Finance Jobs in North West
Are you an experienced senior finance professional looking to step up into a number one in finance role? Keen to work for an inspiring charity whose work helps to fight for equality within an under-represented communities? Looking for the opportunity to be part of a senior management team and shape the future financial strategy of a growing organisation? If yes, this could be the role for you!
This industry leading equality charity is currently seeking a Director of Finance to join their dynamic team on a permanent basis, in this newly upgraded role. Managing a high-performing team of two, you will be responsible for the financial management of the organisation, including longer term financial planning and critical strategic leadership.
The key duties of this Director of Finance role are as follows:
- Be at the forefront of the development and implementation of the charity’s long-term financial plan and longer-term business planning.
- Full responsibility for the production of the annual budget and regular reforecasts.
- Sole charge for running the external audit process and ensuring the timely production of the statutory accounts.
- Coordinate the monthly management accounts production, including the development of the management information pack with supporting variance analysis and commentaries.
- Attend senior management team meetings and present at quarterly Board meetings.
- Manage the relationships with the external Payroll and IT providers.
- Be the organisation’s strategic lead on all things IT, seeking advice from external consultants as required.
This brilliant role will suit someone who has previous experience working in a senior finance role, ideally in the charity sector, who is now looking for the opportunity to shape the strategic direction of a growing charity whilst adding value in new areas. The charity is currently operating on a hybrid working model, with opportunities to work from home for up to four days per week, although flexible arrangements can be negotiated for the right candidate.
The successful candidate will have:
- Achieved their full accountancy qualification or be qualified by experience.
- Ideally, a background working in the charity sector, but this is not essential.
- Demonstrable experience working at a senior level in a finance team.
- Experience presenting at Board level.
- Preferably, experience managing non-finance functions.
- A strong work ethic and brilliant interpersonal skills.
If you are interested in this Director of Finance role, please submit your CV for consideration ASAP as my client is scheduling interviews on a rolling basis.
Our ideal candidate will have a background within the charity/not for profit sector and experience in handling an investment portfolio. The role is home based with some travel in/around Hampshire and the IOW. Reporting directly to the CEO, this role is an excellent opportunity for someone looking for a new challenge and a step up. Our financial information is highly visible to our donors and grantees, so this role is a crucial enabler for the effective delivery of all areas of our work. The role will be overseen by a part time Finance Manager, who will produce management accounts, annual accounts, budgets, forecasts etc. Part time work will be considered for the right candidate.
The Finance Officer/Bookkeeper will be responsible for ensuring the delivery of accurate and timely finance administration, across two databases (currently Sage and Salesforce). This is a vital role within HIWCF, as high quality finance information is fundamental to our role and reputation in the region as a trusted partner for our fundholders and grantees.
Key Tasks
· Adding all payments transactions (grants, invoices, salaries, expenses, HMRC payments etc) to Sage and the bank accounts, ensuring all evidence is correct and payments are correctly authorised
· Adding all donation income to Sage and Salesforce, and working with other team members to ensure they are acknowledged appropriately
· Adding all quarterly investment income to Sage and Salesforce and reconciling across both databases, and to the investment house reports and bank account
· Regular reconciliations between Sage and Salesforce and bank accounts
· Ensure HMRC payments and gift aid claims are undertaken in a timely manner
· Manage banking records
· Monthly reconciliations for Bank account, purchase ledger, Sage, Salesforce, prepayments, accruals, salaries, PAYE, pension etc
· Monthly journals for non-cost items
· Manage pension with NEST and other ad hoc pension providers and manage insurances
· Ad hoc finance related tasks including reporting on returned grants, managing pension payments, insurances etc
· Any other appropriate tasks as directed
(Some of the functions listed may be shared tasks).
Please see our application pack attached for full details or visit our website.
Recruitment details and schedule
• Apply by sending a CV and covering letter to Jo Dakin, Office Administrator , see application pack for details. Please include details of three referees, one of whom must be your current or most recent line manager. (We will not contact them unless you are offered the role.)
• Please confirm in your application that you are eligible to work in the UK. If offered the role, you will be required to provide evidence of your eligibility.
• Applications close at 12 noon on Wednesday 24th April.
The client requests no contact from agencies or media sales.
About Asylum Justice
Asylum Justice is a registered charity (1112026), and a company limited by guarantee (5447875), which was set up in 2005 to provide free legal advice, assistance and representation to asylum seekers, refugees, and vulnerable migrants without access to Legal Aid.
About the role
Hours:7.4 hours total (with possibility of increase dependent on funding)
Salary: £29,400 FTE (£5,820 pro rata)
Contract terms: Fixed term for 24 months (with the possibility of extension dependent on funding). Probationary period of 12 weeks.
Holiday entitlement: 5.6 days plus bank holidays (28 days FTE)
Place of Work: Primarily home based with potential for hybrid if requested.
