Accountant jobs

£61,358 per annum

Full-time – 35 hours per week

South East London - Hybrid

Hexagon is an innovative and responsive housing association working in partnership with a range of local authorities to meet housing needs across Southeast London. With a turnover of £40m, 120 staff and over 4,000 homes, Hexagon is continually improving the quality and range of our affordable homes and services.

As an organisation we are concerned with people, their homes, and communities. We make good quality, affordable housing, and services available to people in the local areas we serve, and work to extend opportunities and improve the neighbourhoods they live in.

We have an excellent opportunity for an outstanding candidate with a passion for social housing to provide leadership on our Rent and Service Charge management. 

Reporting to the Head of Finance, you will manage the service charge and rent setting across our leasehold, shared ownership, social and affordable rents portfolio, ensuring compliance with statutory and regulatory requirements. You will directly manage the Rents & Service Charge Analysts and ensure that high quality services are provided internally and externally.

The role will be responsible for the development and delivery of the annual plan in relation to rents and service charge activities and will also contribute to the overall management of Hexagon.

Our ideal candidate will have:

- Considerable experience of rent and service charge management in the housing sector.

- AAT or equivalent accounting qualification.

- Experience of using housing management and financial systems (e.g. SUN/CIVICA).

- Considerable knowledge of regulation/legislation related to the setting and management of rents and service charges.

- Track record of delivering service improvements and the ability to work across teams.

- Experience of managing and developing staff.

- Excellent verbal and written communication skills.

- A positive “can do” attitude and a commitment to a high standard of service delivery.

If you think you have the skills to do all this and more, we want to hear from you.

This role presents a brilliant opportunity to further your career with a dynamic Great Place to Work accredited company with IIP Gold, that is committed to employee engagement, values its staff and provides a work environment that is built on flexibility, empowerment, and a commitment to support you to be the best that you possibly can. If you want to work with a fantastic team and feel proud of the contribution that you make each day, then we very much want to hear from you.

We will offer you training and supervision to help you achieve your full potential, and an excellent package including private medical insurance, pension scheme with 3 x salary life assurance, flexible hybrid working, and 26 days annual leave rising one day per year to 31 days.

For further details and how to apply, please visit our website via the apply button.

No agencies.

Closing date: Sunday 29 June 2025.

Interviews will be held on Wednesday 9 July 2025.

We are committed to building a diverse workforce and making Hexagon an inclusive place to work where everyone can be themselves and feel valued for their contribution.

Accessibility and Adjustments

We are committed to providing reasonable adjustments throughout the recruitment process to ensure inclusivity. If you have any specific requirements, please contact the HR Department at Head Office.

You will lead all aspects of charity financial and resource management for two separate but closely connected charities, the Army Cadet Charitable Trust UK (ACCT UK) and the Combined Cadet Force Association (CCFA), which are supported by a single head office team. We are looking for someone to bring enthusiasm, personal credibility, discretion and sensitivity. You will be ultimately responsible for Finance and Resource Management within the charities.
You will work directly with the trustees of both charities and the wider Senior Leadership Team (SLT) which comprises of the Director of Development, the Deputy Chief Executive (DCE) (Director of HR and Programmes), and the Chief Executive. You will have primary responsibility for ensuring that the charities meet their statutory obligations, that financial functions are well ordered and support the work of the charities.
Managing and leading a small and diverse team through high pressure periods including month end, year-end and annual budgeting, you require high emotional intelligence and excellent communication skills. You will work closely with staff at all levels, often having to mentor the charities’ managers to help them plan and manage their own budgets.
Your financial responsibilities are substantial as you will have overall control and responsibility for all financial matters. You will be thinking both strategically and seeing the big picture, whilst also analysing figures in detail to ensure that the financial management of both charities are sound. In periods of change and growth, it is critical that you are effective in coordinating corporate finance (funding sources, non-profit capital structuring and investment decisions) and managing charity policies regarding capital requirements to deliver against each charity’s objects and plans, taxation, equity and investments as appropriate.

