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Job Summary
To manage and ensure control of the funding, financial and corporate resources of the Charity to ensure a financially secure service, delivering value for money.
Work with the Co-Directors to advise and develop the financial strategy, model new projects, prepare annual and project budgets, and report on financial performance, contributing to the overall future strategic direction of the Charity.
Manage the day-to-day finances for the Charity. Ensure all aspects of the financial systems are accurate and up to date, including banking, sales and purchase ledgers, payroll and cash management.
The postholder is expected to foster excellent working relationships with all staff, volunteers, senior colleagues and trustees.
The postholder will be expected to attend the following meeting groups:
Monthly All Staff: regular attendance
GDPR/Data Working Group
Finance and Income Generation (FING) Committee Meetings
Responsibilities to and attendance at all other meetings: attendance only as and when required and/or at the direction of the Co-Directors
Key Responsibilities
Supervision and management of Senior Finance & Admin Officer (SFAO)
Day to Day Financial Management
Provision of accurate reports to Board and senior managers
Payroll, Pensions, and Tax Management overview and control
Budget Process Management
Statutory Reporting & Charity compliance
Account Management – Key Suppliers/Contractors
Financial Risk Management
Governance support to FING Committee and Trustees
Core External Relationships
Payroll Provider
TPT Pensions
HMRC
All Banks
Charity Commission
Companies House
Charity Auditors
IT Contractor & Insurers
Day to Day Financial Management
Regularly review and maintain financial policies and procedures.
Review the monthly reconciliations carried out by the SFAO thereby ensuring all transactions are properly and efficiently recorded.
Oversee the management and appropriate allocation of Restricted Funds, ensuring the monies are allocated according to the donor’s wishes and ensure that records are always maintained
Regularly review and make recommendations for improvements to financial controls and ensuring methods are documented and made clear to staff.
Support with funding bids and reports back to donors
Management of all charity bank accounts, acting as authorised signatory with Banks
Payroll, Pensions and Tax Management
Supervise the payroll process carried out by SFAO
Responsible for the effective management Charity’s Pension Scheme
Ensure payments to HMRC are made accurately and on time, and ensure all available allowances are claimed.
Budget Process Management
Take the lead on preparing the Annual Budget, working closely with SLT to capture all spending plans Develop and run a process which is thorough, consistent and inclusive of all managers.
Alongside the Co-Director, present the Draft Budget to Board for approval
Present monthly management accounts and Cost Centre reports for all managers
Work closely with all SLT to ensure they fully understand their budgets and ongoing organisational performance against budget
Monitor variations against spend and integrate within an overall Cashflow analysis
Recommend corrective actions to Co- Directors and/or Board as necessary
Statutory Reporting & Charity compliance
Act as lead member of staff with the Charity’s Auditors
Oversee the preparation of the Annual Accounts plus any supporting papers required to enable an efficient and effective annual audit to take place
Maintain fixed asset register and inventory of all equipment contracts/agreements
Ensure the Charity is fully compliant with statutory bodies and key external institutions, and act as lead on behalf of the charity with the following bodies:
Charity Commission
Companies House
Pensions Regulator
HMRC
Valuation Office
All Banks
Account Management – Key Suppliers/Contractors
Insurance
Take the lead in managing the insurance renewals process, and ensure that a comprehensive suite of insurances is in place to cover key risks across the Charity
Financial Risk Management
Ensure appropriate financial risk management techniques and controls are in place at strategic and operational levels.
Develop, update and produce long term cashflow forecasts to evidence that the Charity can operate as a going concern.
Provide up-to-date dashboards and reports of the financial position, projections and scenarios, considering the financial implications of alternative business models, advice on new and current business income generation initiatives and analysis of financial risk and performance.
Work with the Co-Directors, to ensure that the appropriate processes are in place for the long-term financial viability of the charity, advising on the financial consequences of proposed actions
Governance support to FING Committee and Trustees
Assist the Chair of FING Committee (Treasurer)
Prepare all associated papers and minutes
Prepare finance papers for Treasurer to deliver to Board of Trustees
Attend Board of Trustees meetings and present information as requested
General
Postholder to adhere to their relevant Code of Ethics as laid down by their professional body, being mindful that adherence to the code takes precedence over charity policy and practice should a conflict ever arise. [NB Sections A + C of the current professional code are applicable.]
Keep abreast of financial developments across the charity sector and ensure any opportunities for tax reliefs, cost reduction, value for money and more effective systems are seized as appropriate.
Undertake any other duties as determined by the Co-Directors.
Personal Specification
Personally committed to Caring in Bristol’s vision and values and collaboration-focused method of work.
Committed to reflection and learning, including sharing failures and uncertainties; openly taking feedback from the team and members of the community on your behaviour and work.
