Full-Time Finance Manager Jobs

Accountable for the accurate and timely processing of financial information in line with the Trust’s systems and keeping records in good order. The role provides quality information and compliant service to support strategic decision making and build a solid foundation for an evolving organisation.

Role responsibilities 

• Process payments and maintain purchase ledger - process expenses, invoices and other payments in XLedger for payment in a timely and accurate manner and reviews supplier statements and outstanding items regularly and efficiently.

• Compliance and internal controls - Ensure relevant authorisations are obtained, and safeguards and protocols are followed about data protection, internal financial controls, and ethical standards. 

• Act as the first point contact for purchasing queries - primary management of the shared finance email inbox; Acting as the first point of contact for external and internal questions. Ensures high levels of customer service and effective representation of the Finance Team and the Trust. 

• Organisation - Maintain paperwork in an orderly manner: current/prior year records to remain accessible yet secure, older items archived and destroyed when appropriate. Ensuring proper records are maintained in the financial system.

• Finance Team assistance - Support finance team colleagues in providing information to other parties as appropriate, e.g.: as budget holding colleagues, fundraising colleagues, or external auditors. 

Person Specification 

Technical skills and minimum knowledge: 

• Relevant bookkeeping qualification (e.g., AAT) or QBE 

• Experience in a similar role, ideally working with large transactional volumes. 

• Able to demonstrate a good understanding of the implications of accurate record keeping.

• Able to identify situations where any risk of non-compliance/adherence may arise 

• Adept at working with accounting systems and MS applications. 

Behaviours and competencies: 

• Has a clear idea of priorities and manages own time appropriately by delivering key outputs and replies to requests in a timely fashion 

• Adopts a customer service approach when communicating with stakeholders. 

• Demonstrates resilience, resourcefulness, flexibility, and perseverance 

• Demonstrates personal integrity and commitment to compliance and ethical standards 

• Demonstrates empathy for people from disadvantaged, marginalised or socially excluded backgrounds 

• Role models inclusive behaviours and values 

• Demonstrate a commitment to the values of the Trussell Trust 

Our Client

One of the UK's largest and most loved charities. This charity is a house hold name having operated for 140 years.

The Role

Reporting to the Finance Director, the Head of Central Finance will lead work across the charity to support the delivery of comprehensive financial services to all levels of the charity including the board of trustees, the Chief Executive and Executive Board, the senior leadership team and other managers, setting and maintaining compliance with all statutory and internal requirements.

This role will manage four key areas with a total team size of 15 people; the financial accounting team, the financial systems team, the transactions team and the banking team.

The Successful Candidate
 

• Qualified accountant with strong academic background
• Prior experience in a similar leadership role within a large and complex organisation, or as a head of finance for a smaller organisation
• Experience in leading the delivery of consolidated statutory accounts
• Experience in leading an organisations tax/VAT strategy
• A proven people manager who can develop and nurture others
• Comfortable working constructively with an array of executive level stakeholders
   

What's on offer?

Basic salary of c.£75,000 to £80,000 or comparable day rate for a 6 to 9 month contract. Possibility of going permanent. Hybrid working set up with 2 days in the office in London.

Ivy Rock Partners is supporting a leading National Charity with the recruitment of an Interim Senior Finance Business Partner to deliver high quality financial management reporting for their care directorate for the next 3-6 months. 

 This role is best suited to experienced Finance Business Partners, with a keen eye for detail, ability to work within fast paced commercial environments.

Key responsibilities:

• Prepare timely, accurate and insightful management reporting for the directorate.
• Support delivery of our key financial metrics in terms of surplus, operating margin and cash.
• Improve understanding of  financial performance to underpin timely and effective decision making
• Lead financial planning processes and provide the necessary analysis, guidance and challenge to ensure ownership of robust and credible plans 
• Ensure consistency of Finance BP service delivery across all regional operational areas
• Management of restricted reserves, ensuring they are spent as intended. 
• Ensuring there is tight control on directorate overheads.

About you:

• Qualified Accountant (ACCA/CIMA/ACA or Equivalent)
• 2+ years experience working within a Finance Business Partner environment
• Charity experience (experience working within Care is desirable)
• Immediately available

What’s in it for you?

• Day rate of £400-450pd depending on experience
• Flexible working habits (ideally 1 day a week in London office, but open to remote working)

London, SE5 8FJ – agile working, minimum of 40% of your working week (2 days) in the office  

One of the UK’s best-known providers of Homelessness Services, The Salvation Army, is looking for a skilled and motivated Finance Officer to provide business support to our Homelessness Services in Southern England and Wales.  

As a member of a small team within the Finance Department dedicated to supporting Homelessness Managers, the post holder will focus on contracts for Housing Related Support (HRS), modelling costs over contract life, reviewing financial performance, and meeting contract reporting requirements. The Salvation Army currently holds 32 contracts worth £14 million in Southern England and Wales.

Key responsibilities:

• To support Homelessness Services (HS) to prepare an annual budget for each existing service (both accommodation-based and non-accommodation based), and for new services that it wishes to bid for at tender.
• To support HS in reviewing I&Es and monitoring financial data to optimise the in-year performance of its services.
• To complete financial monitoring returns for commissioners of existing HRS contracts.
• To track contract periods and advise on invoicing requirements to ensure income is received promptly.

The successful applicant will have.

• Financial skills including budgeting, analysing I&Es, developing financial models, to enable strategic and commercial decision making.
• Knowledge of the funding regime for HRS services and supported accommodation, and ability to differentiate between costs eligible to be funded by HRS contracts and accommodation charges (housing benefit).
• Knowledge of HRS delivery models, ideally gained through experience of commissioning or delivering HRS services.
• Ability to present complex information in an effective and professional manner, in both verbal and written form.
• Intermediate to advanced level Excel capability with ability to collate, manipulate, interrogate, and report on complex data.

