Head of financial planning and analysis jobs

Forest Bridge School, a highly regarded special free school in Maidenhead, Berkshire, for children and young people with a primary diagnosis of autism, is seeking a Head of Operations.

The school delivers an integrated approach that combines ABA (Applied Behaviour Analysis), evidence-based therapy, and tailored curriculum pathways to maximise pupil outcomes and preparation for adult life. The school’s motto is “Through Adversity to the Starts” and is recognised for innovation, high expectations, and transformational outcomes for children and young people with autism.

The Role

The Head of Operations provides senior operational leadership, oversight and assurance across the school’s support services, ensuring that operational HR, finance processes, Site, ICT, Health & Safety, data protection, and compliance arrangements function effectively and lawfully.

The role is focused on implementation, oversight, consistency, quality assurance and risk management, with responsibility for day-to-day operational activity delegated to the Operations Lead.

Key Responsibilities

• Participate fully as a member of the Senior Leadership Team, contributing to the effective leadership and management of the school
• Provide professional operational advice and assurance to the Headteacher and SLT
• Work with the CEO, Headteacher, and Head of People Strategy and Finance to support budget monitoring and financial planning
• Provide oversight of day-to-day financial processes, ensuring compliance with financial policies and procedures
• Provide senior leadership, line management and performance oversight of the Operations Lead
• Lead on Health & Safety alongside the Headteacher and Site Manager
• Provide oversight of ICT infrastructure and support services
• Act as the school’s Data Protection Officer
• Work closely with the Headteacher and Head of People Strategy and Finance to ensure operational HR practices reflect the school’s ethos, policies and workforce requirements

We are looking for a candidate who has:

Essential

• Relevant professional qualification or demonstrable expertise in one or more areas: HR, Finance, Business Management, Operations, or Public Sector Management
• Strong working knowledge of financial procedures, controls and budget monitoring
• Strong working knowledge of operational HR practices
• Experience of leading and managing multi-disciplinary support services (e.g. finance, site management, HR, ICT, administration)
• Experience of line management and developing others
• Experience of working at a strategic or senior leadership level, contributing to organisational planning and improvement
• Strong leadership and people management skills, with the ability to set direction and hold others to account
• Strong communication skills, both written and verbal, including report writing for senior leaders and governors

Desirable

• Experience supporting financial audits (internal or external)
• Experience using school MIS, HR or finance systems
• Strong working knowledge of School Business Management or equivalent (e.g. SBM, MBA, NPQEL/NPQSL)
• Data analysis skills to support operational reporting
• Experience of Site projects
• Experience acting as (or supporting) a Data Protection Officer

Applications close on Wednesday 24th of June, with interviews being held on Wednesday 1st of July.

Forest Bridge School is committed to safeguarding and promoting the welfare of all children. The successful applicant will be required to undergo an enhanced DBS check and comply with all safeguarding requirements.

If this sounds like you and you're keen to hear more, please do get in touch ASAP!

Please note, only successful applicants will be contacted with further information.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

Head of FP&A | Permanent | £63,000 - £67,000 | London | Hybrid

For a well-known charity in central London, we're recruiting a permanent FP&A Lead to join a high-performing finance team. This role will design and deliver accurate and timely financial information, supporting the decision-making process for stakeholders. The role will manage a Finance Business Partner and Systems Analyst and will lead on ensuring the financial systems and processes and fit for purpose, whilst collaborating across the organisation to build financial capacity. Finally, the FP&A Lead will integrate financial planning and drive improvements to enhance decision-making and long-term sustainability.

Main Duties:

• Lead annual budgeting and reforecasting - working with department to set KPIs and provide decision-making analysis
• Build the framework for collecting and communicating the organisational budget and forecast
• Develop and deliver regular financial MI to stakeholders
• Develop first-class financial analysis across income and expenditure, project and fund accounting, and cashflow
• Champion continual improvement in financial management across the organisation
• Lead the production of key financial reporting and analysis
• Lead engagement with all stakeholders, needing FP&A meets needs and good practice
• Manage restricted fund accounting, ensuring financial reporting enables robust grant applications and reporting
• Collaborate with senior leadership to provide insight, planning and analysis for major programmes
• Partner with the Head of Finance to review existing and new finance software to meet strategic planning needs
• Maintain workflows, chart-of-accounts, polices and procedures
• Lead and manage a team of 2
• Partner with senior budget holders to enable planning and budget decisions, and produce robust financial reports to inform decision-making

Person Specification:

• Qualified CCAB or substantial experience
• Experience leading a budget and reforecast process
• Experience developing financial reporting systems and MI
• Experience using tech to deliver financial planning and analysis
• Line management and supporting teams
• Experience evaluating and adapting financial systems to meeting organisational and technological demands
• Ideally experience of Charity SORP, fund and project accounting (restricted funding)
• Experience using AI tools to enhance forecasting, reporting and decision-making
• X-Ledger and Power BI experience

________

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.

