Financial planning manager jobs

Role description:

We are excited to be seeking a talented and motivated individual to join Southampton Hospitals Charity as our legacy and in-memory manager to help shape our legacy development programme and in-memory strategy.

The role will involve leading on the operational delivery of both legacy and in-memory marketing and legacy case management. The postholder will implement donor-centric approaches to legacy and in-memory campaigns and events, case management, and supporter stewardship.

We are looking for an individual who is as passionate about fundraising as the work we do as a Charity to join our team. This role will be key, as we launch our ambitious new strategy to grow our income, reach and impact.

Main responsibilities

Legacies

• Develop and implement a comprehensive legacy strategy, identifying new opportunities, products, and campaigns to increase engagement, consideration, and pledger numbers.
• Work across the Charity to ensure legacies are integrated across relevant channels to reach key audiences.
• Build a portfolio of case studies to showcase how legacy giving has had a transformative impact across our hospitals.
• Build and nurture relationships with legacy pledgers and prospects, organising legacy information and engagement events to position the Charity prominently in legator consideration.
• Responsible for legacy case management and be the main contact for our legacy consultancy partner, ensuring all processes are compliant, efficient, and deliver for the Charity and for its supporters.
• Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
• Work with the director of operations & resources on disputes and contested legacies, to ensure these are handled appropriately and sensitively.
• Work with the director of finance to ensure all information is recorded appropriately to ensure correct accounting and accrual of legacy income.
• Support the director of finance on legacy matters relating to the Charity’s annual external audit.

In-Memory

• Support with the development and management of stewardship programmes for in-memory donors, ensuring journeys are sensitive, supportive, and effective.
• Have responsibility for the efficient use of all in-memory payment platforms, ensuring that they are utilised correctly, report accurately, and are employed as part of a strong stewardship programme.
• Work closely with the hospital engagement team for the promotion of in-memory giving opportunities
• Working with the marketing & campaigns manager, develop and implement relevant campaigns, including within our hospitals, to increase awareness of in-memory giving
• Support the events & community fundraising officer with events organised by families and friends in memory of loved ones, ensuring appropriate stewardship processes are put into place.
• Look for new opportunities for developing in-memory products, developing cases for support and implementation plans to ensure the Charity’s in-memory programme is at the forefront of new practice.
• Work closely with the grants manager to ensure restricted and tribute funds are able to have an impact in the areas donors wish to see.
• Develop and cultivate strong relationships with supporters by offering suitable opportunities to remember someone special.
• Working with the marketing and communications team, source and develop case stories for use across the in-memory programme and charity.

Knowledge and experience

• Proven experience in legacy administration within the charity sector
• Certificate in Charity Legacy Administration (ILM) is desirable
• Proven experience in developing and delivering legacy, in-memory, and/or individual giving strategies and campaigns across multiple channels.
• Extensive experience in donor stewardship, fine-tuning supporter journeys, and delivering excellence in supporter care.

Personal qualities

• Curiosity, with an ability and willingness to explore issues and opportunities to their fullest potential
• Commitment to learning and developing knowledge and understanding of the Charity and how it operates
• Desire to improve things– dissatisfaction with inefficiency
• Self-motivated, pro-active and solutions focused, with ability to work on own initiative and to provide recommendations.
• Personable with excellent manner and ability to engage stakeholders.
• Flexible approach to working hours to meet the needs of the role.

Skills

• Excellent stakeholder engagement and relationship management skills, with the ability to work collaboratively across teams and externally with agencies and solicitors.
• Strong organisational and project management skills, with the ability to manage multiple campaigns and priorities, and deliver to deadlines.
• Ability to analyse campaign data and insights, applying learning to improve activity and outcomes.
• Working knowledge and experience of budget management, forecasting, and reporting.
• Strong IT skills including Microsoft word, Excel, as well as bespoke systems

To lead the financial accounting, management, reporting and oversight of AKF(UK) grants and programmes. This will include accounting reconciliations, grant reconciliations, cost recovery, budgeting, forecasting, internal and external financial reporting, procurement and compliance. To maintain a close working relationship with AKF(UK) finance and partnerships teams.

Financial accounting, controls, compliance, and audit

·Ensure robust financial systems, procedures and controls are in place, are properly documented, regularly reviewed and efficiently used

·Ensure all AKF(UK) programme and grant transactions are reflected accurately in the finance system

·Ensure all grants are reconciled at least once every three months

·Ensure balance sheet reconciliations are completed on time every month

·Ensure all programme finance month-end tasks are completed on time every month

·Ensure cost recoveries from grants are made and monitored against budgets

·Monitor and review foreign exchange gains and losses on all grants and highlight any areas of concern to the Head of Finance & Operations

·Develop, improve and implement controls to ensure compliance with donor requirements, including through manuals, checklists, templates, and other tools.

