts for property assets, education projects, and training activities 

• Deliver accurate management reports and financial advice to budget holders 

• Oversee VAT returns, reconciliations and statutory reporting 

• Support capital funding allocations and monitor project budgets 

• Ensure compliance and integrity across all financial processes 

We are looking for a Senior Finance Officer who will bring: 

• Proven experience in accounting including financial reporting, reconciliations and budget monitoring 

• Strong understanding of charity finance and grant funding 

• Advanced Excel and IT skills, experience with Xledger or similar systems is a plus 

• Ability to communicate financial concepts clearly to non-financial stakeholders 

• A collaborative and proactive approach to problem-solving 

Please refer to the attached Job Descriptions for the full details of the Senior Finance Officer 

Benefits of the role include: 

• Competitive salary within the Charity Sector 

• A 10% non-contributory pension scheme 

• Life assurance provision of 3x annual salary 

• 25 days annual leave per year, plus bank holidays increasing to 26 days after the first year. 

• An employee assistance programme 

• Ongoing learning and development opportunities 

Ready to Apply? 

Submit your CV along with a detailed supporting statement (cover letter), outlining how you meet the essential and desirable criteria in the person specification. The supporting statement is an essential part of the application process and thus a failure to provide this information will mean that the application will not be considered.

We will shortlist and interview on a rolling basis as applications are received and we reserve the right to close the vacancy early.  

The Diocese of Guildford take our responsibility for the safeguarding of children and adults seriously. Our recruitment processes reflect this commitment. 

We take your privacy seriously. To understand how your personal data will be processed during the recruitment process, please read our Candidate Privacy Notice before applying 

We believe that diversity is a strength. We actively welcome and encourage applications from candidates of all backgrounds and identities, particularly those who identify as female, younger, of a UK Minority Ethnic/Global Majority Heritage, or disabled, as it is essential that we reflect the diversity of the communities we serve. 

Please note that if you are shortlisted and are unable to attend on the interview date, it may not be possible to offer you an alternative date. 

Grade: 5

Salary: £30,994 per annum

Position type: Full Time, Permanent, 37.5 hours per week. (Flexible working considered)

Responsible to: Financial Controller

Direct reports: None

Location: ShelterBox HQ, Truro, Cornwall (Hybrid working with at least 2 days a week in the office)

ROLE PURPOSE:

A key member of the finance and financial accounts teams, supporting colleagues and the wider charity by taking responsibility for maintaining elements of the financial records of the charity.

Ensuring compliance with technical and legal requirements, safeguarding the assets of the charity.

Generating data that will allow for informed decisions to be made, maximising the impact that the charity can achieve for people effected by disasters.

WHO ARE WE LOOKING FOR?

We are looking for an experienced finance professional to join our busy team and to help provide a great finance service. You will have excellent attention to detail, good knowledge of finance processes and work well as part of a busy team. Having great organisational skills, you will be able to manage multiple tasks at the same time, work proactively and be a good communicator.

You will have experience in working in a finance team. Main core duty will be maintaining the purchase ledger. Shared tasks will be expected for payroll (training will be given). The individual may hold AAT qualification or be qualified by experience.

We encourage innovation and new ideas and would welcome you sharing your experience with us, to further develop our team.

This will be an exciting time to join the organisation as we have just implemented new systems, for payroll, expenses and finance.

This is an opportunity to join a friendly and vibrant organisation.

DUTIES WILL INCLUDE BUT NOT BE LIMITED TO:

Maintain Financial Records

• As part of the Financial Accounts team (two Finance Officers and the Financial Controller) take a share of the responsibility for maintaining the financial records of the charity, ensuring compliance with processes and technical and legal requirements, and safeguarding the assets of the charity.
• Provide support to internal and external stakeholders in operating or using/getting benefits from the outputs from your areas of responsibility.

Areas of responsibility will include: -

• Processing and payment of invoices and bank transfers, including foreign and urgent payments.
• Processing of donations from journals generated from the CRM system, reconciling to bank receipts, and resolving any queries or discrepancies in collaboration with the Supporter Care team.
• Bank and petty cash recording and reconciliation. Including bank account reconciliation on a weekly basis, petty cash and foreign currency. Submission of bank reconciliations for approval by Financial Controller.
• Enter expected cash outgoings into weekly cash flow document.
• Credit Card and Expense Claims (detailed below)
• Process Payroll (detailed below)
• Purchase and sale of foreign currency as discussed with Financial Controller.
• Monthly gift aid submission including generation of Gift Aid submissions, complete pre-claim checks, submission and reconciliation to receipts from HMRC. Submission of draft gift aid submission for approval by Financial Controller.
• Month End - (detailed below)
• Year End - As instructed by the Financial Controller generate reports and information to support preparation of annual report and audit file. Answer audit queries provided by the charities auditors.
• Maintenance of the organisation's fixed asset register, posting journals for depreciation, acquisitions and disposals.
• Monitoring of finance inbox and support organisation with requests for financial information.
• Provide Support to organisation with procurement and purchase ledger system Focal point.
• Update projects/funds on Dimensions.
• Maintaining accounting records for our subsidiary company, ShelterBox Trading.