Responsible to: Legal Director
Background to the post
An opportunity has arisen for a Finance Officer. The postholder will be responsible for overseeing the financial administration of the Asylum Justice office, maintaining accurate financial records and accounts (with support from the Treasurer), claiming GiftAid, and liaising with suppliers. This role will have limited client contact as the focus of the role is to lead on maintaining financial processes.
Key responsibilities and duties
The post holder will have the following areas of responsibility: -
1. Finance (90%)
a.Maintain accurate financial records, process invoices, and set up online payments for authorisation;
b.Draft monthly payroll figures to send to the accountants.
c.Work with the Funding Officer to use QuickBooks in keeping track of payments and grant fund expenditures.
d.Liaise with the Treasurer and Chair of Asylum Justice in order to produce quarterly budget reports.
e.Aid preparation of financial information and budgets for funding bids, grant reporting and audits with support from the Treasurer and Funding Officer.
f.Liaise with auditor and Treasurer for annual accounts.
g.Process GiftAid claims with support from Funding Officer.
h.Perform other financial administrative duties where necessary.
2. Operations Support (10%)
a.Assist in procuring equipment / supplies / services / travel / accommodation as required.
b.Liaise with suppliers such as our IT Consultant / case management system provider to ensure maintenance of the organisation’s infrastructure.
c.Manage of accreditation/subscription renewals and safe and accurate storing of key documents in the operations SharePoint.
3. General
a.To work within Asylum Justice Policies and Procedures at all times;
b.To take part in training, learning and development as required by the role;
c.To carry out additional duties that may reasonably be required.
The client requests no contact from agencies or media sales.
Asylum Justice is a registered charity (1112026), and a company limited by guarantee (5447875), which was set up in 2005 to provide free legal advice, assistance and representation to asylum seekers, refugees, and vulnerable migrants without access to Legal Aid. We are a small but dynamic charity which is growing to meet demand. We are looking for a funding officer to manage our grant funding and fund raising, and to identify and utilise new funding opportunities.
About the role
Hours:37 hours a week
Salary: £31,500 per annum
Contract terms: Open-ended (on the basis of ongoing continuation of external funding). Probationary period of 12 weeks.
Holiday entitlement: 28 days plus bank holidays
Place of Work: Primarily Home-based with potential for hybrid working if requested
Responsible to: Legal Director
Key responsibilities and duties
The post holder will have the following areas of responsibility: -
1.Fundraising (55%)
a.Research and identify fundraising opportunities;
b.Write and submit grant applications and funding bids;
c.Foster relationships and lead meetings with donors/panels during funding application processes;
d.Promote and coordinate opportunities for individual giving, including online donor platforms, newsletters, regular social media communications, campaigns, and events (with support from trustees);
e.Maintain and set-up new partnerships to increase income generation;
f.Update existing strategies related to:
a.Fundraising
b.Monitoring and evaluation
c.Communications.
2.Project Management (15%)
a.Assist the Legal Director with partner meetings to ensure smooth set-up of projects;
b.Review contracts / agreements and liaise with the Finance Officer / trustees to request amendments where necessary;
c.Update the Client Liaison Officer/s on monitoring and evaluation requirements and make necessary amendments to systems / forms to capture relevant data.
d.Manage project funding through allocations in Quickbooks, with support from Finance Officer where necessary.
3.Monitoring and Evaluation (30%)
a.Regularly update overview of case records and track enquiry numbers, calculating statistics and reporting these to Legal Director, trustees, and external parties where relevant;
b.Prepare and submit monitoring reports to donors with statistics and testimonials gathered by the Client Liaison team;
c.Attend and lead monitoring meetings with donors;
d.Prepare the annual report with support from trustees and Finance Officer;
e.Create internal and external communications to share results, with support from trustees.
4.General
a.To work within Asylum Justice Policies and Procedures at all times
London: £70,995 to £87,781 | National: £60,014 to £76,800
The College of Policing is the professional body for the police service in England and Wales who work to share knowledge and good practice, set standards, and support professional development for police officers and staff. Although we're a small organisation, our work has a big reach. We are uniquely placed to work both with national policing organisations and local forces to support frontline officers, staff and volunteers in their day-to-day roles. We offer a supportive and inclusive environment for people to thrive.
This post can be based remotely with occasion travel to the headquarters in Ryton-on-Dunsmore (CV8 3EN) or regional offices including London, for individuals based close to an COP office then the team are in a couple of days a week. They offer extensive flexible-working policy, employee wellbeing support, family friendly policies, employers’ network for equality and inclusion membership (ENEI silver award winners), and status as a disability confident leader means everyone can bring their whole self to work.
The Head of Finance and Procurement will report to and work closely with the Director of Enabling Services leading the Finance Team. This team is highly competent, reliable, and experienced in what they do. A Senior Leadership role supporting the Chief Executive and Directors to lead, plan and implement the College’s agreed strategic priorities, ensuring products are fit for purpose and have the greatest overall benefit for end-users in policing.
