Financial planning and analysis manager jobs

The Organisation

The Winchester Diocesan Board of Finance (WDBF) is a Charitable Company established under the Diocesan Boards of Finance Measure 1925. All dioceses of the Church of England are required to have a Diocesan Board of Finance (DBF) to act as the link between the episcopal, synodical, and secular governance and leadership structures.

The WDBF’s principal object is to promote, assist and advance the work of the Church of England in the Diocese of Winchester, by acting as the financial executive of the Winchester Diocesan Synod.  

In practice this means that the WDBF is responsible for funding the remuneration, housing, training and development of our clergy, as well as providing specialist support in areas such as safeguarding, historic building conservation, stewardship, communications and governance. We are also legally responsible for the maintenance and management of around 200 clergy houses, 450 acres of land, and various restricted funds and endowments. 

Role and Responsibilities:

You will be part of the busy Parish Support Team led by the Assistant Diocesan Secretary (Parish Support).

The Data and Statistics Analysist will play a vital role in supporting the parishes and communities of our Diocese through the collection, analysis, and management of data and statistics in connection with congregations, finances, and community impact. This role requires a highly organised and detail-oriented individual with a passion for data management and a commitment to using information to inform decision-making and strategic planning within the diocese.

The main responsibilities of this varied position are data collection and management, statistical analysis and reporting, strategic planning support, database maintenance and development, providing training and support to diocesan staff and parishes and acting as a point of contact for data-related inquires as well as ensuring all data handlining processes are in compliance with relevant data protection legislation and diocesan privacy policies.

This is an exciting opportunity for an individual with data analysis experience to play a key role in supporting the mission of Winchester Diocese by ensuring that high quality data is collected, analysed and provided to others for decision-making at a local and regional level.  

If you are interested in this role, please apply via our website or by emailing your 2-part application form directly.  Details can be found in the application form or on our website.

If you would like further details or to have an informal chat about the role, please contact Jayne Tarry. Details can be found on our website.

Closing Date: Monday 7 July 2025

Interviews will be held on: Wednesday 16 July 2025 at the Diocesan Offices, Old Alresford Place, SO24 9DH

Make a Difference Through the Power of Communication
Are you a creative storyteller with a passion for social impact? Do you thrive on crafting compelling messages that inspire change? If so, we invite you to join Turning Tides as our new Communications Manager.

About Us

Turning Tides is a leading charity committed to ending homelessness and transforming lives. We challenge stigma, promote diversity, and amplify the voices of those with lived experience. Our work is rooted in compassion, community engagement, and driving meaningful social change.

The Role

As Communications Manager, you will be at the heart of our mission—shaping how we connect with the public, supporters, and stakeholders. Working closely with the Senior Management Team, you’ll lead the development and delivery of impactful communications across digital and traditional platforms.

Key Responsibilities

• Develop and execute strategic communication plans to support our campaigns and initiatives.
• Create engaging content that reflects the diversity of our work and inspires public support.
• Manage digital marketing efforts, including social media and email campaigns.
• Oversee and update our WordPress website to ensure content is current and compelling.
• Collaborate with internal teams to ensure consistent and aligned messaging.
• Lead multiple projects with strong planning and time management skills.

What We’re Looking For

• Proven experience in communications and marketing, ideally within the charity or nonprofit sector.
• Strong digital marketing skills, including social media and email communications.
• Excellent written and verbal communication abilities with a keen eye for detail.
• Proficiency in Microsoft Office and publishing tools.
• Familiarity with the housing or homelessness sector is a plus.
• A full, clean driving licence and access to a vehicle.
• This role requires a DBS check.

A well known local charity VASA is a small charity (turnover £350k) supporting 4,000 people across Rugby, Solihull East and South Warwickshire with community activities, dementia services and our community transport service.

Following the decision of our long serving Charity Manager to move on to pastures new, we are seeking a dynamic individual to take on the role of Interim Charity Manager for an inital period of 6 months with the potential to be extended dependant subject to results and funding. The Interim will lead the charity forward building on relationships, strategy and partnerships fostered by our outgoing CM. 

Our volunteer-led services have grown in the last decade to meet the growing needs of our community thanks to our dedicated volunteers and a forward thinking Board of Trustees and ambitious strategic plan.

The interim postholder will be expected to continue on from the work of the outgoing CM and undertake an indepth review of the business, working with the trustees on the next phase of our strategic plan and look for a bold funding and operating strategy.