Benefits:
25 days annual leave + bank holidays (pro rata for part-time), a contributory pension scheme; season ticket loan and an employee assistance programme

In order to complete your application please download and read the job profile (please note that once the job closes this will no longer be available to download).

In the job profile you will find the criteria required for the role please make sure that you address this in your supporting statement. 

Appointment subject to satisfactory references and proof of right to work in the UK.

Promoting equality in the workplace and as a disability confident scheme employer, we guarantee to interview all disabled applicants who meet the minimum criteria for the vacancy.

Closing date: 23rd June 2024. Please note that we may close the vacancy earlier than the stated closing date should we receive a sufficient number of applications.

About Salix

We’re Salix and we’re on a mission to help save the planet. We enable and inspire organisations in the public and private sectors to achieve their ambitious net zero targets and create better places to live and work.

We deliver government funding schemes to support councils, schools, housing associations, hospitals and universities boost their energy efficiency, reduce their impact on the environment, save money and remove households from fuel poverty.

We were created in 2004 and have been growing ever since. We now employ 200 people. Our principal office is in Manchester, and we have a base at Canary Wharf in London.

The role

Salix has recently gone through a period of significant growth and is still growing, which has led to significant change.  As part of our transformation, we have moved from having centralised budgets to devolved budgets, and this role will be instrumental in working with budget holders and the Finance team to ensure our budgets and reporting move with this transition.   

This role will support the Head of Financial Planning and Analysis to deliver a high-quality management, reporting, and business partnering service that facilitates effective business insights into our administration costs, enables effective decision support, and builds Salix’s reputation as trustworthy stewards of public money. 

This is not a static ‘management reporting’ role, we are looking for an experienced and proactive Senior Finance Business Partner to review, constructively challenge, and develop our processes/procedures and reports to drive this change and facilitate continuous improvement so that they are efficient and effective.  It will be critical for the role holder to build a sound understanding of the business and its environment, and actively drive forward the successful management of our administration costs.

You will also lead on all aspects of the monthly management reporting including monitoring of budgets/forecasts and preparation of reports for budget holders, executive management, the Salix Board, DESNZ, and the Scottish & Welsh Governments. 

Working alongside another SFBP, you will be supported by a Finance Business Partner(s) and will work closely with budget holders, DESNZ, and the Scottish & Welsh Governments, and the rest of the Finance team. 

What you will need to succeed

· Practical experience of business partnering with teams outside finance, influencing as required, and ensuring teams understand the financial implications of information provided.

· Excellent budget preparation experience, challenging assumptions with budget holders, and ensuring/embedding realistic budget preparation.

· Robust experience in managing cashflows with challenging/complex variables.

· Effective, confident, and assertive communicator both in writing and when speaking. 

· Drives change, enjoys dynamic diverse environments and demonstrates entrepreneurialism, creativity, and innovation.

· CCAB qualified/finalist with 3-5 years PQE experience or qualified by experience.

What Salix can offer you?

· If you share our passion for addressing the urgent challenge of climate change and contributing to the UK's ambitious decarbonisation goals, we want to connect with you.

· You'll have the chance to leverage your skills and expertise to shape impactful projects, both large and small, making a meaningful difference across the UK

· Salary of up to £60,000 dependent on experience and qualifications

· 28 days annual leave (plus bank holidays) and up to 3 additional days during the Christmas period

· Hybrid working – 1/2 days a week the Manchester office.

· Contributory pension scheme (we will match up to 10% of your contribution)

The Role

At HTB and its related entities, our vision is to play our part in the evangelisation of the nations, the revitalisation of the church and the transformation of society. Each member of our team plays a vital role in making our vision a reality. As a Christian organisation our faith is an integral part of our working culture.

This role is for someone who can support the Finance Systems Manager and Finance Systems Analyst to provide robust, reliable finance systems and applications for use by the organisation, ensuring the security and integrity of all financial data held. This role contributes to the Finance Systems Team vision to support and encourage an environment of continuous improvement. You will be responsible for routine tasks and the first point of contact in the team for non-Finance users’ support queries.

The Responsibilities

• Process regular Supplier updates following the completion of the Supplier Engagement Process
• Process regular Project and Cost Centre updates following the completion of the Project Maker App
• Produce Supplier reports to the teams for their action
• Process regular updates to the financial software (Dimensions) for the Financial Controllers (referred to as Mtab updates) and linking to the Power Apps for each Entity
• Checking, refreshing and syncing App Libraries – Checking that automated scripts have run and initiating others that are not covered by automation or other routine tasks
• Data cleansing associated with the above processes and other datasets
• Monitoring and triaging user support requests
• Diagnosing user support requests, allocating them to correct tasks and monitoring progress where needed.
• Monitoring and updating approval routes, financial data, supplier records, and SharePoint documents
• Setting up and maintaining users in the finance systems and applications
• Assisting users in navigating the finances systems and applications
• Training users in the finance induction and for ad hoc needs
• Provide support to the Processing Team with pay run queries and other controls
• Provide support to the Reporting Team (for example, journal processing, fixing reporting issues) as agreed with your line manager
• Assist the Finance Systems Team in tidying up SharePoint folders and structures
• Produce procedures in an accessible format for new staff in the Finance Team and for users outside of Finance
• Support the Finance Systems Manager in the administration and maintenance of all existing finance systems, processes, and online tools/applications
• Responsible under the supervision of the Finance Systems Manager for the management of financial data and its integrity
• Any adhoc or project related tasks requested by the Finance Systems Manager