Finance Director

Location: Bromley By Bow Health Partnership - Tower Hamlets, London 

Hours: Full-time (Part-time and job share considered)

Contract: Permanent

Salary: c.£90-100k FTE dependent on experience

Benefits: NHS Pension | Employee Assistance Programme | Meaningful work within a nationally recognised health and wellbeing partnership

Are you a senior finance professional looking for a values-driven leadership role in a pioneering GP partnership?

We’re looking for a qualified and experienced Finance Director to join our leadership team at Bromley by Bow Health Partnership (BBBHP). This is a new role, spanning strategic leadership and operational management, offering the opportunity to shape and mature the financial governance, planning, and operations of our innovative, community-focused organisation.

About Us

Bromley by Bow Health Partnership is a four-site GP partnership. We work to create healthy communities, together with local partner organisations here in Tower Hamlets, employing over 200 staff across our 4 sites and have over 50,000 registered patients. We are co-located with the Bromley by Bow Centre charity. With them and other partners, we meet people’s needs through an integrated population health model designed to address the clinical, psychological and social determinants of health.

We have been an international influencer of health policy and play a leading role in our local Primary Care Network. We pioneered social prescribing nationally and we have trained many of the country’s Social Prescribing Link Workers while inspiring many others inside and outside the NHS. 

About the Role

As Finance Director, you will:

• Lead on financial strategy, governance, planning and reporting;

• Support the Partnership Board, Finance Subcommittee, Local Operating Boards and Executive Director with high-quality financial insights and planning;

• Oversee financial compliance and risk mitigation aligned with NHS, CQC and regulatory standards;

• Drive forward value for money, financial sustainability, and service efficiency;

• Support business development, contract negotiations, and wider corporate services including HR, IT, Estates, and Information Governance;

• Foster financial upskilling across clinical and non-clinical teams;

• Provide leadership in modernising systems, processes and reporting.

This is a hands-on leadership role ideal for someone who enjoys working closely with people and making a real difference in their organisation and community.

Who We’re Looking For

We’re seeking a qualified accountant (ACA, ACCA, CIMA or equivalent) with:

• A strong commitment to social justice, inclusion and creating healthy communities;

• A collaborative, people-centred approach to leadership

• Demonstratable experience in senior leadership and financial management;

• Experience in change management and organisational development;

• A track record of financial transformation and systems implementation.

You’ll thrive in our values-led, partnership culture and be excited to join a team that blends professionalism with purpose.

Why Join Us

• Work for a pioneering, mission-led organisation that’s nationally recognised for its innovation and impact;

• To increase our impact by leading our journey to greater financial sustainability;

• To develop our corporate services, so they become more efficient and effective in supporting our larger organisation;

• To support committed locally-raised employees, many of who are impressive exemplars of social mobility

We are committed to creating an inclusive workplace and welcome applications from individuals of all backgrounds. We particularly welcome applications from black candidates, who are currently under-represented in the senior leadership team. 

We are happy to discuss reasonable adjustments needed throughout the recruitment process and in the workplace. 

Ready to Apply?

No agencies please.

To help with shortlisting candidates, please provide a covering letter on no more than 2 sides of A4 outlining your career ambitions, proud achievements, strengths and areas of personal development.

We will try to accommodate requests for an informal discussion about the post.

Closing date: 27 June 2025 12pm 

First round interview date: 4 July 2025

REF-221998

The Role

This is an exciting opportunity to join CSW, a Christian organisation working for religious freedom through advocacy and human rights in the pursuit of justice. CSW is an incredible team of people dedicated to bringing about freedom and justice all over the world. We are confident in our identity as a Christian human rights organisation that works for freedom of religion or belief for all people, no matter what religion, belief, faith or no-faith they might hold.  

We are seeking a Finance Officer with a keen eye for detail, and an aptitude for learning new skills, to take on purchase ledger and payroll administration duties in our Finance Department.   You will have either begun on the path of attaining a financial qualification or had some experience in a similar role.  The successful candidate will be responsible for the accurate and timely processing of all purchases, payments and returns, including supplier invoices, staff payments (salaries, expenses and advances), project and contractor payments and credit card transactions.  Responsible for project reporting against budget.