To continue our good work and move VASA forward the apointee will be expected to:

• Identify growth opportunities for this service either geographically and/or by expanding the types of service offerings and ensure this is staffed to enable maximum growth.
• Maximise the newly installed transport support software to ensure that VASA is obtaining optimum benefit from it.
• Seek opportunities for expanding the dementia day services offering and the number of clients served.

As external grant funding is vital for VASA the appointee will be expected to:

• Work with the local authorities currently providing grant funding with the pupose of:
  • Making clear the value of the services VASA provides.
  • Securing, and if possible, increase the current level of funding.
• Seek other funding opportunities.

As financial security and governance is paramount to the charity the appointee must:

• Ensure full compliance (Charities Commission and Companies House).
• Develop new partnerships and nurture existing partnerships.
• Lead on fundraising to ensure financial sustainability

Closing date: 29th June 2025

Interviews: 9th and 11th July 2025

Salary range: £40,000 - £47,940 per annum, depending on experience
Location: Hybrid - our office is in London EC4Y 8EE
Contract: Permanent, full time (31.5 hours over 5 days)
Directorate: Operations
Reports to: Chief Operating Officer
Direct reports: Finance Officer

Job Purpose

This role is responsible for managing BSR’s day-to-day financial activities, leading on financial planning and reporting, and supporting financial governance. The Finance Manager acts as a trusted business partner to colleagues across the organisation, improving financial understanding and supporting business delivery.

As a values-led and high-performing organisation, our finance team looks for innovations in our financial operations, using data to make decisions and measure impact. The team work collaboratively with colleagues, empowering them to make excellent financial decisions and demonstrate longer-term thinking. This is a great time to join our team, as we’re looking to further improve our processes and management level reporting ahead of the next strategy period. We’re maturing as an organisation in terms of our financial strategy, and you’ll be able to bring your experience and new ideas about how the finance team can best support the organisation to ensure we make a difference for people with rheumatic conditions.   

While you will need a strong background in finance to meet the technical requirements of the role, as a learning organisation we recruit for potential, not perfection. This might be your first management role, or you might not have worked in the charity sector before – but if you are able to do the role, we are happy to provide you with the support and training you need to succeed. This could include supporting you to complete a professional accounting qualification if you don’t already have one. Alternatively, you might be an experienced Finance Manager, looking for a new challenge or to join a flexible organisation which aligns with your own values. 

Main responsibilities

Day-to-day financial operations

• Manage the financial activities of the charity and trading subsidiary (BSR Enterprises)
• Ensure accuracy and efficiency in the accounts
• Process payroll and administer the pension scheme
• Ensure compliance with HMRC, including monitoring VAT threshold, tax and gift aid, and undertake necessary returns where necessary
• Be the main contact with and management of, the day-to-day operations of the Charity’s banking arrangements, in line with authorisation requirements

Financial planning

• Lead the preparation of the annual budget
• Produce the monthly management accounts
• Maintain cashflow forecasting looking forward at least 12 months

Business partnering

• Work with the COO to improve financial understanding across the organisation
• Train, support and develop budget holders
• Support business delivery and development

 Financial reporting

• Provide financial reports and analysis to the senior management team and Trustees
• Attend quarterly Finance and Risk Committee meetings 
• Complete required statutory reporting
• Prepare year end schedules and act as main point of contact for financial auditors

 Financial governance

• Ensure appropriate financial controls are in place
• Identify and mitigate financial risks

 Finance function development

• Develop finance policies, processes and systems to reflect best practice and improve efficiency
• Manage, support and develop the Finance Officer
• Develop and deliver a workplan for the finance team in line with BSR’s strategy and values

Person Specification

1.  Accounting qualification or part qualification (for example, AAT, ACCA or CIMA) or equivalent knowledge gained through experience 
2.  Experience managing financial operations, planning, reconciliation, reporting and analysis
3.  Knowledge of financial governance, including accounting regulations and best practice 
4.  Experience of working with and co-ordinating income and expenditure across multi-project budgets
5.  Confident using and improving IT systems for a finance department
6.  Business partnering mindset
7.  Ability to explain financial information to non-finance colleagues and Trustees
8.  Commitment to continual professional and personal development 

Equity, Inclusion and Diversity statement  

BSR is committed to encouraging inclusion, equity, and diversity in our workforce. We are actively trying to increase the diversity of our staff team. We try to reduce as many barriers as we can for those with a disability. We know that everyone is an individual, so please always tell us what we can do to support you. 

