Financial Transactions Manager Jobs in Birmingham

Senior Financial Modelling Analyst | £68,000 - £70,000 | 12-month FTC | Fully Remote

For the UK's largest not-for-profit social enterprise, we are recruiting a Senior Financial Modelling / Planning Analyst for a 12-month FTC. This role will be key, in developing, implementing, and reviewing complex commercial bids and acquisitions and modelling long-term contracts. This role will review and support other work, and will implement modelling best practice and due diligence, advising leaders on value drivers to inform the bidding strategy and financial outlook. Partnering closely with Commercial and Operations, this role will suit someone with a strong data analytics and commercial financial modelling background who has the ability to analyse data, identify trends and engage and influence a range of stakeholders consistently.

Main Duties:

• Deliver financial and commercial due diligence, analytics, and complex modelling, focusing on competitive tenders / auctions, mergers, acquisitions, disposals, subcontractor and direct awards
• Embed strong financial controls and policies around modelling review and sign-off governance
• Implement best practice in modelling across the group, support and train other staff with technical processes, modelling, and contract award processes
• Present, and summarise complex models, risks and opportunities to senior management
• Forge strong relationships across Finance, Operations and Commercial Bid Teams
• Support in long-term budgeting and forecasting processes
• Utilise modelling standards such as FAST, F1F9, Mazard, Smart, ICAEW Modelling Code, Operis, or BPM.
• Support the Senior Financial Planning Analyst and business leaders in developing and implementing strategy

Person Specification:

• Finance background or relevant degree, or FMVA, BIDA Financial Modeller / Data Analyst
• Familiarity with modelling standards such as FAST, F1F9, Mazard, Smart, ICAEW Modelling Code, Operis, or BPM.
• Experience in commercial bids, deals, or transactions
• Financial modelling and due diligence experience either at degree level or from within professional services
• Experience with financial modelling of large-scale contracts, pricing schedules, and business cases
• Experience of medium and long-term financial planning, costing and option / investment appraisals
• FP&A, budgeting, and forecasting experience
• Advanced Excel, ideally VBA

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

We're recruiting for a qualified, proactive Finance Manager to join Primary Care International, bringing enthusiasm and problem-solving skills to our dynamic team. If you thrive on taking initiative and ensuring financial sustainability in a purpose-driven organization, we’d love to hear from you!

Working flexibly from home and reporting to the Strategy and Clinical Director, you will play a core role in our small team. The role suits a proactive self-starter who is fully conversant with Xero and is confident and happy working independently on their own initiative. It is a rewarding role in a busy operating environment which calls for a quick thinking and adaptable individual with excellent attention to detail.

Bookkeeping, invoicing, expenses and treasury (approx. 35% of role)

• Manage the working relationship with an outsourced bookkeeping team and manage the transition to bringing the bookkeeping function in house with immediate effect, using appropriate Xero linked apps such as Dext. Once transitioned, undertake posting of all income and expenditure to Xero including recording all VAT-related costs, application of appropriate exchange rates and verifying coding and project allocations with the projects team
• Reconcile bank transactions with the accounting records from Xero.
• Raise customer invoices on Xero as requested and authorised by Programmes Team. Ensure appropriate VAT treatment applied to sales invoices.
• Oversee use of the Xero app for scanning and uploading all expense receipts.
• Ensure all relevant invoices & expenses receipts are filed appropriately.
• Process any payments or expenses through the bank account ensuring adherence to agreed levels of delegated authority.
• Make international payments via business banking or other platforms as needed.
• Check and complete VAT returns to HMRC in accordance with statutory requirements. Ensure returns are appropriately approved and submitted on time, with associated payment made to HMRC.

 Payroll (approx. 5% of role)

• Manage working relationship with outsourced payroll services team and manage the transition to bringing the payroll function in house through Xero, with immediate effect.
• Compute monthly payroll calculations for all staff including allocations for zero hours staff.
• Ensure all statutory payments are made on time i.r.o PAYE, NI, NEST pensions, childcare vouchers etc. Process salary payments through bank account.
• Post individual salary allocations to projects through Xero, based on authorised timesheets.

Cash flow and production of monthly management accounts (approx. 20% of role)

• Liaise with the project team in updating a monthly rolling cashflow for review by the Strategy and Clinical Director and Board as required.
• Produce monthly management accounts reconciling back to the balance sheet.
• Collaborate with the project team in monthly review of project expenditure against budgets.
• Prepare and present quarterly financial reports and analysis for the Board of Trustees.
• Lead on project audits as required and provide support to programmes team for financial reporting to clients and funders.

