Forecasting and reporting officer jobs
Are you an influential leader looking for a new challenge? Would you like the opportunity to take a leading charity through the next exciting phase of its remarkable journey?
Harrogate Neighbours exists to support and improve the lives of elderly and vulnerable people across the region, transforming lives and empowering the community on a daily basis! With over 50 years of experience, they provide a vast range of services ranging from residential care (at their homes in Starbeck and Boroughbridge) to meals on wheels in the community to The charity’s values focus on compassion, accountability, respect and excellence, and the incredible staff team deliver an uncompromised standard of care to all.
We have a career defining opportunity for a new CEO to lead this organisation, and community, and in doing so inspire and transform lives across the region!
The Role
The CEO will be accountable to the talented and committed Board of Trustees and be responsible for the overall strategic management, leadership, and development of Harrogate Neighbours. Duties will include:
- Ensuring the development and implementation of integrated strategies across care, housing, operations, finance, marketing and communications, human resources and workforce, information management and technology, estates and performance monitoring, management and reporting.
- Providing overall leadership for Harrogate Neighbours in line with the vision, mission and values agreed by the Board of Trustees.
- Providing strategic leadership for fundraising and income diversification, ensuring the organisation has a sustainable and mixed portfolio of income.
- Developing and maintaining positive collaborative partnership arrangements with commissioners, local authorities, local communities, MPs, the voluntary sector, communities and other key partners and stakeholders.
- Overseeing the financial processes for the organisation and leading delivery of the agreed budgets.
The Person
We are looking for a visionary leader - a creative, charismatic and influential individual who is passionate about the values, ethos and mission of the charity! The skills and experience we are looking for include:
- A demonstrable track record of working in a senior strategic leadership role
- Evidence of working with senior leaders and board members to ensure strong and effective financial management
- Strong networking and influencing skills with an ability to build excellent relationships with a wide range of stakeholders
- Strong and clear communication skills with an ability to lead internally, and also deliver messages to a variety of audiences externally.
This is a truly wonderful opportunity to lead a fantastic charity where you will directly influence the landscape for the communities across the Harrogate region, for the future. As CEO of Harrogate Neighbours, you will be leading a financially stable organisation with a strong board and talented staff team. The charity also promotes a supportive culture, has a generous pension scheme, offers a variety of wellbeing initiatives, 6.6 weeks annual leave and a range of additional benefits (including Blue Light Card and paid for massages!).
If you believe that you could be the right person to lead this charity through the next phase of its exciting journey then get in touch for more information, or apply here before Friday 27th February.
First stage interviews have been scheduled for Friday 20th March, and second stage interviews will be on 25th, 26th and 27th March 2026.
Please note: If you would like to submit an application or express your interest in an alternative format, such as audio or video upload, please contact either Charlie or Leanne who will be happy to advise on this.
Please also be aware that Charity Horizons use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way.
Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition and pregnancy.
To lead charity recruitment because we’re the best at supporting individuals and organisations to achieve their ambitions and drive positive change


Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Purpose of the post
The Finance Business Partner plays a crucial role within HDR UK, as the key point of contact and financial support for the Institute Office teams. The Finance Business Partner supports key non- finance stakeholders to provide timely and insightful analysis and reporting and supports with the alignment of financial plans to operational and strategic priorities. The role will support the Institute Office as well as some of our separately funded programmes. The Finance Business Partner is responsible for the management of the Institute’s support costs and recharges, and therefore plays a pivotal role in the long-term financial sustainability of HDR UK. The role is responsible for maintaining clear and effective communication between the Finance team and the wider business and for ensuring that financial concepts and priorities are understood by the Institute Office and programme teams.
Main responsibilities
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Work with Budget Holders to manage financial performance, forecasts, and budgeting including understanding financial opportunities and risk for the area of business partnership.
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Lead on monthly reporting to the Institute Office and Programme teams, including posting month end journals, meeting with Budget Holders to discuss performance and budget variance and providing commentary and analysis on reports.
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Provide donor reporting and analysis as required to funders of specific programmes.
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Work with the Head of Financial Planning and Analysis to plan, deliver, and review the annual budget and quarterly forecasts.
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Support the Associate Director of Finance and Head of FP&A to continuously review and update the 5-year financial plan.
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Support with projects and new process development to continuously improve and evolve our approach to internal financial reporting and modern finance business partnering.
