Financial planning manager jobs

We have an exciting opportunity for a dynamic, solution focused finance professional to join our central team as Finance Administrator. Used to taking day to day transaction processing in your stride, you’ll use your experience to be part of ensuring that we have the business information needed for decision making across the charity.

Starlight is a small team with a lot to deliver so a can-do attitude is critical; we all roll our sleeves up and do what’s needed to make things happen for our children, families and healthcare professionals. You’ll have a real desire for effective working, enjoy finding ways to improve the efficiency of our financial systems and processes and be experienced in working across an organisation to be a true partner to our passionate, supportive and dedicated Starlight team.

Reporting to the Finance Manager, you’ll be part of our small but highly effective Finance team. Underpinning the delivery of services to our children, families and health professionals and the fundraising which makes that possible, the team is dedicated to great governance - both decision making and compliance – bringing business thinking to all that we do, strong financial management and much more. Evidence-based decision-making is at the heart of all we do which requires reliable and timely information; our finance team is responsible for ensuring we always have the strong and relevant financial information as we work to deliver our realistically ambitious three-year plan.

As our Finance Administrator, you’ll have the chance to have a real impact on the charity’s ability to raise funds and deliver services. This role will enable the finance team to evolve in response to the changing needs of the organisation and to help lead on the delivery of our strategic aims. As Finance Administrator you’ll take care of the transactional work, be committed to collaborating across the organisation, and be a key part of shaping the work of the finance team.

**Please note: Hybrid (1dpw, flexible) with hospice presence (Birmingham)**

Supporting over 750 children and nearly 1,000 families annually, Acorns Children’s Hospice is a vital lifeline for families across the West Midlands and Gloucestershire during unimaginably difficult times.

Palliative care for children aged 0–18 is delivered at Acorns’ hospices in Birmingham (serving Birmingham and Warwickshire), Worcester (serving Herefordshire, Worcestershire, and Gloucestershire), and Walsall (serving the Black Country and parts of Staffordshire and Shropshire), as well as in family homes and other community settings. Acorns’ holistic, tailored approach is designed to meet each child’s clinical, emotional, cultural, religious, and spiritual needs.

Corporate fundraising at Acorns is on an exciting growth journey, with ambitions to increase income from £800K to £1M in the next two years. The team is known for its creativity and drive, and the charity has built strong partnerships with high-profile brands including Aston Villa FC, Pinsent Masons, and Tippers. This is an environment where innovation, strategy, and genuine relationship-building all come together to create meaningful, long-term partnerships.

This role offers a warm and well-developed patch, a supportive team culture, and space to be creative in how you grow and uplift corporate partnerships. You’ll be the lead relationship manager for a portfolio of established partners across Birmingham and the Black Country, focusing on stewardship, renewals, and smart uplifts.

While the focus is primarily account management (around 75%), you’ll also contribute to new business through activities like COTY pitches. You’ll work closely with the Business Development Manager and be line-managed by a detail-oriented and flexible leader who fosters autonomy, progression, and innovation. Expect variety, visibility, and the chance to make a genuine impact.

As Corporate Fundraising Manager, you will:

• Lead the stewardship and growth of existing corporate partnerships, using creative and strategic methods to increase value and longevity
• Manage a portfolio of supporters, including warm relationships 
• Represent Acorns at events and lead hospice tours to deepen supporter engagement
• Collaborate with the Business Development Manager on new business opportunities
• Take an active role in planning and delivering key corporate events, such as golf days and black-tie dinners
• Contribute to cultivation plans for senior leaders within corporate partners
• Use data and insight to report on progress and inform partnership development

Ideal skills and experience:

• Strong corporate fundraising or account management background, ideally with experience managing partnerships in the £30K–£50K+ range
• Confident steward and communicator, able to build rapport and deliver excellent supporter journeys
• Strategic thinker with a flair for finding growth opportunities within existing partnerships
• Comfortable pitching and presenting to corporate audiences at all levels
• Excellent organiser who can juggle competing priorities, meet deadlines, and maintain attention to detail
• Willingness to work out-of-hours at events and maintain regular hospice presence
• Dynamic, creative, and solutions-focused, with a collaborative mindset and passion for Acorns’ mission

Benefits include:

• 27 days annual leave plus bank holidays (5 days holiday buyback scheme starting from April 2026)
• 7.5% employer pension contribution
• Life assurance scheme (2 x annual salary)
• Retail discounts (including the Blue Light card)
• Cycle to work scheme
• Discounted gym membership
• Access to expert financial health and wellbeing support

Senior Business Development & Fundraising Manager

Location: Hybrid (Coalville, Leicestershire)

Salary: £40,000 per annum

Contract: Permanent, Full-time (34 hours/week)

Closing Date: 06 August 2025

Lead Strategic Growth at a Disability-Inclusive Charity

At Enrych, we empower disabled people to live with purpose. With nearly 40 years of impact, we’re now entering an exciting new phase of growth—and we need a dynamic leader to help us get there.