The key responsibilities of the Head of Finance and Procurement will be:
- Engage, build and influence relationships with internal and external stakeholders providing strategic vision, leadership and accountability. Evaluate the impact of College policy, products and services to understand stakeholder impact and contribution to the College’s agreed strategic priorities Champion the efficient use of College resources and budgets
- Develop transformational strategy, policy and proposals to deliver the organisation’s agreed strategic priorities, utilising research and best evidence to apply rigour and challenge.
- Lead financial and procurement strategies and planning for the organisation, making appropriate and timely recommendations to the Executive and College Board
- Lead the overall management of day-to-day internal financial controls and assets including the detection and monitoring of fraud, and financial risk management
- Identify, analyse and manage strategic risks proactively, reporting, escalating and putting in place mitigation as appropriate and ensuring all risk assessment is timely, proportionate and balanced with the operational realities and requirements of policing
- Develop, lead and performance manage individuals through line management and/or matrix management arrangements as required, ensuring adequate resourcing is planned to meet objectives and that project and programme management disciplines support the delivery of key initiatives
The successful Head of Finance and Procurement will have:
- You must be ACCA, CIMA or ACA fully qualified finance professional
- Strong ability to build effective working relationships with internal and external stakeholders at all levels and work collaboratively to achieve objectives
- You will have led a team or teams during your career
- Strong ability to effectively challenge and influence others, including more senior colleagues and stakeholders, to ensure the right outcome is achieved
- You will have experience of managing budgets and forecasts, dealing with external stakeholders (such as internal and external audit), and have been involved in risk management and performance management
- Able to communicate with, engage and inspire others at all levels
Robertson Bell is exclusively partnering with the College of Policing to recruit a new Head of Finance & Procurement with the role based remotely or from one of the offices. The benefits package is generous including up to 31 days of personal annual leave and around 28% Employer contribution to pension.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Turquoise Mountain is a British charity that was founded in 2006. We believe artisanal heritage matters and has the power to transform lives. We support artisans to thrive and to revitalise traditions in regions of the world where artisanal heritage is endangered, and to connect people through heritage.
Turquoise Mountain is a fast-growing organisation with offices in Afghanistan, Myanmar, Saudi Arabia, and the Levant, and with over 400 international and local staff members worldwide. We combine a cultural heritage focus with a wide scope of activities; we support artisans to thrive and to revitalize their traditions by any means necessary, and to connect people across the world through heritage. The places where we work are complex and sometimes affected by conflict.
Sound financial records and prudent management of our finances is core to everything we undertake. We have a small central Finance team that closely works with in-country Finance Teams. Because we, as part of our charitable mission, promote the sale of artisan goods to international markets, Turquoise Mountain has a trading subsidiary and also engages independent trading entities in the countries in which it is active. This means our Finance focus covers both charity and commercial, across different jurisdictions, and with culturally diverse teams. This makes the Head of Global Finance role a diverse one, that requires the ability to switch quickly, to build strong relationships, to lead and guide, whilst maintaining spotless financial records and financial compliance and providing senior management with the information and transparency it needs to make strategic decisions.
This is an exciting time to join TM, as we expand our operations and implement best-practices, the opportunity is there for someone who is committed to capacity building and leading a team through positive change.
Please read through the provided Job Description and Person Profile for more information on the role and how to apply.
The client requests no contact from agencies or media sales.
Closing Date:11th April
Contract: This is a fixed term contract for 12 months. Immediate start preferred.
Application Process: Please ensure you apply with your most updated CV and a supporting statement on why you believe you would be the most suitable individual for this position.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
Are you a Qualified Accountant looking to use your skills and accounting knowledge to help address the biggest health issue in the UK today?
We are looking for a Financial Accountant, to join our busy Finance team on a 12 month fixed term contract as progress our finance transformation journey, including the implementation of a new ERP finance system, Unit 4 (Agresso).
In this role, you will help manage the preparation of the Annual Report and Accounts and statutory returns, quarterly VAT returns, and oversight of monthly accounting processes ensuring that accurate accounts are produced on a timely basis.
You will be responsible for ensuring:
- Thorough testing of finance related end to end processes on Unit 4 ensuring that any issues are captured and resolved as appropriate.
- Successful finance data cleanse activities to ensure that data migrated to Unit 4 is fit for purpose
- Opening financial data migrated to Unit 4 reconciled clearly back to the legacy systems on a detailed and timely basis to ensure strong financial control and a successful audit
- Take lead on understanding and implementing any changes to approach necessary for month end close, journal processing and balance sheet reconciliations
- Successful and timely transfer of knowledge to the remaining members of the finance team
This is a homeworking role, but you will be required to travel to attend some meetings and team-days, so you must reside in the UK, have the correct right to work documents to work in the UK and be comfortable/willing to travel to our flagship offices.
About you
- Qualified Accountant (ideally ACA)
- Experience and knowledge of Unit4 ERPx or equivalent cloud-based system
- Experience of working within the charity sector is preferred but not essential
- Ideally focussed all or part of your career on being a Financial Accountant and you are likely to have worked in an organisation of similar size, scale, and complexity.
- We also welcome applications if you are newly qualified, with practice experience.