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Support the Finance Business Partnering function with ad hoc reports and grant management and reporting.
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Provide training and advice to individuals internal and external to the Finance department.
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Support the Finance Officer with ad hoc queries and helpdesk needs.
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Support the Head of FP&A in utilising JET Reports to generate monthly management accounts for our Senior Leadership Team and Budget Holders, ensuring their accuracy and timely delivery.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Job Title: Finance Manager/Senior Finance Controller
Contract length: Permanent
Location: Hybrid
Hours per week: 35
Salary: £55-60K pa depending on experience and knowledge
Closing date for applications: Sunday 22nd February 2026 , we reserve the right to end the vacancy before the closing date; interested candidates are encouraged to apply as early as possible
First interview: First interviews will be held over Microsoft Teams
Second interview: Candidates successful at first interview will be invited to visit Mayhew and to have a second interview in person.
We are looking for our next Finance Manager / Senior Financial Controller, someone who shares our compassion for animal welfare and wants to play a central role in stewarding Mayhew’s financial resources for the greatest impact.
Reporting directly to the Chief Executive, you will work closely with senior colleagues across Mayhew—including members of the Senior Management Team—to support strong financial direction, responsible stewardship, and effective, mission‑driven decision‑making across the charity.
This is a highly visible and hands‑on leadership role. You will lead Mayhew’s day‑to‑day finance function, ensuring strong financial controls, good practice financial management, and timely, accessible financial reporting for colleagues, trustees and partners. You will be responsible for all aspects of financial planning, management accounting, statutory reporting and SORP compliance, as well as supporting operational teams with practical financial insight and advice.
You will also help develop and strengthen financial systems and processes, recognising that—as a mid‑sized charity with evolving needs—Mayhew continues to refine its structures to best support our work. You will lead and support a small finance team, modelling an open, collaborative and hands‑on working style.
Our London site—our historic rescue and rehoming centre—is at the heart of our UK operations. You will collaborate with colleagues across operations, veterinary services, fundraising, people and engagement to ensure financial clarity underpins good decision‑making as we continue to care for dogs and cats in need.
In this role, you will:
- Lead, direct and deliver all aspects of Mayhew’s finance function, ensuring strong, proportionate controls and high‑quality financial information.
- Engage, influence and collaborate with senior colleagues and trustees to support the effective delivery of our strategic and operational goals.
- Provide clear financial guidance to non‑finance colleagues and act as a supportive, trusted partner across the organisation.
- Lead and support a small finance team, encouraging a positive, collaborative and hands‑on culture.
- Strengthen and improve finance systems and processes to increase efficiency, consistency and compliance.
To be successful in this role, you will bring:
- Strong charity finance experience, including Charity SORP (FRS 102), fund accounting, statutory reporting, financial planning, budgeting, and knowledge of VAT and Gift Aid.
- Hands‑on experience of month‑end accounting, financial controls, cashflow management, and management accounts preparation.
- Excellent communication skills with the ability to translate financial information clearly for non‑finance colleagues and trustees.
- A collaborative, supportive and pragmatic working style, with confidence to improve processes and work flexibly within a smaller organisation.
- Experience leading and developing a small team through open, positive and supportive management.
Please note that successful candidates will be asked to evidence their Right to Work in the UK post-job offer – we do not hold a sponsor licence therefore we are unable to provide Visa sponsorship.
We are looking a skilled Insights Analyst to transform our fundraising and supporter data into clear, meaningful insights that guide fundraising strategy. You will lead the development of our reporting suite, collaborate with teams across the charity, and help embed strong evaluation practices.
You will design dashboards, build KPIs, analyse trends, and support teams to make evidence-based decisions. This role is ideal for someone who enjoys combining technical expertise with partnership working and strategic thinking.
Contract
- £40,000 - £45,000 per annum plus benefits
- Full Time (35hrs per week)
- Fixed Term (18 months)
- Hybrid working with link to Ewell office
- In-person working: Meeting in person and working collaboratively are things we value. We work in person around 2 days or more per month.