·Develop internal tools that track active grants, secured and pipeline funding, cost recoveries and co-financing and ensure they are kept up-to-date

·Ensure adherence to all financial policies, especially authorisation, procurement and due diligence

·Prepare audit schedules and support the AKF(UK) organisational external audit process

·Lead and coordinate programme finance input to all grant audits

·Manage follow up on actions from grant audits

·Ensure that AKF(UK) is up to date on all financial regulations, sanctions, rules, procedures, formats, compliance, reporting requirements and that the Programme Finance Manual is kept up to date

·Support the management of the Programmes and Partnerships risk register and generate reports from the risk management system

Financial oversight, reporting and planning

·Review all financial transactions related programmes and grants on a monthly basis and ensure that they are correct including cost recovery, co-financing, bank balances, and coding.

·Monitor spending on grants and escalate significant under or overspend on a timely basis

·Ensure all grants are up to date in the Grant Management Tracker.

·Ensure all grants are up to date in the Co-financing Tracker.

·Ensure all grants are up to date in the cost recovery forecast.

·Produce monthly financial reports for the AKF(UK) Finance Committee.

·Generate financial analysis and reports for management decision-making and Board submissions as required

·Maintain a cash flow projection for AKF(UK) grant transactions and ensure partners are providing regular updates

·Ensure all donor financial reports are reviewed by the programme finance team to ensure compliance with donor requirements, that the reports are produced on time, to a high standard and are consistent with the narrative

·Lead the Programme finance annual budgeting and forecasting exercise.

·Ensure all budgets for concepts and proposals are reviewed by the programme finance team, include AKF(UK) costs and are consistent with the narrative

·Support the annual organisational budgeting and forecasting exercise

Grant financial management, partners and donors

·Ensure due diligence assessments on implementing partners and donors are completed and tracked

·Ensure all donor grant agreements are reviewed by the programme finance team

·Ensure all sub-grant agreements with implementing partners are reviewed by the programme finance team

·Ensure timely submission of cash requests to donors

·Ensure timely payment of cash requests to implementing partners

·Ensure partner BvA reports are reviewed, any necessary documentation checks carried out and any inconsistencies identified

·Ensure all partners understand their reporting and compliance requirements.

·Develop and update training and reference material on grants management, including procurement, donor regulations, finance and reporting and act as an expert on donor regulation compliance

·Carry out training, monitoring visits and audits on specific projects as necessary

·Review and monitor the grant management system to track pipeline and secured funding and ensure it is up to date at all times

·Ensure all financial documents are stored on SharePoint and the shared drive in a structured and accessible way.

Team management and supporting others

·Lead the programme finance team, ensuring clear objectives, regular check-ins, and ongoing support.

·Carry out any other duties as assigned by the Head of Finance and Operations or the Regional Director, Europe & Asia (Partnerships)

Qualifications

·CCAB qualified accountant.

Experience

·5 years relevant experience in programme financial accounting and financial reporting

·Experience of designing and managing financial systems, processes and procedures

·Experience of programme budgeting and accounting including cost recovery modelling, cash flow management and reporting

·Experience of charity accounting and knowledge of auditing

·Experience working in international NGOs

·Experience working with EC, ECHO, FCDO or equivalent and familiarity with the various compliance rules and regulations 

Skills

·Good interpersonal, customer care and liaison skills with a wide range of stakeholders

·First rate oral and written communication skills

·Ability to work under pressure and to manage competing priorities and deliver to tight deadlines

·Ability to synthesise complex operational and financial details for reporting and presentation

·Ability to take a robust but tactful position, confident with a positive outlook

·Ability to problem solve, working with both internal and external stakeholders to deliver results

·Ability to work in a multi-institution network within a multi-cultural environment

·Fluent in oral and written English

·Proficient in all Microsoft Office applications, especially Excel

Knowledge

·Broad understanding and experience of development issues and organisations

·Understanding of and appreciation for ADKN’s goals, values and ethics

·Knowledge of charity accounting

Application Details:

·Must have right to work in the UK

·Must include CV and a supporting statement that outlines why you want the role, why you want to work for AKF(UK) and how your experiences and skills to date make you the most suitable applicant for the role.

Salary: £45,000 - £50,000 per annum, depending on experience (pro rata to 0.6 FTE £27,000 - £30,000)
Duration: Until 31st March 2027 (with possibility of extension)
Hours: 0.6 FTE (3 days per week)
Location: Hybrid – NASP have an office space at London's Southbank Centre which can be used by staff at any time. The role will be expected to work some of their regular time in the office with the remainder at home, depending on agreed hours. There may also be additional occasional travel required for staff days and other events.

Purpose of This Role:

This is a key role within NASP’s Operations team, leading on financial processes and procedures across the organisation. The Finance Manager will develop and maintain accurate and consistent records, provide regular reporting to support budgeting & forecasting, support on the annual audit, and ensure regulatory compliance & best practice across all of NASP’s work.

The role will work closely with the CEO, Director of Operations, and the Operations Coordinator (Finance & HR); as well as our outsourced accounting service provider (Carpenter Box). In addition, the role will support colleagues and teams more widely by costing funding bids for income generation, grant reporting, project accounting, and providing general financial expertise and guidance.

The Finance Manager will also support in preparing projections and updates for NASP’s Board of Trustees, working with the CEO, DoO, and Chair of the Finance, Audit, Investment & Risk Subcommittee (FAIRCo); this will include deputising for the Director of Operations on finance-related matters where appropriate.