Credit Card and Expense Claims

• Maintenance of the Company Credit cards, submitting requests for new cards, adjusting credit limits and cancellation of cards.
• Download credit card transactions and upload to Continia Expense system and submit to credit card holders for completion of expenses.
• Review, approve and post to finance system credit card expenses and claims for expenses using Continia expense system.
• The issuing and reconciliation of cash advances for ShelterBox Response teams.
• Provision of new credit cards for Staff/ShelterBox Response team's and deal with any issues.

Payroll

• Processing the monthly payroll with information provided by HR Department using Payroll Software and initiating payment and payslips to staff.
• Monthly submission of payroll reports to HMRC and process payment of PAYE, NI and student loans to HMRC.
• Maintenance of the company pension scheme, uploading details of monthly contributions. Dealing with issues and queries around this.
• Monthly reconciliation of payroll control accounts.
• Providing support to the HR team around pay, pension, loans etc

Month End

• Assist with timely month end process by completing work to meet monthly deadlines.
• Monthly reconciliation of income between CRM and Dimensions.
• Produce month end reconciliations for approval by Financial Controller.

Special Projects:

• Provide support to the Finance Team Managers and Director of Finance including undertaking special projects as requested.
• Providing financial team support on cross departmental projects as required.

Other responsibilities

• Any other duties as required which are deemed appropriate to the level and grade of the post.

Job title: Interim Director of Finance
Hours: 21 hours a week
Pattern of work: Hybrid – 1 day a week office based
Contract type: Fixed term contract  - 4 – 6 months

Are you an experienced interim finance leader is sought for a part-time Interim Director of Finance role?
This exciting arts charity is offering the opportunity to steer an organisation through an important transition period while shaping its financial foundations for future growth.
This client is a well-established, values-led organisation operating at the intersection of the creative, cultural and commercial sectors.
Working closely with the Chief Executive and Senior Management Team, this role blends high-level strategic finance leadership with hands-on oversight.
Supported by an experienced bookkeeper, the Interim Director of Finance will focus on governance, reporting, risk management and business planning during a crucial phase of development.

This Interim Director of Finance position will appeal to someone who enjoys adding value quickly, working collaboratively at board level, and leaving organisations stronger than they found them.
Key areas of focus will include:

• Leading the preparation and presentation of management accounts and board papers
• Overseeing statutory accounts, audit processes and transitions to new external providers
• Providing commercial insight to support budgeting, forecasting and growth planning
• Ensuring strong compliance across finance, tax, VAT and data protection
• Supporting senior leaders with financial modelling, scenario planning and risk assessment
• Line managing a bookkeeper and contributing as an active member of the SMT

To succeed in this role, candidates will bring senior-level finance experience, professional accountancy qualification (ACA, ACCA or CIMA), and confidence working with boards and executive teams. A background in small organisations, charities or creative-sector environments will be particularly well suited.
This is an ideal opportunity for a strategic thinker who is comfortable operating both at pace and at depth, and who values collaboration, clarity and continuous improvement.
Action
If you are an accomplished Interim Director of Finance looking for a part-time role with purpose, challenge and influence, please send your CV to [email protected]

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

The Head of Finance provides strategic and operational finance leadership across the organisation, working closely with the CEO, Senior Leadership Team (SLT) and Senior Management Team (SMT), to deliver to the organisation’s strategy, relevant external reporting and provide assurance to the Audit & Risk Committee.

The Head of Finance is critical to the ongoing financial health of the organisation. Ensuring teams are equipped with the knowledge and data to develop and manage their budgets, the organisation is compliant with statutory requirements and financial planning is applied with a strategic lens.  The role requires a leader who has the ability to effectively lead their team with kindness and care whilst also achieving agreed targets and outcomes.

The Head of Finance will collaborate with the Director of Finance, SLT, and Heads of Department to design and implement a long-term financial strategy that supports the organisation’s goals and growth aspirations. Ensure this strategy is continuously reviewed and enhanced as needed.

The Head of Finance will lead the annual budgeting process, ensuring effective resource allocation. They will work closely with budget holders and the SLT to maintain accurate and up-to-date budgets through quarterly reforecasting. They will provide financial expertise and insights to the Board of Trustees, CEO, and senior management, ensuring alignment with organisational priorities and financial sustainability.