- You will be joining a committed finance team with an ambitious transformation plan and will be expected to demonstrate initiative, judgment, and a continuous improvement mentality.
- Being systems-oriented and having an interest in tax will also be beneficial.
Person Specification
- Excellent communication skills, both verbal and written.
- Experience of producing minutes, action lists and meeting summaries.
- Excellent IT skills and extensive experience/knowledge on using Microsoft packages.
- Work collaboratively and be able to prioritise your workload effectively and remain solutions focussed.
- Strong interpersonal and interpretation skills.
- Excellent organisational and timekeeping skills.
- Be a team player, supporting colleagues when there are deadlines and know when to ask for help.
- Be a self-starter and incredibly motivated.
About Alzheimer's Society
At Alzheimer's Society, we believe passionately that life doesn't end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.
Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.
Wohl Legacy
Part time Finance Director
Salary circa £90,000 FTE (2.5 – 3 days per week)
Remote / Occasional travel to London
The Wohl Legacy is comprised of three independent charities all founded by the late Maurice and Vivienne Wohl. The Wohl Legacy invests in and partners with numerous organisations and communities in the fields of Medical Advancement, Care and Welfare, Jewish and Communal Life, Jewish Education, and Pathways to Employment, working with these organisations to ensure lasting change.
Our partners may be those on the ground acting to make change happen or thought and learning partners who share a common vision. Facilitating relationships between organisations, key funders and interested parties is an integral part of the Wohl approach; we seek the best possible outcomes to the challenges that communities face, to enable them to grow and thrive.
We are looking for a proactive and highly capable Finance Director to join our small organisation and provide 360 degree support to the Chief Executive Officer. The organisation has gone through a period of modernisation and we are looking for someone who will continue to seek to improve and streamline processes and find more agile ways of working.
This position is responsible for the full finance function and responsibilities include:
- Overall responsibility for the development and successful delivery of the Finance function;
- Leading on financial planning, preparing annual budgets and quarterly management accounts;
- Preparing year end SORP accounts and liaising with the auditors; producing the Annual Report and Financial Statements; reporting to Finance, Audit and Risk Committee, Investment Committee and the Board of Trustees;
- Liaising with investment managers to obtain regular reports of performance and undertaking new investment movement analysis;
- Ensuring the Foundation’s policies are kept up to date and compliant;
- Communicating complex financial information and influencing and building rapport with a range of internal and external stakeholders.
The successful candidate will be a qualified accountant with experience of the UK charity or not for profit sector, advanced knowledge of SORP and charity VAT. You will have led a strategic finance function, produced statutory accounts, management accounts, financial reports and analysis. You will have demonstrable commercial acumen, a strong understanding of business and strategic issues, and the ability to appropriately challenge and advise budget holders. You will have excellent communication skills and a passion for helping us achieve our vision.
Timings:
- Application deadline: Sunday 21st April
- Shortlisting: week commencing 29th April
- 1st stage interviews: week commencing 6th May
- 2nd stage: week commencing 13th May
To apply, please send your CV and supporting statement via the link. For an informal conversation about the role please contact Bryony Thomas via the Allen Lane agency website.
WHO WE ARE AND WHAT WE DO?
We are the UK’s student mental health charity. We challenge the higher education sector, health sector, and government to work with students when making decisions that impact them, and make them accountable for prioritising student mental health. In collaboration with students, we show sector professionals what effective student mental health looks like, and bridge the gap between students and the communities around them to ensure their voices are always heard.
By creating and curating resources, stories and tools, we empower students to build their own mental health toolkit to support themselves and their peers through university life and beyond. We want to empower and inspire students to use their voice to share their stories and advocate for themselves.
ROLE PURPOSE
The Programme Support Officer (full-time, fixed-term contract for 18 months, with possibility to extend) will join the expanding Sector Improvement Team. They will provide vital logistical, financial and administrative support and coordination required to successfully run and deliver the University Mental Health Charter Programme and Award, achieve the Sector Improvement Team’s key objectives, and contribute to the whole charity’s mission and goals. This is an exciting opportunity to help the team scale the University Mental Health Charter, with the potential to impact 2.5 million staff and students across the UK.
From booking travel and accommodation, holding responsibility for the planning and administration of the Purchase Order sheets, to liaising with the many stakeholders involved in the assessment and programme processes, you will have an opportunity to be involved in an interesting, fast paced and exciting role.
