Financial planning and analysis manager jobs

Responsibilities

The role holder will report to the Head of Advocacy and Regulatory Affairs who is looking for an individual to:

Ø Support the delivery and oversight of ABCUL’s key product and service development initiatives.

Ø Plan, execute, and oversee product and service development projects from initiation to completion, ensuring they are completed on time, within scope and within budget.

Ø Managing and coordinating resources, and collaborating with various stakeholders to deliver high-quality outcomes aligned with the organisations goals.

Ø Monitor performance, mitigate risks, and provide progress reports to the Senior Leadership Team

Ø Proven experience in product and service development or project management, with a strong track record of delivering successful development initiatives

Strong communication skills in writing and verbally will be required along with an organised approach to managing information. Education to degree level or equivalent experience is expected.

About us

Balance is a creative and socially progressive charity in SW London looking for someone whose professional approach aligns with our values of Indepence, Empowerment, Partnership, Recognition and Sustainabilty. We are a growing business running strength based and person centred services across SW and Central London. 

About you

You will an enthusiastic and and independent creative professional with an ability to collaborate across our departmenal disciplines to shape our voice and public profile across a range of audiences. You may be an experienced professional looking for a move to the charity sector, a recent graduate looking for an opening to test your knowledge or someone with a commitment to transformative change and social inclusion for people living with a disability. 

If this is you we would like to hear from you.

About the role

Position: Communications Lead

Based: Flexibly from home and our corporate headquarters in Kingston upon Thames

Your Hours of work: Will be part-time based initially on 22 hours per week

Salary: £34,818 per annum paid pro rata based on a 22 hour working week.

Other Benefits include the following:

• 3% employers pension contribution
• A commitment to training and continual professional development
• Access to annual season ticket loan
• Flexible working
• Access to Blue Light Discount Card and other discount schemes
• Cycle to work scheme
• Free employee assistance programme
• A day off for your birthday in addition to a generous holiday allowance

How to apply: Please apply submitting a CV and Suporting Statement adressing clearly each area set out in the Person Specification.

About the Role

Its purpose and associated values

• Building partnership through training, insight and support across the charity’s functions in respect of its promotion, marketing and communications.
• Work with the charity’s leadership to build professional communications and social media outputs to widen our market position and business sustainability.
• Developing resources, templates and content that will empower our staff to work more independently to shape the public narrative of their work and its impact.
• A commitment to communicating and marketing a public narrative that show cases the charity’s work in empowering the people who use its services to live independent and validated lives.

Main Responsibilities of the Job

• Generate (or work with our managers to generate) engaging and accessible content for the charity across a range of digital and social media platforms.
• Lead on the collection and development of stories, as well as other content showcasing the quality of our work and its impact for those using our services.
• Work with colleagues to plan and coordinate communications around key milestones, launches, campaigns and events.
• Coordinate general communications and engagement planning with corporate and operational managers.
• Support the development and implementation of a communications and influencing plan as part of the charity’ corporate planning and strategic review process.
• Work closely with the charity’s corporate leadership to align messaging and communications activity across the business to help shape our working culture and values-based approach.
• Create compelling stories about what the charity does and the difference it makes in the lives of people who benefit from its services.

Analysis and data interpretation

• Provide overview and reporting on performance analytics related to the charity’s digital and social media outputs. Particularly against any benchmarks set at the commencement of any given financial year.
• Identify opportunities and development priorities for targeted and/or generic media output against any valuation of our performance metrics as reported above.
• Provide access and guidance on analytics and data metrics for departmental managers and leads to help shape future messaging and content generation.

Development Support

• To work closely with the charity’s leadership, its managers and operational leads in shaping our communications messaging and output.
• To design training and support to grow internal capacity across the charity in how to get the best out of our communications and social media tools.
• Monitor departmental social media and communications output and help shape their approaches to messaging what their services do and to whom.
• Develop plans, campaigns and promotional activity based on an understanding of the charity’s values, it target audiences and its strategic priorities for growth and sustainability.

Behaviours and Values

• To provide meaningful support to the organisations outward facing and public activity, promoting both its person-centred and strengths-based approach to its work.
• Maximise their role to facilitate the inclusion of people using our services in shaping a public narrative of their lives and the positive contribution they make to the communities in which they live.
   