We welcome approaches from individuals from underrepresented groups, including those from minoritised communities, and those with a disability, to better reflect the community we serve and help broaden our perspectives.

Does your current Regional or Area Manager role offer you the autonomy to challenge the status quo and think creatively of new ways to improve the organisation?

Does your current role give you the freedom to shape the business, for example being involved in shop acquisitions and openings? – or are you stuck in day-to-day operations?

Are you supported, encouraged and given opportunities to develop yourself, both personally and professionally?

Do you have an enthusiasm for retail, but want to work towards something more meaningful?

Join Mind Retail. Join the fight for mental health.

About the role

We’re recruiting for a Regional Manager - a role that some people may consider daunting, but we'll support you every step of the way. All that we ask is that you dive in, embrace our culture and use your natural leadership skills to develop your team.

As Regional Manager, you’ll lead a diverse team across group of up to 16 shops within our London region, inspiring them to deliver ambitious targets and exceptional standards. Reporting into the Head of Operations, you’ll be accountable for all aspects of performance across your region:

· Consistent sales growth through innovation, sales analysis, improving operational efficiencies and controlling costs – generating income to fund Mind’s vital mental health support services

· Creatively finding new ways to acquire stock donations and to recruit volunteers

· Actively looking for new shop locations including large format shops, using your knowledge of the region

· Working with local Minds to promote their services and to understand the potential of developing meaningful partnerships.

We’re looking for someone who is an experienced leader, with a track record of delivering results through developing and motivating their people. We’re also looking for someone who is commercially aware, has strong strategic planning skills, understands retail and who lives and breathes our values:

· We put people first

· We never stop learning

· We’re stronger together

· We demand better for mental health

· We speak up for what’s right

Sound like you?

Join our team.

Due to our commitment to work/life balance, you must live within reasonable travelling distance of the region.

Mind Retail reserve the right to close the vacancy to applications earlier, should we receive a high volume of strong candidates. Therefore we encourage an early application.

About our benefits

As Regional Manager, you’ll receive:

· A competitive salary of £48,690 per year

· A company car (or Oyster card/public transport costs)

· A strong commitment to work-life balance with a working pattern that supports this, with the occasional weekend working

· 25 days’ paid holiday per year, plus bank holidays

· Development workshops & courses, to help build your career

· Comprehensive, personalised induction programmes, tailored to your role when you join us

· A huge variety of additional qualifications & development programmes for anyone looking to grow their skills

· Family friendly policies & enhanced pay

· A competitive pension scheme & life assurance, available to all our employees

· 25% staff discount in all Mind shops

· Access to exclusive discounts at over 160 retailers through our employee savings app

· Employee Assistance Programme

· Cycle to Work Scheme

· Interest free season ticket loan

About Mind Retail

Mind Retail are a network of almost 200 shops across England and Wales, generating a net income of around £21 million per year. We have ambitious plans to grow over the next few years and we’re going to be fighting for mental health in a way we never have before. We won't stop until everyone with a mental health problem gets the support and respect they deserve. There’s never been a more exciting time to join us.

Equality, diversity and inclusion

We value the power of diversity. We embrace the different perspectives that each of us bring. We are creating an inclusive working environment where everyone is appreciated for being authentic and bringing their whole selves to work.

Safer Recruitment at Mind Retail

We are committed to safeguarding and promoting the welfare of our employees and volunteers and we expect anyone working with us to share this commitment. In line with our Safer Recruitment policy, the successful candidate will be required to provide references and will be expected to undertake an enhanced DBS check with a check of the Children's Barred List and/or ‘Work with Adults' workforce check based on their role and responsibilities. A DBS check is a process to check someone's criminal record (if they have any). A Barred List is a list of people who are barred from working with children. To enable you to predetermine what might be disclosed in your DBS check, please use this disclosure calculator.

Mind Retail is an equal opportunities employer, welcoming applicants from all communities. We are committed to the fair treatment of our staff, potential staff and volunteers, regardless of race, gender, religion, sexual orientation, responsibilities for dependants, age, physical/mental disability or offending background.

This job vacancy is exempt from the Rehabilitation of Offenders Act 1974 and the amendments to the Exceptions Order 1975, 2013 and 2020. 

More details

For more information and a full person specification, please see the Job Description.

Salary: £38,000 - £40,000 per year

Contract type: Permanent

Location: UK (minimum 2 days a week in our London office)

Work pattern: Full-time, 37.5 hours per week with the opportunity for flexible working hours

Reporting to: Head of Finance and Operations

Please submit an anonymised CV and covering letter (please remove any identifying details such as name, address, photos) by midnight on 07 July 2025.