The Right Candidate

• Excellent written and spoken communication skills in calls, emails and in person
• Strong analytical and numerical skills
• Good Excel skills
• Good Outlook and Microsoft Word skills
• A working knowledge of SharePoint and Office 365
• Experience with IT systems in a working environment for at least 2 years
• Educated to degree level
• Aptitude to learn new IT skills
• Accuracy and attention to detail
• Customer service oriented
• A team player
• Willing to take responsibility for specific tasks
• Ability to grasp and build on new concepts quickly

Working environment

We have a purposeful working environment where we strive for excellence in everything we do. Our workplace culture is shaped by our values which are AUGHT. They are Audacity, Unity, Generosity, Humility and Tenacity. We respect and value our colleagues, encourage and affirm often, challenge when necessary, supporting always. It is an inspiring and energising place to work where innovation and creativity is encouraged alongside passion and discipline. The staff community is warm and engaging, with lifelong friendships being built.

Our partner is a leading environmental organisation with impactful programmes in PNG. They are seeking a Finance Director to oversee the finance function; provide strategic analysis and advisory support; and to lead through succession planning and capacity strengthening within the country office. 

Responsibilities

• Financial oversight of the programme – this includes ensuring that there is a strong control environment across the HQ and regional offices, that policies and guidelines are properly understood and implemented, properly manage and account for income, and monitor banking, cash and cash advances and expenditure.
• Prepare and submit the annual accounts & statutory returns, ensuring that these are compliant with local laws and requirements.
• Financial management – creation and review of the organisational budget, oversee the monthly close and reconciliations, and prepare financial & KPI reports, and cashflow management.
• Grants compliance, management and reporting – supporting in budget creation for new grants proposals, monitoring expenditure versus grants income, ensuring that all project finance activities are compliant with grants requirements, providing financial oversight to sub-grantees, and preparing donor/grants reports.
• Undertaking due diligence on, and overseeing compliance and reporting from sub-grantees, supporting them with capacity building as required..
• Lead in the preparation of donor and other local audits, ensuring that the organisation is tax & legally compliant to the regulations in PNG.
• Assess and mitigate financial risks, safeguard the organisational asset.
• Coaching and building confidence and capacity of the local finance team.

Requirements

• A bachelors degree in accounting or finance; additionally an MBA or an accounting qualification is strongly preferred.
• Senior finance professional with at least five years of experience of leading the country finance function of a charity that is complex, both in terms of projects, but also portfolio of funding. Previous experience of working in a complex environment such as PNG is desirable.
• Willing to be hands on, alongside offering strategic advisory support.
• Strong technical accounting, financial management, reporting and grants compliance, management and reporting experience.
• Significant experience in the compliance and management of grants from institutional donors, including the US and European governments.
• Experience of developing a team, and building capacity of finance staff and staff in partner/sub-grantee organisations.
• Effective communicator.

Head of Finance and Operations

Location: The role is based at the Trust’s office in West Berkshire with a minimum of three days per week expected to be worked at our Newbury office. Flexible working arrangements are available with the understanding that this must meet the objectives of the charity and requirements of the role.

Accountable to: Chief Executive Officer

Start date: 01/08/2024 or as soon as possible thereafter

Hours of work: Full-time, permanent.

Salary range: £55,000 - £60,000 FTE, depending on experience.

Purpose

This is an exciting and vital role performing a range of finance and governance tasks, working within the Senior Leadership Team of a leading mental health charity focused on supporting children and young people.

The Head of Finance and Operations (HFO) will be responsible for the successful management of the charity finances and operations, as well as making a leading contribution to the  charity’s strategic direction.  The role is responsible to the CEO, and activity oversight spans finance, HR, IT, and office management. The HFO is also responsible to the Trustees for the financial state of the charity and as Company Secretary. As a result, the HFO must working closely with the treasurer, members of the finance and investment committee, as well as the senior leadership team and our existing finance and operation colleagues.

We are looking for an highly motivated, efficient, diligent and confident finance professional with experience of managing a team. The role is varied and would suit a qualified accountant with experience of working collaboratively and compassionately with a range of colleagues to achieve organisational objectives. There will be opportunities to increase knowledge and the successful candidate could be supported to undertake further study.

Key responsibilities and duties

Strategy, modelling and leadership

• Lead the development and implementation of a comprehensive financial strategy supporting the organisation’s wider strategic plan.
• Provide guidance and leadership on short and long-term financial decisions.
• Develop and monitor the implementation of long-range financial plans with the CEO, Board of Trustees and the Finance and Investment committee, to support organisational sustainability and growth.
• Provide leadership (including line management of at least one member of staff) to our small but invaluable finance and operations team comprising our finance and operations manager, finance assistant, and our office and IT coordinator.

Financial and Operational Management

• Develop and implement financial strategies aligned with the organisation’s mission, vision and priorities.
• Streamline and optimise operational processes and systems to enhance efficiency, quality, and scalability while availing technological advancement. This includes systems, IT, CRM, Facilities and supplier management.
• Provide strategic financial guidance to the CEO, the Senior Leadership Team and the Board of Trustees.
• Monitor financial performance, identify risks, and recommend corrective actions.
• Optimise and manage the Trust’s working capital and cash flow position.
• Maintain appropriate financial records and oversee the preparation of quarterly and annual reports and financial statements in accordance with UK accounting standards, Charity Commission and company law requirements.
• Ensure necessary insurances and contracts are in place and provide required liability and other coverages.
• Develop and manage strong and effective relationships with external auditors, the bank, the treasurer, and other key partners.
• Hold responsibility for all tax matters and compliance with HMRC requirements.