Person Specification:
Experience & Knowledge:

• Professional accounting qualification (ACCA, CIMA, ACA or CIPFA) or equivalent
• Knowledge of the VCFSE sector and/or Social Prescribing
• Experience of working within an accounts/finance role within a small to medium charity or the not-for-profit sector
• Up-to-date knowledge of the Charity Statement of Recommended Practice (SORP)
• Good understanding of compliance and regulatory standards
• Experience supporting preparation of statutory accounts
• Experience supporting income generation (e.g. funding applications) (desirable)

Skills & Attributes:

• Affinity with NASP’s Values as defined in the NASP Strategic Plan
• High level of attention to detail, accuracy, and financial acumen
• Ability to work collaboratively within a small team
• Use of Microsoft suite (Teams, Excel), and accounting software such as Xero (or equivalent)
• Excellent communication skills and ability to work with colleagues who are non-finance professionals

Responsibilities:
Financial Management

• Review monthly management accounts, ensuring accurate coding and reporting, working with budget holders and reporting any adjustments to Carpenter Box
• Supporting budgeting and forecasting, including scenario planning and going concern forecasts
• Manage accounts receivable/payable; follow up on unpaid invoices/outstanding payments, ensuring these are escalated as necessary
• Regular review of processes and procedures, ensuring robustness and efficiency at all levels
• Support Carpenter Box with quarterly VAT and Gift Aid returns as necessary
• Support Carpenter Box with year end annual account preparation
• Oversee provision of appropriate accounting and finance software (Xero, Soldo, ApprovalMax)
• Deputise for Director of Operations where necessary, e.g. payroll or providing updates to NASP’s Board of Trustees

Governance, Compliance, & Board Support

• Provide oversight for financial processes across NASP, ensuring compliance with both NASP’s policy suite and any regulatory requirements
• Support on process for annual audit and NASP’s annual report, providing relevant documents to auditors, answering queries, ensuring timelines are met
• Advising the Executive Leadership Team (ELT) on any relevant updates to legislation or regulatory requirements
• Provide relevant reports and updates to NASP’s Board of Trustees and Finance Subcommittee, attending meetings where appropriate

Wider Organisational Support

• Work with Fundraising Consultant and colleagues as required to support on income generation, such as providing costings for bids; and mantaining accurate records on bids currently in progress and expected income
• Supporting on financial reporting for grants, such as providing I&E statements or other information as required
• Work with budget holders to set budgets, forecast, and monitor to ensure robust management and accurate reporting of overspend or underspend
• Provide general financial expertise & support to colleagues across the organisation
• Work closely with the Operations Coordinator to ensure our day-to-day processes are effective (e.g. expense claims, Soldo reconciliations, invoice & payment processing)

Reporting To: Director of Operations

Looking for a role where your budgets, forecasts and insights don't just inform decisions, they directly drive life-changing impact? 

As a Financial Planning Analyst within our Financial Partnering, Planning & Analysis (FPP&A) team, you'll play a vital role in ensuring every pound at Alzheimer's Society is deployed where it creates the greatest impact. This role is about giving teams across the organisation the financial clarity and confidence they need to make decisions that change lives.

Working across Finance and with budget holders throughout the Society, you'll support strategically aligned, financially disciplined planning through dynamic budgeting, forecasting and management reporting. You'll be at the heart of our financial planning processes, transforming complex data into actionable insights that drive our mission forward.

Reporting to the Financial Planning Manager and line managing the Financial Planning Assistant, you'll collaborate with Finance Business Partners and colleagues across the Society to maintain a single point of truth. Providing the tools and insights that enable faster, better, more confident decisions in our fight against dementia.

About you

We're looking for a part-qualified or AAT Level 4 qualified accountant with hands-on experience working within a finance function. You'll have practical experience supporting budgeting and forecasting activities and thrive on turning financial data into meaningful stories that drive action.

You're passionate about leveraging technology to work smarter, not harder. Minimising manual processes, streamlining workflows, and continuously raising the bar on quality. You celebrate solutions and progress over activity, and you come alive when collaborating across teams to solve complex challenges.

You'll have

- Part-qualified accountancy qualification or AAT Level 4 (with support available for further training).
- Hands-on experience working within a finance function on budgeting, forecasting and financial planning activities.
- Advanced Excel skills with confidence building models, manipulating large datasets (like GL transaction listings), and creating reports that tell a clear story. Power Query knowledge and experience is a bonus.
- Strong track record producing compelling management reports in Excel and PowerPoint (Power BI experience is a bonus, or you're eager to learn).
- Proven ability to communicate with and influence colleagues across a large organisation, working seamlessly across team boundaries.
- Experience of managing and developing junior colleagues, supporting their learning, career development and performance.

What you'll focus on:

- Delivering end-to-end support for organisation-wide budgeting and forecasting processes.
- Creating engaging, user-friendly management account packs and reports that empower budget holders and business partners to make informed decisions.
- Line managing and developing the Financial Planning Assistant, building a culture where high-challenge meets high-support in an environment of continuous improvement.
- Being a champion for change, constantly improving processes, tools and products, using technology to eliminate manual work and create a truly streamlined, single source of truth.
- Building trusted relationships across Finance and the wider Society, becoming a go-to person for financial planning expertise.
- Supporting sophisticated financial modelling and analysis that shapes our budgeting and forecasting approach.
- Developing meaningful metrics and reporting that drive quality and performance improvements across the team.