Head of Group FP&A: £85,000 - £93,000 + Enhanced Benefits | London | Hybrid Working

For a large, global organisation, we are recruiting a Head of Group FP&A. Leading a team of 4, the Head of Group FP&A sits at the heart of Group and Global Finance, and leads Group MI, Reporting, Planning and Forecasting across the organisation. The role oversees cash and balance sheet forecasting for the Group and Subsidiaries and ensures insightful reporting to external stakeholders. Liaising with the Shared Service Centre, Centres of Excellence, and Regional finance teams, this role will shape and embed the implementation of new planning and reporting tools and will work with the business to create best-in-class FP&A processes during a time of substantial change and transformation. The Head of Group FP&A will shape and embed a unified finance culture and service model and will deliver a new planning tool (Anaplan) as part of the Finance Transformation Programme across the UK, International Regions and Global Strategic Business Units, partnering with Regional FD's and Business Directors.

Main Duties:

• Provide first-class Group FP&A and MI reporting service globally and regionally, for all strategic business units
• Ensure all Group FP&A processes meet the organisation's strategy, objectives and TOM
• Drive continuous improvement using technology to achieve best practice in Group FP&A
• Provide high-quality, insightful MI for the Group, making improvements as needed
• Develop and improve balance sheet and cash forecasting for the Group to meet external stakeholder requirements and develop Group forecasting of income and expenditure and cash for all subsidiaries
• Support Treasury in the forecasting of trapped and restricted cash forecasts
• Support leadership in coordinating and delivering Long Term Finance Planning, 5yr financial plans (3-statements)
• Develop strong relationships with stakeholders in the UK and globally including the SSC, Centres of Excellence and MSP
• Drive the development of a more effective financial planning and forecasting process and lead the implementation of Anaplan, working with the business to increase the effectiveness of the FP&A process in the UK and globally
• Drive a step change in cash and balance sheet forecasting at Group and Entity level
• Drive the implementation of Global FP&A processes and Reporting Tools

Person Specification:

• CCAB Qualified with proven experience delivering and managing in similar FP&A roles
• Strong commercial experience gained in a complex global matrix-managed organisation
• Experience leading teams in organisations undergoing change and driving for growth
• Experience with the appraisal of investment projects
• Experience with implementing new and enhanced financial reporting and MI tools
• Shared Services (SSC) experience
• Development and optimisation of SAP accounting and planning applications i.e., Anaplan

________

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.

Group FP&A Manager | £500 per day (Umbrella) | Hybrid | London | 6-months +

For a large international organisation, we are recruiting an Interim Group FP&A Manager who will coordinate and produce consolidated financial plans, budgets, and forecasts. The Group FP&A Manager will contribute to planning activity and data across Finance, working closely with Regional Finance Directors to ensure consistency of all planning and forecasting. This role will report to the Director of Group Planning and Reporting and will lead, manage, and motivate a Financial Planning Analyst. This role is for a minimum of 6-months and could be extended.

Main Duties:

• Provide a financial planning, forecasting and management reporting service in the UK, Regions, and international business units across Group level.
• Deliver monthly MI reports
• Coordination and delivery of annual budget, quarterly forecasts and monthly re-forecasts
• Support multi-year planning
• Tracking and forecasting of financial KPIs
• Support the Director of Group Planning and Reporting in preparing reports for Exec on reporting and planning deliverables
• Lead continuous improvement of processes across monthly close, financial commentary and analysis and cash-flow forecasting
• Ensure the MI and forecasts are fit-for-purpose during a period of transformation and change
• Play a key role in the implementation of a new planning and reporting tool as part of a global finance transformation programme
• Set planning and forecasting timetables for the organisation
• Work closely with the Head of Strategic Planning and coordinate with the UK and Regional finance teams to ensure alignment of all financial planning activity
• Support strategy in the collation and consolidation of 5-year planning
• Development and rollout of multi-year planning workbooks and processes
• Work closely with Shared Service Centre in India, supporting the FP&A team in-country
• Lead, manage and motivate one Financial Planning Analyst

Person Specification:

• Qualified Accountant with proven Group-level FP&A experience including MI reporting
• Experience managing the annual planning and reporting calendar
• Ability to build budgets, forecasts, and annual plans at Group level
• Annual planning and reporting at Group-level
• International and multi-cultural company experience
• SAP experience, financial modelling, and advanced Excel
• Shared Services experience

________

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.

The Talent Set are proud to be partnering with Addenbrooke’s Charitable Trust in their search for a Head of Individual Giving and Supporter Engagement. We are looking for an experienced individual giving professional who can lead the individual giving programme and driving income growth to meet their ambitious goals.

Addenbrooke’s Charitable Trust (ACT) exists to make their outstanding hospitals even better. They raise vital funds to support Addenbrooke’s and the Rosie hospitals — connecting generous people with projects that go beyond the boundaries of NHS funding and help deliver the very best in patient care, clinical outcomes and research.

ACT is entering a defining chapter: alongside supporting their existing hospitals, they are helping to bring to life two once-in-a-generation pioneering new hospitals: the Cambridge Cancer Research Hospital and the Cambridge Children’s Hospital. Together, these hospitals will transform healthcare locally, nationally and globally, placing Cambridge at the heart of medical innovation.