Key responsibilities (full responsibilities listed in the application pack):

• Ownership of the purchase ledger system, administering the entire process of invoice receiving, checking, coding, distributing for approval, posting to the accounts software (currently Sage), setting up domestic and international payments for authorisation, and electronic filing of documents.
• Administering all credit card returns including distribution of statements to colleagues, checking and coding returns, collating documents, submitting for line-manager approval, posting to Sage and following up on outstanding items.
• Administering staff and contractors expense claims, advances, returns and funds transfer requests, including checking and coding, submitting for budget-holder approval, arranging payment both domestic and international, and electronic filing of documents.
• Recording project expenditure against budget and drafting project financial returns to meet funder deadlines.

Essential criteria (full criteria listed in the application pack):

•  Either started on a financial qualification or have had experience in a similar role.
• Exposure to SAGE Line50 or other accounting package.
• Confident using Microsoft Outlook, Excel and Word.
• Previous experience of using accounting software.
• Good team working and relationship-building skills. 
• Excellent communication skills, both written and oral.
• Excellent attention to detail and commitment to accuracy.
• Must have the right to reside and work in the United Kingdom.

CSW Benefits

We offer flexible working, your birthday off, pension with 6% employer contribution.

�� Join Our Mission at Buckinghamshire Mind!

Are you an organised and personable individual with a passion for supporting a meaningful cause?

Buckinghamshire Mind is looking for a Head of Finance

The Head of Finance plays a key role in helping us to remain financially sustainable and meet our strategic priorities so that we can ensure that everyone with a mental health problem gets the support and respect they deserve.

The purpose of this role is to work with the CEO and senior leadership team to maximise the impact and longevity of the charity through strong and robust financial management, and provide comprehensive finance support advice to all colleagues, and budget holders.

Contract Type: Permanent

Location: hybrid working, with a minimum of two days in the High Wycombe office

Hours: Part-Time – 25-30 hours. Flexible working options available

Salary: £45,000 pa (full-time)

Budget Responsibility: c. 2.5 m

About Us

Buckinghamshire Mind is an independent charity providing trusted mental health services to our communities. We are affiliated with national Mind and are part of a network of over 100 Local Minds. We promote wellbeing and recovery; we prevent mental ill health; we offer talking therapies and we provide support in times of crisis.

Key Responsibilities

• Lead financial planning, including budgets, forecasts, and monthly management accounts.
• Oversee statutory reporting and audits in line with SORP requirements.
• Provide strategic financial advice to the CEO, Trustees, and senior team.
• Manage day-to-day financial operations, payroll, and VAT returns.
• Act as the main contact for auditors, and other financial stakeholders.

The ideal candidate will be/ have:

• A recognised accounting qualification (or be part-qualified), with strong financial management experience in the charity or not-for-profit sector.
• Solid understanding of charity finance, including SORP, budgeting, payroll, and financial reporting.
• Excellent analytical skills with the ability to present complex financial information clearly to different audiences.
• Proficiency in financial systems and tools, such as QuickBooks, SAGE, and Excel.

Why Join Us?

• Inclusive Employer: We are an Equal Opportunities employer, welcoming applicants from all sections of the community, including those with lived experience of mental health challenges.
• Training and Development: We offer full training and development opportunities to help you grow in your role and further develop your skills.
• Supportive Environment: You’ll be part of a dedicated team, with the opportunity to make a tangible difference in your community.

For details of our culture and our benefits: Buckinghamshire Mind Careers

If you are interested in the role please send your CV and complete the mandatory questionnaire in our application page.

If you need to apply in a different format or need assistance to apply, please contact us.

Closing date for applications – 23rd June 2025.

Buckinghamshire Mind is an Equal Opportunities and inclusive employer. We welcome applications from all sections of the community including those with lived-experience of poor mental health. If you meet all the essential criteria we welcome your application as training and development can be provided to give you further skills. Any offer made relating to this post will be subject to satisfactory references and a satisfactory Standard DBS check depending on the role.

