Head of financial planning and treasury jobs
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
RM Recruit are working in partnership with a global Christian charity in the recruitment of a newly defined Head of Finance position for their team. This long‑standing and well‑established organisation delivers specialised support through strategically positioned global hubs, enabling operations across multiple countries and locations in order to deliver its message and services.
Reporting to the Director of Finance & Governance, the Head of Finance will be responsible for key tasks such as the annual budgeting process, forecasting, finance business partnering and ensuring robust financial controls and systems are maintained.
Key Responsibilities
- External Financial Reporting - Responsible for delivering accurate, compliant, and timely statutory and tax reporting across the organisation, including leading the group audit process and contributing as a member of the Audit & Risk Committee. Ensuring that reporting capabilities remain robust, fit for purpose, and aligned with best practices.
- Budgeting & Financial Planning - Accountable for managing the annual budgeting process and delivering forecasting to support strategic decision‑making. This includes effective stakeholder engagement, clear timetabling, strong controls, and optimal use of systems.
- Investment Strategy & Management - Serving as a key member of the Investment Committee, with responsibility for executing and overseeing the organisation’s liquidity management and treasury activities.
- Financial Control - Ensuring that Finance function activities comply with prescribed requirements and standards, including reviewing control design to confirm suitability for the associated risks.
- ERP Tool & Projects - Act as the NetSuite and Project Lead for ERP development, collaborating closely with the ICT team and key stakeholders.
Essential Criteria
The successful candidate will be a fully qualified accountant, have experience in a large charity settings or a global businesses and be confident in managing a finance function. This includes overall responsibility for operational finance, management accounts, budgeting, statutory reporting and treasury. Demonstrated expertise in ERP platform, preferably NetSuite, and supporting operations across a global organisation will also be key.
Please note, the organisation has a requirement for all team members to be a practising Christian and actively involved in a local church. There is a Genuine Occupational Requirement (GOR) for this role to be filled by a practising Christian as per the organisations Statement of Faith and day to day prayer based activity involved.
The benefits package includes Double matched pension contribution, Private medical insurance, life insurance, gym access and free parking.
Opportunity: Head of Finance
Are you a hands-on finance professional who excels at balancing high-level strategy with meticulous operational control? We are seeking a fully qualified accountant to drive the end-to-end financial management, reporting, and stability of a small but impactful international development organisation.
Reporting directly to the Chief Operating Officer (COO), you will serve as a key advisor on strategic financial decisions while ensuring the accuracy of accounts and compliance standards.
The Role
You will be responsible for all aspects of finance and delivering timely, accurate financial reports to internal stakeholders, funders, and regulatory bodies.
Key Responsibilities Include:
- Producing monthly consolidated management accounts with variance analysis and reporting to the Board and Finance Sub-Committee.
- Leading annual budgeting, forecasting, and multi-year financial planning.
- Overseeing cashflow, treasury management, and the drafting of statutory accounts.
- Managing external audits and specialised donor financial reporting.
- Identifying financial risks for escalation to the COO/Board and providing direct line management for the Finance & Systems Officer.
Your Profile
You will be a grounded leader who brings a focus on delivery and stability.
- You must be a fully qualified accountant (ACCA, ACA, or CIMA).
- 8–10 years of experience working within complex, multi-entity environments.
- Experience within the Charity or International NGO (INGO) sector.
- A proven ability to manage end-to-end financial controls and provide high-level strategic advice.
Salary range is £55,000 - £60,000 Depending on Experience.
Applications will be reviewed on a rolling basis, therefore please apply ASAP to ensure your details are considered.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: Reading, Hybrid (at least twice a month to Reading Office)
Hours: Full time, however will consider 0.8 FTE
Salary: £75,000 per annum
Contract Type: Permanent
Campaign Closes: 12th February 2026
First Stage Interviews: 19th & 20th February 2026
Second Stage Interviews: 25th & 26th February 2026 - there will be an informal meet with our CEO.
On occasion, we might close a vacancy early due to a high number of applications being received. Interested candidates are encouraged to submit their application as early as possible
At Make‑A‑Wish UK, every role plays a part in creating life changing wishes for children with critical illnesses. We are seeking a Head of Finance who will lead the operational delivery of our finance function, ensuring accurate financial reporting, robust financial controls and full compliance with statutory and regulatory requirements. In this vital role, you will support the Finance Director in delivering our strategic financial objectives and act as a key liaison between finance and the wider organisation.