As our Senior Business Development & Fundraising Manager, you’ll shape and deliver a bold income generation strategy that supports our mission and expands our reach. This is a rare opportunity to build a new function from the ground up, join our Senior Management Team, and make a lasting difference.

What You’ll Do

- Develop and lead a sustainable income generation strategy aligned with our new organizational strategy and ambitious five-year plan.
- Secure funding from trusts, foundations, and corporate partners—including core costs.
- Identify and grow new income streams such as commissioned services, legacy giving, and social enterprise.
- Lead business development for new and existing services, including employability and wellbeing.
- Collaborate across teams to ensure funding proposals reflect real community needs.
- Represent Enrych externally to raise our profile and build strategic partnerships.

What We’re Looking For

- Proven success in securing five- and six-figure income from grants or commissioned services.
- Experience developing and delivering income generation strategies.
- Excellent communication and relationship-building skills.
- Understanding of the charity sector and funding landscape.
- Passion for disability inclusion and social impact.

What We Offer

- £40,000 salary
- 30 days annual leave + bank holidays
- Flexible hybrid working
- Pension scheme
- Wellbeing support
- A values-driven, inclusive culture where your work truly matters

How to Apply

(before applying, please refer to the full Job Description and Person Specification attached below)

Complete the Equal Opportunities Monitoring Form and send your CV and a covering letter (max 2 pages) explaining:
- Why you want to work for Enrych
- How your experience aligns with the role and person specification; by clicking on 'Apply Now'

We welcome the use of accessibility tools but value authenticity—please ensure your application reflects your own voice and experience.

As an equal opportunities employer and disability confident leader, we actively encourage applications from people who consider themselves to have a disability.

Please see the full Job Description for further details.

One of the UK’s most inspiring and best-known faith-based organisations, is looking for an enthusiastic and dedicated Assistant Manager to be part of the team at Hadleigh Training Centre Essex.

Hadleigh Training Centre has been providing training opportunities since 1990 for adults with additional support needs. There are currently approximately 160 trainees who attend the training centre, following personalised pathways to meet a range of outcomes. All training is designed to maximise progression opportunities, whether this be in particular vocational skills, or transferable life skills such as motivation, self-esteem and confidence.

Key Responsibilities:

The Training Centre Assistant Manager will be responsible for understanding and actively monitoring all contractual and other relevant compliance requirements of all trainee funded placements.  You will also be required to act as lead on the development and implementation of systems and processes to ensure these contractual requirements are met and recorded. This will include developing guidance materials and delivering training as required in order to support the HTC team. You will oversee operational monitoring of expenditure and income against the agreed set HTC budget and provide regular reporting on financial performance.
 

The successful candidate(s) will be able to demonstrate:

• A passion for developing and delivering transformative training programmes, with strong previous experience of having worked successfully in a similar role supporting the learning of adults with additional support needs.
• Strong previous experience of successfully delivering training programmes ensuring all contractual requirements are fully met.
• A strong understanding of adult social care funding streams, with demonstrable strong ability to monitor expenditure against budgets, and deliver accurate and timely financial reporting as required.
• Demonstrable strong experience of successfully leading and managing staff, including recruitment, development and performance management

Please note that any Salvation Army employees who are under notice of redundancy and apply for this position will be given priority consideration.

We reserve the right to close this advert earlier if we feel that we have received sufficient applications.

Promoting equality in the workplace and as a disability confident leader scheme employer, we guarantee to interview all disabled applicants who meet all the minimum essential criteria for the vacancy.

Benefits:
25 days annual leave + bank holidays (pro rata for part-time) a contributory pension scheme; an employee assistance programme

Working hours: Minimum 35 hours per week, working 08:30 - 17:00 Monday to Friday

Closing date: 23 July 2025

Please note, this advert may close early as interviews will be conducted on a rolling basis

Interview Date: 23rd July 2025

This is an exciting time to join Liverpool Zoe’s Place and the Finance Manager is a new post for the organisation. The Baby Hospice transferred to the new charity on May 1st 2025 with great potential for commissioning, and with a healthy financial platform due to the generosity of businesses and the public in Liverpool. This is a new start for Liverpool Zoe’s Place and our plans for a brand new state of the art hospice are agreed and we will move into the new hospice by June 2026, with all the required funding in place.

This post is to manage and co-ordinate the smooth running of the finance department ensuring all processes and procedures are streamlined, efficient and produced in a timely manner. This will involve the management of daily financial matters and overseeing the production of the monthly management accounts for both the hospice and its commercial companies. The role will also involve ensuring good financial governance within the department and across the organisation ensuring charity compliance with financial regulations, and management of commissioning arrangements.