Resources, Risk Management and Compliance

• Overall leadership and accountability for IT, Digital and Business Systems infrastructure, including appropriate data protection requirements.
• Oversight of property matters for the team office, including responsibility for lease, insurance and legal matters.
• Overall leadership for the development and implementation of the risk matrix framework.

About our Trust

The Charlie Waller Trust was created by the Waller family in 1997 in response to the loss of their son and brother Charlie who tragically took his own life whilst suffering from depression.

We have since become one of the UK’s most respected mental health charities for children and young people. Our overarching mission is to educate young people and those with responsibility for them - parents and carers, teachers, college and university staff, and employers - about children and young people’s mental health and wellbeing.

The Charlie Waller Trust is a great place to work. We care about mental health and wellbeing in our team and have a positive, enabling workplace culture. Our values drive our work:

• Warm: Positive personal connections are central to mental health; we aim to reflect that in all our relationships with beneficiaries, supporters, staff and volunteers.
• Empowering: We support all those we work with, and who work for us, to use their minds, hearts, energy and creativity to fulfil their potential.
• Collaborative: Partnership and cooperation are at the core of our work; we seek the views of those we wish to support and aim to put them at the centre of our activity.
• Compassionate: We recognise vulnerability in ourselves and others, especially where there is more than one reason people may be vulnerable to mental health problems, discrimination or inequality.
• Open: We believe in being honest about the way we work, our aspirations and where we need to improve; openness and good communication are key to good mental health.

Terms and Conditions

Equity, Diversity and Inclusion

We are committed to equity, diversity and inclusion and are working to ensure that our staff represent the communities we aim to support. We activity utilise positive action as set out in the Equalities Act (2010) to ensure we attract and recruit candidates from backgrounds and groups that are currently underrepresented in our workforce. We therefore particularly encourage applications from men and non-binary folk, and those from Black, Asian and minoritised backgrounds.

When we recruit, we will ask all our shortlisted candidates to tell us about any reasonable adjustments they need. Our current office is only accessible via a flight of stairs. We would of course discuss home-based working and holding team meetings in an accessible location as appropriate.

Benefits

We want people to thrive at the Trust; we believe you do your best work when you feel your best. That being the case, our team comes first, and we are proud of our culture: we offer a supportive, flexible and enjoyable place to work.

As part of our employed team, the following benefits are available to you:

• Flexible working policy - we're committed to helping you find a healthy work-life balance.
• Generous annual leave allowance - pro rata 25 days annual leave (increasing to 30 days after 5 years' service), PLUS bank holidays PLUS the period between Christmas and New Year.
• A workplace pension scheme to support you with saving for your retirement, into which we pay 3%.
• Access to a 'Mental Health and Wellbeing Plan' - helping staff to stay mentally well and to support them through periods of poor mental health. This includes support for the cost of talking therapies where these are not available via the NHS.
• Opportunities to experience our charitable activities and impact at first hand by attending training and events and through involvement in relevant projects.
• Learning and development opportunities specific to job roles and on mental health and wellbeing topics.
• Coaching (offered to CWT pro bono, depending on team member and need).
• Social events and team days.
• Bike to work scheme.
• Time off for volunteering.
• Unpaid leave/sabbatical particularly if this supports personal or professional development (offered after 2 years in post).

To apply

If you would like an informal discussion about the role with Dr Hannah Vickery, our CEO, this can be arranged via Kerryn Cyfka, Executive Assistant to the CEO, please contact us via our website or call us - number can be found on our website.

The deadline for applications is 12 noon on Monday 17th June 2024.

Please submit via your chosen job website, or send your CV and a supporting statement to Kerryn’s email above. We ask that you structure your supporting statement, by providing relevant information under person specification bullet points (combining these if multiple points are effectively responded to by one experience). Please try to keep your supporting statement to a maximum of 800 words, excluding headers. Applications will not be considered without a supporting statement.

You will hear back from us by Friday 21st June, if not before and should you be shortlisted, an interview will take place at our Newbury office on the afternoon of Tuesday 25th June and will involve a competency interview along with a short 10-minute presentation task relevant to the role.

We will provide details about the task at invitation to interview to allow candidates time to prepare.

Person Specification – Head of Finance and Operations

The successful candidate is likely to have most of the following competencies and experience but not necessarily all. If you feel that you are a strong candidate, please do apply.

Skills required and relevant experience

Essential

• Proven experience at a senior level in a finance role with responsibility across the entire finance function.
• Significant leadership experience spanning Operations, HR and Finance
• Demonstrated aptitude for strategic thinking, planning and analysis.
• Commercial acumen spanning organisational planning, budgeting and using data an insight to drive change.
• Experience at a senior level as Company Secretary or equivalent.
• Excellent financial planning, annual budgeting and forecasting skills.

Desirable

• Knowledge and experience of the charity sector (e.g., management of restricted/ unrestricted funds, VAT partial exemption, Gift Aid, and the Charity SORP).
• Experience of Microsoft Dynamics Business Central.

Attainment

Essential

• Fully Qualified Accountant (CIMA, ACCA, ACA or equivalent)

Desirable

• Additional qualification in charity finance or leadership.

Personal attributes

Essential

• Commitment to embedding the values of equity, diversity and inclusion in everything that you do.
• Initiative-taker and solution-minded with a can-do attitude towards any task or challenge.
• Professional, enthusiastic and flexible, with a strong willingness to listen and learn, as well as to lead.
• Capable of working as part of a team and autonomously.
• A commitment to working to meet the charity’s objectives.
• Ability to prioritise and work to deadlines.
• Ability to exercise discretion and good judgement in dealing with confidential matters.