- We are passionate about flexible working, talk to us about your preferences
What You’ll Do
- Build and maintain Power BI dashboards and KPIs
- Evaluate the performance and effectiveness of fundraising campaigns
- Analyse income trends and present insights to technical and non‑technical audiences
- Support teams to evaluate activities and embed data‑led decision‑making
- Work with stakeholders to understand insight needs and improve reporting processes
What You’ll Bring
- Strong Power BI skills (DAX, data modelling, Power Query)
- Knowledge of data modelling best practice
- Ability to turn complex data into clear, meaningful insights
- Experience with evaluation methods and KPIs, ideally in fundraising
- Excellent communication skills and attention to detail
- Ability to manage multiple priorities and document reporting processes
- Experience with fundraising CRMs (desirable)
- Strong SQL skills (desirable)
- Financial modelling or online performance evaluation experience (desirable)
Full Job Description and Person Specification below
Why Samaritans?
At Samaritans, you’ll be part of a people-first organisation deeply committed to inclusion, compassion and learning. You’ll contribute to a team where your voice matters, your expertise makes a difference, and your work helps save lives.
We welcome applications from individuals with lived experience and encourage those from underrepresented communities to apply. We are committed to creating an environment where all our people feel seen, heard and supported.
You’ll join a values-led organisation with a powerful mission and a collaborative culture. We offer flexible hybrid working, excellent benefits, and the chance to make a tangible difference in suicide prevention across the UK and Ireland.
For further information about Samaritans, including our charity structure, values, employee benefits, and application process, please read our recruitment brochure available below. You can also visit our careers website to access this.
We recognise the enormous benefits and the social justice imperatives of ensuring diversity at every level of our organisation. Samaritans is wholly committed to inclusion and diversity and to building a culture and environment where everyone is appreciated for the unique person they are. To ensure Samaritans is representative of those we support and who support us, we particularly welcome applications from disabled, racialised minority and LGBTQ+ candidates, as these people are under-represented at Samaritans.
Apply now
If this sounds like the opportunity for you, please apply. You will be asked to some answer short application questions and to upload your CV.
We kindly ask that you don’t rely on AI tools for your application answers, or to generate interview answers. We want to see your own unique ideas and writing skills. We want your application to stand out from the rest and showcase your own strengths.
Applications close: Monday 16 March 2026 at 09:00am
Interviews: w/c 23 March onwards
We prevent suicide through the power of human connection. Connecting people in crisis with trained volunteers who will always listen.



You don’t have to know about Down syndrome. You can learn about Down syndrome, but we need you to know how to nurture the heart of an organisation and its people.
Please see our video on our website for further details from our Chair, James Davis (go to 'meet the team', and 'current vacancies'.
Freelance/self-employed contract for 3 – 4 days per week
Lead the 17-year-old charity into a brighter future
The role demands quality skills and experience in management, governance, building teams and communities, fundraising and finance – in person and online.
Can you simultaneously be creative, a problem solver, ideas person, developmental, positive leader, supporter, confidante, prudent and adventurous?
We are very keen to hear from you. Please send your CV and a 5 min video explaining who you are, why you suit the role and why you want to join us as CEO by Saturday 28 February 2026.
Please also submit a video of no more than five minutes explaining who you are, why you suit the role and why you want to join us as CEO. This can be instead of the cover letter if you prefer not to do both (but please do do the video as we'd love to hear from you)
Enabling children with Down syndrome to maximise their potential
The client requests no contact from agencies or media sales.
About the eoa (Employee Ownership Association)
Employee ownership in the UK is at a critical moment. The sector has more than doubled since 2020. Awareness is rising. Evidence is compelling. Businesses, communities, and policymakers are increasingly recognising that a people-powered approach can unlock fairness, resilience, and productivity.
We believe the UK can reach 10,000 employee owned businesses within the decade, transforming succession, broadening ownership, and reshaping the economic landscape. But achieving this relies on bold, strategic, values-led leadership across our community.
The eoa exists to build and connect that community: a network of more than 850 member businesses, thousands of employee owners, specialist advisors, policymakers, and partners committed to powering fairer livelihoods and stronger businesses through employee ownership.
Purpose of the Role
The Finance Manager leads the eoa’s finances to ensure the businesses resources are used effectively, efficiently, and sustainably.
You will develop robust financial systems, reporting, and analysis to provide insight and assurance to the SLT and Board, playing a central role in safeguarding the eoa’s financial health and enabling its strategic goals to be achieved.