About The Job

At the Centre for Sustainable Energy (CSE), we’re on a mission to tackle the climate emergency and end the suffering caused by cold homes. From community energy projects to national policy work, we support people and organisations across the UK to take practical action and shape a fairer, zero-carbon future.

We’re looking for a Senior IT Manager to help us deliver secure, sustainable and people-focused IT systems, and support more than 140 colleagues to do their best work. If you’re someone who thrives on solving problems, improving processes, and helping others feel confident with tech, this is a role where your skills can make a real impact.

The role

As Senior IT Manager, you will lead on all things IT across CSE and our subsidiary, Retrofit West CIC. From supporting staff day-to-day to managing our infrastructure and external support partner, you will ensure our systems are secure, fit for purpose, and evolving with our needs.

You will sit within the Finance & Operations team and be part of CSE’s Senior Management Team (SMT), working closely with our Director of Finance & Operations. While you won’t directly manage staff, you will collaborate with the Operations Officers and support colleagues across every part of the organisation.

Your responsibilities will include:

· Managing our internal IT systems, tools and infrastructure.

· Being the main contact for our external IT support provider.

· Supporting colleagues with advice, onboarding, and day-to-day tech issues.

· Acting as CSE’s effective Data Protection Officer (training provided).

· Maintaining cyber security and overseeing our Cyber Essentials compliance.

· Supporting our bespoke in-house databases and CRM systems.

· Advising on IT procurement and platform decisions.

· Contributing to business continuity planning and risk management.

· Promoting sustainability and best practice across IT operations.

· This is a practical, hands-on role where you’ll help us run smoothly, safely, and sustainably - while also contributing to longer-term planning and improvements.

Who you are

You are calm under pressure, process-minded, and focused on making things work better. You enjoy working across teams, finding simple solutions to complex problems, and supporting others to use technology with confidence.

You will bring:

· Experience managing IT systems, infrastructure and external providers.

· Working knowledge of GDPR and cyber security best practice.

· Familiarity with platforms such as Microsoft 365, SharePoint, and cloud services.

· Strong organisational skills and the ability to manage risk and prioritise effectively.

· A people-focused approach- patient, clear and collaborative.

What success looks like in this role

This role is central to keeping our systems secure, stable and supportive of colleagues across CSE. We are looking for someone who can confidently take ownership, work independently, and continuously improve how we deliver IT.

In the first 6–12 months, success might include:

· A clear, well-documented overview of CSE’s IT systems and infrastructure.

· Smooth and reliable day-to-day IT support across the organisation, with positive feedback from staff.

· Effective working relationship with our external IT provider, with clear processes and expectations in place.

· Cyber Essentials accreditation maintained and compliance confidently overseen.

· Risks, dependencies and continuity plans identified and managed.

· Practical support provided to colleagues across departments, especially around internal databases and platforms.

· Recommendations in place for any long-term system or hardware improvements.

We are looking for someone who can build on strong foundations, while helping us work smarter and stay secure as we grow.

About us

CSE is a national charity based in Bristol with a clear mission: to tackle the climate emergency and end the suffering caused by cold homes. We believe in a future where everyone can live in a warm, healthy home powered by a fair and sustainable energy system - and we work with people, organisations and communities to help make that a reality.

Our team of over 140 staff brings together a wide range of expertise, from energy advice and community engagement to software development, data science and policy advocacy. We collaborate across teams and disciplines to deliver practical change, and we’re proud of our independence, integrity and commitment to social justice.

We’re always looking for people who care deeply about social and environmental justice and who enjoy working collaboratively to make practical change happen.

What we offer

Working at CSE means being part of a supportive, purpose-driven team, where your skills contribute to real social and environmental change. We offer:

· Salary: £47,508 – £55,953 (Salary Grade I)*

· Pension: Ethical company pension scheme - 8% employer / 6% employee contributions

· Holiday: 25 days annual leave plus bank holidays

· Flexibility: TOIL (time off in lieu) for out-of-hours work, and flexibility to support work–life balance (role dependent)

· A commitment to supporting your career progression and continued development

· A range of staff-led groups, including our Employee Voice and EDI working group

Wellbeing:

o Health Cash Plan

o Life Assurance

o Enhanced sick pay

o Access to retail discounts and discounted breakdown cover

o Employee support programme

o Staff activities like yoga at lunch and a book club

Financial support & lifestyle benefits:

o Tech Scheme

o Cycle to Work Scheme (promoting sustainable commuting)

 A values-led workplace:

o Friendly, collaborative team culture

o Purpose-driven work that supports people and the planet

o We are a Living Wage Employer and a Disability Confident Employer

* The salary for the post will be on Scale I (£47,508– £55,953). Starting salary is expected to be at the lower end of the range with precise level depending on skills, relevant experience, and qualifications.  A suitably qualified and experienced applicant should expect to find themselves closer to the middle of the range following successful completion of their 6-month probationary period.  Subsequent movement is dependent on annual appraised performance against the defined job description for the post.