*Please note we do not provide VISA sponsorship and unfortunately we cannot employ you if you do not have the right to work in the UK.

Travel expenses will only be paid for journeys that fall outside of the regular commute to and from the work location(s). If the role is home-based, all travel will be paid for on expenses.

Goodman Masson are delighted to be supporting a well renowned Education charity as they recruit for their new Finance Manager.

This is an excellent opportunity for a part qualified, finalist or newly qualified accountant to grow and develop their skills across business partnering and financial planning. You will also take the lead on managing the monthly financial processes.

Day to day responsibilities include:

• Business Partnering with stakeholders to ensure effective financial management
• Produce financial reports and cash flow forecasts
• Prepare monthly management accounts with detailed analysis
• Prepare the annual budgets and forecasts
• Post month end journals

Essentials:

• Part Qualified Accountant or above
• Strong stakeholder management skills
• Experience across management accounts, budgeting and forecasting
• Ability to use a range of financial systems

Salary range is £45,000 - £50,000 (Depending on Experience) Excellent Benefits including study support.

Hybrid working with 3 days per week on site (West London)

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

East End Homes are partnering exclusively with Robertson Bell in their search for a permanent Financial Controller. East End Homes, is a locally based and community-led housing association in the London Borough of Tower Hamlets. This year East End Homes is celebrating its 20th anniversary. In 2005 residents of five estates across Tower Hamlets voted for their homes and communities to be transferred to the newly established social landlord.  Today, its 120-strong team manages over 3,900 homes with local offices in each neighbourhood. 

The newly created Financial Controller position offers a rare opportunity for a technically strong, ambitious, and commercially aware finance professional to play a key role in reshaping East End’s finance function and influencing decision-making at a senior level. The Financial Controller will be a member of the Senior Management Team and this role is seen as a natural stepping stone toward Finance Director level within the sector.

The Role:

• Work closely with the Finance Director and Executive Team to support strategic planning and organisational transformation.
• Oversee the development and delivery of Eastend Homes’ long-term financial plans, annual budgets, and business modelling (including BRIXX).
• Deliver and embed a proactive finance business partnering approach across the organisation, influencing decision-making and performance management.
• Drive improvements to financial reporting, insight, and analysis, delivering value across the organisation.
• Coordinate the production of our financial plans and reports including monthly management accounts, the annual statutory accounts, forecasts and the budget.
• Oversee day-to-day financial operations, ensuring sound internal controls, process improvement, and compliance with relevant regulations (FRS102, SORP, RSH).
• Manage cash flow forecasting, covenant compliance, and other treasury responsibilities, with support available for professional treasury qualifications if desired.
• Play a leading role in mentoring, developing, and embedding a high-performing, collaborative finance team (c.3–4 staff).

• Actively contribute to the Senior Management Team and support wider change initiatives across the business.

The Organisation:

East End Homes has made significant progress in stabilising its operations and strengthening its governance. With the appointment of a highly experienced new CEO and completion of key commitments to the Regulator of Social Housing, the organisation is now focused on long-term sustainability, performance improvement, and resident impact. The recent appointment of an Interim FD has brought further structure and capability to the finance function, and this Financial Controller hire will be a cornerstone of building a modern, resilient, and insight-led finance team.

Person Specification – Essential:

• Qualified accountant (ACA/ACCA/CIMA/CIPFA).
• Strong technical knowledge of financial and statutory reporting including FRS102 and Housing SORP.
• Demonstrable experience in social housing finance including business planning, management accounting and regulatory compliance.
• Experience of delivering improvements in management reporting, financial controls, and/or business partnering.
• A confident communicator with excellent interpersonal skills and a track record of engaging with and challenging senior stakeholders.
• Digitally confident with strong Excel skills and familiarity with financial planning tools (e.g., BRIXX).
• Forward-thinking and inquisitive, with a continuous improvement mindset and strong problem-solving ability.
• Experience of coaching or leading teams and ability to develop others.

This role will be based at East End Homes’ head office in Tower Hamlets, with travel between estate-based local offices as required. The closing date for applications is 6^th July with interviews taking place week commencing 21^st July (first stage) and final interviews scheduled for week commencing 28^th July.