Are you ready to bring your financial planning expertise to an organisation where every insight drives impact? Could you be the analytical thinker and collaborative problem-solver who helps us plan our way to a world where dementia no longer devastates lives?

Important Dates

- The deadline for applications is 23:59 on Sunday 11th January 2026.
- Interviews will begin week commencing 19th January 2026 and will take place virtually.
- There will be a pre-interview task to complete should you be invited to interview.

Please note: This post will be subject to a satisfactory Criminal Records Check, from either the Disclosure and Barring Service (England & Wales), Disclosure Scotland Check (Scotland) or AccessNI (Northern Ireland). If you require further information regarding Criminal Records Check, then please contact: [email protected].

About Alzheimer's Society

Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we’re working towards a world where dementia no longer devastates lives.

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

Our commitment to Equity, Diversity, Inclusion & Belonging

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.  

We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. 

Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. 

Our hiring process

During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.  Please also contact Alzheimer’s Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.

To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.

We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.

We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a DBS check at the relevant level.

Giving back to you

Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. 

You can also visit our Working for Us pages, which give you more information about what it’s like to be an employee at the Society.

Citizens Advice Canterbury District is looking for a Finance Manager to join the newly formed Citizens Advice North East Kent. As such you may be required to work from any of these Citizens Advice locations: Swale, Canterbury District and Thanet and remotely, as required.

We are looking for someone who will provide a full financial management service to ensure Citizens Advice North East Kent operates effectively and is compliant with all legal and sector requirements, ensuring that accurate and timely financial information is produced for the Chief Executive Officer, the Senior Leadership Team and Board of Trustees.

This is a newly created post within our organisations, established as we undergo significant structural changes and merge our three districts into a single entity. The transition requires dedicated financial expertise; therefore, we are looking to appoint a Finance Manager who will play a key role in supporting and influencing this organisational change. The post holder will be responsible for overseeing the financial monitoring and reporting of our newly formed organisation and ensuring robust financial management throughout the transition and beyond. You will need to ensure the sharing of financial knowledge and reports amongst senior colleagues so that they can understand financial implications of decisions. The post is open to some remote working as well as those able to work in our geographic locations.

Join Quartet Community Foundation’s small, supportive finance team to provide additional capacity as our Head of Finance returns from absence. You’ll work closely with the Head of Finance and CEO to deliver accurate, timely financial reporting and help modernize our systems.

Key Responsibilities:

· Produce monthly management accounts and board reports.

· Ensure investment income is integrated into financial updates.

· Support improvements to financial systems and reporting for clarity.

· Collaborate on efficiencies and make data accessible to non-finance stakeholders.

About You:

· Qualified accountant with charity finance experience.

· Skilled in fund accounting, Excel, and financial systems.

· Able to present complex information clearly and meet deadlines.

Benefits:

Pension (6% employer), health benefits, EAP, Cycle to Work, 29 days holiday + public holidays, flexible working.

About MSF UK

Médecins Sans Frontières (MSF) provides life-saving medical care to people affected by conflict, epidemics, disasters and exclusion from healthcare. MSF UK exists to maximise the support we provide to this work — by raising funds, advocating for patients, and ensuring our organisation is strong, effective and accountable.

MSF UK has grown significantly over the past 5 years, almost doubling our income to just under £100m. MSF UK is entering an ambitious new strategic period to 2031, with a clear goal: to significantly grow our income and maximise the financial contribution we make to MSF’s medical humanitarian operations. Finance has a critical role to play in achieving this.

The Role

This is a newly created senior leadership role and a rare opportunity to shape how financial insight drives humanitarian impact.

As Head of Financial Planning & Analysis, you will build and lead MSF UK’s FP&A function, ensuring that resources are used wisely, investment decisions are evidence-based, and financial insight empowers colleagues to make the best possible decisions for our patients.

You will work at the heart of the organisation — partnering with senior leaders, fundraising teams and budget holders — to translate strategy into robust financial plans and ensure every pound raised delivers maximum impact.

What You’ll Do

You will lead MSF UK’s FP&A function to support better decisions, stronger financial sustainability and greater humanitarian impact. This includes:

• Driving strategic insight: providing clear financial analysis, modelling and advice to inform investment decisions, income growth and value for money.
• Leading planning and forecasting: owning MSF UK’s budgeting, reforecasting and multi-year financial planning processes.
• Strengthening financial reporting: ensuring timely, accurate and meaningful management accounts, KPIs and commentary for senior leaders and trustees.
• Partnering with the organisation: acting as a trusted advisor to senior leaders, managers and budget holders, strengthening financial literacy and accountability.
• Identifying efficiencies: working collaboratively to uncover opportunities for cost savings and improved use of resources.
• Building capability: line managing and developing the Finance Business Partner and continuously improving FP&A processes, tools and ways of working.