Our office is based in central Bristol, close to public transport links.

Our culture and values

At CSE, our values shape how we work together and with others. We look for these qualities in all our staff and expect them to guide day-to-day work and relationships. These include:

Commitment to CSE: Reflecting our charitable purpose, vision and strategic objectives in your work, and contributing to a culture where everyone feels welcomed, valued and able to belong.

Collaboration: Sharing knowledge and experience generously, valuing others’ contributions, and communicating with openness and respect.

Conscientiousness: Taking responsibility for your work, delivering to the best of your ability, and working to improve while caring for CSE’s resources and reputation.

Initiative: Looking for ways to improve outcomes, solve problems and try new approaches, while responding flexibly to change and supporting others to do the same.

Application procedure

To apply, please complete CSE’s application form, available at our website. We will also consider CVs (maximum 3 pages) accompanied by a supporting letter, if preferred. However, all applications should clearly demonstrate how your skills and experience meet the person specification outlined in the job description. CSE anonymises all applications prior to shortlisting.

Application deadline: 9am, Monday 28th July 2025

If you do not hear from us by the 6th of August 2025, please assume your application has not been successful.

Interviews:

Initial online interviews will take place during the week commencing Monday 4th August 2025.

Candidates invited to a second round will be interviewed in person at our Bristol offices during the week commencing Monday 11th August 2025. 

Applications should be sent:

By email to our jobs @ cse .org .uk email

By post to: Reception, Centre for Sustainable Energy, St James Court, St James Parade, Bristol BS1 3LH

If you require any reasonable adjustments to take part in the recruitment process (including alternate formats of materials or accessible meeting spaces), please let us know and we’ll be happy to accommodate your needs.

CSE is committed to being an inclusive, diverse and non-judgmental workplace. We welcome applications from everyone, regardless of background or identity. We particularly encourage applications from people whose experiences or communities are underrepresented in our organisation or the wider workforce - including people from racially or ethnically minoritised backgrounds, disabled people, LGBTQ+ people, and those from lower socio-economic backgrounds.

We know that people sometimes hesitate to apply for roles unless they meet every requirement. If this role excites you but you’re not sure you meet every single point in the person specification, we’d still love to hear from you.

Please note that at this time we do not require assistance from recruitment agencies.

Trusts and Grants Fundraising - Tasks and Responsibilities 

• Research and identify new trust and foundation prospects.
• Draft and submit high-quality funding applications and reports.
• Maintain a calendar of deadlines and stewardship activities.
• Record and track pledges, donations, and grant income.
• Ensure that all reporting is completed in a timely and professional manner.
• Work closely with the Education and Operations teams to ensure they have all the information they need to deliver work related to restricted funding.

Fundraising Administration

• Maintain accurate records in Salesforce and ensure data integrity.
• Reconcile income records with the finance team.
• Process donations and Gift Aid claims.
• Support income tracking and reporting.

Supporter Care

• Ensure timely and appropriate donor thanking.
• Respond to supporter queries via email and phone when needed.
• Assist with donor communications and stewardship planning.
• Working with the Comms and Operations Teams to assist with fundraising marketing, website and social media content.
• Working to consolidate and grow our group of recurring donors.
• Support with processing payments and donations online, in-person and over the phone, depositing cheques and cash donations.
• Help manage the stewardship calendar for major donors throughout the year.

Events Support

• Help coordinate logistics and communications for fundraising events.
• Track income and pledges from events like the Annual Lunch.
• Support with ticketing, invoicing, and donor follow-up.

Collaboration and Compliance

• Work closely with colleagues across fundraising, finance, comms, and operations.
• Ensure compliance with GDPR and data protection regulations.
• Contribute to a positive, collaborative team culture.

We’re an award-winning charity running local learning centres in the heart of the communities where the young people we support live. Our centres provide a high-impact education programme which includes practical learning support, pastoral care, and motivational and confidence-building activities for young people aged 7-18. Our aim is to enable students from the least advantaged neighbourhoods to realise their ambitions and achieve their wonderful potential.

As the UK’s leading university access organisation,
our staff team is helping 56,000 young people each year at its 44 learning centres and extension projects across England and Scotland, and we plan to scale-up our provision to 50 centres over the coming years.

We are looking for a high-calibre candidate to take on the role of Regional Operations Manager for our centres in South London (Walworth, Kennington and Brixton) along with our centres in Southampton and Brighton.