KEY RESPONSIBILITIES
Logistical support
- Provide effective logistical and administrative support to the Sector Improvement Programme(s), working closely with the Sector Improvement Lead and Programme Managers to ensure the successful delivery of the programmes
- Support the the planning and delivery of key Sector Improvement Programme activities including online and in-person events, handling the administrative and logistical tasks e.g. venue booking and travel arrangements
- Support the Charter Award Process by managing logistics for assessors during Award site visits and handling related bookings
- Use of our Project Management tools to set and receive work, manage deadlines and workflows alongside colleagues to complete projects and Programmes in a timely manner, ensuring high quality of work
Financial support
- Assist in onboarding the University Mental Health Charter Programme by managing administrative tasks such as purchase orders and processing documents (e.g. MOUs, new supplier forms etc.) and outstanding payments
- Administer finances for our Sector Improvement programmes; issuing purchase orders and ensuring timely payments
- Work with finance colleagues to ensure correct processes and procedures are followed accurately and compliant with finance requirements, and identify areas for process improvement
- Act as a cardholder for the team, making online purchases such as accommodation and travel bookings and following policies, procedures and guidance in the correct and responsible use of the Student Minds card
Data and process administration
- Administer data processes for the University Mental Health Charter Programme and Award process, in line with Data Protection Guidelines
- Collate and analyse evaluation data from Sector Improvement events (online and in person), generating timely reports and make recommendations for programme improvement
- Create essential documents requested by the Sector Improvement Programme team to support programme delivery and scalability
- Provide support to the Sector Improvement Team and Award Managers to enable efficient Award Assessment accreditation processes
- Maintain key working relationships with our network of Assessors and University Award Leads, addressing queries, scheduling and minuting award panels, sharing actions with the team
Working together
- Work closely with the Programme Liaison Officer to successfully deliver all aspects of the role, including managing university relationships, ensuring tasks are picked between roles and when required
- Attend programme-related meetings, and maintain communications with programme participants and key stakeholders through maintaining and use of up-to-date database(s)
- Actively participate in the testing and embedding of new digital systems to improve programme efficiency and engagement
- Stay updated on developments in Higher Education and gather insights from sector partners to feed into team decisions
- Look for opportunities to develop systems and processes to improve ways of working and participate in discussions on the Sector Improvement Team development and improvement
Other duties
- Such other duties as may be reasonably prescribed by the organisation, appropriate to the grade and responsibilities of this post
- Attend regular team meetings with the Student Minds team and colleagues throughout the year as required
- Ensure compliance with Student Minds’ internal procedures and all external legal requirements
- Undertake training and attend conferences in a support capacity when Student Minds is delivering, and attend external conferences as a delegate where required
- Engage with and provide feedback on projects and strategic reports developed by other members of the team
- Work flexibly and undertake tasks to support Student Minds colleagues as needed
BENEFITS
- Generous annual leave allowance - 25 days’ annual leave, plus bank holidays, plus a 2-week winter closure
- Flexible working - we encourage all employees to reflect on when and where they work best and how they need to fit work around caring or other commitments.
- Wellbeing is at the heart of what we do - we support staff to implement Wellness Action Plans and offer 10% of weekly working hours for you to invest in your wellbeing.
- Access to Employee Assistance Programme - we also offer wellbeing support through an Employee Assistance Programme which provides a wide range of resources as well as confidential counselling.
- For other benefits and more information please see our website.
The client requests no contact from agencies or media sales.
Home based or London
5-8 days per year, depending on the committee role
Salary: This is a voluntary role. Committee members receive no remuneration. Reasonable expenses can be claimed in line with NCVO’s expenses policy.
Closing date: 26 April
Longlisting: week commencing 29 April
Shortlisting: weeks commencing 13 and 20 May
Interview dates: by 14 June
NCVO exists to support, empower, and advocate for charities. We have around 17,000 charities, voluntary organisations and community groups as members. Government decision makers, voluntary sector leaders, campaigners, funders and policy developers look to NCVO for our in-depth knowledge and wide-reaching connections.
To help ensure sustainability for the charity sector we must innovate, diversify, and challenge ourselves like never before. We must be bold, courageous, and ambitious to make the biggest possible difference.
This year we’ll start designing a new strategy to shape our work. For success, we need the most visionary minds to help support us and the sector. We’re looking for outstanding people to join our committees.
Our committee members:
- support our board with expert advice and guidance
- make sure the board considers a wider range of views and perspectives
- ensure decisions are made in the best interests of the charity and the voluntary sector.
Committee Roles:
- Audit and risk committee chair
- Audit and risk committee member
- Governance and nominations committee member
- People, culture and inclusion committee member
About NCVO
We are the charities charity. For over 100 years, NCVO has stood shoulder to shoulder with communities, championing and celebrating voluntary action.
Our membership is made up of around 17,000 voluntary organisations across England, from small, grassroots community groups and social enterprises, to large, far-reaching charities.
We believe that communities are strengthened by voluntary action. We therefore want charities to thrive and be empowered to deliver for people and communities.
We focus on empowering charities and volunteers by making sure they have the knowledge, tools, and resources they need. We advocate for and with our members, giving voice to those not often heard, and harnessing the collective power of partners to ensure the voluntary sector is valued. We bring charities together so they can learn, connect, and create greater impact.
As the voluntary sector and volunteering adapt to new challenges and a changing context, so must NCVO. We are therefore prioritising work to evolve as an organisation to ensure we live our values of ambition, inclusion, openness and collaboration in everything we do internally and externally.
We have around 85 staff and income of around £8m per year. With our members at the heart of everything we do, our mission is to unite to champion the remarkable role of charities and volunteers. Because stronger charities make for stronger communities.