About You

You are a fully qualified accountant (CIMA, ACA, ACCA or equivalent) with significant experience in FP&A and a strong track record of using financial insight to influence decisions at senior level.

You combine technical excellence with empathy and purpose. You are comfortable working in complexity, skilled at explaining finance to non-financial colleagues, and motivated by using your expertise to support a mission that truly matters.

Why Join MSF UK?

You’ll join a values-driven organisation where finance is seen not just as a control function, but as a strategic enabler of humanitarian impact. You’ll be trusted to shape a function, influence decisions, and help ensure MSF reaches more patients, more effectively.

If you are motivated by MSF’s mission, thrive in collaborative environments, and want your financial leadership to make a tangible difference in the world, we would love to hear from you.

Recruitment timetable

Application deadline: Sunday 25th January

Shortlisting: week of 26th January

First stage interviews: week of 2nd February

Second stage interviews: week of 9th February

 

How to apply:

Please send your CV and letter of motivation to via the link by Sunday 25th January. For an informal conversation about the role, please contact our exclusive partner, Bryony Thomas via the Allen Lane agency website.

MSF UK is an equal opportunities employer. We are committed to diversity and creating an inclusive environment for all employees. We encourage applications from all sections of our diverse community.

About Stoll: The Stoll Foundation is a leading provider of supported housing for vulnerable and disabled veterans in the UK. With a proud legacy of service, we are committed to delivering safe, high-quality homes and support that enables independence, dignity, and wellbeing for those who have served their country.

We are seeking an experienced and enthusiastic housing manager to work within our small, busy housing team to provide an effective and responsive service.  We aim for exemplary customer service with high levels of tenant engagement.  Our small team is growing and we are looking for a manager able to drive forward our values.

The role: The Housing Team Manager is responsible for leading and managing the Housing Team to deliver high-quality, customer-focused tenancy management services for ex-Service personnel and their families. Under the guidance of the Head of Housing, the role ensures strong tenant engagement, effective performance monitoring, and compliance with all health and safety regulations. The manager will oversee housing and tenancy budgets within agreed limits, ensuring services are delivered efficiently and in alignment with The Stoll Foundation’s charitable objectives. A key aspect of the role involves cross-functional collaboration to maintain a safe, supportive, and responsive housing environment that meets the needs of our community.

Key responsibilities:

• Management of housing and tenancy services, supporting a small team of officers.
• Providing high maintenance standards
• Achieving rent arrears targets and closely managing arrears to minimise losses.
• Achieving performance outcomes and objectives and presenting regular reports on KPIs.
• Ensuring that housing, property and tenancy services comply with best practice, the law and all relevant policies and procedures.
• Manage day to day services expenditure in line with budget.
• Oversee all cases requiring Court action, providing guidance and expertise whenever necessary.

If you would like to work for us and have a passion for providing excellent services for vulnerable Veterans along with the experience needed for this role then we would like to hear from you.

Stoll strives to be an equal opportunities employer and welcomes applications from all sections of the community.  We particularly welcome applications from ex-Service personnel.

All Stoll appointments are made subject to an enhanced DBS check.

Are you an experienced finance leader ready to make a real impact? We’re looking for a Head of Financial Planning & Analysis to join our team. This is a fantastic opportunity to shape financial strategy, ensure robust controls, and support long-term sustainability and growth.

About the Role:

As Head of Financial Planning & Analysis, you’ll:

• Lead and develop a high-performing finance team.
• Oversee financial management, reporting, and compliance.
• Drive budgeting, forecasting, and cash management processes.
• Collaborate with colleagues to ensure accurate reporting and system improvements.
• Work closely to support the Director of Finance & Resources
• Promote a business partnering approach, working across the organisation to provide insight and guidance to senior leaders.

What We’re Looking For

• Fully qualified accountant (CA, ACA, ACCA, or CIMA).
• Proven experience in a senior finance role with responsibility for financial control and reporting.
• Strong leadership and people management skills.
• Excellent financial modelling and analytical ability.
• Ability to communicate complex financial information clearly to non-finance colleagues.
• Knowledge and experience of working in a registered charity would be an advantage.

Why Join Us?

We offer a supportive environment, opportunities for professional development, and the chance to make a real difference. We offer a friendly, values led working culture with an excellent benefits package that includes:

• Agile & flexible working
• Generous leave entitlement
• Occupational pension scheme
• Cycle to work scheme / free eye care vouchers / Winter flu vaccinations
• Tailored learning & development
• Employee Assistance Programme
• Life Assurance Scheme
• Discounts scheme with national organisations

How to apply

To apply, please send your CV and a covering letter detailing how you meet the criteria in the job profile. The closing date for applications is Wednesday 7th January 2026 at 23.59. Interviews will be held on-line w/c 19th January.

The British Psychological Society is committed to a culture of equality, diversity and inclusion. We welcome applications from all sections of the community, irrespective of your background or circumstances. We are only able to accept applications that can demonstrate a right to work in the UK; we are unable to sponsor people requiring a work visa.

Due to the large number of applications we receive, it is not possible to update you on the progress of the application until after the closing date.  If you have not heard from us within three weeks of the closing date, please assume that your application has not been successful on this occasion. No agencies please.