As a Regional Operations Manager you will line manage the Centre Leaders in your region to ensure that centres are working effectively, that the high quality of programme delivery to young people is maintained across the cluster, and that targets are monitored and met. 

And of course, you will need to have a genuine passion and enthusiasm for working with young people and helping them achieve their ambitions.

The role at a glance

Conract:  

This is a permanent role. This role can be either full-time or part-time (0.8 FTE) - responsibilities will be adjusted proportionally for part-time candidates.

Start date:

September 2025 (or as otherwise agreed)

Working hours:

Mon and Thurs: 09:30-18:00
Tues, Weds, Fri: 09:00-17:30

We are a delivery organisation providing frontline educational services for young people. We are an organisation with team members at different stages of their career, including many in their first roles: We are committed to nurturing talent and providing a developmental culture for all. Our team works in-person 4 days per week (or 3 days for a 0.8 FTE staff member) with 1 day working from home.

Location

The role would be based at one of our centres in the South London and South Coast cluster:
South London: Walworth, Kennington, Brixton  
South coast: Southampton, Brighton 

Regular travel to all centres in the region will be required. 

Application deadline: 9am Monday 4th August 2025

Panathlon Foundation is seeking a Financial Controller (FC) to oversee the charity’s finances and support our mission of delivering inclusive sporting opportunities to children with disabilities and special needs across the UK.

This is a flexible, part-time role (2/3 days per week) that can be fully remote, making it ideal for someone seeking meaningful work with a values-driven organisation alongside other commitments.

As Financial Controller, you’ll be responsible for the day-to-day financial management and reporting across the organisation. 

You’ll work closely with the CEO, COO, Fundraising team, and Trustees to ensure financial sustainability, transparency, and strategic insight. 

You’ll also play a key role in budgeting, impact reporting, and funder support.

Key Responsibilities

● Oversee financial operations, including payroll, ledgers, reconciliations and monthly management accounts

● Manage budgeting and forecasting, delivering regular financial updates and variance analysis

● Support impact and KPI reporting, linking financial data to programme outcomes

● Collaborate on donor and fundraising reporting, providing financial analysis for grants and proposals

● Manage invoicing and income tracking with schools and partners using Xero software.

● Support the CEO and Trustees with governance, audits, and committee reporting
 

About You

Essential

● ACA / ACCA / CIMA qualified or part-qualified with relevant charity finance experience

● Strong knowledge of Xero (essential)

● Experience preparing management accounts, budgets, and donor reports

● High attention to detail and strong financial analysis skills
 

Desirable

● Understanding of charity finance regulations, SORP, or grant-based funding

● Experience working with schools, education and charity sector

Please apply with a short covering letter and C.V. explaining your suitability for the role by the deadline of JULY 25th 
 

About the role

We have just finalised an exciting new three year strategy to drive impact at scale for victim-survivors. We are now looking for an exceptional candidate to lead some of our financial services relationships and consultancy work and support SEA in its mission to raise awareness of economic abuse and transform responses to it within the financial services sector.

Working closely with colleagues across SEA, you will foster and maintain relationships across the financial services sector, seeking opportunities to generate income for the charity and supporting our Financial Services Specialists to deliver an outstanding service.

Together we can transform frontline financial services and save lives.

About you

At SEA we put the lived experience of victim-survivors at the heart of all that we do, including our work with financial services firms. You will be a subject matter expert on customer vulnerability and financial services firms’ regulatory requirements, as well as having a thorough understanding of industry rules and good practice. You will combine this with experience of working with victim-survivors and bring expertise on economic abuse to ensure this is embedded within financial services’ firms’ responses.

About SEA

We are the only UK charity dedicated to raising awareness of economic abuse and  transforming responses to it. We work to save lives and stop economic abuse forever.

Our vision is a world in which all women and girls achieve economic equality and can live their lives free of abuse and exploitation. Not only surviving but thriving.

Our mission is to raise awareness of economic abuse and transform responses to it.

To achieve this, we must ensure that the policies and practices of financial services firms, domestic abuse support services, public services and government reflect the needs of all victim-survivors of economic abuse.

We are  committed to centring victim-survivors in all that we do and broadening our understanding of the needs of survivors, particularly those who are marginalised within society. We work alongside the Experts by Experience - a group of victim-survivors whose voices and experiences shape our work.

Our primary focus is on influencing the women’s, public and financial services sectors, to create a model for improved support for victim-survivors of economic abuse, calling on government to facilitate these changes and work with them to improve their systems and practice.

What we offer

• 25 days annual leave plus Statutory Bank Holidays
• Home working (UK based)
• Flexible working 
• 5% Employer Pension Contribution 
• 5 Wellbeing Days
• Reflective practice
• Health Cash Plan, including Employee Assistance Programme 
• Enhanced sick pay, family leave and carer’s leave 
• The chance to be part of our highly professional, supportive team

To apply

Please apply via our website

Applications open from 8 July and close at 11.59pm on 21 July 2025. Interviews will take place virtually, week beginning 4 August.