Desirable

• Interest in and awareness of children and adolescent mental health issues

Careers4Change is delighted to support Access-The Foundation for Social Investment in their search for a Director of Finance & Operations

Job title: Director of Finance & Operations 

Location: Hybrid/Central London

Reporting To: Chief Executive Officer

Contract: Permanent (4 days per week preferred) 

Salary: £78,000 (pro rata)

Date Closes: Friday, 28th June 

Role Purpose:

This is an exciting opportunity for an experienced finance and operations leader to join the senior management team of Access – The Foundation for Social Investment at a critical stage of our work. With a refreshed strategy, expanded team and extended life we are looking for someone to continue to lead our efficient finance and treasury function, as well as lead a range of enhancements to respond to the growth of the organisation across operations, HR, IT and Governance support.

About Access – The Foundation for Social Investment

We want to see a social investment ecosystem that works for all charities and social enterprises and through our programmes and our advocacy work, we ensure that charities and social enterprises can access the finance they need to sustain or grow their impact.

We target those most in need of patient and flexible investment through:

• Funding enterprise development and blended finance programmes in England.
• Sharing knowledge and data and translating it into practical insight that others can use.
• Mobilising others who share our goal of making capital work for communities.

Since 2015 Access has been tasked with distributing over £160m from the Dormant Assets scheme, Government and the National Lottery Community Fund. As a wholesaler we work with several dozen partners to deliver programmes around England, including social investment funds, social enterprise support organisations, network organisations, and grant management bodies. We expect to make grants of over £30m this year.

We are a relatively small team of 13.

Key Responsibilities:

Leadership & Strategic Vision:

• As part of the four strong senior leadership team (which also includes the CEO, Director of Partnerships and Advocacy and Director of Programmes), contribute to the overall direction and strategy of Access, and deliver on relevant areas of the organisation’s operational plan.
• Lead in the strategic planning and successful delivery of Access’s financial and operational management functions.
• Lead on projects to drive forward the internal aspects of Access’s equity, diversity and inclusion strategy.
• Represent Access at various events, promoting our influencing and advocacy aims.

Finance:

• Responsible for the financial planning of the organisation, including the development of annual budgets and long-term forecasts. Work with budget holders across the organisation to ensure the ongoing adherence and management to these budgets/forecasts across all programmes.
• Oversee financial systems that record and report on financial activities and provide information and projections to allow strategic and operational decision -making.
• Working with the Head of Finance to oversee payment, invoicing, bookkeeping and banking activities, maintaining up to date computerised records and maximising use of the accounting system (Twinfield).
• Oversee the relationship with Access’ external and group auditors and support the Head of Finance with the year-end process, external audit, preparation of annual financial statements and sign-off from relevant stakeholders.

Treasury Management:

• Manage the relationship with Access’ asset manager and ensure the endowment investment policy/strategy is being implemented, including in particular, adherence to Access’s stated impact goals for the endowment,
• Ensure high quality reporting on the performance of the portfolio from the asset manager.
• Oversee Access’s multiple banking relationships and the performance of our extensive cash deposits to balance the requirements of return, impact and liquidity.
• Support the advocacy and communication of the “total impact approach” taken by Access, sharing learning and influencing others in the development of their investment strategies.

Governance:

• Take overall responsibility for the Governance support processes and cycles at Access, including plans for regular business at board and committee meetings, members’ terms of office and recruitment of trustees and committee members.
• Ensure Access complies with statutory and legal requirements, including returns to Companies House and the Charity Commission.
• Oversee the management of up-to-date registers of interest for all board and committee members and senior staff.
• Provide advice to the Board and CEO of any legal responsibilities prevailing upon the organisation.
• Co-ordinate the agenda and content for the Audit, Risk and Compliance Committee (ARCC), and the Endowment Investment Committee (EIC), and contribute to meetings as appropriate.
• Support the CEO and Chair in reporting to Access’s sole corporate member, the Oversight Trust, and providing assurance that Access remains in compliance with our Governance Agreement.
• Working closely with senior colleagues, oversee and manage the establishment of the risk appetite and risk management framework for regular review by the ARCC and board.
• Ensure appropriate and up to date policies are in place across all areas of Access’s operations, reflecting legal requirements as well as best practice, and that these are clearly communicated and are being adhered to.

HR & Supporting Team Development:

• Lead on the development and implementation of HR policies and processes including ED&I, recruitment, annual salary reviews, and individual performance and development plans.
• In collaboration with line managers, ensure that appropriate training and development opportunities are in place to ensure all team members are given the best opportunity to succeed in their roles.
• Oversee relationships with key outsourced service providers including payroll, pensions, benefits etc.
• Leadership of the three strong finance team including line management of the Head of Finance and support to Business Support Officer.
• Be responsible person for the Sponsorship management System.

Operations & Programme Support:

• Ensure Access’s IT infrastructure and systems are effective, including managing the relationship with Access’s IT provider.
• Oversee the management of IT Risk, Business Continuity Planning and the maintenance of IT security.
• Manage the relationship with Access’s landlord (Better Society Capital, from whom we sub-let office space).
• Oversee key financial reporting requirements, including those as specified in the contracts with the Department for Culture, Media and Sport and National Lottery Community Fund, as well as to the Board and relevant committees.
• Together with the Business Support Officer, manage papers for a variety of committee and board meetings.
• Manage key procurement processes from advertising through to contracting and the production of grant agreements.
• Ensure Access has appropriate insurance policies in place.