Core Purpose
To lead the operational delivery of the charity’s finance function, ensuring accurate financial reporting, robust financial controls, and full compliance with statutory and regulatory requirements. The Head of Finance supports the Finance Director in delivering strategic financial objectives and acts as a key liaison between finance and other departments. As a member of the Extended Leadership Team (ExLT), the role contributes financial insight to organisation‑wide decision‑making and plays an active part in delivering cross‑charity priorities and operational goals.
To be successful in this role you will need:
Essential Criteria
- Qualified accountant (ACA, ACCA, CIMA or equivalent) with minimum 3 years PQE
- Experience in a similar role.
- Excellent excel and financial modelling skills
- Proven experience in finance business partnering & management reporting.
- Proven ability to manage and develop a finance team.
- Experience of preparing consolidated financial statements from general ledger
- Solid understanding of VAT
- Analytical mindset with ability to problem solve, interpret data and to see the bigger picture, identifying inter relationships between different departments
- Strong attention to detail.
- Excellent communication and interpersonal skills.
- Experience of process improvements and automation
- Uses initiative, with ability to work independently and as part of a team
- Proactive, organised, and able to manage competing priorities.
- Collaborative with ability to work cross functionally
- Confident in using Microsoft Office tools and accounting software (e.g., Xero, Sage, QuickBooks)
- Integrity and discretion.
Desirable Criteria
- Similar experience with medium to large charity highly desirable
- Similar experience of business partnering with areas of fundraising highly desirable
- Strong technical knowledge of charity accounting and financial reporting.
- Experience of operating under partial exemption for VAT
- Experience with restricted/unrestricted funds and grant reporting.
- Experience with digital transformation or finance system upgrades.
- Experience of working with Xero and Salesforce
Key Responsibilities:
Finance operations
- Oversee day-to-day financial operations including accounts payable/receivable, payroll, and bank reconciliations.
- Ensure timely and accurate production of monthly management accounts and financial reports.
- Complete monthly balance sheet reconciliations in line with agreed timelines – balance sheet account ownership as agreed
- Process month end journals as required
- Review monthly balance sheet reconciliations in line with agreed timelines
- Ensure processes & procedures are documented and kept up to date, and recommend improvements to drive continuous improvement
- Maintain and improve financial systems, processes, and internal controls.
- Review finance policies on an annual basis and update in line with current legislation and best practice
- Support the organisation with any finance related queries
Management Accounting
- Prepare consolidated management accounts, including variance analysis, risks and opportunities, and advise budget holders as required.
- Design financial reports, processes and training guides to drive budget holder self service
- Recommend solutions to streamline month end reporting and other financial processes
Budgeting & Forecasting
- Coordinate the annual budgeting & forecast process across departments.
- Produce the consolidated annual budget and quarterly reforecasts for review by FD, in line with agreed timeframes, ensuring alignment with strategic goals and funding requirements (currently excel based).
- Review budget & forecast submissions, and challenge appropriately. Perform variance analysis (actuals vs budget/forecast) and explain key drivers.
- Monitor performance against budget/forecast and provide appropriate reports including variance analysis dependent on stakeholder.
- Ensure finance system and all associated systems are updated with budget / forecast information accordingly
- Recommend solutions to streamline budgeting and reforecasting process
Business Partnering
- Work closely and build strong relationships with operational teams to provide financial insight and support decision-making.
- Influence strategic decisions through clear communication of financial insights.
- Undertake financial evaluation of new projects, business cases, funding bids, and contracts, as required.
- Produce written reports on performance, highlighting key financial risks and opportunities.
- Upskill budget holders in financial awareness and management
- Own the finance business partner relationship and role with some of the more complex profit centres
Treasury & Cash Management
- Lead cash flow forecasting and liquidity planning across the organisation.
- Manage relationships with banks and investment managers, ensuring compliance with treasury policies.
- Oversee restricted and unrestricted fund reporting and ensure appropriate allocation and usage.
- Support the development and implementation of treasury strategies, including reserve management and ethical investment policies.
Financial Planning & Analysis
- Support the Finance Director & budget holders in preparing financial models, as required.
- Partner with budget holders to provide financial models and insightful financial analysis and to support decision-making.
- Monitor and report on financial performance against budgets & reforecasts, identifying risks and opportunities
- Deliver high-quality analysis to support new initiatives.