Bring ideas for improvements and is open and honest in all communications where relevant and appropriate.
Awareness of your own needs: the homelessness sector can be challenging – you will be good at knowing your limits under pressure and will be confident to ask for help when you need it. You will receive support from your team, and we are keen to nurture an environment where no-one feels worried about asking for help or support when they need it.
Resilience working under pressure, ability, and willingness to both give and take constructive feedback.
Willingness to work the extra hours where needed, with a flexible working policy.
Growing levels of self-awareness, including an understanding of how your background has shaped the opportunities afforded to you and how you relate to people from different backgrounds to you.
Willing to develop emotional intelligence, including a growing ability to empathise with and appreciate others, creating opportunities for those you work with to grow.
A passion for social justice and to change Bristol for the better.
Essential
Minimum part qualified accountant or qualified by experience with strong financial management experience, with an ability to understand the practical impact of finance decisions and processes across the whole charity.
Specialist knowledge of Charities required, including Charity SORP guidance and procedures, underpinned by strong theoretical knowledge and practical experience.
Ability to work with the Co-directors to lead the formulation of long-term financial plans and strategies which will influence the long-term direction of the charity.
Experience in developing major finance policy development.
Experience in budgeting and financial planning.
Experience in management accounting.
Ability to receive, process and provide highly complex or sensitive financial information including ability to analyse and clearly communicate financial information.
Strong IT skills including the Microsoft Office suite, in particular Excel, and experience of using databases.
Solid organisational skills including consistency, accuracy, and an eye for detail.
Experience of line management and supporting and developing staff.
Knowledge and understanding of Equity, Diversity & Inclusion practices.
Desirable
Experience in using QuickBooks accounting software is desirable or transferrable knowledge of similar online accounting packages.
First stage interviews to take place on 17 June 2026
The client requests no contact from agencies or media sales.
Join CAP's senior leadership team and help transform the UK's relationship with alcohol.
Applications close at 9 a.m. Thursday 25th June.
Location: Fully remote (in person board meeting twice pa) or option to work from London Bridge or hybrid.
Who we are
This is an opportunity to join a small organisation with a huge mission – to change the UK’s relationship with alcohol, starting with children and young people. In 18 years, we have established more than 360 partnerships across the UK with a common aim: to empower local communities to develop evidence-based strategies to tackle underage drinking.
Using a tried and tested model to tackle underage drinking and provide positive alternative activities for children, Community Alcohol Partnerships (CAP) supports local partnerships of councils, police, retailers, schools and health providers to reduce the problems associated with underage drinking both for individuals and communities.
About the role
We are looking for a part-time Finance & Governance Manager who will play a key part in a small, close-knit head team. The successful candidate will need to be both hands-on and collaborative, working closely with the head office team, supporting our eight regional advisers, and supporting the Board on finance and governance updates.
This role would suit someone who:
This is a well-rounded role with real opportunity to bring structure, clarity and improvement, but it requires someone pragmatic, flexible and comfortable with both the breadth and hands-on nature of the position.
Applications for this role close at 9 a.m. Thursday 25th June.
For further information about the role and to register your interest, please click 'redirect to recruiter' to be redirected to the Peridot Partners page and contact our advising consultants:
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About Parenting for Lifelong Health:
Parenting for Lifelong Health (PLH) aims to empower parents to improve child development, reduce family violence, and promote mental health. We give parents the support they need, the skills that work, and trusted advice they can count on to protect and support their children’s health, safety and development. Our parenting courses are developed with families, powered by low-cost and accessible technology, backed by rigorous evidence, and delivered within systems. Originally founded as an initiative in 2012 in collaboration with UNICEF and the WHO, Parenting for Lifelong Health was established as a UK charity in 2022 and since then has reached over 8 million families in more than 35 countries.
PLH Values
PLH has a strong commitment to diversity, inclusion, and equity in how we work, who we work with, and what we do. Candidates from minority and disadvantaged backgrounds are strongly encouraged to apply.
PLH also has a strong commitment to the Prevention of Sexual Exploitation and Abuse (PSEA). All candidates considered for the role will be subject to background and reference checks in their country of residence.
Benefits: Flexible remote-working, home office set-up, unlimited annual leave, professional development opportunities, enhanced pension contributions, enhanced statutory leave provisions including maternity and paternity leave.
About the role:
The Finance Manager is responsible for PLH’s financial systems, controls, and compliance. The role is responsible for ensuring smooth financial operations, accurate and timely reporting, and full compliance with UK Charity Commission requirements and donor regulations.
The position acts as:
Responsibilities:
Financial Operations
○ Cash flow and liquidity position
○ Income recognition
○ Restricted vs unrestricted funds
○ Project-level budget variance and cost recovery
Financial Compliance
Essential criteria:
Preferred criteria:
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