Person Specification:

Essential skills and key personal attributes include:

• Extensive knowledge of accounting principles and systems with relevant accounting qualification (ACCA, ACA).
• Knowledge of statutory and legal requirements, ideally relating to a charitable organisation.
• Substantial experience of working at a similar level, demonstrating involvement in setting direction, policy, processes and controls and in providing professional expertise, advice, and guidance.
• Substantial experience of effectively supporting and working with boards and governance committees.
• Demonstrable experience of leading change and the successful development and implementation of systems and processes across different organisational functions.
• Experience of managing across a range of functions/discipline.
• Able to balance the strategic and operational aspects of the role and to easily switch between them when required.
• An understanding of the importance of and evidence of the ability to communicate financial and other complex information in a way that is easy to understand to non-financial users.

The role is based in Access’s offices in Central London and with some dedicated time together as a team each week (currently Tuesdays). Outside of this shared time, Access anticipates a significant degree of day-to-day flexibility in terms of where team members will work, depending on both personal preference and the needs of their role.

We are looking for a Senior Finance Assistant to join our Finance team, a team which is vital to the Foundation’s ability to make an impact and improve health in Lambeth and Southwark. This role will enjoy a broad and interesting remit, and will provide essential support to the Finance team in its mission to process and report financial information of the highest quality.

This is an excellent opportunity to join an experienced and growing team at an exciting time as we are in-housing the fundraising function and continue to develop innovative ways of working to support the organisation. The team is engaging, collaborative and supportive, as well as highly motivated and passionate about their work. 

Key Responsibilities

·       Payment process

o  Ensure appropriate approvals are in place prior to each payment in accordance with internal governance procedures.

o  Arrange weekly bulk and ad-hoc payments for all approved outstanding invoices, grants and commitments for the Foundation and its subsidiaries, from the appropriate bank account.

o  Ensuring all remittance advices are correctly send out to recipients.

o  Ensure all supplier’s bank detail changes are checked and verified.

o  Input all payments to the finance system accurately and in a timely manner. 

·       Investment ledgers input and maintenance

o  Input accurate investment pricing monthly to the investments schedules; and maintain the user profiles for investment managers’ investor portals.

o  Collect and file all investments statements to the appropriate files.

o  Assist with monthly property journals input.

·       Accrual & Prepayment calculations and maintenance

o  Calculate and input accruals and prepayments on a monthly basis.

o  Maintain detailed records and documentation to support all accrual and prepayment entries, ensuring the accuracy and quality of the work and its compliance with internal accounting policies.

·       Balance sheet maintenance and control

o  Check and approve bank reconciliations for all group bank accounts monthly in accordance with the procedures and schedules in force.

o  Ensure that any unposted cash items are posted in the finance system and investigate all other uncleared items.

o  Identify fixed asset purchases and disposals and compute depreciation charges, posting all entries before month end close.

o  Proactively review all balance sheet accounts on a regular basis and at every month end for aged items and mispostings, performing reconciliations for all control accounts, inter-company accounts and other accounts in accordance with the procedures and schedules in force.

o  Understand, maintain and run some routine month end journals with high accuracy. 

·       Management accounts assistance

o  Assist the Senior Accountant in producing the monthly overhead running reports, including account data running, variance investigations and final accounts distribution.

o  Assist the Management Accountant for month end reconciliation and other tasks as required.

·       General administration and support

o  File all work, which may be in either electronic or paper format, in the appropriate file(s) as soon as it is completed. Assist the team to organise documents and file constructively.

o  Assist in bank accounts administration as required.

o  Respond to financial queries and requests as required in a professional manner.

o  Other ad-hoc tasks as required.

·       Provision of cover

o  To provide absence cover as necessary for the tasks performed in the Finance team as required.

Skills, Knowledge and Expertise

Knowledge and qualifications 

·        Previous use of finance system(s) with Access Financials or similar products (Essential)

·        Intermediate Excel (Essential)

·        Sound arithmetical abilities (Essential)
 

Experience 

·       General office administrative experience with exposure to a variety of processes and activities. (Essential)

·       Purchase ledger processing (Desirable)

·       Ledger reconciliations (Desirable)

·       Charity accounting (Desirable)

Skills, abilities and attributes 

·       A self-starter known for adaptability, flexibility, and integrity.

·       Demonstrates excellent planning and organisational abilities, capable of managing multiple prioritised tasks, deadlines and objectives with great attention to detail.

·       Dedicated to delivering responsive, consistent, and high-quality service to both internal and external stakeholders.

·       A team player, skilled at fostering effective working relationships.

·       Possesses strong interpersonal skills and effective communication.

·       Eager to acquire and develop new skills while assisting peers in their learning and development.

·       Committed to the principle of continuous improvement, ensuring attention to detail and adherence to due process.

Benefits

• Up to 12% employer pension contributions
• Annual personal development budget
• Annual health and wellbeing personal allowance 
• Enhanced maternity, paternity, and parental leave pay accessible without length of service requirements.
• Health and wellbeing programme that offers optional free yearly health check-ups.
• Support for healthy eating via fruit bowls and onsite lunch facilities. 
• Agile working, flexible hours, and supportive IT kit. 
• Shower facilities and bike lock area. 
• Generous annual leave (27 days + bank holidays)
• Subsidies for glasses
• Employee Assistance Programme

Summary:

This interim Management Accountant role will report into the Head of Finance Business Partnering for Income Generation and Communications.

The Client: 

A leading UK children's charity who help to rebuild children's lives and help support families. 

The Role: 

Budgeting: assisting the Finance Managers and budget holders in the preparation of Directorate income and expenditure budgets, ensuring phased budget templates are completed in line with set deadlines.

Monitoring, Analysis and Forecasting: reviewing transaction reports to ensure period end financial information, monitoring financial results against forecasts and budgets to investigate performance variances. 