Your covering letter should outline:

• Your motivations for applying to Mission 44
• How this role fits into your career plans 
• Experience (professional, voluntary or lived) that makes you a great fit for this role in line with our values and the criteria outlined in this job description.

About the Role

In this new role, you will contribute to enhancing the finance function within a growing and dynamic international charitable foundation. The role will enable you to work and continue your professional development across many aspects of the finance function. 

You will play an important part in our finance team’s further growth and professionalisation as Mission 44 extends its reach as a charity working in multiple countries. You will have the opportunity to gain further hands-on experience in driving our day-to-day finance processes, while also leading key projects to enhance our systems and put in place effective financial management of our new US entity. 

This role forms part of our Operations Team, currently comprising our Chief Operating Officer, our Head of Finance and Operations (HoFO), our Chief of Staff, our People and Culture Manager and our Operations Officer. A key part of your role will be acting as finance business partner to our other teams - impact, fundraising and communications - and demonstrating a customer service mindset in helping them achieve their objectives.

We’re looking for a finance professional, newly-qualified or working towards a chartered accountant qualification, wanting to develop their skills and career in a comprehensive finance role and contribute to our mission of helping young people thrive.

Roles and Responsibilities

Accounting (40%)

• Oversee day-to-day transactions, including accounts payable and receivable, for both the UK charity and the newly created US charity
• Ensure that accurate and comprehensive records of accounting evidence for all transactions are maintained
• Monitor cashflow
• Support the HoFO in the month-end process
• Oversee and control monthly payroll with external payroll provider
• Oversee and control VAT returns with external accountants
• Check monthly Balance Sheet reconciliations
• Develop the purchase order system

Financial Planning & Analysis (35%)

• Support the HoFO in the preparation of the monthly management accounts
• Control all accounts payable in dialogue with budget holders
• Finance business partnering with budget holders and the Senior Leadership Team
• Control and account for the use of restricted funds, in alignment with donor requirements and with the Impact team
• Collaborate with the fundraising team to support forecasting and income tracking

Statutory accounts and audit (10%)

• Support the HoFO in the year-end processes
• Support the HoFO in the preparation of statutory accounts, supervising outsourced accountants
• Support audit requests
• Ensure compliance with relevant financial regulations and standards, including charity-specific requirements

Operations (15%)

• Responsible for the financial management of grant payments, in coordination with Grant Managers and Grant Budget Holders
• Drive good practice in procurement and manage the relationship with suppliers
• Support the wider Ops team in ad hoc projects and activities

Skills and experience

Essential

• Newly qualified or part qualified, working towards a chartered accountant qualification (ACA, ACCA, CIMA)
• Able to be hands-on in a small finance team
• Able to drive relationships with outsourced accountants
• Fluent in using spreadsheets for financial information
• Excellent communication skills and the ability to clearly explain complex financial data and concepts to non-finance staff and stakeholders to support decision-making
• Strong critical thinker with keen attention to detail
• Experience of project management and knowledge of project management principles
• Minimum of 3 years of experience in finance or accounting roles, preferably within the non-profit sector
• A passion for and deep understanding of Mission 44’s values

Desirable

• Experience working with Xero
• Experience in a grant-giving organisation
• Experience of working in an international organisation
• Experience of working in a start-up or rapid-growth organisation
• Knowledge of Charity Statement Of Recommended Practice (SORP)

Personal Qualities 

• Passionate about supporting and empowering young people to thrive and succeed
• Highly collaborative, adept at building and maintaining relationships with a wide range of stakeholders
• Customer service mindset, committed to consistency and quality of delivery for colleagues, and embracing feedback
• Committed to inclusion, promoting and embracing diverse perspectives
• Self-starting and flexible, able to adapt to rapidly changing priorities
• High accuracy and attention to detail
• Able to manage the day-to-day while also driving forward longer-term projects and priorities 
• Resilient and adaptable in the face of ambiguity, remaining focused, resourceful, and effective when navigating complex or uncertain situations
• Strong and evidenced commitment to learning, continuous professional development and improvement

Benefits

• Enjoy 28 days annual leave, plus a day for your birthday
• Use our cycle-to-work scheme and free gym access
• Save for retirement with our generous pension package
• We finish every Friday at noon in August
• Optional health insurance and access to an EAP
• Professional development budget of £1k
• Unlimited volunteering leave, as agreed with your manager
• Wellbeing allowance to spend in whatever way works for you
• Competitive parental leave package

FINANCE MANAGER (Part-Time)
Location: Hybrid – 1 day a week in North West London office
Contract: 2 days per week (0.4 FTE)
Salary: £50,000 FTE

A dynamic and mission-driven arts and education charity is looking for a Finance Manager to oversee day-to-day financial operations, reporting, and compliance. This is a broad and varied role, ideal for someone who thrives in a small team environment and enjoys working across multiple areas of finance, from budgeting and planning to bookkeeping and audit support.

