Investment financial accountant for non profit organisation jobs
Job Title: Head of Finance and Infrastructure
Location: St. Edmunds Office, York. YO10 4UX, Flexible hybrid office and home working available.
Department: Executive
Type (full time/part-time): Full time
Reports to: Chief Executive Officer
Perm/FTC: Permanent
Organisation Overview:
We are Age UK York, a local independent charity which exists to support the older people of York and those around them. For over 50 years our team of staff, volunteers and supporters have helped us to offer a wide range of services providing vital and trusted support so often when it is needed most.
Our vital work is needed today as much as ever and we ever welcome people to join our team as together we realise our shared mission of making a positive difference to the lives of the older people of York.
Job Summary:
Age UK York is offering an exciting opportunity to join our fantastic team and support our vital work here in York.
We are looking to find for our new Head of Finance and Infrastructure role and someone who can bring their experience, expertise and passion to support our local York charity, our team and those we are here to help each and every day.
You will manage our brilliant team across our Finance and Infrastructure team with a focus on strong financial management together with those underpinning arrangement on which our work is build from ICT, Health and Safety and how we harness data and insight. With both internal and external focus the role will lead on our financial management and helping our organisation to make every penny entrusted to us count as we develop, manage and realise our financial goals and the difference the enable Age UK York to make in supporting older people and those around them across York.
You will provide leadership across our organisation as a member of our Senior Leadership Team and work closely with our Board of Trustees.
The opportunity offers an excellent benefits package and not only take forward the strong legacy from our current team though bring your own identity, ideas and strengths to the fore in our collective efforts to be there tomorrow and beyond.
. Our Head of Finance and Infrastructure will play a pivotal and valued role in working across our organisation and with our wonderful support function team in enabling the effective foundations of all we do and driving forward our shared goals and our commitments into the future.
Key Responsibilities:
We are looking for an experienced financial manager with a keen eye for detail and drive for high performance, continuous improvement and team work. With an ambition and drive to make a telling contribution and strengthen our charity and the difference we can together make in supporting older people and communities.
We recognise that whilst our role has a financial management focus there is a broader-ranging role, and you may not have experienced all aspects of it before, but if you have:
· Experience and success in leading financial management for an organisation
· Managed a team providing support, motivation and nurturing talent and opportunity
· Experience in providing leadership within an organisation and an eye for detail in strengthening working practices.
· A track record of building and maintained successful partnerships;
· Experience in leading teams in successfully delivering finance and support functions
· The ability to readily transfer your existing experiences and skills to a new challenge;
· Understanding of your strengths and areas for continuing development and proactively build your knowledge and skills
We would love to hear from you.
We’re looking for someone who:
· Demonstrates strong leadership and people management skills, with experience of leading cross function teams.
· Is successful in providing financial management for an organisation and effective in collaborating and supporting non-financial colleagues in our shared financial goals and successful practice.
· Demonstrates wider leadership qualities including contributing to overarching organisational strategic priorities.
· Skilled, including an excellent communicator, in building and maintaining successful relationships across internal teams and external partnership as an ambassador for our organisation
· Able, and experienced, in delivering in meeting outcomes and targets whilst supporting a performance and continuous improvement organisational approach.
· Highly organised, adaptable, and comfortable working in a fast-paced, dynamic environment;
· Strong attention to detail and inquisitiveness qualities, and able to apply and be energised to meet organisational challenges and opportunities in continually strengthening our organisation to help us realise our vision, mission and priorities.
Qualifications, Skills and Experience:
· Ability to prepare, manage, monitor and report on budgets.
· Previous experience in one or more, management or financial accounting roles delivering day to day finance functions.
· Experience of line management and support, motivation and development to colleagues and collective team.
· Experience of supporting the development and delivery of high quality services through financial management and support to operational colleagues.
· Effective understanding of financial statistics and accounting principles.
· Strong interpersonal, communication and presentation skills. Including interpreting and communicating financial information to non-finance function colleagues; a facilitative and accessible approach; ability to manage remote communications and diplomacy and conflict resolution skills.
· Passion and commitment to work within a not for profit organisation and support a team approach in working to help others.
· Decision making – ability to make decisions based on an analysis of data and insights, including financial, performance and needs based data.
Salary and Benefits:
· £39,527 (FTE) per year
· A genuinely friendly and supportive environment
· Generous holidays – 26.5 days plus bank holidays (pro rata for part-time employees). Additional leave – an extra day of long service.
· Birthday day off
· Enhanced sick pay after 6 months of service
· Flexible work schedule
· Potential for funding towards professional qualifications
· Employee discounts
· Free eye test
· Free flu jab
- Free DBS (Disclosure and Barring Service)
Application Deadline: Monday 23 February at 10am
Interviews:
Should your application be successful, you will be invited to a first stage interview on Thursday 5 or Friday 6 March. Final interviews are planned to take place during the week commencing 16 March 2026. Thank you and good luck.
Equal Opportunity Employer: We are inclusive and welcome everyone – we want applications from people with diverse backgrounds and experiences.
The client requests no contact from agencies or media sales.
Thank you!
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
Registered Charity
51 - 100
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.