Recording and Reporting of Financials: monthly accruals, prepayments and deferrals for income and expenditure, along with coding adjustments to maintain accuracy reporting 

The Successful Candidate: 

Part qualified accountant (ACCA/ACA/CIMA)
Multi-site experience
Excellent time management and organisation skills

What's on offer? 

£250/day umbrella rate
Hybrid working

We're excited to announce working in partnership with Aggie's. Aggie Weston’s offers pastoral care to members of the Royal Navy and Royal Marines, as well as their families. Their vision is to ensure beneficiaries experience physical, emotional, and spiritual well-being, fostering strong relationships. With approximately 30 Pastoral Workers stationed at most Royal Navy and Royal Marine bases, they collaborate closely with Naval Chaplains, providing practical assistance and a supportive, non-judgmental presence.

Aggie’s is seeking a new Finance Director to join their small friendly staff team. The Finance Director will play a crucial role in ensuring the efficient operation of the charity's financial framework to support and advance Aggie’s mission. As the Finance Director, you'll be a key member of the team, overseeing financial operations, managing day-to-day finances, meeting the needs of both internal and external stakeholders, and leading two team members.

The successful candidate must be able to demonstrate:

• To be a qualified accountant (ACA, ACMA, ACCA, CIPFA)
• Previous experience as a Finance Director/Manager, leadership and line-management experience and an understanding of charity accounting
• Excellent track record of budget preparation, including monthly management accounts
• A clear understanding of risks relevant to the finance environment and controls required to mitigate risks

This is an exciting opportunity to join a Christian charity with a wonderful history! You'll have opportunities for growth and development, 6 weeks annual leave plus bank holidays, prayer meetings, and the freedom to openly live out your faith at work.

For more information, please contact Nick Thomas, Recruitment Consultant, 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.

*In accordance with the equality act 2010 it is a genuine occupational requirement that the post holder is a practicing Christian and in agreement with Aggie’s Statement of Faith.

Location: Portsmouth/Hybrid

Closing date for applications: Monday 8 July 2024

Interviews with Aggie’s: w/c 22 July

Charisma vetting interviews must be completed by 10 July prior to shortlisting on the 12 July

A note from Charisma
Don’t feel like you meet all of the requirements?  We’d still love to chat, we’re a people first recruitment partner.  We specialise in charity recruitment with over 22 years’ experience working as a consultancy who support inspiring professionals find the perfect roles in transformational organisations

We're looking for a Senior Finance Business Partner join our finance team in Caledonian Road.

£60,000.00 per annum, working 35 hours per week. Benefits include 25 days Annual Leave, pension schemes, staff discounts, healthcare and career progression.

Want to feel like you have an exciting future? You'll feel at home here.

The Senior Finance BP will provide Strategic and Operational finance support to the Operational Director and Heads of Service. The Director is responsible for leading a large patch of care and support contracts delivering services to customers across our client groups - homelessness, mental health, young people and learning disabilities.

This role will be the key finance contact for the directorate. They will support and challenge Operational colleagues to understand their financial performance and come up with action plans to address risks/opportunities. They will work as a bridge to the rest of finance, sign posting Operational colleagues to get help and translating finance polies and principles into easy to understand language where necessary.

Hybrid working, 2 days in London office

All applicants must be legally eligible to work in the UK by the start of employment as Look Ahead are not able to offer sponsorship.

What you'll do:

The post-holder will be required to:

Work closely with the Director ensuring that they understand the financial performance of the Directorate. Carry out ad hoc analysis to support them with operational/strategic decision making.
Monitor the financial performance of the Directorate against budget and forecast Investigate reasons for variances and trends and advise Directors of any significant risks/opportunities and the reasons for them.
Support Operational colleagues to ensure that all invoice request forms are submitted on a timely manner
Present Directorate financial performance to Operational Colleagues as requested.
Lead monthly finance review meetings with Operational teams ensuring that they are able to clearly explain the issues in their contract/patch and supporting them to identify actions.
Support the Director to prepare for the monthly CFO performance meeting ensuring that the most significant issues are brought to the attention of the Senior Leadership Team.
Work closely with Business Development and other key stakeholders to develop and maintain sustainable pricing models for care and support contracts for use in business development and tender responses.
Lead on budgeting and forecasting for the Directorate ensuring all key changes are reflected and that risks and opportunities are fully understood and communicated to the Senior Manager for FP&A
Responsible for signing off the price for any uplifts/extensions/re-models in the patch. The Business Partner - Pricing will support with this work.

For the full list please see our website.

This is not an exhaustive list of all the duties and responsibilities that may be required from time to time and is subject to change in accordance with the needs of Look Ahead

About you:

A strong leader with excellent interpersonal skills
Socially adept, networks widely, well connected in sector, influential
Approachable, open & professional behaviour
Drives change, enjoys dynamic diverse environments and demonstrates entrepreneurialism, creativity and innovation
Is respectful, articulate and sensitive in style of communication
Is passionate and enthusiastic about the business
Is motivated towards excellence and improvement of personal performance with a can do attitude
Is Customer focussed

What you'll bring:

Essential:

It is essential that the post holder has a relevant professional finance qualification (CIMA, ACCA etc).
They must have strong financial and analytical skills and experience of leading planning processes or organisations or departments.
Business partnering experience

Desirable:

Experience of working for a Care and Support provider
Experience in business partnering of FP&A

About us:

Look Ahead is a leading, not-for-profit care and support provider in London and the South East. Our vision is to build better lives through social care and housing in local communities. As an organisation we deliver over 120 services, providing support to around 6000 customers each year. Our mission is to co-design and deliver services that offer innovative social care solutions and support people to thrive. We work across mental health, homelessness, young people and learning disabilities so there are plenty of opportunities to grow and progress your career with us.