Applications will be reviewed continuously before the closing date. Please apply via our exclusive search partner Robertson Bell.

Future Men (FM) is a specialist charity that provides emotional and practical support for boys and young men. We are seeking a bookkeeper to join our team, supporting with day-to-day bookkeeping operations and providing basic team training and support in matters related to finance.

This role will work closely with the Finance consultant to ensure that FM’s finances are transparent, compliant with relevant regulations, and used effectively to support FM’s mission.

For more information please refer to the job description.

Are you a finance/ operations professional with knowledge of the charitable sector? Are you looking for part time, flexible hours with the option to work from home? Would you like an interesting and varied role with friendly and supportive colleagues? If so this could be the role for you.

We are looking for someone to lead the governance, financial and operational management functions of a small charity that helps philanthropists manage their charitable giving.

About us

The Charity Service helps major donors to successfully manage their charitable giving. Our core services include Donor-Advised Funds (DAFs) and strategic philanthropy advice. We also manage our own Greater Manchester Grants Programme.

The role

The Finance and Operations Manager will oversee the charity’s back-office functions, ensuring that the charity meets the highest standards of governance and management and that the charity’s philanthropy services are delivered efficiently and effectively.

The key responsibilities of the role are:

• Providing the accounting and financial management function for the charity.
• Overseeing the management of the charity’s portfolio of investments, including expanding the range of investment options for our DAFs.
• Managing the human resource function.
• Managing the governance function for the charity and supporting the Board of Trustees to govern the charity effectively.

 About you

To apply, you'll need to be able to clearly demonstrate:

• An understanding of the charity regulatory environment.
• Financial management and accounting experience.
• Experience in using accounting software.
• Good communication skills, including excellent report-writing skills.
• A high level of competency in Word, Excel and PowerPoint.
• An ability to work remotely under own initiative and manage time effectively.
• Committed to equality, diversity and inclusion.

Location

Our team are based remotely with some travel to central Manchester. For the Finance and Operations Manager role, you will be required to travel to Manchester to attend in-person trustees’ meetings every quarter.

Benefits

We are committed to providing our employees with a supportive and engaging environment. We offer:-

• Flexible working arrangements that allow you to adapt your working hours to fit alongside family and other life commitments.
• Ongoing professional development and training opportunities.
• A standard 35-hour working week for full-time positions.
• 25 days holiday entitlement, plus the usual public bank holidays in England and Wales for full-time positions (pro-rated for part-time positions).
• Additional leave between Christmas and New Year
• 5% employer pension contribution (with 5% employee contribution).

Our values

The Charity Service is an independent not-for-profit charity driven by our mission and values. We believe in philanthropy that supports charities to achieve their mission, builds strong, open and trusting relationships, and respects and values diversity.

We know that diverse teams make better decisions, and are more creative and stimulating to work in. We aim to foster an inclusive working environment where every individual, regardless of background, feels valued and empowered to contribute.

Application resources

Full job description and person specification attached.

How to Apply

If you are excited by this role and have the relevant skills and experience to apply, we would be delighted to hear from you.

Please apply via the Charity Job website, sending us a copy of your CV with a short covering letter showing how you meet the person specification.

Application deadline: Thursday 10th July

Interviews: Interviews will be held in Manchester on Wednesday 23rd July

Two Rhythms is seeking a dynamic Business Manager to spearhead their operational and financial success, ensuring the charity's sustainability and growth. This pivotal role involves driving earned income, managing financial health, and expanding the reach of their therapeutic arts programs across South Wales and the UK.

The Business Manager will oversee the operational and financial management of the charity, ensuring the organisation is efficient, sustainable, and aligned with its mission. They will focus on earned income generation and working to increase it in line with the business plan. They will be outward-facing, generating new business with local authorities, care providers, schools, hospitals and hospices. They will work closely with the CEO, and Head of Programme to introduce the 2R programme to new guests across South Wales, and with the Membership Officer to extend our membership programme across the UK.