Role Summary
- Contract: Permanent
- Hours: 22.5 hours per week, working pattern to be agreed with successful candidate
- Location: Manchester (hybrid). You will be expected to attend the office at least twice per month, and more often where needed
- Salary: £45,000 (£27,000 pro rata) p/a
- Pension: Up to 7% employer pension match (from year 1 anniversary)
- Annual Leave: 30 days leave + bank holidays
- Reports to: Membership & Operations Director
- Management of: Finance and Business Support Administrator
Key Responsibilities
- Lead the development and delivery of the organisation’s financial strategy, ensuring it underpins and enables operational delivery.
- Manage the annual budget-setting process, working closely with colleagues to align budgets with strategic priorities.
- Manage day-to-day financial operations, including financial accounting, membership renewals, bank account management, cash flow monitoring, credit control, payments, and function oversight.
- Take responsibility for accurate and timely payroll and pension delivery, working in partnership with an external provider.
- Prepare and reconcile monthly, and year-end accounts, ensuring accuracy, compliance, and robust controls.
- Produce accurate, timely financial forecasts, management accounts and financial analysis to support operational and strategic decisions.
- Ensure compliance with statutory requirements including tax (VAT, PAYE, Corporation Tax) and financial reporting obligations.
- Maintain strong internal controls and risk management processes, safeguarding the organisation’s financial health.
- Act as a signatory on company bank accounts, ensuring appropriate authorisation and governance arrangements are in place.
- Lead the ongoing development and improvement of finance processes and systems, and automations to drive efficiency and effectiveness.
Knowledge, Experience, and Attributes
- Degree-level education and either ACCA, CIMA, or ACA qualification.
- Proven track record in budgeting, forecasting, cash flow management, and delivering accurate management accounts and financial analysis.
- Experience of working for or preparing SME accounts, managing audits, risk, and internal controls, with a focus on continuous improvement of systems and processes.
- Strategic thinker who can translate complex financial data into clear, actionable insight for senior leaders and the Board.
- Highly organised, proactive, and solution-focused, with excellent communication and stakeholder management skills.
- Collaborative, adaptable, and professional, demonstrating integrity and sound judgment in all financial matters.
What Constitutes Success in This Role?
Success in this role means the eoa has reliable, efficient, and well-governed financial operations that underpin all aspects of the business. You will ensure day-to-day finance processes are accurate and timely, cash flow and budgets are effectively managed, and statutory obligations are met with confidence. By providing clear analysis and insight, you will support the SLT and Board in making informed decisions, drive improvements in systems and reporting, and enable the eoa to achieve its strategic priorities.
Key outcomes for the role Measures
- Outcome: The eoa maintains accurate, timely, and insightful financial reporting and analysis to support decision-making.
Measure: Accurate monthly management accounts and forecasts delivered on time. Rolling forecasts and scenario analyses updated regularly. - Outcome: Budgets are aligned with strategic priorities and financial resources are optimally managed.
Measure: Budgets prepared and approved within agreed timelines. Variance between budgeted and actual expenditure monitored and reported. Cash flow maintained within agreed thresholds. - Outcome: Statutory, regulatory, and internal governance requirements are met and risks are effectively managed.
Measure: All statutory filings (tax, Companies House, pensions) submitted accurately and on time. External audit completed with no significant issues. Internal controls and risk management processes maintained and reviewed annually. - Outcome: Financial systems and processes support operational efficiency and organisational growth.
Measure: Transaction processing, reconciliations, and payroll delivered accurately and on schedule. Improvements in process efficiency implemented. - Outcome: Finance contributes proactively to strategic decision-making and organisational development.
Measure: Financial insight and recommendations consistently inform senior leadership decisions. Evidence of finance-led initiatives driving cost efficiency or strategic impact. - Outcome: Finance function evolves to meet organisational needs and supports a culture of improvement.
Measure: New or updated systems, processes, or reporting tools implemented successfully. Finance function demonstrates improved efficiency, effectiveness, or scalability over time.
How to apply
To apply, please submit:
- A two-page CV
- And ane of either:
- Cover letter setting out your motivation, approach, and what you will bring to the role
- Video (maximum 10 minutes) setting out your motivation, approach, and what you will bring to the role
Applications should be submitted before 9:00am 2 March 2026. We will close this vacancy early if we receive sufficient applications for the role. If you are interested, please submit your application as early as possible.
Interviews will be in Manchester w.c. 9 March 2026.
The eoa welcomes applications from people of all backgrounds, particularly those who are under-represented. We recruit based on values, skills, and contribution to our purpose.