Salary: £32,000 per annum WTE based on 37 hours
Hours: 37 hours per week
Location: Farnham, Surrey

 
Would you like to be part of an organisation that’s dedicated to caring for the local community?

We are seeking a proactive accountant with good IT skills to ensure our finance systems operate efficiently and effectively.  This is a varied, hands-on role supporting the whole Finance Team, particularly during periods of peak activity, to ensure the department continues to run smoothly.

 Key Responsibilities

• Act as system lead for Microsoft Business Central, our accounting system, and the other systems used by the Finance Team.
• Prepare month-end journals, balance sheet reconciliations and support year-end accounts and audit.
• Be responsible for restricted funds accounting and support Gift Aid processes.
• Provide cover for Sales, Purchase Ledger and Income Supervisors as required.
• Support Finance Assistants during high-volume income periods.
• Lead finance-related projects and deputise for the Head of Finance when needed.

About You

A successful Financial Systems and Accounts Supervisor will:

• Be MAAT or part-qualified ACA/ACCA/CIMA, with strong financial and management accounting experience.
• Be confident working with accounting systems (ideally Microsoft Business Central) and intermediate Excel skills.
• Have knowledge of Gift Aid and an understanding of charity finance and SORP (desirable).
• Be highly organised, collaborative and flexible, with excellent communication skills and a can-do attitude.

For a full list of essential requirements, please refer to the job description and person specification document.

This is an excellent opportunity for someone who enjoys variety, systems improvement and working closely with colleagues across an organisation with a strong service ethos.

 

About Us
We are based in Farnham, Camberley and Guildford, and provide bespoke, compassionate palliative and end of life care for people living with an advanced or terminal illness, across West Surrey and North-East Hampshire.

Phyllis Tuckwell is a very special place to work.  Our staff make a real difference to the lives of our patients and their loved ones, providing outstanding care at a time that really matters.  Our Finance team members are pivotal in helping deliver our vital services, ensuring ‘every day is precious’ for our patients. 

We are committed to creating a diverse and inclusive culture, with the principles of fairness and equality at its core.  We are an equal opportunities employer, who values and respects our employees’ unique knowledge, skills and experiences.  We warmly welcome applications from all sections of the community.  All appointments are made following a fair and equitable process, based on merit, job requirements and business need.  

We Offer:

Excellent Benefits

• Six weeks paid holiday plus public holidays
• Phyllis Tuckwell Group Personal Pension Plan (matched contributions up to 7.5%)
• Health Cash Plan Scheme
• Employee Assistance Programme
• Staff Benefit Scheme
• Blue Light Discount Card

Excellent Career Development

• Leadership Development
• Skill Development and Training
• Project-Based Learning
• Professional Growth
• Upskilling
• Apprenticeships
• Coaching
• Diverse Training Courses

A Great Place to Work

• Equal Opportunities employer
• Flexible hours and flexible working
• Supportive colleagues
• 97% of our staff are proud to work for Phyllis Tuckwell*

*Phyllis Tuckwell Birdsong Hospice staff survey 2023

For further information regarding the role or to arrange an informal visit please contact Deb McQuillan, Head of Finance or Vanessa Evans, Finance Manager. If you are unable to apply on-line or have any questions about the recruitment process, contact HR.

Closing date for receipt of applications: Thursday 15th January 2026.
Interviews to be held: Week commencing 19th January 2026.

We reserve the right to close the role ahead of the closing date should sufficient applications be received. Your early response is therefore encouraged. Please note that we do not hold a sponsor licence and therefore are unable to provide sponsorship.
 

This post is subject to a Standard Disclosure and Barring Service check.

NO MEDIA OR AGENCIES

Lead the delivery of one of the UK’s most respected medical conference programmes during an exciting period of growth and celebration.

Join the British Society of Gastroenterology as Events Manager and shape high-profile, inclusive events that make a real impact.

The British Society of Gastroenterology (BSG) is the leading professional body for gastroenterology and hepatology in the UK, supporting a multidisciplinary community of clinicians and researchers committed to improving digestive health outcomes. We are seeking an experienced Events Manager (Maternity Cover) to take ownership of our national and international events portfolio, including our flagship annual conference, BSG LIVE.

Reporting to the Chief Operating Officer, you will lead the end-to-end delivery of conferences, meetings and digital events -from early planning and stakeholder engagement through to delivery, evaluation and continuous improvement. You will work closely with colleagues, committees, Professional Conference Organisers and external suppliers to ensure events are engaging, well-managed, financially sound and aligned with BSG’s strategic priorities.

This is a varied, high-impact role combining strategic oversight with hands-on delivery. You will manage budgets, oversee suppliers, collaborate on event marketing and communications, and champion best practice in accessibility, inclusion and sustainability. As BSG approaches its 90th anniversary in 2027, you will also play a key role in supporting Project 90, enhancing member experience and celebrating excellence across the profession.

We are looking for someone who thrives in a collaborative environment, brings strong project management skills, and enjoys delivering complex events to a high standard. Experience within a membership organisation, charity or professional body - particularly within healthcare, science or education  would be advantageous.