Budgeting, reforecasting, and ad hoc financial analysis and reporting (approx. 20% of role)

• Coordinate new financial year budget cycle. Consolidate team inputs and summarise for senior management and board review.
• Coordinate the quarterly budget re-forecasting exercise with input from wider team. Prepare files, perform cost allocations, and consolidate input from team. Summarise for senior management and Board review.
• Undertake financial analysis as required e.g. variations and allocation of core costs.

 Statutory accounts (approx. 15% of role)

• Manage working relationship with external accountants and coordinate requirements for them to produce the organisation’s annual accounts, working with them to resolve any findings and recommendations. This includes providing all required input, liaising with them around timelines and process, checking draft accounts prepared by audit team, ensuring adjustments and corrections are made, and presenting final accounts to board for final sign off at annual AGM.

 Liaison with banks and other operational service providers (approx. 5% of the role)

• Manage annual or longer term subscriptions and contracts ensuring appropriate cover and value for money for PCI e.g. insurances, domain name, web hosting, professional associations.
• Manage day to day contact with PCI’s banks including resolving problems with delayed, missing or stopped payments or receipts, requests for further information, making changes to banking arrangements etc.
• Conduct bi-monthly audit of debit card use to check the nature and scale of expenditure and verify the approvals given. 
• Monitor financial risks identified in the organisational Risk Register including reporting to management/the Board on mitigation measures taken.
• Compile annual CIC report and make appropriate tax payments to Companies House.

 Person Specification

Essential

1. Demonstrated finance qualification, ideally ACA/CIMA or ACCA. Undergraduate degree in Accounting with at least 5 years relevant experience will also be considered.
2. At least 3 years’ experience in all aspects of financial management, accounting and tax.
3. Highly skilled user of Xero Accounting software.
4. Previous experience working with a not-for-profit organisation or social enterprise.
5. Previous experience in managing finance across multiple projects and currencies is highly desirable.
6. Natural aptitude for financial control & ability to identify areas of process risk.
7. Strong Excel skills and proficient with PowerPoint.
8. Good communicator with ability to write clear instructions & summarise key messages for non-finance colleagues.
9. Ability to multi-task and juggle competing priorities, remaining calm under pressure.
10. Proactive and takes own initiative; comfortable making decisions & taking responsibility.
11. Access to appropriate connectivity & workspace which is conducive to productive home working.
12. Efficient, organised, accurate & thorough record-keeper, with excellent attention to detail.

Preferred

1. Previous experience and confidence in preparing reports and reporting to senior management / Board of Trustees.
2. Experience in using Xero add-ons (expenses, payroll and projects) plus Xero linked apps such as DEXT, Modulr is highly desirable.
3. Commercial acumen.
4. Familiarity with SharePoint and Teams. Good aptitude for IT and able to resolve basic issues yourself.
5. Experience working as part of a virtual/remote team.
6. Ability to work flexibly to meet deadlines, especially during peak finance cycles.

Please note that this is a UK based role, and applicants must not only have the right to live and work in the UK, but also be currently resident here. We cannot accept applications from anyone who does not meet this requirement.

Equality Statement

Equality and diversity are at the core of PCI values. Staff are expected to work collectively and individually to promote a constructive and sensitive approach to others from a variety of backgrounds, where the work of others is valued and respected. We actively encourage applicants from under-represented groups.

About Global Legal Action Network (GLAN) 

GLAN is a unique non-profit organisation that pursues innovative legal actions across borders, challenging states and other powerful actors involved with human rights violations. Our vision is to challenge injustice through legal action. We believe that more can be done to challenge serious human rights violations by transcending borders, working transnationally, and giving a voice to the disempowered. Not only do we mobilise law across borders, we bridge disciplines by bringing together experts from different areas of law and professional perspectives (practice/academia) to unlock the potential of foreign courts and legal mechanisms to secure change. 

 

The Role 

We are seeking a detail-oriented and organised Finance Assistant to join our team. The Finance Assistant will support our Manager by managing daily accounting tasks, ensuring accuracy and efficiency in all financial transactions.

Responsibilities

Support the Finance Manager (80% of time)

· Daily posting of bank account transactions into Xero.

· Preparation of monthly bank reconciliations.

· Preparation of monthly credit card reconciliations.

· Preparation of monthly purchase ledger reconciliations.

· Maintain supplier details in the purchase ledger.

· Log all incoming invoices.

· Process invoices, payments and expenses and follow up with clients, suppliers, and partners as needed.