Communication

• To model professional and effective communication skills professionally with all internal and external partnerships, representing the charity and its corporate position at meetings and events when necessary.
• To demonstrate flexibility in communication style as appropriate for different audiences, including the people we support, their families, internal colleagues, and colleagues from our Health & social care partners. Showing an awareness of people’s communication needs and adjustments that may need to be made.
• To demonstrate and model a consistent professional approach in communication via the multiple tools related to their post.
• To be a great listener including demonstrating a proactive approach to supporting a range of stakeholder in expressing their wishes and views.

 Additional responsibilities

• To demonstrate continued commitment to own personal development and learning.
• To attend reviews and meetings as required, and chair meetings where necessary.
• To maintain confidentiality and to ensure that access and sharing of and use of the information complies with relevant policies and procedures, including the Data Protection Act.
• To work in accordance and support the implementation of Balance policies, procedures, values and commitment to equality and inclusion.
• Any other duties commensurate with the grade of the post, as may be required from time to time.

The Lyric Hammersmith is one of the UK’s leading producing theatres. The Lyric produces world class theatre from the heart of Hammersmith, the theatre’s home for more than a hundred and twenty five years.  The theatre has gained a national reputation for its work in forging pathways into the arts for young talent from all backgrounds.

We are currently recruiting for a Marketing Manager to join our Communications and Sales Team.

The Marketing Manager will plan, manage and deliver the Lyric’s marketing and audience development campaigns to achieve financial targets and maximise attendance across all activity, with a focus on Theatre productions. The Marketing Manager will support the wider Communications and Sales team to ensure activity reaches the broadest possible audience, highlighting our impact and positively developing our reach and reputation.

Working closely with the Director of Communications & Sales, Senior Marketing Manager, Sales & Box Office Manager and Press & Marketing Assistant, they will support the delivery of the wider strategy of positioning the Lyric as an important part of London’s vibrant theatre scene.

Deadline for applications: 12pm on Monday 30 June. 

The Lyric encourages people from any background to apply for this post. We are committed to creating a workforce which is representative of our society, and to bringing together those with a variety of skills and experiences to help shape what we do and how we work. We are particularly keen to hear from the global majority and disabled candidates. All disabled candidates who demonstrate that they meet the essential criteria will be invited for an interview. The Lyric Hammersmith is proud to be a Disability Confident Committed Employer and supports parents and carers working in theatre.

We are supporting a leading professional body with the search for a Financial Planning and Analysis Manager to lead the finance business partnering function – playing a key role in supporting the achievement of the organisation’s aims and objectives through the provision of reliable data, financial modelling and insights.

Bringing your business partnering mindset, and excellent service delivery skills, you will be joining at a time where the organisation is investing in new back-office systems and a new finance system. You will therefore play a pivotal role in embedding new ways of working, and you will lead the continued development of effective financial analysis to facilitate informed decision making across the organisation.

In order to be considered for the role you will have a recognised CCAB qualification, and be able to demonstrate significant experience in roles focusing on Financial Planning and Analysis. You will be adept in implementing and utilising financial analysis tools and business models, demonstrate a customer focussed approach, have excellent interpersonal skills and the ability to challenge constructively at a senior level.
 
To learn more about the recruitment process for this opportunity, please reply to this advert with an updated copy of your CV in the first instance. A member of the TPP team will then be in touch with details of how to apply. Alternatively, contact Matt, Lisa or Sema via [email protected] or 0207 198 6060 to arrange a confidential discussion.

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.

Central London HQ | Hybrid Working | £84,576 (incl. London weighting)
Permanent | Full-time (35 hours/week)

Are you a strategic finance leader ready to drive transformation in a purpose-led organisation? We're working with a high-impact membership body at the heart of the UK's public sector landscape to find an exceptional Manager - Financial Planning & Analysis.

The Organisation

Our client is a respected, values-driven organisation with a national footprint and a powerful voice in shaping future policy. With a strong commitment to professional development, wellbeing, and flexible working, they offer a collaborative environment where finance plays a key role in strategic decision-making.