The Business Manager will play a crucial role in managing the charity's financial health, ensuring resources are effectively utilised to support its mission and goals. This hands-on role involves overseeing financial planning, budgeting, reporting, and compliance while supporting their leadership team colleagues with financial insights and strategies.

They will prepare reports for the management team, CEO and Trustees as required and they will liaise with our external accountants, helping to prepare annual accounts and other statutory documents.

DUTIES AND RESPONSIBILITIES

OPERATIONAL

1. Business and Operational Management:

• Oversee daily operations, ensuring efficiency and effectiveness across departments.
•  Design and implement new processes to monitor trading performance.
• To act a responsible point of contact for managing day-to-day facilities and building issues.
• Management of external contracts relating to facilities and running of the organisation. 
• Review environmental considerations of the organisation in-line with the requirements and policies of our funders, landlords and partner organisations.
• Support the administration of session bookings, liaising with finance and management colleagues.

2. Compliance and Governance:

• Working as part of the charity’s Safeguarding team helping to ensure best practice across the charity’s activities and operations. (Appropriate training will be provided)
• Ensure the charity complies with relevant financial regulations and reporting requirements.
• Manage risk and protect the charity’s financial reputation and assets.
• Maintain accurate records and policies, working closely with trustees or board members.

FINANCE

3. Financial Management and Planning:

• Prepare and manage budgets in collaboration with the leadership team.
• Monitor and control income and expenditure to ensure financial sustainability.
• Develop financial forecasts and plans to support strategic decision-making.
• Manage invoicing, liaising with external clients and contractors with respect to debt management, reviewing and improving booking processes where necessary. 

4. Accounting and Reporting:

• Maintain accurate financial records and oversee day-to-day bookkeeping.
• Prepare monthly management accounts, including variance analysis.
• Produce annual financial statements and manage the year-end accounting process.

5. Donor and Grant Management:

• Track restricted and unrestricted funding, ensuring proper allocation and reporting.
• Provide financial reports and updates for donors and grant applications.

PEOPLE

6. Supporting Stakeholders:

• Work closely with trustees and the senior leadership team, providing clear insights.
• Contribute to the charity's overall strategic planning and growth.
• Attend board meetings, ensuring accurate minutes and record keeping.

7. Leadership and Team Support:

• Work closely with Senior Management colleagues to provide strategic advice and insights.
• Manage and support staff, fostering a positive and productive work environment.
• Lead by example, promoting the charity’s values and mission in all actions.

COMMERCIAL ACTIVITY

• Work with the team to drive sales, pursue new clients and increase the charity’s earned income, collaborating with Programme, Membership and Marketing colleagues and the CEO to further the charity’s work.
• Lead on our engagement with the health and social care sector, including private and public organisations.
• Assist the CEO in submitting reports to funders, regulatory bodies, and trustees.
• Support the development of funding proposals with accurate financial input.
• Assist the CEO in building relationships with external partners and stakeholders, including corporate and commercial clients.

Ivy Rock are proud to be working with a prestigious Higher Education institution, recruiting for a Financial Planning Analyst. This position plays a pivotal role in supporting the organisation’s teaching and research functions through robust financial management. You will be responsible for delivering accurate financial forecasts, modelling student income streams, and contributing to key costing exercises such as TRAC returns.

You’ll work closely with academic departments and non-finance colleagues, translating complex financial data into actionable insights. This position is ideal for someone who enjoys collaboration, thrives on analytical challenges, and wants to make a tangible difference in the education sector.

Key Responsibilities will include:

• Delivering insightful financial analysis and reporting for teaching and research activities.
• Lead forecasting of tuition fee and funding income, ensuring accuracy and compliance.
• Provide financial support to Heads of Department and budget managers.
• Contribute to the preparation of the annual TRAC return and other institutional reports.
• Undertake detailed cost modelling and sensitivity analysis of academic programmes.
• Collaborate with internal departments to manage student-related income records.
• Guide budgeting processes and assist in decision-making on new academic initiatives.