You’ll report to the Executive Director and play a key role in ensuring financial sustainability and robust financial processes as the organisation continues to grow.

KEY RESPONSIBILITIES

• Manage day-to-day finances including income, expenditure, invoicing, payroll and banking
• Prepare monthly and quarterly management accounts and forecasts
• Support budget setting and financial planning
• Lead on year-end accounts, audit preparation, and liaison with external auditors
• Ensure compliance with Charity Commission and Companies House requirements
• Maintain financial systems (currently QuickBooks) and oversee financial policies
• Work closely with the Executive Director and Board to provide financial insights and updates

ABOUT YOU

• Experience in a similar finance role, ideally a blend of commercial and charity experience.
• Strong understanding of charity finance regulations and reporting
• Proficiency with QuickBooks or similar accounting software
• Excellent financial analysis and reporting skills
• A proactive, collaborative approach and comfort working in a small, agile team

As a specialist recruitment agency, we are committed to promoting diversity and inclusion and encourage applications from all sections of the community. We support candidates throughout their recruitment journey.

You will lead all aspects of charity financial and resource management for two separate but closely connected charities, the Army Cadet Charitable Trust UK (ACCT UK) and the Combined Cadet Force Association (CCFA), which are supported by a single head office team. We are looking for someone to bring enthusiasm, personal credibility, discretion and sensitivity. You will be ultimately responsible for Finance and Resource Management within the charities.
You will work directly with the trustees of both charities and the wider Senior Leadership Team (SLT) which comprises of the Director of Development, the Deputy Chief Executive (DCE) (Director of HR and Programmes), and the Chief Executive. You will have primary responsibility for ensuring that the charities meet their statutory obligations, that financial functions are well ordered and support the work of the charities.
Managing and leading a small and diverse team through high pressure periods including month end, year-end and annual budgeting, you require high emotional intelligence and excellent communication skills. You will work closely with staff at all levels, often having to mentor the charities’ managers to help them plan and manage their own budgets.
Your financial responsibilities are substantial as you will have overall control and responsibility for all financial matters. You will be thinking both strategically and seeing the big picture, whilst also analysing figures in detail to ensure that the financial management of both charities are sound. In periods of change and growth, it is critical that you are effective in coordinating corporate finance (funding sources, non-profit capital structuring and investment decisions) and managing charity policies regarding capital requirements to deliver against each charity’s objects and plans, taxation, equity and investments as appropriate.

We are seeking a detail orientated Business Analyst to improve our data management, insight, analysis and reporting to inform the team’s planning and decision making. You will use your analytical and data expertise to maintain databases and systems, combine and analyse data, and support teams with clearly communicated and timely insights. With your excellent understanding of financial principles and experience working with finance teams, you will excel in financial analysis and reporting.

We would love to meet you if you are highly organised with excellent attention to detail, a curious, tenacious and effective problem solver, and share our passion for a fairer society where all young people thrive. 

Ivy Rock Partners is proud to be working with King’s College London, one of the UK’s leading research-intensive universities, as they continue to transform and strengthen their financial strategy and planning function. With research income of £250 million and award values of £300 million annually, King’s is looking to better integrate research finance with long-term planning and performance monitoring.

We are recruiting a Research Financial Analysis Lead – a critical new role focused on delivering robust financial modelling, analysis and tools to support King's in maximising research impact and managing cost recovery. You will work across Finance, Research Management, and senior stakeholders to develop data-led insight and improve the visibility of research financial performance.