The Role

As FP&A Manager, you'll lead a high-performing business partnering team, delivering robust financial insight, modelling, and forecasting to support strategic goals. You'll be instrumental in embedding new systems and processes as part of a major finance transformation programme.Key responsibilities include:

• Leading budgeting and forecasting across the group
• Driving financial modelling and scenario planning
• Partnering with senior stakeholders to inform decision-making
• Embedding new finance systems and ways of working
• Leading and developing a team of finance professionals

The Person

You'll be a qualified accountant (CCAB or equivalent) with:

• Proven experience in FP&A roles across both commercial and not-for-profit sectors
• Strong financial modelling and analytical skills
• A collaborative, customer-focused mindset
• The ability to influence and challenge at senior levels
• A track record of leading change and developing teams

What's in it for you?

• Salary up to £79,500 - £89,000 + £5,000 London weighting (more likely to hire at the beginning or middle of the banding)
• Generous annual leave (up to 32 days + bank holidays + Christmas closure)
• Excellent pension (up to 12% employer contribution) and family leave packages
• Award-winning wellbeing programme
• Hybrid working (up to 60% remote)
• A chance to make a real difference in a mission-led organisation

Please apply now to be considered!

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Ivy Rock Partners are proud to be supporting King’s College London, one of the UK’s most prestigious universities, as they undergo an exciting transformation of their finance function. With a turnover nearing £1.5 billion and a global reputation for excellence in research and education, King’s is a world-class institution committed to sustainability, innovation, and impact.

As they expand their Financial Strategy, Planning & Performance team, King’s is seeking a talented Financial Planning & Analysis (FP&A) Lead to play a pivotal role in shaping the university’s medium-term financial strategy. This is a newly created role offering the opportunity to work at the heart of financial decision-making, supporting the implementation of planning tools and frameworks, driving value, and ensuring financial sustainability across the institution.

Key Responsibilities:

• Lead financial planning and budgeting processes aligned with King’s strategic priorities.
• Develop and manage robust planning frameworks, templates, and tools.
• Provide in-depth financial analysis to inform strategy and highlight risks/opportunities.
• Collaborate with finance business partners and stakeholders to deliver a cohesive planning process.
• Contribute to the development and maintenance of financial policies and regulations.

About You:

• Qualified accountant (ACA, ACCA, CIMA, CIPFA) with 3+ years post-qualification experience.
• Strong experience in financial planning and analysis within a large or complex organisation.
• Experience with financial modelling
• Excellent data analysis and Excel skills; knowledge of financial systems is a plus.
• Strong communication skills with the ability to influence and support non-financial stakeholders.
• Automation experience and understanding of PowerBI
• Experience with management accounts
• Experience in the higher education sector is advantageous but not essential.

Why Join King’s College London:

This is a rare opportunity to join King’s during a time of positive change and strategic investment in finance. In addition to being part of a collaborative, values-driven organisation, King’s offers a fantastic benefits package including:

• 30 days of annual leave (plus public holidays)
• Hybrid and flexible working arrangements
• Competitive pension scheme with generous employer contributions
• Access to training and development opportunities
• A strong commitment to equality, diversity and inclusion
• A vibrant campus environment in central London with world-class facilities

For a confidential conversation please contact Megan Hunter at Ivy Rock Partners.

For full information on this role, including the key responsibilities and person specification, please view the job pack.

Applications close at 23:59 on Sunday 13th July 2025.

The Organisation

ImpactEd Group is a purpose-driven organisation dedicated to supporting education and social sector organisations to become both impactful and operationally sustainable. We provide consulting, evaluation, data, and philanthropy expertise to help our partners make evidence-informed decisions and improve outcomes. We also incubate TEP Services. With a strong focus on responsible business practices, employee ownership, and long-term sustainability, we are now looking for a Commercial Operations & Finance Manager to work in our central Shared Services team, supporting our Group commercial operations, financial systems and wider operational processes.

The Opportunity

You will play a crucial role in supporting employees across ImpactEd Group, its trading subsidiaries, and associated companies (including TEP Services Limited). As part of the Shared Services team, you will manage and improve operational and finance systems and processes, enable employees to work efficiently, and provide high-quality management information, compliance support, and organisational oversight.