We have a strong social purpose and we live and work by our values:

We focus on Excellence and innovation.
We are Caring and Compassionate.
We are Inclusive and Trusted.
We work in Partnership and are One-Team.
Look Ahead is committed to safeguarding and promoting the welfare of children and adults at risk, and expects all employees, workers and volunteers to share this commitment.

If your application for this role is unsuccessful, but we feel that you would be suitable for another role, we may contact you to discuss alternative opportunities. If this occurs you would not need to submit another application for the alternative role.

We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date.

We are committed to diversity and inclusion at work and are accredited with Silver in the Inclusive Employers Standard 2021. We are a proud member of the Employers Domestic Abuse Covenant and encourage applications from a diverse range of applicants of all backgrounds.

About Reall

Reall’s vision is housing markets that work for people, prosperity and planet. Reall is improving the lives of under-served households in African and Asian cities by building and increasing access to green resilient homes. We create the conditions for families to secure their own homes. Globally, there are 1.2 billion people without somewhere decent to call home. Working across our priority markets, including Kenya, Nigeria, India, Pakistan and beyond, Reall has a commercially and environmentally viable solution that drives macroeconomic development and catalyses pathways to net zero.

We have been pioneers and thought leaders in the global affordable housing space for more than 30 years and to date we have improved the lives of over three million people, created over 200,000 jobs, brought clean water to half a million people and delivered sustainable sanitation to over a million.

We are now seeking to appoint a highly experienced and accomplished Director of Finance and Investment to join our team. As a member of our Executive Team, you will be responsible for leading our finance, investment, and governance portfolios. The organisation is moving into a new phase of impact and growth, with the establishment of a group structure and new innovative products. With existing assets and portfolio providing security for the medium term, there is the potential and desire to substantially increase our impact. You will play a critical role in ensuring the financial wellbeing and good governance necessary to underpin our organisational growth and the delivery of our mission.

The Role

Our goal is to recruit an experienced Director of Finance and Investment who will lead the finance and investment functions for the organisation. This will involve supervising strategic financial planning, including yearly and long-term budgeting and tracking, as well as delivering precise and timely financial projections. You will ensure the external audit and production of statutory accounts are delivered, keeping tight cashflow management, and ensuring compliance with UK GAAP, FRS 102, Charity SORP, and other applicable standards and regulations.

Besides your financial duties, you will also oversee the investment portfolio of the organisation and its subsidiaries, run the treasury and investment system operations of Reall, deal with possible problems affecting debtors' repayment capacity, and comply with rules and regulations.

As a leader in this role, you will also be responsible for developing and implementing robust governance frameworks, policies, and procedures for the organisation and its subsidiaries, providing advice and guidance to the Board of Trustees, senior management, and other stakeholders on governance matters, and representing the organisation in external forums and networks related to governance, finance, and social impact.

You will also be responsible for supervising, coaching, and mentoring a team of finance professionals, promoting a culture of financial awareness and accountability across the organisation, representing the finance function in the senior leadership team and Trustees, and providing strategic advice and input on financial issues and decisions.

To be successful in this role, you will need:

• Accountant qualification (ACCA, CFA, CCAB or equivalent) with at least 10 years of experience at a senior level
• Strong technical accounting skills, including experience of pulling together Group accounts & Consolidation
• Strong analytical and financial modelling skills
• Experience of managing a loan book or working in a charity or regulated for-purpose business
• Business partnering skills with the ability to raise the financial capacity of an SME
• A resilient, tenacious, flexible, entrepreneurial mindset with the ability to motivate a team

Why work at Reall?

With a modest UK-based team, Reall is an organisation driven by efficiency, with significant ambition and a track record of success.

Our internal operations are underpinned by a culture of psychological safety, promoting trust, curiosity, and confidence. This means that staff feel secure to speak their minds, tackle challenges creatively, and can never be described as risk averse.

A committed investor in its staff, Reall promotes an environment of conscious diversity in all its forms.  You’ll be joining a high-performing, cohesive team with its sights firmly on global impact.

Reall is committed to equality and diversity and is proud to be an equal opportunities employer.  We positively encourage applications from those who are suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, marriage or civil partnership, pregnancy or maternity, religion, or belief, as Reall believes a diverse and inclusive workforce is vital for our organisation and will lead to greater results and enhance our way of working.

What We Offer

In return for your skills and experience, we offer:

• A competitive salary and total reward package
• 33 days' annual leave plus an additional day off on your birthday. Increasing by 1 day every year for every year of service
• A comprehensive benefits package including an enhanced Pension offering, including death in service coverage along with a generous Maternity and Shared Parental Leave provision
• Access to a Reward portal, which provides high street discounts and a cashback reward scheme in popular online and retail outlets.
• A dynamic and supportive work environment including on-site health and well-being support through access to an Employee Assistance Programme which provides confidential support to colleagues. Along with access to funded training and further career development.
• More details are available in job description and person specification, which are available by clicking through as you apply for this role. 

Salary – £90,000 - £105,000 per annum dependent on experience

Working hours – Normal office hours are 9am to 5pm Monday to Friday. We are open to flexible working patterns subject to the objectives and outcomes of the role being met. We are currently working hybrid with blended office and homeworking with the ability to work up to three days from home most weeks.

The closing date for applications for is 28th June 2024. 

Please note that you must have the right to live and work in the UK to be eligible to apply for this role.

If you would like further information please contact us through the recruitment portal with your questions or contact details and a member of our team will contact you.