The Role

As the Head of Individual Giving & Supporter Engagement, you will be instrumental in developing and executing an ambitious growth plan to maximise Individual giving income and supporter engagement. Managing an income responsibility of circa £1 million, you will lead and motivate a talented team of three fundraisers.

Key Responsibilities:

• Create and execute ACT’s supporter engagement and Individual Giving strategies, producing annual plans to drive an ambitious step-change in acquisition and retention.
• Oversee and drive growth across all individual giving streams, including appeals, digital, lottery, regular giving, and the face-to-face fundraising programme.
• Utilise data analysis, segmentation, and performance metrics to evaluate, pivot, and optimise campaign success and supporter journeys.
• Manage six-figure budgets, financial reporting, and forecasting to maximise the lifetime value of donors giving up to £10k.
• Ensure excellent cross-team collaboration with communications, data, and community teams

Experience Needed:

• Proven track record of success at a senior level within individual giving/direct marketing with clear demonstrable results of delivering on supporter and income growth.
• Expert knowledge of creating and delivering compelling fundraising communications across a range of channels, including digital.
• Strong experience managing six-figure budgets and utilising detailed financial analysis to maximise results  
• Comprehensive understanding of regulatory requirements, including practical application of GDPR legislation.
• Proven leadership and team development skills with the ability to manage multiple projects ensuring deadlines are met

What’s on Offer

•  Salary: £55,000-£60,000
• Hybrid, 2 days/week in Cambridge
• Excellent range of benefits

 How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

Salary: £32,000 FTE (pro rata £12,840)
Hours: Part-time, 16 hours per week
Contract: Fixed-term
Location: Hybrid with regular on-site presence in South Wales

Lead transformational change at a defining moment
A long-established animal welfare charity is entering a pivotal new chapter following a landmark legislative change within its sector. With ambitious plans to expand its reach and ensure every animal leaving a changing industry receives the care and support they need, the organisation is investing in its fundraising leadership.

This is a rare opportunity to shape and lead a fundraising function at a moment of real transformation. As Head of Fundraising, you will play a central role in building sustainable income, strengthening partnerships, and enabling long-term impact.

This is a senior leadership role with overall accountability for fundraising strategy, performance and growth. You will lead across all income streams, develop ambitious but deliverable plans, and build a high-performing team to achieve them.

Working closely with senior colleagues and trustees, you will contribute to wider organisational strategy while ensuring fundraising is robust, sustainable and aligned to mission.

What you will be doing

• Leading fundraising strategy, shaping long and short-term plans aligned to organisational priorities
• Holding accountability for income generation across multiple streams, including trusts, corporate partnerships, individual giving and events
• Growing and diversifying funding, identifying new opportunities and innovative approaches
• Leading and developing a small fundraising team, creating a collaborative and high-performance culture
• Overseeing the development of structured programmes across trusts, sponsorship, individual giving and community fundraising
• Building strong relationships with funders, partners and stakeholders, acting as a senior ambassador
• Ensuring effective governance, reporting, and compliance, including CRM oversight and performance tracking
• Providing clear insight, analysis and reporting to senior leadership and trustees

We are looking for a strategic and hands-on fundraising leader who can balance ambition with delivery.

You will bring:

• Significant experience leading fundraising across multiple income streams
• A strong track record of developing and delivering fundraising strategies
• Expertise in trusts and foundations, with experience managing pipelines and bids
• Experience of leading and developing teams, creating clarity and accountability
• Knowledge of corporate partnerships, sponsorship or major donor development
• Experience of legacy or long-term income strategies
• Strong financial and data literacy, including use of CRMs and reporting tools
• Excellent communication skills with the ability to translate impact into compelling cases for support
• Confidence operating at senior level, working with leadership teams and boards

What you will receive

• 28 days annual leave (including bank holidays), pro rata
• £200 annual CPD allowance
• Reimbursement of agreed out-of-pocket expenses

This is an opportunity to do more than lead fundraising. You will help shape the future of a purpose-led organisation at a critical point in its journey.

Your work will directly enable life-changing outcomes, ensuring long-term sustainability and meaningful impact for years to come.

If you are motivated by purpose, impact and the opportunity to build something lasting, this role offers a unique platform to lead and deliver real change.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

The People Data & Systems Manager is responsible for providing appropriate management information through a dashboard and framework, which supports workforce planning and provides data for both internal and external purposes. To lead on reviewing, designing and implementing process improvements and systems to support more efficient processes and ways of working.

Please download the attached Job Description for a full overview of this role's responsibilities.

The annual salary stated is based on the Full-Time Equivalent (40 hours per week). If the job is part-time, the weekly hours will be stated within the advert.

The deadline for applications is 23:59 on the closing date for the job posting.

We endeavour to keep job adverts open for at least two weeks for prospective applicants to apply. However, if we receive a high volume of applications for a role, we reserve the right to close the vacancy early. Therefore, we encourage you to submit your application as early as possible to ensure consideration for shortlisting.

Please note, applications sent via Email or 3rd party agencies will not be considered.

Need reasonable adjustments? Please contact us so we can help make the application process accessible to you. Be sure to include the job you are applying for and your full name.