Direct applications only – no agencies please.

Surviving Economic Abuse (SEA) is committed to developing an inclusive team which reflects the diversity of the communities we support. Our culture celebrates diverse voices, and we particularly encourage applications from Black and minoritised applicants and disabled applicants who are under-represented at SEA.

SEA is a Disability Confident Committed, and Kinship Friendly Employer.

Money Ready envision a financially fluent population. We teach practical money management skills through impactful financial education programmes - from budgeting and saving to investing. 

We are looking for an experienced Senior Finance Manager, who  will be responsible for the financial management and reporting of the organisation. Able to manage the day-to-day financial analysis and reporting requirements for Money Ready, and provide input for strategic financial planning. Using a business partnering model, ensure all budget holders are fully supported in their roles. Responsible for the delivery of all management accounts, budget, forecasts and donor reporting as well as the annual statutory accounts. Ensure all income and expenditure is accounted for in a timely and efficient manner. Helps deliver Money Ready’s strategic objectives, identifies the key financial risks and develops the internal controls environment.

The Senior Finance Manager will be a member of the SMT. This role will lead or contribute to the implementation of new financial systems, tools, or procedures that improve efficiency, compliance, and transparency.

Working across Money Ready

You will work with colleagues across the country as we continue to develop and grow the organisation. Contribute to areas of the organisation that are ‘outside’ your immediate focus acting as trusted counsel to those in roles or teams that are different to yours. Embed yourself into the organisation – recognising that our strategy and business plan are yours to deliver and that our culture is shaped with you and by you. Comply with all Money Ready management processes – helping us to help you do the best job you can.

Key Responsibilities

• Ensures the timely and accurate production of all management and annual accounts and all forecasts in accordance with best practise and statutory requirements.
• A key business partner who provides value added business support and financial insight to the SMT and colleagues throughout the Charity.
• Provides financial insight to development team to assist with fundraising bids, prepare donor budgets, and ensure donor reporting and compliance throughout the grant life cycle.
• Responsible for delivery of all statutory and regulatory compliance, including statutory accounts, certification officer returns, Charities Commission, VAT and all payroll taxes.
• Responsible for fortnightly payment runs processing. Supervise and assist with the sale invoices processing and regular credit control. Monthly reconciliation of all Money Ready’s bank accounts.
• Responsible for monthly payroll including monthly and annual RTI reporting to HMRC, pensions payments, annual payroll processing and relevant reconciliations.
• Work with auditors on preparing the audit strategy and manage annual audit process, providing all the relevant paperwork during the audit process.
• Be a positive change champion for the organisation, identifying key impact areas and priorities and supporting change programmes and strategies in both finance and across the Union as a whole.
• Prepare quarterly VAT returns with reconciliations and reporting. Line management, objective setting and performance reviews for direct report.
• Establish and maintain a robust internal controls environment that is fit for purpose but uses a risk-based approach to the establishment of processes and procedures.

Personal Specification

• You will need to show;
• Experience Substantial experience in a finance or accounting role (including at management level) in a not-for profit organisation.
• Substantial experience in the preparation of monthly management accounts and year end accounts.
• Substantial experience in processing monthly payroll using QuickBooks Payroll and Sage Payroll.
• Line management experience, including objectives setting and performance reviews.
• Experience in charity accounting principles, especially with regards to grants and restricted funds.
• Demonstrable experience of business partnering with multiple, non-finance stakeholders.
• Experience of establishing financial systems including business plans and budgets.

Skills and abilities

• Qualified accountant (ACCA/CIMA/ACA). Finalists to be considered.
• Attention to detail and numeracy critical thinking.
• Excellent verbal, written and presentational skills.
• Excellent analytical skills.
• Ability to demonstrate tact, diplomacy and to deal appropriately with confidential information.
• Ability to work in a confidential manner.
• Good team player but self-motivated and able to work independently.
• Commitment to openness, honesty, inclusiveness and high standards.
• Well organised, efficient, proactive and able to meet deadlines.
• Flexible hands-on approach with ability to take initiative on developing new ideas and systems.

Knowledge

• Working knowledge of Sage Intacct including reporting.
• Experience of working with third parties e.g. suppliers.
• Detailed knowledge SORP and VAT as applicable to charities.
• Ability to interpret financial data for strategic decision making.
• Experience of processing VAT returns including compliance with making Tax Digital and PAYE. 

Working Conditions: Limited travel will be required for attending meetings or events within the UK. Flexibility in working hours may occasionally be needed to meet the demands of the role.