Key Responsibilities:

• Lead on the development of tools and models that integrate research data into financial planning and forecasting
• Build a dynamic, multi-year planning framework based on research grant data and cost recovery assumptions
• Enhance in-year forecasting by linking live data to forward-looking analytics
• Partner with Finance Business Partners, Research Management, and FP&A teams to ensure data consistency and alignment
• Drive process improvement, automation, and reporting enhancements across research finance
• Contribute to TRAC and benchmarking analysis to inform strategy and performance

About You:

• Deep understanding of research finance, including income recognition and overhead recovery
• Strong experience in research grant financial management and reporting frameworks
• Skilled at financial modelling, data integration and building analytic tools (Power BI or similar)
• Knowledge of TRAC, financial planning, and the UK research funding landscape
• Excellent communication and stakeholder engagement skills
• Experience managing financial change projects in complex environments
• A professional accountancy qualification (ACA, ACCA, CIMA, CIPFA) and at least 5 years post-qualification experience is desirable

Why Join King’s College London:

This is a fantastic opportunity to shape how research finance supports strategy at one of the UK’s most prestigious institutions. In return, King’s offers an excellent 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 learning, development and career progression opportunities
• A strong, values-led and inclusive working culture

For a confidential conversation about the role, please contact Megan Hunter.

Goodman Masson are delighted to be supporting a well renowned Education charity as they recruit for their new Finance Manager.

This is an excellent opportunity for a part qualified, finalist or newly qualified accountant to grow and develop their skills across business partnering and financial planning. You will also take the lead on managing the monthly financial processes.

Day to day responsibilities include:

• Business Partnering with stakeholders to ensure effective financial management
• Produce financial reports and cash flow forecasts
• Prepare monthly management accounts with detailed analysis
• Prepare the annual budgets and forecasts
• Post month end journals

Essentials:

• Part Qualified Accountant or above
• Strong stakeholder management skills
• Experience across management accounts, budgeting and forecasting
• Ability to use a range of financial systems

Salary range is £45,000 - £50,000 (Depending on Experience) Excellent Benefits including study support.

Hybrid working with 3 days per week on site (West London)

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

ShareAction is an independent charity and an expert on responsible investment. We work to build a world where the financial system serves our planet and its people. We set ambitious standards for how financial institutions, through their investment decisions, can protect our planet and its people and campaign for this approach to become the norm. We convene shareholders to collectively push companies to tackle the climate crisis, protect nature, improve workers’ rights and shape healthier societies. In the UK and EU, we advocate for financial regulation that has society’s best interests at its core.

What you’ll do

ShareAction’s Financial Sector Research team works towards holding financial institutions accountable for their impact on globally important challenges such as tackling climate change, upholding human rights and reversing biodiversity loss.

Asset managers, insurance companies and banks hold a huge amount of influence over the world’s largest companies through their investment and underwriting activities. Our reports rank many of the world’s largest financial institutions on their approach to environmental and social issues, pushing for and facilitating change in the financial sector.

In this role, you will have the opportunity to:

• Lead the delivery of our 2026 benchmark of some of the world’s largest insurance companies (following our 2024 report), using your project management and research skills to ensure timely delivery of a high-quality publication and support the development of junior researchers in the team.
• Coordinate with civil society allies, executing the survey in collaboration with external partners for the first time, as well as continuing to work synergistically with other leading global NGOs.
• Present our work externally and engage with financial institutions, regulators, and industry bodies to provide detailed recommendations for improvement, supporting parallel workstreams on our benchmarks of asset managers and European banks.

Leading a small team of dedicated researchers within the Financial Sector Research team, you will support the Head of the team to ensure delivery of the insurance sector benchmark, one of ShareAction’s key reports ranking financial institutions. This involves organising the team to collect information from institutions and databases, analyse quantitative and qualitative data, produce engaging graphics to communicate results and translate this analysis into actionable steps for financial institutions to take. You would collaborate with teams across ShareAction and strengthen connections with other NGOs and external experts to ensure the rigour of this research.

This is a very exciting time to be joining the team. ShareAction is currently reviewing our strategy for work on the insurance sector, and this role therefore presents an opportunity to help shape the dialogue on how the benchmarks connect with engagement and campaigning expertise in ShareAction to achieve maximum impact.

We are looking for a person with excellent project management and communication skills, experience of research and a passion to make a difference within the financial sector at a challenging and critical time.

This will be a 6-month fixed-term position to cover the leave for an existing role.

What you’ll bring to the team

Essential

• Demonstrated experience in project management, with excellent organisational and time management skills.
• Proven ability to manage competing demands and support junior staff members to deliver high-quality work and meet deadlines.
• Strong research experience in one or more of the following areas: economics, finance, sustainability, climate, biodiversity, labour rights, or public health.
• A good understanding of responsible investment and its implications for different types of financial institutions, as well as the current state of play, trends and challenges.
• Line management experience and the ability to motivate and develop a small, dedicated team of driven researchers.
• Proven ability to handle relationships with multiple external stakeholders.
• Any experience programming (ideally in Python) and interest in further developing this expertise.
• Advanced Excel skills.
• Strong communication skills in written and spoken English.
• A passion for the work ShareAction does and for making change happen.