You will also play a key role in supporting the design and successful delivery of core commercial operational processes. This includes:

• Supporting Managing Directors and Sales Teams with the tracking and progression of leads and opportunities within our CRM system;

• Providing data and reports to inform sales forecasting, pricing strategies and performance KPIs;

• Assisting in financial management, forecasting, utilisation analysis, and margin reporting;

• Work closely with the Finance Manager to support the effective provision of our finance function;

• Identifying process improvements and opportunities for automation or system integration;

• Ensuring compliance with agreed protocols for sales, contracting, and cost management.

You’ll manage the day-to-day use and optimisation of commercial and operational systems (e.g., CRM, finance tools), working with colleagues across the organisation to embed scalable, sustainable ways of working. You’ll also work alongside the People team to operationalise systems that support the ImpactEd Group Employee Handbook and core internal services. Limited administrative support for the Group Directors will be a part of the role.

You are someone who enjoys a well-structured to-do list, can manage competing requests, and brings a continuous improvement mindset. You are systems-savvy, detail-oriented, and motivated by making a meaningful contribution to a purpose-driven organisation.

Why Us?

As well as a commitment to the organisations we work with, we have a commitment to our people and developing the next generation of leaders. Our employee experience is organised around four themes:

• Trust: we support hybrid working, offer flexible hours, and provide responsive management.

• Shared ownership: we are an employee-owned organisation and look to share ownership with our employees, including through ownership awards, EMI options and transparent governance.

• Connection: we pay for your travel, provide termly company offsites, support informal clubs and societies, and provide opportunities for in-person and digital connection between colleagues. 

• Health and fulfilment: we have an extensive professional development programme, provide an annual books and development budget allowance and offer 3 days of CPD leave per year in addition to annual leave. We offer all employees access to a healthcare plan and wellbeing advice.

As a growing organisation we are committed to diversity and inclusion and providing a positive experience of work and maintain an annual EDI action plan, supported by a Board sponsor.

The new post of Financial Controller will be responsible for all aspects of finance and in so doing help our charity to create magical memories for sick children. We have recently moved into a modern new office, have appointed a new CEO and are celebrating 35 years of Wish granting across the UK. So, it is an exciting time to join our dedicated team, some of whom work remotely or from our Scotland office.

 Reporting to the CEO, you will work with all parts of our charity and be able to work to deadlines. Using QuickBooks and ThankQ as part of your daily tasks you will play a pivotal role in driving the finance department, producing reports, analysing them and presenting to the CEO and Trustees.

Ivy Rock are proud to be working with a prestigious Higher Education institution, recruiting for a Financial Planning Analyst. This position plays a pivotal role in supporting the organisation’s teaching and research functions through robust financial management. You will be responsible for delivering accurate financial forecasts, modelling student income streams, and contributing to key costing exercises such as TRAC returns.

You’ll work closely with academic departments and non-finance colleagues, translating complex financial data into actionable insights. This position is ideal for someone who enjoys collaboration, thrives on analytical challenges, and wants to make a tangible difference in the education sector.

Key Responsibilities will include:

• Delivering insightful financial analysis and reporting for teaching and research activities.
• Lead forecasting of tuition fee and funding income, ensuring accuracy and compliance.
• Provide financial support to Heads of Department and budget managers.
• Contribute to the preparation of the annual TRAC return and other institutional reports.
• Undertake detailed cost modelling and sensitivity analysis of academic programmes.
• Collaborate with internal departments to manage student-related income records.
• Guide budgeting processes and assist in decision-making on new academic initiatives.

What you’ll need:

• Part-qualified or fully qualified accountant (ACA, ACCA, CIMA or equivalent) or actively working towards qualification.
• Strong experience in budgeting, forecasting, and financial reporting, ideally within an academic or public sector context.
• Proficient in Microsoft Excel, Word, and Outlook; experience with finance systems essential.
• Skilled at communicating financial information to non-specialists in a clear, accessible manner.
• Proven ability to manage multiple deadlines and collaborate across departments.

For more information, please contact Charlotte Dow for a confidential conversation.