In return, BSG offers a flexible, hybrid working environment, the opportunity to work on high-profile national events, and the chance to contribute to an organisation with a clear mission and strong values.

This is a rare opportunity to join the Scottish Wildlife Trust at a transformative time and play a leading role in one of our most ambitious fundraising initiatives.

For over 60 years, the Trust has championed healthy, resilient ecosystems across Scotland’s land and seas.

We are now creating the role of Major Gifts Manager. Joining our Development Team, and managing our Development Officer, you will lead philanthropic giving, with a particular focus on securing the Inverbroom Endowment – a multi-million pound campaign to safeguard the long-term future of our newest and largest wildlife reserve.

Working closely with an external fundraising agency, senior staff and volunteer leaders, you will manage and grow a portfolio of high-net-worth individuals, secure major gifts (including six-figures and above), and develop compelling cases for support that bring complex conservation challenges to life.

We are looking for a confident fundraiser with at least five years’ experience in philanthropy, ideally within the environmental NGO sector. You will have a strong track record of meeting financial targets, managing prospect pipelines, and stewarding long-term donor relationships.

If you are a confident relationship builder who acts with integrity, thrives on collaboration and wants your work to deliver real, lasting impact for nature, we would love to hear from you.

About Social Investment Business:

By providing finance and support, at SIB we enable charities and social enterprises to exist, grow and thrive. We have disbursed nearly £0.5bn to thousands of organisations since 2002. Our team believes in the power of the social economy, champions the charities and social enterprises we support - and we are all working together to build a more equal society. 

It is a hugely exciting time to join the organisation. We are growing, investing in our expert team, and building on the successes of the last few years. 

Our values are: People First, Curious, Bold, Collaborative, Accountable

For further information on what it is like to work with us and our generous benefits please visit our website.

About this role: Reporting to the Deputy CEO, the Head of Business and Market Development will build on SIB’s existing research and findings on market scope and scale, organisational financial resilience, the cost of capital and fund financial modelling to support the delivery of SIB’s ambitious new strategy, and hit our business development targets as part of an ambitious growth plan. This new post will develop SIB’s work and the rigour and robustness of our market and financial analytics in order to grow the organisation, the amount of investment under management and the annual disbursement of grant funds.

Key responsibilities

1. Working closely with the CEO and Deputy CEO support the delivery of ambitious growth targets under the new strategy.

2. Oversee the regulatory transition to FCA regulation for a defined number of SIB subsidiaries, drawing together the relevant internal documentation, working with the FCA – and any specialist retained consultants – to ensure that SIB is quickly and effectively accredited.

3. Work with the CEO and Deputy CEO to advance SIB’s applications for capital from Public Finance Institutions including the National Wealth Fund.

4. Working with the wider BD team, draw on market and financial modelling that incorporates existing data on SIB’s customers across its funds (using e.g. IMD, turnover, assets, age, business model) to develop excellent bids and tenders for new grant funds and to structure successful investment raises.

5. Oversee the reporting of all funds managed through the SIB group subsidiaries to their investors. This should include quality control of regular analytics, KPIs and case studies, regular catch up calls with investors and occasional presentations remote and in person.  

6. Oversee the regularity and quality of analytics of SIB’s enterprise level impact to provide a consistent snapshot across all funds, including for SIB’s internal subsidiary board meetings.

7. Work with the Market and Financial Analyst to develop a strategic approach to financial modelling of funds. This should include an approach to cost base calculations (taking into account variability in disbursement rates, portfolios under management, loan vs. grant, capital vs. revenue, pace and automation), consistent treatment of interest payments, management and administrative fees and internal investment. The base model should be able to inform forward planning and business development, as well as serve to stack up the financial viability of BD opportunities as they arise.

8. Work with the Systems and Data teams to ensure that the base model is embedded within SIB’s operations and informs fund and programme management.

9. Lead a horizon scanning function that effectively drives comparative benchmarking against competitor / peer organisations.

10.  Oversee the team’s work with the Finance and Governance teams to ensure that market analytics include effective customer feedback, collected regularly and embedded in key performance indicators.

11.  Alongside the Deputy CEO and the wider Data, Insights and Advocacy team, oversee the delivery of the annual impact report, bringing colleagues together to identify key findings and deliver each report. Ensure that the impact report reflects market analytics, providing context that identifies SIB’s leadership and place within the wider sector.

12.  Oversee the management – as needed – of any external consultants working on more complex financial models / additional research and learning that contributes to market or business development.

13.  Alongside the Deputy CEO and the wider BD team, design and facilitate general learning sessions and programme specific learning sessions with small and large groups, this may include partners, customers and the SIB Board as well as colleagues. Elicit learning from these sessions, share findings and support your colleagues to integrate action points into our systems. This learning approach should particularly reflect how customer need / satisfaction is met by different fund and programme structures.