We’re located a short walk from London King’s Cross station in a modern accessible building, overlooking Regent’s Canal.
The client requests no contact from agencies or media sales.
Purpose of role:
To excel against targets in the provision of an effective supported Money Advice debt casework service that is compliant against quality standards including the MaPS quality of advice framework; ensuring that clients receive their full entitlement to all benefits, receive appropriate financial capability support and experience a positive customer experience from Citizens Advice Liverpool.
To be successful in this role, you will need to be confident, motivated and willing to try new things, have excellent communication skills with an ability to work under pressure to achieve targets and outcomes with minimum supervision.
To be appointed as a Money Advice Caseworker, you will need to have knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
About us
The first Citizens Advice opened in Liverpool on 4th September 1939, established in the aftermath of the first world war and provided, amongst other initiatives, a casework service for families in need.
Since then, we have continued to grow as a frontline service, finding innovative solutions to the advice needs of our community through free, confidential and independent advice and information services.
Citizens Advice Liverpool is a charity, dependent on a workforce of paid staff and over 120 trained volunteers. We operate over four permanent sites (Belle Vale, Garston, Walton & Wavertree) and over 30 outreach locations in the city, which we are continually reviewing to ensure we are reaching the people most in need of our services. We have also developed a mobile phone app which acts as a single point of access for Citizens Advice in Liverpool, showing where to find advice in real time, access to self-help information, and telephone, WhatsApp, email & webchat advice.
We are a member of "National Citizens Advice", which provides the extensive information system we use to advise clients and sets standards for advice, training, equal opportunities and accessibility in our offices.
We receive funding from Liverpool City Council; which helps support our generalist advice service which gives advice on a wide range of subjects such as; benefits, work, debt & money, consumer, family, housing, law & courts, immigration and health. We also receive funding from other major contributors which helps run our specialist advice projects.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
My client is a global membership organisation, supporting its delegates throughout their careers and setting international standards in transparency. With plans for considerable growth over the next 5 years, they have a real ambition for the future.
Part of this change requires a review of existing back-office functions to ensure they are fit for purpose and growth. As such they are currently looking for an interim Finance Transformation Consultant to lead on a programme of improvement across their accounting function. Key deliverables being process efficiency and a greater input and influence in the wider business.
Key responsibilities:
- Supporting the Finance Director in setting up the finance transformation programme, including sequencing enablers, improvement initiatives and managing any high level dependencies.
- Produce, implement and regularly report on project progress against delivery plan.
- Review and document existing finance business processes, identifying inefficiencies and bottlenecks in existing finance processes and potential solutions for discussion and agreement.
- Lead initiatives to streamline and optimise problems identified, including reengineering processes, implementing quick win changes to existing systems.
- Assess finance technology and identify opportunities to leverage new systems to enhance finance operations and reporting.
- Define key performance indicators and metrics to measure the effectiveness of finance transformation initiatives.
The successful candidate will be a qualified accountant with a significant track record in delivering similar change programmes. A self starter, who can work with autonomy to get things done, you will have the right balance of detailed operational focus as well as be able to offer strategic insight.
This role has been assessed as outside of IR35 and can be offered on a fully remote basis.
Job Title - Financial Wellbeing Training Consultant
Contract - Freelance (12-month minimum commitment)
Hours - Flexible (50-150 hours per year, depending on personal preference, demand and available funding)
Based - North-West England (able to deliver Workshops in Manchester, Liverpool and surrounding areas).
Rate - £55-£130 per hour, depending on session length and delivery arrangements
Expenses - Out-of-pocket expenses will be reimbursed when incurred, in accordance with our expenses policy.
About Us
For 30 years, The Money Charity (TMC) has been the UK’s Financial Capability charity. We proactively provide education, information, advice and guidance to people of all ages, helping them to manage their money well and increase their Financial Wellbeing. We believe that being on top of your money as a part of everyday life reduces stress and hardship, helps you achieve your goals and live a happier life as a result, so we empower people across the UK to build the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives.
We are a small, passionate team with a big reach and an open mind, committed to quality, accessibility and inclusiveness. We offer a flexible work environment that values creativity, personal growth and collaboration.
For more information about us, please visit our website.
About The Role
A core strand of The Money Charity’s offering is helping adults in their place of work or in their local community to build the skills, knowledge, attitudes and behaviours to manage their money well. Our work has never been more needed with the pressures of the cost of living crisis, which whilst having a material impact on many people’s Financial Resilience, has opened up opportunities to talk to people about money and help them engage with their finances at this challenging time.
We do this by partnering with employers and community organisations to deliver a range of interactive Financial Wellbeing Workshops and Webinars to employees, volunteers and service users. The sessions are engaging, interactive and bring the topic of money management to life. Details of the sessions we currently offer, including the formats, can be found in our Workplace and Community Guides, published on our website.