Why this role matters:

Every day, millions of unpaid carers across the UK face immense challenges, often with little ecognition or support. At C r arers Trust, we believe robust, insightful evidence is essential to driving meaningful change for these carers – and that’s where you come in.

As our Research Manager, you won’t just be producing reports – you’ll be leading the charge in uncovering the real experiences of unpaid carers and identifying practical, transformative solutions to support them. This is a role that sits at the heart of our work: turning insight into influence, and evidence into action.

What you’ll do:

• Lead new research that explores the complexities of unpaid care, from the day-to-day realities carers face to the systems and services intended to support them.

• Work directly with carers and the organisations that serve them, ensuring our research is grounded, participatory, and genuinely reflective of real lives.

• Bridge the gap between academia, policy, and practice, using both rigorous academic methods and agile, think tank-style approaches to drive timely and impactful outputs.

• Shape the national conversation by presenting evidence to decision-makers, influencing policy debates, and helping Carers Trust lead the sector in what works – and what needs to change.

• Embed an evidence-driven culture across Carers Trust, working with colleagues across teams UK-wide to ensure insight guides everything we do.

Why now?

The challenges facing unpaid carers are growing – from navigating stretched health and social care systems to balancing work, wellbeing, and financial strain. At the same time, there's increasing recognition that carers are essential to the functioning of society and public services. This is a pivotal moment to influence the future of care – and we need a Research Manager who is passionate, curious, and committed to driving real change.

Who we’re looking for:

An experienced researcher with a talent for turning data into stories and findings into influence. Someone comfortable collaborating with academics, policymakers, service providers and – most importantly – carers themselves. A strategic thinker and a skilled communicator, who thrives on connecting the dots between evidence, lived experience, and innovation. 
 
If this sounds like you, download the recruitment pack to find out more. 

Head of Financial Planning & Analysis
£84,576 per annum (including inner London weighting)
Central London HQ with hybrid working | Permanent | 35 hours per week

A prestigious UK membership organisation is seeking an experienced and forward-thinking Manager of Financial Planning & Analysis to lead its finance business partnering function during a period of exciting transformation.

With a budget exceeding £80 million and significant influence in the public and not-for-profit sectors, the organisation is a high-profile voice in its field. The FP&A Manager will play a pivotal role in delivering strategic insights, leading financial planning and forecasting, and embedding robust business partnering practices that empower effective decision-making across the group.

As part of a wider finance transformation programme and implementation of a new finance system, the postholder will shape and champion new ways of working, while managing a team focused on adding value through data-driven insight, modelling, and scenario planning.

Key responsibilities:

• Lead budgeting, forecasting and analysis across the organisation

• Deliver financial insight that drives strategy and performance

• Influence and collaborate with senior stakeholders across the business

• Embed best-in-class planning tools and reporting practices

• Develop and support a high-performing team of business partners

The successful candidate will be:

• A qualified accountant (CCAB or equivalent), with strong FP&A experience

• Commercially astute, with experience in both not-for-profit and commercial sectors

• A confident communicator with the ability to challenge and influence senior leaders

• Experienced in leading change and improving financial systems and processes

• Passionate about empowering teams and delivering high-quality service

Why join?

This organisation offers a collaborative, values-led working culture with a genuine commitment to professional development and employee wellbeing. Benefits include:

• Salary up to £89,238 (plus London weighting)

• 32 days annual leave + bank holidays + 3 extra days over Christmas

• Excellent pension scheme and family-friendly leave packages

• Hybrid working model (up to 60% home-based)

• Access to an award-winning health and wellbeing programme

This is a fantastic opportunity for an ambitious FP&A professional to step into a strategic leadership role and make a meaningful impact at a time of exciting organisational growth.