We welcome applications from all backgrounds. By attracting people with diverse attitudes, opinions and beliefs we can continue to look at the world with fresh eyes and find new ways of doing things. The Southbank Centre is a warm and welcoming place to work, with great aspirations and ambitions to create great and accessible work for all. We pride ourselves in building a supportive environment to enable the development of our colleagues.

Key Responsibilities

• To provide insight through analysis of workforce management information to enable organisational decision making and the development and monitoring of the People Strategy. 
• To generate regular and ad hoc workforce reports for the Executive Leadership Team, the Board and external stakeholders, such as Arts Council England and other major funders. 
• Working closely with the Head of People Operations and Head of Financial Planning & Analysis, to develop a process/report ensuring there is consistency between payroll budgets data and employee data held by the People and Culture Team. 
• To lead on review and implementation of a new HR/Payroll/LMS system to replace the current system. 
• Working closely with the People & Culture management team and Data & Analytics Lead, to design and develop data dashboards which support key internal and external projects.

Skills & Experience

• Significant experience of working with and manipulating data as well as advanced Excel and Power BI (or Google equivalent) skills. 
• Experience of working with and developing HR systems including implementing or improving systems and building reports, with payroll systems knowledge desirable. 
• Proven ability to create, interpret and report data for key people metrics as well as KPI or statutory related reports and present it clearly to key stakeholders in a way that is meaningful to them and addresses wider strategic business issues. 
• System implementation experience and proven record of understanding and managing payroll interfaces and being able to promptly deal and resolve any import error/ exceptions. 
• Ability to carry out procurement processes for new systems, including liaising with suppliers, assessing their proposals against a clear specification, identifying the most suitable provision and negotiating a good value deal on behalf of the organisation.

We are looking for a Head of Income Generation & Engagement to lead the creation and delivery of a new, integrated Income Generation and Engagement Strategy, with scope to innovate across individual and major giving, retail, digital engagement and emerging approaches.

The Charity
An incredible animal welfare charity based in Surrey looking for full time office working.

The Role
Working with the Chief Executive and others, to design, recruit and develop a multi-disciplinary team covering income generation, marketing, communications and engagement.

Review income generation, marketing and communications trends, approaches and evaluation frameworks. Conduct further research and evaluation as required and set against sector comparators.

Conduct initial, then regular, analysis of the charitys audiences, both existing and potential, with a view to maximising opportunities for engagement, influence, giving, volunteering and homing.

Create an integrated brand, marketing and income generation strategy, with clear delivery plans and evaluation frameworks.

Review and lead development of the individual giving programme, both traditional and digital, including membership and friends schemes.

The Candidate
Track record at senior level with demonstrable experience across income generation, marketing and communications disciplines.

Demonstrable experience of building, implementing and evaluating income generation and engagement strategies.

Demonstrable experience of integrating brand, marketing and income generation strategies and the teams delivering them to achieve both financial and wider organisational targets.

Budgetary understanding and experience; able to understand corporate budgets and management accounts, build and manage annual budgets and accurately forecast both income and expenditure.

Significant experience of line management and team development, setting objectives and goals and holding regular supervision and one to-one meetings.

IMPORTANT NOTE

Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful, but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

Job title: The Social Change Nest Financial Controller (Client Funds)

Role Purpose:

This role sits at the heart of our financial controls at the Social Change Nest and combines cash management oversight, payment operations and financial compliance. However, this is not a traditional Financial Controller position. You will work with the team to ensure robust financial controls, accurate reconciliations, secure payment processes and transparent reporting for our diverse portfolio of social impact clients. You will also be a key driver of operational improvement, identifying better ways of working as we scale.

About the Social Change Nest

The Social Change Nest (SCN) is a fiscal hosting organisation that removes the financial and administrative barriers preventing grassroots groups and informal movements from accessing funding. Since 2021, we have supported 700+ groups across the UK and internationally, helping them access over £50 million in funding for causes ranging from climate and housing to racial justice and social wellbeing. We also work closely with funders, providing Grant Distribution and Fund Management services, enabling us to support social action with confidence and transparency. We are at the forefront of fiscal hosting in the UK! 

We’re a growing business operating at pace. We’ve established a lot – but as we grow, we’re still working some things out. The right person will thrive in this environment and relish building out a future-facing finance function. You’ll enjoy problem-solving, feel comfortable handling multiple priorities at once, and seek collaborative solutions. You’ll be adaptable, able to shift focus quickly when things change, and ensure strong communication across the team and with clients to keep everything aligned. 

Key Responsibilities:

1. Payment Processes & Systems Management

●Own and optimise the end-to-end payment infrastructure (banking platforms, expense management tools, Open Collective platform and accounting system integrations)

●Design, implement and monitor robust internal controls to prevent fraud, errors or unauthorised disbursements

●Streamline high-volume payment workflows while maintaining strict adherence to SCN policies

2. Bank Reconciliations & Treasury

●Ensure all client bank accounts are reconciled accurately and daily

●Investigate and resolve any variances between bank statements and the internal ledger immediately

●Track client cash positions to ensure sufficient liquidity for planned social project disbursements

3. Financial Reporting & Compliance

●Produce clear, concise financial reports for clients detailing fund movements and remaining balances

●Act as the lead contact for external audits regarding client cash and payment controls. Support the preparation of year end accounts and SCN’s external Audit as it interfaces with Client funds.