We are looking for a new Freelance Consultant to add to our network of Financial Wellbeing specialists who deliver our sessions both in their region and virtually. The successful candidate will deliver Workshops both virtually (primarily via Zoom or Microsoft Teams) and face-to-face. This role will therefore involve a reasonable amount of travel within your region and occasionally more widely across the UK.
This Consultant will deliver both funded (free-of-charge) in Community settings and commercial (paid-for) Workshops in the Workplace. From time to time Consultants may also be used to support the delivery of a range of Financial Wellbeing Consultancy projects which can include, but is not limited to, the development and/or delivery of bespoke Workshops and Webinars.
Key Responsibilities
Programme Delivery & Development
- Deliver The Money Charity’s Financial Wellbeing sessions in Workplaces and/or adult Community settings in your region and virtually, in accordance with the process and quality standards set out by the charity
- Establish and maintain positive relationships with clients and host organisations
- Effectively engaging participants by presenting sessions in a clear, concise, creative and engaging manner, ensuring delivery is appropriate to the audience of each setting as far as possible and that learning objectives are met
- Work collaboratively with charity staff to support programme delivery, including administrative and logistical support
- Support the continuous development and innovation of sessions and other programme content by providing feedback to programme teams in an honest and timely manner
- Stay up-to-date with financial products, current events, news and issues and relevant Financial Capability sector developments to ensure knowledge base for delivering high-quality sessions is sustained
- Delivery of Consultancy projects, allocated based on client needs and Consultant capabilities, working with other Consultants and staff of TMC to complete projects as required
- Contribute to the evaluation of Financial Wellbeing sessions and programme activities in collaboration with relevant charity staff and external partners
- Maintain accurate, up-to-date and GDPR compliant data, electronic and paper records for monitoring programme activities as required
General
- Support activities that contribute to the growth and sustainability of the charity as directed
- Be proactive in reviewing and evaluating own performance, identifying and acting upon areas for improvement
- Provide feedback to the charity on session delivery, content and the wider process in an honest and timely manner
- Attend and participate in training, events, Consultant network and other meetings as required relevant to the delivery of Financial Wellbeing sessions and/or other programme activities
- Representing TMC, upholding the charity’s mission, vision and reputation
- Undertake other duties compatible with the level and nature of the role and/or reasonably required
Person Specification
Experience & Qualifications
- Experience delivering training to groups of young people and/or adults in a professional or voluntary capacity
- A minimum of A-C GCSE Maths and English or equivalent
- Experience of working with adults in more vulnerable circumstances (desirable); and/or
- Experience working in the financial services sector (desirable)
- Experience of partnering with community and corporate organisations (desirable)
- A degree qualification (desirable
Knowledge, Skills & Abilities
- A good understanding of the money management and personal finance issues facing UK adults in the Community and Workplace
- An understanding of the Financial Wellbeing sector (desirable)
- A fluent command of English and have the right to live and work in the UK
- Willingness to travel within the UK
- A valid UK driving licence and the use of a car (desirable)
- Excellent presentational skills with ability to present in a confident and creative manner
- Ability to deliver training to diverse audiences and/or on sensitive topics, adapting delivery style as appropriate
- Ability to think on your feet, be flexible and respond well under pressure
- Ability to explain financial issues in a clear, engaging, positive and non-judgemental way
- Ability to work as part of a team
- Excellent interpersonal and relationship management skills
- Excellent organisation and diary management skills with ability to self-motivate
- Good level of competence in use of IT, including hardware for presentations, G Suite packages, Zoom and Microsoft 365 packages (including Microsoft Teams)
Personal Qualities
- Keen to work with adults to empower them to be financially capable
- Demonstrable passion for The Money Charity’s vision, mission and values
- Positive, credible attitude to own Financial Capability and Financial Wellbeing
- Willingness to develop personal competencies as appropriate to support objectives
The Money Charity is committed to safeguarding and promoting the welfare of young people and vulnerable adults and expects all staff, contractors and volunteers to share this commitment. For any Consultants delivering to beneficiaries or service users in the community, a satisfactory Enhanced Disclosure and Barring Service Check is required.
Closing date: 11:59pm, Sunday 21 April 2024.
Interview: Week commencing 29 April 2024 and 6 May 2024. This will be virtual and exact dates and times are to be arranged.
Training: The successful candidate will need to attend an induction training day (paid) in May 2024 before commencing the role. Exact format, date and time to be confirmed.
Application Details
To apply for the role, please submit a CV and covering letter of no more than one side of A4 via CharityJob.
When writing your covering letter, you should focus on providing evidence and specific examples that demonstrate how you meet the person specification and your suitability for the role. We value transferable skills and encourage applicants who do not have direct experience to provide examples from other areas that meet the requirements.
Please note we will not proceed with any applications which do not include an appropriately detailed covering letter.
Please ensure that you provide a phone number and email address so that we can contact you easily and in confidence.
Unfortunately, we are unable to respond individually to all applications so if you have not heard from us by the advertised shortlisting and/or interview date(s), this means your application has not been shortlisted on this occasion. Feedback will be given upon request to candidates who attend interview.
For further information, or if you have any questions about the role or our recruitment process, please email us.