· Reconcile supplier statements.

· Manage records and receipts in Xero.

· Provide administrative support during quarterly management reporting, annual budget preparation, and annual audit.

Support the Operations Manager (20% of time)

· Book travel on behalf of GLAN staff (typically transport and accommodation) where needed

· Organise travel insurance for staff

· Purchase DSE related equipment for staff

· Monitor and prioritise the info@mailbox

Person Specification

 

QUALIFICATIONS

Essential

- GCSE 5 A-C or equivalent

Desirable

- Studying towards an Accountancy qualification

EXPERIENCE

Essential

Proven work experience as a Finance Assistant, Finance Officer, or similar role.

Desirable

Experience of using Xero or similar finance software

SKILLS

Essential

· Advanced knowledge of Microsoft Office, with enhanced skills in Excel.

· A high level of attention to detail and precision.

· Good interpersonal and communication skills and ability to work as part of a small team.

· Self-motivated with a can-do attitude and the initiative to anticipate and meet needs and identify ways to improve processes.

· Strong organisational and time-management skills.

· Attention to detail and ability to spot numerical errors

Special requirements

GLAN is a homebased organisation. It is expected you will have an appropriate space, free from distraction, to carry out your duties.

£54,285 - £60,585 (National) + £5,000 Accountancy Allowance with qualification

The Government Property Agency is the largest property holder in government, with more than £2.1 billion in property assets and over 55% of the government’s office estate. We are transforming the way the Civil Service works by creating great places to work, leading the largest commercial office programme in the UK, working towards halving carbon emissions from government offices, and achieving greater value for taxpayers.  We are looking for innovative, solutions-focused people to join our team.

Representing the best covenant in the UK – His Majesty’s Government – we are leading ground-breaking programmes such as the Government Hubs Programme, Whitehall Campus Programme and Net Zero Programme, as well as delivering modern and cost-effective real estate service solutions. 

Innovation and progress are at the heart of our behaviours.  We foster a culture of lifelong learning, where curiosity and self-improvement are encouraged, and we’re dedicated to becoming a leading, inclusive employer both in the external market and throughout the Civil Service. Our strong emphasis on Equity, Diversity, and Inclusion is not just about driving inclusion across our organisation, it is also about ensuring our services meet the needs of government departments and the civil servants who use our spaces. 

Join our dynamic and diverse team that leads with purpose, improving sustainability, nurturing social value, driving inclusivity and flexibility, and kickstarting economic growth.  We are driven by purpose, and you can be part of it too: where you make a meaningful impact; where you influence; where your voice really matters; where you help to shape our future direction.

The responsibilities include:

• Ownership of the GPA’s technical IFRS16 accounting calculations, performing accurate and technically correct IFRS16 calculations for all relevant lease events, undertaking verifications, validations and checks
• Monthly reporting of IFRS16 financial performance, risks and opportunities
• Produce key information to support annual budgets and monthly forecasts for IFRS16. This will form part of SR bidding and Estimates, submissions to Cabinet Office & HMT. Respond to queries arising
• Support systems improvements behind IFRS16 accounting including accounting ledgers for IFRS16 transactions. Working with GPA’s outsourced Property Partner and supporting the development of accounting systems to ensure that IFRS16 accounting is accurate
• As required, supporting the production of GPA business cases/investment appraisals and ensuring that IFRS16 calculations are accurate
• Business partnering across GPA Directorates to ensure that IFRS16 impacts are understood and incorporated into all decision making
• Providing IFRS16 advice to finance and non-finance stakeholders across GPA. Supporting IFRS16 training across GPA Finance. Working towards becoming a subject matter expert on the application and reporting of IFRS16.

Key Skills & Experience 

• A technically strong, confident qualified accountant
• It would be preferable to have experience of IFRS16 technical accounting, particularly in its application to property leases (as both landlord and tenant) - if no prior experience, then the candidate must have a technical aptitude and be prepared to work towards become an expert on IFRS16
• A commercially astute finance professional, capable of translating technical accounting requirements into language that will inform, advise, influence and inspire confidence in financial and non-financial stakeholders.
• A self-starter, comfortable with change and with the drive-to-drive continuous improvement
• Strong leadership skills to lead a team of mixed experience in a challenging and complex environment
• Good communication, networking and negotiation skills, capable of building relationships with both finance and non-finance professionals
• Experience of working in a fast-paced environment, planning, collaborating and delivering through others
• Down to earth, proactive and pragmatic

For more information, please apply using the link, or contact Emma Fuller at our retained search agent, Robertson Bell.