Desirable

• Experience working in or with the finance sector.
• Experience in conducting surveys and/or carrying out qualitative or quantitative research on financial institutions.
• Experience integrating innovative tools into research processes, particularly AI tools.
• Deep subject matter knowledge in climate change, biodiversity, human rights and/or public health.
• Experience of project management in a matrix management environment.
• Experience with Microsoft Office 365, particularly SharePoint.
• Experience with CRM systems, ideally Salesforce.
• Any experience programming (ideally in Python) and interest in further developing this expertise.

We welcome anyone who shares our passion for environmental and social justice through the transformation of the financial sector. Please feel free to apply even if you’re not sure you tick every box.

What we will do for you

We are a fast-paced organisation that has grown substantially over the past few years. We recognise that our people work hard to advocate for responsible investment and drive meaningful engagement with those who have the power to create a brighter future. Every day, they bring their expertise, passion and persistence to build a world where the financial system serves our people and planet. We want to ensure we provide the right environment for our colleagues to thrive, and we are committed to improving our employee offer where possible.

Currently, we are pleased to offer:

• A commitment to flexible working: over 60% of our employees have some sort of flexible working arrangement in place.
• Hybrid working: we are committed to supporting our staff to work in a way that suits their lifestyle and meets the requirements of their role.
• Internal promotion and development opportunities: we offer a range of ways to improve your skills and focus on what you love, including promotion, secondment, or sideways development opportunities. For some levels of roles, we also offer direct progression.
• The opportunity to help make a difference: we tackle some of the world’s biggest social and environmental challenges. We offer opportunities for you to develop your skills and experience in a friendly, flexible and supportive working environment.
• A unionised work environment: our staff have the opportunity to join the union, and are supported by our recognised union, Unite. We regularly consult and negotiate with our employees on workplace matters ranging from working conditions to pay.
• Regular in-person meetings, including all-staff away days, retreats and directorate strategy days to create connected teams.
• 8% non-contributory pension, invested with NEST and their green funds.
• A healthcare plan with Bupa.
• An employee assistance programme: advice and support, lifestyle discounts and short-term counselling.
• Death in Service cover of 3x salary.
• 25 days’ annual leave (increasing with length of service) plus office closure at the end of the year, ensuring everyone gets time to switch off together.
• Enhanced family leave pay: up to 18 weeks paid at 90% for either parent.
• Enhanced sick pay starting at 5 weeks’ full pay from day 1.
• Season ticket loan and cycle-to-work scheme.

ShareAction currently operates a hybrid working policy, with staff permitted to work either in our office or remotely. The Financial Sector Research team normally meets in the office once a week, with some flexibility possible.

ShareAction values and respects all differences in people (seen and unseen) and welcomes applications from all backgrounds, communities and industries. We are committed to having a team that is made up of diverse skills, experiences and abilities, and we are working hard to provide an environment where all can bring their authentic selves to work. We know that some people won’t apply for a role unless they meet all the requirements listed in the job description. If this is the case for you, but you think you would excel in this role, we want to hear from you!

For further information and to apply, please visit our website via the Apply button.

Closing date: 9.00 am on Monday, 7 July 2025.
First-round interviews: w/c 14 July 2025 (online).
Second-round interviews: w/c 21 July 2025 (online). 

To be considered for this post, you must be legally eligible to work in the UK; unfortunately, we are unable to provide visa sponsorship.

Job description

Emmaus Greenwich is a unique charity that offers a home, work and individual support to people who have experienced homelessness and social exclusion. We don’t just give people a bed for the night; we offer a home, work opportunities and a sense of belonging.

At the heart of Emmaus Greenwich is our companions. Companion is the name given to those who live in an Emmaus community and contributes to the social enterprise, where they support themselves and one another. Living in a stable environment with the opportunity of work and individually tailored support helps our companions to regain lost self-esteem and the confidence needed to get back on their feet.