●Ensure all cash management and payment processes comply with UK Anti-Money Laundering supervision and relevant HMRC requirements

4. Operational Innovation & Client Service

●Proactively research and implement new financial technologies to enhance speed, security and transparency of client services

●Continuously evaluate existing workflows to eliminate bottlenecks and improve the client experience

●Lead the roll-out of new financial tools or system upgrades, ensuring smooth transition for internal teams and external partners

5. Leadership & Collaboration

●Line manage 1–2 members of the finance team, providing mentorship and support

●Being the point of escalation for the Finance and Delivery teams on more complex finance queries and dealing directly with our clients for financial solutions

●Contribute to finance team planning and lead on delivery of key projects

●Collaborate effectively with internal and external stakeholders across the organisation

Skills and Experience:

Essential

• Professional accounting qualification: ACA, ACCA or CIMA
• Proven experience in a Financial Controller, Head of Finance or senior audit role with a focus on cash controls and high-volume transactions
• Strong knowledge of financial governance, internal controls and compliance frameworks
• Experience in at least one of the following:

            -managing multi-currency transactions, FX impacts and global banking corridors

            -oversight of restricted funds, ensuring disbursements align with specific grant conditions and reporting requirements

            -implementing AML and KYC protocols and ensuring rigorous due diligence on all fund movements

• IT-literate and confident with leading technological change; advanced Excel skills and track record of implementing operational improvements
• Excellent interpersonal and communication skills — able to translate financial information clearly for non-finance stakeholders
• Strong organisational skills with the ability to work in a fast-paced, dynamic environment while maintaining exceptional attention to detail, and being comfortable with shifting priorities and emerging risks
• Ability to lead, manage, and work effectively both as a member of a team and on own initiative.
• Ability to think strategically, supporting the implementation of a financial strategy and suggesting appropriate changes to SCN’s services.

Desirable

• Experience in the non-profit, charity or client-services sector
• Experience in a fast-growing or start-up environment
• Understanding of power dynamics and community engagement
• Experience with innovative approaches to governance

 Location: London/Hybrid preferred – 2-3 days /week in the office

Reporting To: Finance Director

Contract: Full time, Permanent (flexible working considered)

Salary: £58,000-£60,000

Date Closes: Thursday 11th June

Right to Work in the UK required, no sponsorship available. 

The Finance Business Partner plays a vital role in helping teams across the organisation make wise, well informed decisions with the resources entrusted to them. Working alongside the Senior Finance Business Partner, this role sits at the heart of good stewardship — combining clear financial insight, accurate reporting and a genuine desire to see the organisation flourish in its mission.

This role works closely with budget holders across the organisation, translating financial information into clear, practical insight that supports planning, accountability and confidence. It suits someone who enjoys collaboration, values precision, and is motivated by learning and continuous improvement. As part of a supportive and experienced finance team, the role offers real opportunity to grow in confidence and capability. 

Stewardship’s unique context as a donor advised fund, combined with its professional services offering to churches and charities (such as payroll bureau and accounts examination), offers exposure to a broad and varied range of financial activity, making this an especially rich environment for developing strong business partnering skills within a values driven charity.

Occupational Requirement (OR)

As a result of our Christian ethos, this post is covered by an Occupational Requirement (OR) under Part 1 of Schedule 9 to the Equality Act 2010. The successful applicant will be expected to be a practising Christian and to clearly demonstrate a personal commitment to the mission, principles, values and practices contained in our Ethos Statement, by:

· Active membership of local church congregation.

An understanding of the faith aspects of the work of Christian charities, including the preparedness to pray with colleagues, where appropriate.

Anna Freud
Senior Finance Business Partner
Salary: £60,000
Contract: Permanent, full-time
Hybrid working: 1 day per week in the office
Location: Central London (office near Kings Cross and Angel)

Anna Freud is a world-leading mental health charity for children, young people and their families. For over 70 years, we have been transforming understanding, practice and outcomes in mental health to help create a more compassionate society and close the gap between mental illness and mental wellness. 
We are at a pivotal moment in strengthening our financial insight, modelling capability and business partnering approach. As we continue to grow our impact, we are looking for a talented and driven finance professional to play a key role in shaping financial decision-making across the organisation.
This is an exceptional opportunity for a qualified accountant to step into a highly visible and strategic role, partnering with senior stakeholders to deliver insight that supports both operational performance and long-term sustainability.

About the Role
Reporting to the Head of Finance, the Senior Finance Business Partner will play a central role in delivering high-quality financial planning, modelling and analysis across the charity.
You will lead on budgeting, forecasting and management reporting, while developing sophisticated financial models including scenario planning, cost recovery approaches and long-term income and expenditure projections to support strategic decision-making. 
Working closely with senior leaders and budget holders, you will provide clear, insightful analysis and act as a trusted advisor, helping teams to understand their financial performance and make informed, evidence-based decisions.
This role combines technical expertise, commercial insight and strong stakeholder engagement, with a clear focus on continuous improvement and organisational impact.