Finance Systems & Process Improvement
- Lead on the implementation and optimisation of finance systems (eg. Xero).
- Monitor and manage any payment and other system interfaces
- Drive automation and efficiency in financial processes & reporting.
- Support the integration of finance with wider organisational systems - finance representative on technology SCRUMS and SPRINTS
mCompliance & Reporting
- Ensure compliance with charity accounting standards (SORP), Companies House, HMRC, and Charity Commission requirements.
- Responsible for accurate and timely submission of HMRC returns, including quarterly VAT returns, annual employee benefits and Corporation Tax.
- Prepare statutory accounts and lead on the external audit process.
- Quarterly reporting to Make-A-Wish International - APD reporting
- Maintain up-to-date knowledge of financial regulations and best practices.
Team leadership & Support
- Manage and develop the finance team, ensuring high performance and continuous improvement.
- Provide training and support to non-finance staff on budgeting and financial procedures
- to improve financial literacy across the organization.
- Create Finance resources to encourage self-service for common queries
General and ad-hoc Support
- Deputise for Finance Director in their absence
- Provide cover for finance team members during periods of absence, ensuring continuity of service and workload management.
- Take on additional duties as appropriate to the level of the role and contribute to team objectives.
- Support fundraising events from a finance perspective
Together, we create joy, happiness and magical memories through life-changing wishes for children with critical illnesses.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Our partner, a respected and established international charity supporting programmes across Africa; seeks a qualified and experienced senior finance professional to provide strategic financial leadership, maintain robust systems, controls, and donor compliance across the organisation. The Director of Finance is responsible for organisational financial strategy, budgeting, reporting, external audits, risk management, and supporting programme delivery through high-quality financial oversight.This hands-on role requires the Director of Finance to execute daily tasks as well as overseeing, and mentoring, others within the team to undertake what is required.
Key responsibilities:
Strategic Leadership & Financial Planning
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Lead the organisation’s financial strategy ensuring sustainability and alignment with mission and organisational priorities.
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Advise the CEO and Board on financial performance, risk, and scenario planning.
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Develop long-term financial models and cashflow forecasts.
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Provide financial insight to strategic decisions, business cases, growth opportunities, and operational planning.
Financial Management & Control
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Oversee and execute specific tasks relating to financial operations including accounting, treasury, cash management, payroll, and banking.
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Ensure monthly, quarterly, and annual financial closes are accurate and timely.
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Maintain and strengthen internal financial controls across central team and country/project operations.
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Implement efficient systems and processes to support a lean but compliant financial environment.
Budgeting & Organisational Performance
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Lead the annual budgeting process
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Monitor budget performance, variances, and financial KPIs, providing clear analysis for senior leadership.
Donor Finance & Grant Compliance
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Oversee donor grant finance, ensuring compliance with institutional donor restrictions and requirements.
Audit & Assurance
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Lead the annual organisational audit: prepare schedules, financial statements, and required disclosures.
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Ensure compliance with charity accounting standards (SORP)
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Oversee financial donor audits, ensuring timely, accurate responses and evidence.
Risk Management
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Contribute to the organisational risk register by recording and presenting on financial risks to the Board and Finance and Audit Committee.
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Implement financial due diligence for donors, suppliers, and country operations as required to meet organisation and donor policies.
Oversight of International Operations
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Ensure strong financial management of new country programmes creating and reviewing and renewing policies as required.
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Support the development or review of financial systems, capacity, and reporting in relation to new country expansion work.
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Oversee financial arrangements for countries where the INGO has no legal entity, including fiscal hosts, secondee payments, and contract structures.
Leadership, Management & Culture
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Lead, mentor, and develop the finance team to achieve operational excellence.
Person Specification
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Worked as a Finance Director or as a Head of Finance (with autonomy of decision making and board reporting duties)
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Strong understanding of charity accounting standards and regulatory requirements.
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Senior-level finance experience in an INGO, charity, or multi-country organisation (preferably with operations in the Global South)
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Fully qualified accountant (ACCA, CIMA, ACA, CPA or equivalent).
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Demonstrable experience with institutional donor compliance.
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Experience leading annual audits and preparing financial statements.
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Strong leadership and team management skills, including developing staff.
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Strong budgeting, forecasting, and financial analysis skills.
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Experience managing multi-currency environments and international financial operations.
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Ability to communicate financial information clearly to non-finance staff, senior leaders, and Boards.