Some of the things that we are looking for in our Finance Manager:

• Development and adaptation of standard accounting systems, processes and practices.
• Experience of providing financial management services to internal stakeholders including preparation and presentation of reports.
• Proven budget management experience with the ability to undertake financial analysis, forecasting and the preparation of year-end financial statements.
• Proven experience of preparing and monitoring business plans, including detailed cash flow/income/expenditure forecasts.
• Proven experience of operating computerised financial and accounting systems and reports (particularly Quickbooks Online).
• Substantial proven experience in financial management.
• Understanding and experience of operating a payroll system.
• Current CIMA, ACCA, ACA or CIPFA qualification.
• Evidence of continuing professional development. 

Some of the things you would be responsible for as a Finance Manager:

• Preparing regular management accounts and financial performance reports, including any additional analysis as required.
• Providing financial reports and support to colleagues at EG, including regular meetings, sharing of budgets, and financial performance against budget.
• Preparing financial and cash flow forecasts in conjunction with colleagues to inform EG strategy, discussing risks and implications with the CEO.
• Preparing the annual budget in conjunction with colleagues and present these with the CEO to the Finance Committee and Board for approval.
• Supporting the CEO in presenting the financial position to the Board of Trustees and other key stakeholders. 
• Preparing year-end accounts that meet statutory reporting obligations.
• Managing the external audit process and being the primary contact with external auditors to resolve their queries.
• Maintaining records of designated and restricted reserves and working with colleagues to ensure these funds are regularly reconciled and status of funds balances is reported to the relevant committees. 

So, if you hold optimism for change, advocate for social justice, have in-depth understanding of financial processes and have a positive “can do” attitude, we would love to hear from you. You will be joining a friendly and enthusiastic team who are passionate about what they do.

Salary: London £56,991 gross per annum / Brussels €5.036,82 gross per month​

About the role

Does the prospect of being the vital link between mission-driven programme teams and a dynamic finance function excite you? If you answered yes, then you need to join ClientEarth as our Finance Business Partner Manager in either our London or Brussels office!At ClientEarth, we use the power of law to protect life on Earth. As our FBP Manager you will lead a team that empowers programme heads to plan boldly, spend wisely, and turn strategy into action, ensuring donor funds are maximised to drive global change. 

Meet your Manager

In this role, you will be managed by Greg Pickford. Greg joined ClientEarth in 2018 and is based in our London office.

Main Duties

• Manage a team of 2-3 Finance Business Partners (FBP) supporting Programme teams with the grant portfolio, keeping budgets under continuous review, and providing regular financial information and analysis.
• Contribute proactively with the Programme Finance Lead and the core Finance team in improving programme finance systems and procedures.
• Working with Programme Heads and the FBPs, provide commentary and insight into the Programmes financial position on a monthly basis, flagging material risks and identifying mitigating actions.
• Review the financial assessment of new grant proposals and grant agreements. Ensure that they are in line with ClientEarth strategy and financial guidelines for cost recovery and overheads. Escalate grants or contracts that do not comply to the Head of Finance, Planning and Analysis for sign off.
• Review monthly salary allocation and cost recovery journals prepared by FBPs and ensure that data checks are in place including accuracy of fund balances
• Ensure that the financial aspects, reporting and audit requirements of grant/donor funded projects are aligned with donors’ contractual requirements.

See the job description (below) for a full list of duties for this role.

Role requirements

• Qualified Accountant or qualified by experience (essential)
• Knowledge of charity financial management (essential)
• Demonstrable experience of financial administration of a portfolio of grants (essential)
• Demonstrable experience of preparation of budgets and grant financial reports (ideally trusts, foundations and institutional donors such as DfID and EU) (essential)
• Good knowledge of charity financial processes including allocation of project costs and apportionment of cost recovery (essential)
• Experience of managing teams (essential)

See the job description (below) for a full list of requirements for this role.

Note to candidates: We know that long lists of criteria can be daunting and that some candidates will not apply for a role unless they feel they are 100% qualified. If you feel you meet at least some of the essential criteria, we still encourage you to apply.

Further Information

Have a question about this job? Please visit our Careers site for advice on applying, FAQs, and more.

Flexible working:  We are proud to be a Flexa accredited Employer. Visit our Flexa Employer page for more information on our approach to flexible working. Our flexible working policy allows our people the choice to decide to work from home/another location in the country where their contract of employment is issued for 80% of their month, with the other 20% of their month being office-based  See our Benefits page for more.

ClientEarth values diversity and inclusion and the benefits this brings. We aim to appoint the most suitable candidate at all times and welcome applications from people from all different backgrounds. 

Please note that ClientEarth is only able to employ those who have the pre-existing legal right to work in the UK or Belgium.

ClientEarth is not a law firm and does not provide legal advice or legal services to third parties.