Key Responsibilities
Financial Planning & Analysis

• Lead the development of robust financial models, including multi-year forecasting and scenario planning
• Provide insight into financial performance through detailed analysis of income, expenditure, margins and cost ratios

Budgeting & Forecasting

• Own and continuously improve the annual budgeting and reforecasting processes
• Ensure budget holders are supported, accountable and aligned to organisational strategy

Business Partnering

• Build strong, collaborative relationships across departments, acting as a trusted advisor and “critical friend”
• Support non-finance stakeholders to understand and use financial data effectively

Continuous Improvement & Systems

• Enhance financial processes, systems and reporting tools to improve efficiency and insight
• Support the development of dashboards and data visualisation to improve decision-making
• Contribute to ongoing improvements in financial governance and controls

About You
We are looking for a qualified accountant (ACA, ACCA or CIMA) who has an understanding of charity finance, with strong financial analysis and business partnering experience.
You will bring:

• Proven expertise in budgeting, forecasting and management reporting
• Strong financial modelling and analytical skills, with advanced Excel capability
• The ability to translate complex financial data into clear, actionable insight
• Confidence working with and influencing senior stakeholders
• A proactive, solutions-focused mindset with a passion for continuous improvement
• Excellent communication skills, with the ability to engage non-financial audiences effectivel

At Community Integrated Care, we believe everyone deserves the opportunity to live the best life possible. Our Partnerships & Communities team delivers ambitious, multi‑partner programmes that tackle inequality, open doors, and create lasting change for disabled people and the communities we serve.

​We’re now looking for an experienced Project Manager (Partnerships & Communities) to lead the delivery of complex, high‑impact programmes across England and Scotland – working with partners, funders, colleagues and people with lived experience to turn strategy into action.

​If you thrive in complexity, care deeply about social impact, and love bringing people together to deliver meaningful outcomes, this could be the role for you.

​This is a full time permanent role with travel to our head office in Widnes at least once a week with regional and national travel as and when required so our ideal candidate will be based within an hours commute of Widnes.

​What is "The Deal" for you?

• Flexibility: You can work your 37.5 hours over 4 days and enjoy a long weekend, or split the hours over 5 days to accommodate your other commitments.
• Pension: contributory pension scheme
• Benefits: retail discounts, holiday discounts, cycle to work scheme and travel discounts through our benefits app
• Best Lives Possible: You'll be working for an award winning charity who is passionate about ensuring our colleagues and the people we support lead the best lives bolder 
• Development: We'll work with you to develop your career or to learn and experience new things. We're passionate about developing our people! 
• Support: From our Employee Assistance Programme (available 24/7), financial support options, and wellbeing fund you'll have the support available to lead an easier (financial) life

You’ll lead projects end‑to‑end – from early concept and funding through to mobilisation, delivery, evaluation and legacy – ensuring programmes are well governed, well delivered and genuinely impactful.

​In this varied and high-profile role, you will be:

• ​Managing a diverse portfolio of projects, campaigns and partnerships, delivered to agreed scope, budget, timelines and quality
• ​Working closely with external partners, funders and suppliers to coordinate delivery and maximise impact
• ​Applying consistent, high‑quality project management standards, documentation and governance throughout the project lifecycle
• ​Leading risk, safeguarding, health & safety and compliance management across community‑focused programmes
• ​Producing board, partner and audit‑ready reporting, giving clear visibility of progress, risks, outcomes and learning
• ​Leading impact reporting and evaluation – turning data and insight into evidence, learning and future opportunity
• ​Managing project budgets, resources and supplier relationships to ensure value for money and compliance
• ​Supporting and developing colleagues, building strong project discipline, capability and collaboration across the team
• ​Representing our work confidently in presentations, reviews, events and partner forums

This is a highly collaborative role, working closely with colleagues across Partnerships & Communities, Group Projects, Operations, Support Services and external organisations.

Our ideal candidate:

​You’ll be a confident and values‑driven project professional who combines strong delivery discipline with empathy, creativity and influence.

• ​Proven experience leading complex projects end‑to‑end in multi‑stakeholder environments
• ​A strong understanding of project governance, assurance, risk management and portfolio delivery
• ​Experience working with partners, community organisations or suppliers, building trusted, productive relationships
• ​Confidence managing budgets, financial planning and value‑for‑money decisions within projects
• ​Excellent communication skills – able to translate complex information into clear, engaging messages for varied audiences
• ​Experience using project management tools and digital reporting platforms (e.g. MS Project, Smartsheet, Jira, Visio or similar)
• ​A recognised project management qualification (PRINCE2 Practitioner or equivalent) or equivalent experience
• ​A genuine commitment to inclusion, co‑production and social impact, with an understanding of safeguarding and ethical delivery
• Above all, you’ll be motivated by purpose, comfortable with ambiguity, and excited by the opportunity to turn ideas into mobilised, high‑impact programmes.