Please submit a supporting statement letter with your CV. Money Ready is committed to equality, effective diversity management, and fostering an inclusive workplace culture.

This job description is subject to regular review and may evolve to meet the needs of Money Ready, ensuring ongoing alignment with the organisation’s objectives and compliance with relevant legislation. Please also note this post is subject to satisfactory references, one of which must be from your current or most recent employer, and DBS/equivalent checks.

JOB PURPOSE

The main purpose of this post is to provide comprehensive financial management for Bradford Hospitals Charity, ensuring accurate reporting, robust financial controls, and effective management of the Charity's financial position.

The Finance Manager will play a critical role in supporting the charity through its exciting transition to independence, establishing appropriate financial systems, controls, and procedures to ensure the charity can operate effectively as an independent organisation. This will include developing new financial governance structures and helping to shape the charity's financial strategy for the future.

The Finance Manager will lead on all aspects of the Charity's financial management, providing accurate and timely financial information to support decision-making by the Charity Director and Trustees. They will be responsible for ensuring compliance with relevant professional standards, Charity Commission requirements, and NHS guidelines.

The postholder will maintain a close working relationship with the Trust finance team to benefit from their expertise while ensuring the Charity's specific financial management needs are met during and after the transition to independence. The Finance Manager will be supported by the Deputy Director of Finance and the Chief Financial Officer, who will provide guidance on compliance with Charity Commission requirements, financial governance, and wider strategic financial management to ensure the role is well-connected within the broader financial structure.

Working collaboratively with fundraising and operational colleagues, the Finance Manager will help maximise the use of charitable funds to benefit patients and the Trust.

JOB DIMENSIONS

The post will have responsibility for the Charity's financial systems, including managing and monitoring all charitable income and expenditure, financial forecasting, producing monthly Financial and management accounts, annual accounts, and maintaining effective control systems.

A key aspect of this role is managing the Charity's portfolio of trust funds, which consists of various restricted, designated and unrestricted funds. The Finance Manager will be responsible for ensuring that all donations are correctly allocated to the appropriate funds, that expenditure from these funds complies with donors' wishes and charity law, and that fund balances are accurately tracked and reported.

The postholder will carry out their duties in line with departmental accounting policies, and with reference to Trust Standard Financial Instructions (SFIs) & Standing Orders (SOs), as well as charity-specific financial regulations and requirements.

The Finance Manager will provide expert financial advice to fund advisors, Charity staff, and the Charity Director, taking initiative to achieve agreed results and working independently on a day-to-day basis within clearly defined policies, protocols, procedures, and codes of conduct. While having significant autonomy in managing the charity's finances, the postholder will not work in isolation but as part of a supportive network that includes senior finance leadership within the Trust.

Please refer to the attached Job Description and Person Specification for more information about the role.

Finance & Fundraising Manager Job Description

Finance, Fundraising, Strategy

Role Description

Management of and responsibility for the financial planning, budgeting and administration for all of the charity’s activities and staff. Working with the CEO and Outreach Manager, the role will develop and implement Yada’s financial strategy, engage with supporters, donors, businesses and communities to secure financial support for the charity’s maintenance and growth, whilst seeking new funding opportunities, including writing  grants applications. 

Line Manager: CEO

Hours/Days: 3 days (21 hours)

Salary: £32,166.60 pro rata

Start date: 1st September 2025

Contract: 1 year fixed term, subject to funding

Location: Yada Offices, Worthing 

Key responsibilities:

Overarching responsibilities

• Working with the CEO, have oversight of all financial aspects of the charity

• With the CEO, have responsibility for financial strategy, planning and budgeting, ensuring financial stability of the charity

Financial management 

• Ensure the budget provides for the charity’s objectives

• Work with Bookkeeper to ensure accurate records of income/expenditure (Quickbooks)

• Oversee and manage monthly payroll (Payroo) and pension scheme (NEST)

• Manage relationship with HMRC including Gift Aid claims and prepare donor statements

• To support CEO  with preparation of the annual and fundraising budgets

• Prepare Annual Charity Accounts (cc16a) and manage independent Examination

• Comply with financial policies and procedures

• Manage charity bank accounts and monitor cash reserves and investments

• Process all invoices for payment

Fundraising 

• Develop and implement fundraising strategies

• Build relationships with key donors

• Research and apply for grants

• Monitor funding timelines and write end of grant reports

• Lead on organising fundraising campaigns and events

• Manage donor and supporter data

Other Responsibilities

• To attend monthly team meetings and be an active member in decision making for Yada’s future

• To prepare quarterly reports for Trustee meetings 

•  Other duties from time to time as we may reasonably require

Person Specification: Finance & Fundraising Manager

Essential Criteria

Qualifications

• Degree or equivalent experience in finance, fundraising, business, or related field