The GPA is committed to representing the communities we serve by making Diversity, Equality and Inclusion part of everything we do. To ensure that we are always recruiting and retaining a diverse mix of talent, we are particularly inviting applications from candidates who are disabled, ethnically or gender diverse, and people who identify as being part of the LGBTQ+ community. 

Head Of Finance

Location: London with remote working in place
Salary: 65,000 - £74,000
Hours: 37.5
Job Type: Full time
Contract Type: Permanent

Who they are

Our client is the industry network with a mission to radically transform the built environment in the face of the climate, nature crises. They champion bold government action and convene the ambitious sections of industry to drive progress at pace and scale.  

This is an opportunity to play a role at the forefront of tackling the climate and nature crises and to protect communities. Nature is in collapse and our buildings and communities will not withstand the climate impacts they face without urgent action. The places they live, work and play in must, and can, be part of the solution, not the problem.  

They are multi-disciplinary team of 40 passionate, skilled people from across the UK with a London office hub. As a green charity, they prize their welcoming and inclusive work culture with wellbeing and professional development at its heart.  

The role

They are seeking an experienced and talented Head of Finance, with strong financial acumen, and the ability to translate complex themes into clear narratives, to contribute significantly to the strategic direction of the organisation.

This role is ideal for a mid – to – senior career professional looking for a Leadership role, and is keen to play a pivotal role in an increasingly vital and influential organisation.  The successful candidate will manage their finances; developing and maintaining financial models to support strategic decision-making, and providing high-quality financial data and analysis to senior management, all the while developing their own broad insight and knowledge of their mission and goals through working with a passionate and knowledgeable team of colleagues, and with businesses across the entire built environment value chain. 

They are an equal-opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, age, disability, or any protected characteristic. They are committed to creating a diverse and inclusive workplace where everyone feels welcome and valued. Their commitment to inclusivity means they support flexible work arrangements, ensuring work-life balance for all. They prioritise accessibility and will gladly accommodate any needs upon request, as they believe in providing a barrier-free recruitment process.

They recognise that people of colour, those from different socio-economic backgrounds, and those from minoritised groups are currently underrepresented at all levels within the industry. They're on the lookout for talented individuals with a wide range of skills and experiences and are eager to welcome candidates from underrepresented groups.

Key responsibilities

Financial Management

• Co-ordinate and drive the Budget process, in tandem with the Annual Operating Planning process.
• Monthly re-forecasting and reporting, including explanation of variances in language which is useful to non-finance specialists
• Provide narratives explaining financial performance
• Identification of alternative courses of action
• Analysis and planning to support decision making 
• Preparing financial papers for the Risk and Audit committee and the Board of Trustees
• Provide input to Funding applications, commercial decisions and opportunities.

 

 

Financial Control

• Maintaining control of and make improvements to financial systems.
• Maintain internal controls
• Responsibility for the integrity of their balance sheet.
• Updating and enforcing of their authorisation matrix.
• Ensure accuracy of transactions within Quickbooks and the mirroring of Salesforce records.
• Responsible for (via overseeing the Finance Manager) Accounts Receivable, Accounts Payable, VAT, expenses.  
• Oversee the payroll process, company pensions, tax and NI 
• Identification and reporting of risks, maintenance of the risk register, potential mitigation and insurance. 
• Drive continual improvement of processes

 

 

Cashflow forecasting

• Working with the team to understand timetable of activities, challenging cost assumptions and reclaiming  budget where appropriate; identifying changes in and drivers of performance including reduction in surplus/increases in deficit, evaluating and suggesting alternative courses of action.

 

 

Financial Reporting

• Oversee the annual audit
• Documentation of processes and policies
• Statutory reporting and keeping company policies up to date in accordance with SORP and UK GAAP, for both the charity and dormant trading entity

 

 

Governance

• Liaise with auditors in delivery of audited accounts
• Maintaining all records at Companies House, The Charities Commission, HMRC and other official bodies (familiarity with The Charities Statement of Recommended Practice)

 

 

Legal support

• Reviewing and supporting on contracts / agreements

 

 

Treasury 

• Manage and maintain their investment strategy, and securely deposit funds with appropriate organisations, to achieve an acceptable return with minimal risk. 
• Maintain key controls of third-party banking software (including investments and credit cards)
• Provide and update a cashflow forecast
• Ensure adequate cashflows between working capital and investments

 

 

Leadership and Personnel

• Consistent and collaborative communication and engagement to help drive the finance team’s, and the wider organisation’s, success. The Head of Finance has one direct report, the Finance Manager, and the Finance Officer reports to the Finance Manager
• Engage in, and occasionally lead aspects of regular organisational wide meetings, related to the culture and operations and/or projects and workstreams. Communicate and explain financial matters to the wider team when called upon. 
• Take a proactive approach to your own learning and professional development

 

 

Other

• Leading their carbon reporting and reduction as part of the Race to Zero 
• Maintain the organisations’ key professional administrative relationships including Auditors, Banks, Insurers, HR advisors , Legal services, pension providers, IT providers etc. 