Closing date: Tuesday 18 June 2025

About the role

As finance and compliance manager, you will be an important part of our Senior Management Team (SMT) and help us deliver our exciting new strategy. Key responsibilities will include:

• Strategic financial planning and operations management, ensuring all financial transactions are accurately recorded, and controls and procedures are in place to safeguard our assets
• Developing an asset management and investment strategy delivering quality and value for money
• Overseeing compliance and property management, ensuring our buildings are well maintained, compliant, clean and safe
• Working closely with the CEO and SMT, providing financial guidance in support of our objectives and contributing to our strategic direction

To succeed, you will be a qualified accountant (eg. ACA, ACCA or CIMA) and have significant experience gained in a similar role ideally in a charity or housing environment, strong analytical skills and an ability to think operationally and strategically. You will be a key part of our SMT and the delivery of our strategy.

This is an excellent opportunity to make a significant impact on our mission to end homelessness while developing your leadership experience in a supportive environment.

About Threshold

We are a Swindon charity for people who are homeless. With over 50 years of experience, we know that with the right support at the right time, people can overcome homelessness and work towards a positive future.

As well as a competitive salary, we offer employees a wide range of benefits including:

• 25 days Annual Leave, rising to 30 days with service
• Competitive Pension
• Life Assurance Cover
• A Health Plan and access to an employee assistance programme
• Cycle to work scheme
• Charity worker discounts through the Blue Light Card scheme
• Professional development

To apply

The closing date for applications is midnight on Friday 27 June 2025.

To apply, please send your CV and a covering letter outlining how you meet the skills, knowledge and experience to be successful in this role.

This post is subject to an Enhanced DBS check and a right to work in the UK.

Job Title: Finance and Business Operations Manager

Base of Work: Hybrid, typically minimum 1 day per week at Community Impact Bucks Office near Aylesbury with the rest working from home.

Hours: 24 hours per week across min 4 days (0.7 FTE)

Salary: £38,000 - £40,000 per annum FTE  

Contract: Permanent

Are you an experienced manager with a sound knowledge of financial management procedures, HR and governance?

We are looking for a savvy and adaptable finance and business operations manager to support our charity with financial management, HR operations, governance and office management.

You will be an experienced manager with strong all-round finance capabilities, driven to ensure robustness and efficiency across all elements of our finance, HR and governance in a busy charity setting.

You will be adept at managing multiple income streams in a complex environment, enjoy supporting Trustees and colleagues in day to day financial management and HR processes as well as working with the Head of Finance and Leadership team on strategic finance and business planning discussions, providing relevant and up to date financial and HR information, taking responsibility for the charity’s day to day accounting and business operation functions.

About the charity 

We are a local charity that enables people and organisations to get involved, helping to build strong and vibrant communities in Buckinghamshire.   

We do this by helping people find volunteering opportunities, advising charities and other not-for-profit groups on all aspects of running an organisation, and directly supporting those most in need in the community.  

The Role 

The purpose of the Finance and Business Manager is to provide the necessary professional expertise to enable the Charity to successfully execute its strategy and achieve its objectives on time and within budget, while exceeding stakeholder expectations.  

The role will be responsible for:  

• Ensuring sound financial and governance procedures and control.
• Overseeing the management of the charity’s internal business operations, including payroll, HR and premises.  
• Line managing the Finance and Operations assistant.   
• Maintaining and developing a sound system of financial management and control, working closely with the Head of Finance.  
• Working alongside budget managers to ensure that they have a full understanding of financial information to enable them to make informed decisions.  
• Leading on day-to-day financial operations including management accounting, timely issue of invoices to clients and funders and collection of receipts, cash flow management, managing investments, VAT, overseeing petty cash, company credit cards, donations and payments, gift aid recovery and purchase invoices.  
• Overseeing the management of the charity’s internal business operations, including payroll, HR and premises.
• Overseeing the implementation of effective HR and recruitment procedures, record-keeping and staff development. 
• Advising on budget drafting and resourcing for new activity and funding bids, including developing and implementing the full cost recovery model.  

What we offer:

• 25 days holiday (plus bank holidays and an additional 3 days between Christmas and New Year)
• Onsite parking and lovely office setting
• Wide range of free training courses, plus personal development opportunities
• Supportive and inclusive environment with lots of positivity 
• Company pension scheme with 5% employer contribution

Diversity & Inclusion 

Community Impact Bucks is committed to challenging inequality and values the diversity of our communities in Buckinghamshire. We recognise that reflecting that diversity will only ever make our organisation better. We work to ensure an inclusive culture where colleagues feel welcomed and supported to succeed and thrive. We encourage applications from people of all backgrounds, particularly those from under-represented communities.