14.  Line manage the Market and Financial Analyst, Marketing Manager and BD Manager.

15.  To work in line with the organisation's values, principles and processes to achieve operational excellence.

16.  To adopt our continuous improvement and learning ethos

17.  To support and embed equality, diversity and inclusion into day-to-day behaviours and activities within your role as well as contributing more widely across SIB’s commitment to E, D & I

18.  To support and contribute to the implementation and delivery of SIB’s strategy

19.  In agreement with manager to undertake other tasks and work on cross team projects that support the objectives of SIB as required

Core competencies

• Familiarity with raising investment
• Experience of managing a high functioning business development team achieving strategic objectives
• Knowledge of financial analytics
• Excellent excel skills
• Excellent writing skills
• Excellent project management to tight deadlines
• An understanding of how to share research and data analysis with audiences of mixed experience
• Strong leadership and people management skills, with the ability to inspire teams across functions to work in an integrated way
• Strong planning skills and an ability to multi-task, work well under pressure and meet deadlines
• Excellent IT skills and the ability to learn new programmes quickly

Desirable competencies

• Understanding of FCA regulation
• Prior experience of working in a regulatory environment
• Understanding of the UK charity and social enterprise sectors

Education / Professional experience

Team leadership experience

This is an exciting opportunity to join our highly motivated and passionate team as a Senior Finance Officer. This role is at the heart of the charity and perfect for someone who wants to develop their financial skills in the not-for-profit sector.

The successful candidate will have excellent analytical and problem-solving skills, and good knowledge of financial systems and processes. You will manage the day-to-day financials, produce financial reports and analysis, work across teams to produce the annual budget and quarterly reforecasts and be instrumental in the annual audit.

If you are pro-active, analytical, and excited about working in a growing organisation, we would love to hear from you.

At Sarcoma UK, we are committed to building an inclusive and diverse workforce.

We welcome applications from people of all backgrounds, communities and experiences. We are happy to discuss flexible working arrangements and will make reasonable adjustments throughout the recruitment process.

Benefits:

• Flexible working options including hybrid working
• Pension with 5% employer contribution
• 25 days holiday entitlement per annum plus bank holidays and the working days between Christmas and New Year
• Additional day off for your birthday
• Volunteering day per year
• Enhanced sick, maternity and adoption pay
• Sarcoma UK Life Insurance Scheme
• Health and wellbeing:
  • Health Cash Plan
  • Therapy sessions
  • Wellbeing Group
  • Team activities throughout the year
• Interest-free season ticket and bicycle loan

Our Values: 

• Pioneering we are leading the way to a better future for the sarcoma community.
• Together we are creating a community to make a difference for all those affected by sarcoma.
• Expert we use our expertise in understanding sarcoma to deliver better outcomes. 

Duties and key responsibilities

Financial Administration and Bookkeeping

• Responsibility for maintaining all financial records and data accurately and within agreed systems, to include:Maintaining up-to-date records in Sage 50.
• Importing bank receipts into Sage from Raiser’s Edge NXT.
• Processing purchase invoices, card transactions, and payments, ensuring correct coding to nominal and departmental ledgers.
• Maintaining payment records and reconciling grant payments within Sage 50 and grant management software.
• Generating sales invoices and carrying out credit control on a regular basis.
• Ensuring prompt payment of invoices and preparing payments with the bank for review by the Director of Finance & Resources.
• Maintaining the expense management system in line with policies and ensuring timely authorisation and reimbursement.
• Ensuring accurate records of authorisation and financial approvals.
• Preparing and posting all month-end journals.
• Completing monthly reconciliations for all bank accounts.
• Working with the Database and Finance Officer to reconcile income between Sage 50 and the income spreadsheet on a quarterly basis.
• Maintaining organised financial files to support monthly reporting and the year-end audit.
• Updating and monitoring the VAT threshold spreadsheet, ensuring the organisation remains compliant and alerting the Director of Finance & Resources to any potential threshold issues. 
• Reconciling and maintaining restricted funding and expenditure for projects.
• Covering the following duties when the Database and Finance Officer is on leave: monitoring income and updating the income spreadsheet daily; paying cheques and cash into the bank account in a timely manner.
• Supporting fundraising events, e.g. preparing card readers, paperwork, and reconciling cash.

 Financial Reporting

• Producing timely and accurate monthly management accounts, accompanied by analysis, commentary, and project-level breakdowns.
• Providing analysis and ad-hoc financial information as required.
• Maintain and regularly update the restricted fund spreadsheet, ensuring accurate tracking of income, expenditure, and balances in line with donor and grant requirements.

Budget Management

• Supporting the preparation of the annual Excel-based organisational budget and quarterly forecasts.
• Participating in budget meetings with managers to ensure robust and realistic financial plans.
• Assisting project managers with the preparation of Excel-based project budgets.

Audit

Preparation for the annual audit and compliance with statutory financial reporting requirements, including:

• Preparing audit documentation and working papers in collaboration with the Director of Finance & Resources.
• Acting as the primary point of contact for auditors, coordinating documentation requests before and during audit week.

Other

• Ensuring financial policies and processes remain fit for purpose, recommending and implementing improvements where needed.
• Acting as the main point of contact for financial queries, with support from the Director of Finance & Resources.
• Carrying out any other duties reasonably required to support the effective financial management of Sarcoma UK.
• Adapting to the needs of a developing organisation and undertaking additional responsibilities as necessary.