We exist to grow and strengthen employee ownership as a force for powering fairer livelihoods, stronger businesses, and a more resilient economy.



The client requests no contact from agencies or media sales.
We are currently looking for a Senior Finance Business Partner to join our Finance team on a full time permanent contract, offering a salary of up to £65,000 per annum.
The FP&A team provides the link between Finance and the rest of the organisation, recording and analysing data to add value to operational and strategic decision-making and develop the best possible, joined-up, financial management. Our mission is to ensure effective financial and risk management of Southbank Centre and be acknowledged as a key partner in achieving its aims and objectives.
Please download the attached Job Description for a full overview of this role's responsibilities.
The annual salary stated is based on the Full-Time Equivalent (40 hours per week). If the job is part-time, the weekly hours will be stated within the advert.
The deadline for applications is 23:59 on the closing date for the job posting.
Please note, applications sent via Email or 3rd party agencies will not be considered.
Need reasonable adjustments? Please contact us so we can help make the application process accessible to you. Be sure to include the job you are applying for and your full name.
We welcome applications from all backgrounds. By attracting people with diverse attitudes, opinions and beliefs we can continue to look at the world with fresh eyes and find new ways of doing things. The Southbank Centre is a warm and welcoming place to work, with great aspirations and ambitions to create great and accessible work for all. We pride ourselves in building a supportive environment to enable the development of our colleagues.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Finance Business Partner
Salary: £55,000 – £65,000
Permanent, Full-time
Hybrid working
Location: Harlow, Essex
A leading UK-based charitable organisation is seeking a qualified Finance Business Partner to play a key role in strengthening financial planning, reporting and performance insight across the organisation. This is an exciting opportunity to join a purpose-driven organisation focused on delivering measurable social impact and value for money.
Working closely with the Head of Finance and CFO, you will act as a trusted business partner to senior stakeholders, helping to embed best-in-class financial planning and reporting processes that support the delivery of the organisation’s strategic plan.
This role offers the opportunity to combine robust financial control with forward-looking analysis, enabling informed decision-making at the highest level.
About the Role
Reporting to the Head of Finance, the Finance Business Partner will lead on budgeting, forecasting and management reporting, while driving continuous improvement in financial systems, analytics and performance measurement.
You will work collaboratively with budget holders and senior leaders to provide clear, insightful financial analysis that supports both operational performance and long-term strategic priorities. The organisation is investing in strengthening its analytics capability, and you will play a central role in developing dashboards, performance metrics and scenario modelling to enhance insight and impact measurement.
This role blends technical accounting expertise with strong stakeholder engagement and commercial awareness.
Key Responsibilities
Budgeting and Forecasting
- Deliver a collaborative annual planning and budgeting process aligned to organisational strategy
- Lead reforecasting cycles and support scenario modelling to manage financial uncertainty
- Provide clear variance analysis and forward-looking financial insight
Management Reporting and Performance
- Produce timely and accurate monthly and quarterly management accounts
- Develop meaningful commentary, trend analysis and improvement recommendations
- Build and enhance financial performance metrics, including cost allocation methodologies and balanced scorecard reporting
- Contribute to the Annual Report and Accounts and support audit processes
Financial Planning & Analysis
- Support preparation of business cases for capital and revenue initiatives
- Provide analytical insight into income, charitable expenditure and support costs
- Support evidence-based investment decisions across programmes and initiatives
- Develop dashboards and reporting tools (including Power BI) to improve visibility and decision-making
About You
We are seeking an ACA, ACCA or CIMA qualified accountant (CCAB recognised).
You will bring:
- Strong experience in budgeting, forecasting and management reporting
- Demonstrable business partnering experience with senior stakeholders
- Confidence delivering variance analysis and financial commentary that drives action
- Experience developing financial metrics and performance reporting frameworks
- Intermediate to advanced Excel skills
- Some experience or working knowledge of Power BI and modern reporting environments
- A collaborative working style with the ability to influence and build strong relationships
- A commitment to continuous improvement and high-quality financial governance
Experience within the charity or not-for-profit sector, including fund accounting or grant accounting, would be advantageous but is not essential.