What you’ll need:

• Part-qualified or fully qualified accountant (ACA, ACCA, CIMA or equivalent) or actively working towards qualification.
• Strong experience in budgeting, forecasting, and financial reporting, ideally within an academic or public sector context.
• Proficient in Microsoft Excel, Word, and Outlook; experience with finance systems essential.
• Skilled at communicating financial information to non-specialists in a clear, accessible manner.
• Proven ability to manage multiple deadlines and collaborate across departments.

For more information, please contact Charlotte Dow for a confidential conversation.

The Pilgrim Trust
Finance Manager
Salary: £60,000 per annum pro rata (£36,000 actual salary)
Permanent, part-time – 3 days (21 hours) a week
Hybrid working, typically two days in office
Office based in Somerset House, London WC2R 1LA
Closest stations: Temple, Embankment, Charing Cross

The Pilgrim Trust is an independent charitable trust founded in 1930 with a mission to preserve the UK’s heritage and improve the life chances of those facing the greatest challenges. We are a small, committed team working collaboratively to ensure our funding makes a lasting impact. Each year, we award around £3 million in grants to projects across the UK. 

We are now seeking an experienced and values-driven Finance Manager to oversee our financial operations, support our investment strategy, and contribute to the continued success and integrity of the Trust. 

You’ll be a strategic thinker with excellent attention to detail and a genuine interest in the charitable sector. A confident communicator and collaborative team player, you’ll work closely with the Director, Trustees, investment advisers, and grant partners to ensure our finances are expertly managed.

Key areas of responsibility:

• Lead our finances: Manage day-to-day financial operations, budgeting, forecasting, and reporting using cloud-based systems (we currently use SAGE).
• Be our financial steward: Ensure compliance with charity accounting standards and act as the main point of contact for auditors, HMRC, banks and other relevant authorities.
• Plan with clarity: Prepare management accounts, cash flow forecasts and annual financial statements, and support financial planning with timely insights and analysis.
• Support our grant making: Oversee grant payments, maintain accurate records and assess applicant financials when required.
• Steer our investments: Work closely with the Director, Finance Committee, and investment advisers to monitor our portfolio, implement strategy and track performance.
• Enable change: Review and develop our financial systems to ensure they are robust, efficient and fit for purpose.

What you'll bring:

• Professional qualification: ACA, ACCA, CIMA, AAT Level 4 – or equivalent experience.
• Charity finance expertise: Strong understanding of charity accounting (SORP) and the regulatory environment.
• Tech confidence: Familiarity with cloud-based financial systems, Excel, and ideally grant management software (e.g., Flexigrant).
• Analytical insight: Skilled at turning numbers into stories and recommendations.
• Process mindset: Experience improving financial systems and processes.
• Collaborative spirit: A team player who shares our values and takes pride in supporting colleagues and grantees.

How to Apply:
The Pilgrim’s Trust are proud to partner with Allen Lane and Iain Slinn for this recruitment. To apply please reach out to Iain to book in a meeting to discuss the role further.

Timeline:
Closing deadline: 6th June 
1st stage Interviews: w/c 16th June

Job Title: Finance Assistant
Salary: £25,000 per annum (pro rata £12,750 for 6-month fixed term contract)
Responsible to: Head of Finance
Location: Birmingham, Hybrid working model — 1 day a week in the office, 4 days at home
Hours of Work: Full time, Monday to Friday
Contract: Fixed term 6-month contract

Benefits:
We offer our team members a comprehensive staff benefits package including:

• Meaningful professional development — personalised support from our Finance Director to help you grow and succeed in your career. This includes full AAT study support, mentorship, and the opportunity to broaden your experience in a dynamic finance environment.
• Annual Leave – 38 days! 25 days annual leave (increasing to 29 days with service) plus 5 wellbeing days and 8 bank holidays.
• Nest Pension – 8% employer contribution / 3% employee contribution.
• Health Cash Plan – discounts on everyday healthcare such as dental, optical, physiotherapy, prescriptions & more.
• Employee Assistance Programme – counselling and GPs available 24 hours a day.