Experience

• Proven experience in financial management and budgeting within a charity or non-profit context

• Demonstrable experience in developing and implementing fundraising strategies

• Successful track record of securing funding from grants, donors or other income sources

Skills & Knowledge

• Strong financial literacy, including budget preparation and monitoring

• Knowledge of charity accounting and reporting requirements (e.g., cc16a)

• Proficiency with financial tools such as QuickBooks, Payroo, NEST & Excel

• Understanding of Gift Aid and HMRC compliance

• Excellent communication and interpersonal skills

• Strong writing and storytelling skills, especially for fundraising and reporting

Personal Attributes

• Highly organised with attention to detail

• Strategic thinker with a proactive approach

• Ability to work collaboratively in a small team

• Alignment with Yada’s values and mission

• Able to manage multiple responsibilities and deadlines effectively

Other

• Willingness to work flexibly, including occasional events outside standard hours

• Right to work in the UK

Desirable Criteria

Qualifications

• Recognised financial qualification (e.g., AAT, CIMA) or fundraising certification

Experience

• Experience preparing or supporting audits or independent examinations

• Previous work in a women’s support organisation, social justice, or similar field

• Experience in building relationships with community or business donors and sponsors

• Experience in organising events

Skills & Knowledge

• Knowledge of databases

• Familiarity with charity sector regulations and reporting standards

PLEASE NOTE: THE FINANCE & FUNDRAISING ROLES CAN BE SPLIT FOR THE RIGHT CANDIDATES:

Finance Manager - one day a week

Fundraising Manager - two days a week

How to apply

Please send a CV and cover letter, addressing the job description and person specification, to Helen Moore by midnight on Monday 21st  July.

We will be actively interviewing so early applications are advised.

Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.

At Marie Curie, we are dedicated to improving lives through our compassionate care and support services. Our fundraising efforts are at the heart of what we do and the Fundraising Analysis, Insight & Selections Team forms a vital part of the charity’s fundraising activities, driving the use of Insight to inform decisions and the way we communicate with our supporters.

As a Senior Data Insights Manager you will be responsible for developing and implementing data analysis strategies in collaboration with our Income, Innovation and Engagement directorate and supporting the delivery of operational data reporting, providing analysis and insight to inform strategic decision-making.

You will be responsible for: 

• Driving decision making through insights on several strategic projects. 

• Developing an insight led decision making culture and structure. 

• Leading the development of best practices techniques for data analysis, visualization, and storytelling. 

• Working closely with senior stakeholders to understand business requests and translating them into analytical solutions. 

• Identify opportunities to improve processes and enhance data capabilities within the business. 

• Line managing and leading a team of 2 data analysts   

Key Criteria:

• Established experience in a senior/lead analyst role with a solid track record of understanding of the production and role of data analysis in a business environment. 

• Significant and demonstrable experience of implementing best practice analytics techniques and leading initiatives to enhance datasets, thereby improving insight capabilities.

• Experience of using insights to influence stakeholders at all levels. 

• Significant and demonstrable experience of model building. 

• Strong communication and storytelling kills, with the communicate across a range of stakeholders. 

• Excellent SQL, Power BI skills and understanding of requirements of compliance in a regulated environment. 

• Line management experience would be an advantage.

Please see the full job description here

Application & Interview Process 

As part of your online application, you will be asked for a CV and covering letter.  Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role. 

Close date for applications: Sunday 20th July 2025

Salary: Up to £50,000 + £3,500 LWA where applicable

Contract:  12 months FTC  

Based: This role is predominantly home-based and can be based anywhere within the UK.  You will be expected to work from our modern open plan offices in Embassy Gardens occasionally.

Benefits you’ll LOVE: 

• Flexible working. We’re happy to discuss flexible working at the interview stage. 

• 25 days annual leave (exclusive of Bank Holidays) 

• Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%) 

• Loan schemes for bikes; computers and season tickets 

• Continuous professional development opportunities. 

• Industry-leading training programmes 

• Wellbeing and Employee Assistance Programmes 

• Enhanced bereavement, family friendly and sickness benefits 

• Access to Blue Light Card membership 

• Subsidised Eye Care 

Marie Curie is committed to its values, which underpin our work.  We take stringent steps to ensure that the people who join our organisation through employment or volunteering, are suitable for their roles and are committed to safeguarding all our people from harm. This includes our staff, volunteers and all those who use or come into contact with our services. We are dedicated to creating not just a safe place to work but also a supportive and rewarding one. 

We are committed to a world where everyone can thrive and fulfil their potential. We are devoted to the social justice imperatives and organisational benefits of full diversity, inclusion and equity in the workplace, and are a Stonewall champion. We actively encourage and welcome applications from candidates of diverse cultures, perspectives and lived experiences.