How to apply 

To apply, please send a CV with a cover letter explaining how your skills, experience and interests meet the Job Description and Person Specification by 9am Thursday 19 June 2025. 

For more information, please download the Job Description and Person Specification located at the bottom of this ad, or visit our website - Community Impact Bucks.

Interviews will take place in person at our office in Aylesbury on Tuesday 24 or Thursday 26 June. 

Two Rhythms is seeking a dynamic Business Manager to spearhead their operational and financial success, ensuring the charity's sustainability and growth. This pivotal role involves driving earned income, managing financial health, and expanding the reach of their therapeutic arts programs across South Wales and the UK.

The Business Manager will oversee the operational and financial management of the charity, ensuring the organisation is efficient, sustainable, and aligned with its mission. They will focus on earned income generation and working to increase it in line with the business plan. They will be outward-facing, generating new business with local authorities, care providers, schools, hospitals and hospices. They will work closely with the CEO, and Head of Programme to introduce the 2R programme to new guests across South Wales, and with the Membership Officer to extend our membership programme across the UK.

The Business Manager will play a crucial role in managing the charity's financial health, ensuring resources are effectively utilised to support its mission and goals. This hands-on role involves overseeing financial planning, budgeting, reporting, and compliance while supporting their leadership team colleagues with financial insights and strategies.

They will prepare reports for the management team, CEO and Trustees as required and they will liaise with our external accountants, helping to prepare annual accounts and other statutory documents.

DUTIES AND RESPONSIBILITIES

OPERATIONAL

1. Business and Operational Management:

• Oversee daily operations, ensuring efficiency and effectiveness across departments.
•  Design and implement new processes to monitor trading performance.
• To act a responsible point of contact for managing day-to-day facilities and building issues.
• Management of external contracts relating to facilities and running of the organisation. 
• Review environmental considerations of the organisation in-line with the requirements and policies of our funders, landlords and partner organisations.
• Support the administration of session bookings, liaising with finance and management colleagues.

2. Compliance and Governance:

• Working as part of the charity’s Safeguarding team helping to ensure best practice across the charity’s activities and operations. (Appropriate training will be provided)
• Ensure the charity complies with relevant financial regulations and reporting requirements.
• Manage risk and protect the charity’s financial reputation and assets.
• Maintain accurate records and policies, working closely with trustees or board members.

FINANCE

3. Financial Management and Planning:

• Prepare and manage budgets in collaboration with the leadership team.
• Monitor and control income and expenditure to ensure financial sustainability.
• Develop financial forecasts and plans to support strategic decision-making.
• Manage invoicing, liaising with external clients and contractors with respect to debt management, reviewing and improving booking processes where necessary. 

4. Accounting and Reporting:

• Maintain accurate financial records and oversee day-to-day bookkeeping.
• Prepare monthly management accounts, including variance analysis.
• Produce annual financial statements and manage the year-end accounting process.

5. Donor and Grant Management:

• Track restricted and unrestricted funding, ensuring proper allocation and reporting.
• Provide financial reports and updates for donors and grant applications.

PEOPLE

6. Supporting Stakeholders:

• Work closely with trustees and the senior leadership team, providing clear insights.
• Contribute to the charity's overall strategic planning and growth.
• Attend board meetings, ensuring accurate minutes and record keeping.

7. Leadership and Team Support:

• Work closely with Senior Management colleagues to provide strategic advice and insights.
• Manage and support staff, fostering a positive and productive work environment.
• Lead by example, promoting the charity’s values and mission in all actions.

COMMERCIAL ACTIVITY

• Work with the team to drive sales, pursue new clients and increase the charity’s earned income, collaborating with Programme, Membership and Marketing colleagues and the CEO to further the charity’s work.
• Lead on our engagement with the health and social care sector, including private and public organisations.
• Assist the CEO in submitting reports to funders, regulatory bodies, and trustees.
• Support the development of funding proposals with accurate financial input.
• Assist the CEO in building relationships with external partners and stakeholders, including corporate and commercial clients.