​Why join Community Integrated Care?

• Be part of one of the UK’s leading social care charities, delivering nationally recognised, high‑profile programmes
• Work on ambitious partnerships and campaigns that genuinely change lives
• Enjoy flexible and hybrid working arrangements
• Access learning, development and progression opportunities in a supportive, values‑led culture
• Be trusted to lead, influence and shape work that has a lasting legacy 

Ready to make a difference?

​If you’re an experienced Project Manager who wants your work to mean something, we’d love to hear from you.

​Apply now and help us turn partnerships into progress, and ambition into impact.

​Please note, if you are interested in this role, we welcome your application as soon as possible! Depending on the volume of applications received, the vacancy may be closed before the expected advertising end date.

We’re really proud to be a Hive HR Employee Voice Certified organisation, a recognition that confirms our commitment to creating a culture where our colleagues are not only encouraged to share their thoughts, but where this feedback is actively sought and acted upon to drive positive change at every level.

In our 2025 Colleague Engagement Survey, 59% (nearly 3,800) of our people shared their feedback and insights, giving us an incredible Employee Net Promoter Score of +34.

The Employee Net Promoter Score is a measure of how willing our colleagues are to recommend us as a good place to work to their loved ones – and a score of +34 is considered a Very Good score when compared to global benchmarks set by hundreds of other organisations. 

Job Title:  Commercial Partnership Manager

Location(s): Home-based with attendance at AdviceUK office in London and at meetings as required. 

London office: AdviceUK, 83 Victoria Street, London, SW1H 0HW 

Status: Fixed term for two years (potential to become permanent) 

Reporting to:  Head of Membership and Services 

Responsible for: n/a 

Pay range:  £42,000 to £47,000 full time equivalent. £33,600 to £37,600 actual salary, dependant on experience. 

Working hours: 28 hours per week within normal operating hours (35 hours full time equivalent). Normal operating hours are 8.00am - 6.30pm, Monday – Friday. Lunch and other breaks are unpaid. 

Special conditions: Some evening and weekend work may be required for which time off in lieu (TOIL) will be granted. Some travel will be required which may entail some overnight stays. 

We are committed to diversity and inclusion and welcome applications from all backgrounds, particularly encouraging those from underrepresented groups. If you require any accessibility support or reasonable adjustments during the recruitment process, please let us know. 

  

JOB PURPOSE 

The postholder is responsible for securing, managing, and growing commercial partnerships with organisations that support AdviceUK’s mission, values and strategic priorities. These partnerships should significantly increase AdviceUK’s commercial income, extend AdviceUK’s reach, and achieve measurable social impact. The postholder will ensure that commercial partnerships both comply with relevant legal and regulatory requirements and contribute positively to AdviceUK’s reputation and influence. 

KEY TASKS AND RESPONSIBILITIES  

1. Partnership development 

• Identify, research, and secure new commercial and corporate partnership opportunities aligned with AdviceUK’s strategic and income generation priorities. 

• Develop compelling partnership propositions, including sponsorships, strategic alliances, product/service developments, cause‑related marketing, corporate social responsibility, and other commercial collaborations. 

• Identify and develop new products and services that benefit members, grow income, and support member recruitment and retention. 

• Shape new products and services with user and sector insight, applying structured approaches to testing, evaluation and scaling. Ensure that pricing, return on investment and other financial modelling is completed to demonstrate how new products or services deliver agreed objectives. 

• Bring external market insight into AdviceUK’s strategic planning and decision making, ensuring that commercial partnership propositions are clearly differentiated in the markets they are targeting. 

• Work with the Head of Membership and Services, other colleagues at AdviceUK, and AdviceUK’s existing commercial partners to develop a commercial partnership strategy, business plan and pipeline. 

• Lead negotiations and contract discussions in partnership with the Head of Membership and Services, Finance and where relevant, AdviceUK commercial partners and subsidiaries. 

• Ensure all partnerships align with the charity’s mission, values and ethical standards.  

• Carry out appropriate due diligence and risk assessments on commercial partners

2. Partnership management and growth 

• Act as the primary relationship manager for AdviceUK’s current commercial partners and subsidiaries to ensure they feel valued, informed, and engaged throughout the partnership lifecycle. 

• Maximise the value of established partnerships through renewals, extensions, upselling opportunities, and agreed new income generation activity. Support cross‑team collaboration and knowledge sharing. 

• Identify opportunities for innovation and growth within AdviceUK’s commercial partnerships portfolio. 

• Support the communication of impact to partners, including reporting on outcomes enabled by their support. 

• Represent AdviceUK at events, conferences and networks relevant to the commercial partnerships portfolio.

3. Income generation and performance 

• Ensure all partnerships deliver against agreed financial and non‑financial objectives. Contribute to departmental budgeting and forecasting. 

• Monitor partnership performance and provide accurate reporting on partnership income, engagement, and impact. 

• Contribute to the ongoing review of existing commercial partnerships and service level agreements, making recommendations for change as required. 

• Share learning, insight, and good practice to continually improve commercial partnership approaches.  