 

 

People requirements: 

Key qualities, competencies, experience, and qualifications

• Mission: A passion for tackling the climate, nature and cost of living crises, and a commitment to their mission. 
• Integrity: An inclusive approach that conveys and embeds honesty and transparency as standard
• Attitude: A positive, proactive, problem-solving approach with demonstrable agility to perform duties that may be outside core accountabilities 
• Teamwork and Leadership: Demonstratable ability to effectively lead a small finance team, with leadership skills that motivate others and create a positive working environment
• Communication: Strong verbal and written communication and presentation skills, with ability to share complex ideas, thoughts and concepts in a consistently clear manner. Good analytical and influencing skills.
• Project management: Efficient planning, organisational, and time management skills 
• Administration: Strong administrative and computer literacy skills (standard software packages, mainly Microsoft Office), Advanced Excel skills

 

 

Strategic thinking:

• Good experience in strategy setting and horizon scanning, with aptitude in decision-making and problem-solving.
• Impact oriented with a focus on delivering outcomes and impact; agile in how to achieve them
• Critical thinking: supported by good research skills

 

 

Knowledge:

• CIMA / ACCA /ACA qualification or equivalent
• Extensive knowledge of financial procedures, budgeting, forecasting and reporting
• Ability to interpret data, identify trends, and make recommendations
• Financial best practices across charity and built environment organisations, including dual financial reporting (for example by project as well as by discipline / department)
• Preparing management accounts, and financial information in various formats to aid decision making
• Requirements of Company’s House and the Charity Commission, and familiarity with The Charities Statement of Recommended Practice
• Office / premises management, including building management liaison and IT / tech management
• Reporting on environmental footprint
• Stakeholder engagement: Proven experience of people management and collaboration

 

 

REF-220493

Do you love helping people and helping a great charity at the same time?  Are you friendly, clear and compassionate when speaking to our supporters on the phone or in person?  Do you have strong computer skills and a keen attention to detail?

At Birmingham Women’s and Children’s Hospital Charity, we believe there’s always more we can do for our sick kids and women. It’s our mission to raise the vital funds needed to make a real difference to all who use our hospitals and to make our hospital feel just like home. 

We’re looking for a friendly, hard-working, compassionate individual to join our fast-paced team. You will have strong communication skills, with a friendly demeanour and a positive, ‘can do’ attitude.  Sound computer skills are also essential for success.  Our Supporter Services Team is the first port of call for many of our supporters and we hope each interaction is the beginning of a lasting relationship in support of our charity. 

To be successful in this role you will: 

• Have previous experience in a customer services/administrative role

• Be friendly, compassionate and self-motivated 

• Possess a natural ability to engage with people on the phone or in person, and encourage trust and enthusiasm at the start of a supporter’s journey with the charity 

• Be able to work at a computer for significant periods of time, as well as acting as an effective and engaged team-player. 

• Have excellent computer skills – touch-type desirable, confident using a database, ensuring data input is clean and efficient.

• Regular monitoring of a busy team inbox and responding to or forwarding on emails in a prompt and helpful manner, within agreed timescales 

• Have responsibility for the recording of donations and other financial data onto the database and handwritten ledger – ensuring accuracy at all times 

• To ensure timely and efficient thanking of our supporters 

What we offer:

The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. 

• Flexible working and the opportunity to WFH one day per week to support work-life balance
• Generous annual leave entitlement with additional leave for long service 
• Enhanced sick pay
• Free flu jabs
• Charity events throughout the year
• Employer enhanced auto-enrolment pension scheme with 8% employer contribution
• Ongoing commitment to training and professional development

The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. 

Successful candidates will have access to vulnerable beneficiaries and will therefore require an Enhanced Disclosure from the Disclosure and Barring Service (DBS). 

If you think you have the qualities we are looking for and the desire to contribute, please download the Job Description and Person Specification and then send us a CV and covering letter explaining how you meet the criteria for the role and making clear why you would like to be considered for it. 

The closing date for return of applications is 8th April 2025.