The Active Wellbeing Society: Who we are
The Active Wellbeing Society (TAWS) is a community benefit society and cooperative working to develop healthy, happy communities living active and connected lives. Our vision is for a society where people have the autonomy, capacity, resources and skills to become the architects of their own destiny; where our individual wellbeing is recognised as being bound up in our collective responsibility to and dependency on each other; and where all of us feel empowered as agents of social change to make a difference — whether at an individual level or more widely.

By working collaboratively with communities, we aim to bring about sustainable change on a social, environmental and economic level; to do the social knitting required to create stronger and more resilient communities and to support communities to identify, mitigate and remove the barriers that prevent them from living active and connected lives.

Key Requirements: What you'll bring with you
All criteria are essential — your application will be assessed on all points detailed below.

• AAT Level 2 qualification is required — please note we are unable to progress applications from candidates who do not currently hold an AAT Level 2 qualification (or higher).
• Accounts Receivable experience is essential.
• At least 2 years’ experience in a similar finance role.
• Experience with month-end and year-end procedures.
• Experience of managing multiple deadlines with a track record of delivering under pressure.
• Familiar with Accounts Payable processes.
• Intermediate to Advanced Excel knowledge (including use of formulas and data analysis).
• Part-qualified accountant or studying towards a professional qualification (ACA, ACCA, CIMA) desirable but not essential.

Experience, Knowledge and Values:
The below is a reflection of what you'll be responsible for:

• Assisting with cashbook reconciliation.
• Assisting in raising sales invoices — verifying orders and updating the finance system (Accounts IQ).
• Sending out relevant invoices via email.
• Reconciling bank and other financial accounts to ensure accuracy and completeness.
• Maintaining the Accounts Receivable ledger, covering all aspects including invoicing, receipts and credit control.
• Preparing and maintaining monthly cashflow reports in Excel to a high standard.
• Taking ownership of the monthly spend report in Excel, with a clear understanding of legal entity transactions, inter-company transactions and project spend complexity.
• Managing café cashflow — handling reconciliation and reporting.
• Supporting the year-end audit process.

You will work closely with the Head of Finance and the wider operational teams, contributing to the delivery of robust financial controls and reporting across the organisation.

We are working in partnership with The Royal Life Saving Society UK (RLSS UK), the charity supporting communities of all backgrounds to enjoy being in, on and around water safely.

RLSS UK has a proud history of helping to reduce the number of lives lost to drowning through the commitment of and the fantastic work undertaken by their volunteers, staff, trustees, and members who advocate for and promote water safety in the communities they serve. The charity utilises their extensive, world-leading knowledge of water safety and training in developing a comprehensive range of vocational qualifications and a series of awards and education programmes, which all have the ultimate aim of preventing drowning and stopping unnecessary loss of life. Their portfolio includes the National Pool Lifeguard Qualification (NPLQ) - the premier lifeguard training programme.

A Director of Finance and Operations is sought to lead on all financial aspects of the charity and two wholly owned companies, with additional responsibility and accountability for the leadership of the IT and Business Systems, HR and Compliance teams (4 direct reports). The director serves as a key member of the Senior Leadership Team, providing strong and inspirational leadership to RLSS UK.

The successful candidate must be able to demonstrate:

• Qualified accountant (e.g. ACCA, CIMA, ACA), with significant post-qualification experience, including at Finance Director level.
• Experience in preparing and presenting commercial reviews/business cases/proposals at Board level.
• Excellent knowledge of financial risk monitoring and management processes and mitigation strategies.
• Experience in negotiating, developing and managing commercial partnership agreements and monitoring the performance of major commercial suppliers and partners.

We are seeking an individual with a strong strategic and commercial mindset, with a high level of integrity, dependability, personal drive and with exceptional communication skills. 

For more information, please contact Katherine Anderson-Scott, Associate Director, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Location: Worcester / Hybrid. 2-3 days in the office per week. (3 days at the start)

Closing date: Sunday 22nd June 2025

Interviews with RLSS UK: TBC

Charisma vetting interviews must be completed by lunchtime on Monday 30th June prior to shortlist submission by EOD.