• Ensure compliance with Charity Commission and Companies House guidance, relevant fundraising regulations, and internal governance policies.  

• Work closely with AdviceUK colleagues to deliver integrated partnership activities.  

4. Data and evidence

• Support the delivery of performance reports as required to evidence the extent to which commercial partnerships are achieving required KPIs. 

• Work with colleagues to ensure that partnership datasets are accurate, timely and support decision making. 

• Ensure any partnership activity that requires data sharing adheres to data protection and cybersecurity requirements. 

5. General responsibilities

• Ensure you effectively communicate AdviceUK’s vision, mission and objectives to staff, members and external stakeholders. 
• Ensure you demonstrate AdviceUK’s values and behaviours in all aspects of your work. 
• Build and maintain positive relationships with key stakeholders including staff, trustees, members, partners and suppliers. 
• With support from your manager, deliver your agreed personal objectives and undertake any agreed development or training. 
• Maintain a strong understanding of our members and the advice sector more generally, by reading internal reports; accessing relevant data reports; following our social media channels; and, where possible, attending member and other relevant events. With the agreement of your line manager, ensure you make time to speak to members and visit their services. 
• Adhere at all times to AdviceUK’s policies and procedures. 
• Carry out any reasonable duties compatible with the post assigned by the Head of Membership and Services. 

Main duties

Special Events: 

• Supporting the co-ordination and delivery of our special events programme. 
• Manage the core elements of special events delivery such as the co-ordination of auction prizes, guest lists, guest requirements, admin and communications.
• Source ‘money can’t buy’ silent auctions items and raffle prizes and act as the main point of contact with the auction company.
• Support with ticket and tables sales for all special events.
• Deliver high quality supporter care and exemplary stewardship to special event guests.
• Work closely with the Marketing and Communications team to produce event materials including event programmes. 
• Ownership of planning and delivery of our Christmas Carol Service with the support of the Head of Supporter Engagement. 
• Support the Philanthropy Officer with the organisation of our annual cultivation event. 
• Support the Head of Supporter Engagement to identify opportunities for income growth from special events with a view to developing a new Special event within the portfolio to attract new supporters/audiences. 
• Support with stewardship and delivery of our signature challenge event.
• Monitor special events within the sector, looking for emerging trends and sharing insights with the wider team.
• Support the Challenge Event Manager as needed 
• Ability to work evenings and provide on-the-day event support.
• Maintain efficient data and administrative processes for special events, including 
• income tracking and guestlist management on the database. 
• Be an ambassador at events, supporting the delivery of The Passage’s vision and ensuring that the charity’s profile and reputation are enhanced. 
• Ensure that appropriate and compliant risk assessment, health and safety procedures, protocols and policies are implemented for all special events.

Budgets and Finance: 

• Support the Head of Supporter Engagement in tracking and recording income and expenditure for events and ensuring they are delivered within agreed budgets. 

Special Events: 

• Assist with other team projects as needed, working together to deliver a high-quality portfolio of community projects and activities. 
• Support and attend fundraising events as required. 
• Adhere to the highest standards of community fundraising best practice as set out in the Fundraising Regulator Fundraising Code of Practice and ensure that all activities comply fully with the relevant Data Protection obligations and any other legislation. 

General responsibilities

• In conjunction with your Line Manager to continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage. 
• To participate in internal/external meetings as required, and attend training events, conferences and other functions, as necessary. 
• To participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs. 
• To ensure that all The Passage policies and procedures are being adhered to. 
• To contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults. 
• To at all times undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage1.
• Undertake any other duties that may be required which are commensurate with the role. 

Desired experience

This person specification sets out the essential abilities and qualities which are used in the selection criteria for the post. When completing your supporting statement, please address criteria E1 to E11 and K1 to K7 demonstrating your understanding and knowledge and give evidence of your experience and abilities. 

• E1 - Experience of supporting or delivering special events. 
• E2 - Experience of recruiting new fundraisers and providing excellent stewardship. 
• E3 - Creative thinker with the ability to take the lead, initiative and problem solve 
• E4 - Experience of managing external suppliers. 
• E5 - Understanding of how to use insight, data and market trends to identify opportunities and make recommendations. 
• E6 - Experience of tracking income and expenditure targets. 
• E7 - Strong interpersonal skills with the ability to liaise with people at all levels, over the telephone, email and face-to-face. 
• E8 - A track record of generating and building strong, lasting relationships with supporters. 
• E9 - Competent in the use of online databases such as Salesforce. 
• E10 - Competent in the use of mailing platforms e.g. Dot Digital and design sites e.g.  Canva 
• E11 - Working in the charity sector. 

Desired knowledge

• K1 - Special events, fundraising and trends. 
• K2 - Ability to work under pressure, keeping calm and thinking clearly. 
• K3 - Digital fundraising and online fundraising platforms. 
• K4 - Excellent organisation & time management skills. 
• K5 - Strong organisational skills with the ability to manage and take responsibility for your own workload, handle multiple priorities and to work independently. 
• K6 - GDPR and all relevant fundraising regulations. 
• K7 - Shared passion for the work and values of The Passage.