The client requests no contact from agencies or media sales.
Senior Finance Manager | £55,000 - £64,600 | Permanent | Fully Remote / Home Based
For the UK's largest not-for-profit social enterprise in the employment and social mobility sector, we are recruiting a Senior Finance Manager. This role will provide high quality financial information and analysis to senior managers and external stakeholders supporting decision-making. This is a highly commercial role, which is key in ensuring service quality is maximised, and financial performance targets are achieved. The Senior Finance Manager will lead a team of 4 and will suit someone happy to work fully remotely whilst developing excellent relationships across a large, multi-location organisation.
Main Duties:
- Budgeting and Cost Control - Lead divisional budget setting and forecasting process
- Coordinate monthly key variance summary in financial performance and KPIs for senior management
- Interpret and present complex financial information to non-finance managers, supporting decision-making and improvements to budget and forecast performance
- Financial Reporting - Maintain robust financial controls across the division and coordinate the audit process with the financial reporting team. Preparation of year end accounts, liaising with auditors
- Lead the team to produce external financial returns to funders, dealing with queries
- Financial Analysis - Support business planning process, and short- and medium-term financial targets
- Lead the production of the multi-year financial forecast with the FP&A team
- Lead in planning and managing the year-end accounts closedown process
- Lead and develop workflows to ensure month-end processes are robust
- Work with Project Accounting team to provide finance support in costing, pricing, and tendering of new business opportunities
- Lead and motivate a team of Finance Managers and Management Accountants
Person Specification:
- CCAB Qualified
- Substantial experience of working at senior level in financial management across a complex organisation
- Experience leading and motivating a team
- Experience leading strategic work streams supporting annual accounting cycle and longer-term financial planning requirements
- Experience of financial planning, costing, and option / investment appraisals
- Experience of budgeting, planning, reporting, and supporting budget holders
________
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Head of Finance
We are looking for a Head of Finance to join the Senior Leadership team, in this high-profile role.
The organisation has three decades of practical experience in supporting women, and has an approach recognised nationally for its effectiveness and impact.
If you want to help make a difference to the lives of women across Lancashire, then apply today!
Position: Head of Finance
Location: Lancashire Flexible/Hybrid working
Hours: 37 hours per week
Salary: £45,614.26 per annum
Contract: Permanent
Closing Date: Monday 15th April 2024, 12 noon
Interview Date: w/c 22nd April 2024
The Role
As Head of Finance, you will be responsible for the financial management and statutory reporting requirements of the organisation, including but not limited to:
- Development and implementation of a comprehensive financial strategy that supports the delivery of the strategic objectives
- Ensuring that the longer-term benefits and risks of business decisions are fully considered and fit with the overall financial strategy
- Delivering good financial management and governance across the organisation
- Strategic oversight of the development of a commercial offer, risk and audit as part of a wider portfolio
Having a key trustee relationship with the Treasurer, co- leading the Finance Sub Committee, you will join the Senior Leadership Team, who are a dynamic team of people working collaboratively across their portfolios to realise the aims and objectives of the charity. As part of the senior team, you will be expected to lead and shape the work across their area, to inspire staff as well as to challenge ways of working with a focus on delivering on the strategic aims and to the highest standards. This role will take an active role in driving forward cultural and strategic change across the organisation.
About You
The role demands flexibility, a high level of self-awareness and a 'can-do' attitude reflecting the demands of the operating environment both internally and externally. You must be proactive in keeping your professional knowledge up to date and have a commitment to personal and professional development.
You will have:
- Membership to an accredited accountancy body recognised by IFAC, (i.e. ACA, ACCA, CIMA or CIPFA} qualified through examination, and subject to oversight by a professional body that upholds professional standards and exercises disciplinary powers.
- Experience of leading an agile approach to organisational budgeting and dynamic financial forecasting in a complex organisation.
- Experience at strategic level of financial management in the voluntary, public and / or private sector.
The charity work from female-only centres to provide safe, dedicated space for women across the county and in line with GOQ -SINGLE SEX ESTABLISHMENTS – (s7(2)(d)) this post is open to female candidates only.
You will be asked to send your CV with a maximum of 2 additional A4 statement to show how you meet the requirements of the person specification.
Why work here:
- A chance to work in a rewarding, ethical, and agile environment where every day you are really making a difference to the lives of women and girls
- Person-centred wellbeing provision
- Employer Pension Scheme - Flexible working/work-life balance
- Be involved in an organisation which put service users and co-design at the centre of all we do
- Access to health care plan
- Your Birthday Off
The Organisation
This leading charity has a core vision of creating a Lancashire where all women are valued and treated as equals. Services are available to all women, but in particular those who find themselves in situations which can increase their vulnerability or place them at significant risk of harm - and who are often facing multiple and complex needs.
You may have experience in other areas such as Finance Director, Head of Finance, CFO, Director of Finance, Finance Manager, Finance, Accountant, Director of Finance and Operations, Operations and Finance Director, Head of Finance and Operations.
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.