This role would suit a proactive finance professional who enjoys combining analytical rigour with stakeholder engagement, and who is motivated by contributing to an organisation that delivers meaningful impact.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Make a Difference Where It Matters Most
At Home-Start Richmond, Kingston and Hounslow, we believe that childhood can’t wait. We’re a vibrant, community-rooted charity supporting families through the critical early years of parenting. Our volunteers and staff work side-by-side with families, offering emotional and practical support, building confidence, and creating lasting connections.
We are now seeking Finance Officer to join our passionate team and play a pivotal role managing our finance function and supporting governance and administration of the charity.
About the Role
This is a unique opportunity to manage the finances of a thriving charity, whilst also working closely with the Board of Trustees and the Senior Management Team to support governance and operational administration, and ensuring the charity is enabled to run seamlessly and deliver impactful support to local families.
Key Responsibilities
- Manage the day to day finances of the charity
- Provide timely and accurate management reporting, and preparation of year end accounts
- Produce financial information and data analysis for reports to funders and funding applications, as required
- Service the Board of Trustees and AGM in consultation with the CEO, and maintain Trustee records.
- Ensure Charity Commission and Companies House filings are up to date
- Ensure all operational policies are updated and reviewed on a rolling basis by the Board of Trustees
- IT & equipment management – maintaining fixed asset register and equipment logs, and managing the relationship with external IT support and software licenses
- Support the Operations manager with management of the office space, including ensuring accuracy of bills & meter readings, and managing the relationship with key suppliers eg EDF and our landlord
What You’ll Bring
- Full or part qualified or working towards a relevant accountancy qualification
- Experience of using a digital accounts package for bookkeeping (Quickbooks desirable)
- Experience of producing management accounts, budgets and financial information, and preparing draft financial accounts
- Experience of servicing a Board level committee including minute taking, preparing agendas, papers and minutes.
- Good written and verbal communication skills
- Highly numerate with excellent analytical skills
- Excellent attention to detail & accuracy in reporting detailed financial information
- Strong planning and organisational skills with ability to prioritise competing demands and meet deadlines
- Team player - ability to work flexibly as part of a small multi-disciplinary team and on own initiative
- A genuine interest in the needs of children and families and delivering responsive family support that makes a difference to families’ lives.
Why Join Us?
- A flexible, hybrid working model co-designed with our team
- A supportive, inclusive, and values-driven culture
- A chance to make a tangible difference in the lives of local families
- Excellent pension and generous annual leave
Head of FP&A | 6 - month FTC | £70,000 - £75,000 | London | Hybrid
For a charity in London, we're recruiting an interim Head of FP&A for a 6-month contract. Reporting to the Director of Finance, the Head of FP&A will manage a small team and will have leadership of the internal reporting processes, providing strategic advice to the SMT, and lead a continuous improvement programme. The Head of FP&A will design, implement, and stabilise finance processes across planning and forecasting, performance reporting, KPI management, capital and cash management, cost analysis, and process improvement.
Main Duties:
- Lead the annual budgeting and forecasting cycles
- Own the monthly performance management process and lead presentations of financial results with the Executive Board
- Define and report on performance and Finance team KPIs
- Lead the financial reporting requirements for external Grant and Donor Funders
- Oversee capital management and maintain robust rolling cash flow planning and reporting
- Manage the cost and income allocation processes and finance risk management processes
- Drive finance system engagements and automation initiatives
- Maintain the Chart of Accounts and all finance policies
- Provide ad-hoc support to the Finance Director on statutory accounting and compliance and implement and own the risk management and audit programme
- Lead, motivate, and manage a new Finance team and act as the SMT business partner, building finance capacity across the organisation
Person Specification:
- Proven FP&A leadership including managing and coaching a small team
- Experience of continuous improvement across FP&A processes
- Experience of designing, implementing, and stabilising finance processes
- Ideally experience from the Not for Profit or Charity / Grant Funded sector
- building financial models and tools with advanced Excel knowledge
- Experience of identifying improvement and optimisation opportunities
- Proactive, confident, and able to partner different stakeholder groups
________
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.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Sussex Beacon is at a pivotal moment in its history as we move to re-instate our clinical care and evolving our hospice offer to become the first LGBTQ+ Hospice with a specialism in HIV palliative care.
As Finance Manager at The Sussex Beacon, you will be joining a small but agile senior management team helping us to drive forwards our strategy and business planning.
We’re looking for a Finance Manager with strong experience in financial management, analysis, and reporting to ensure our day-to-day finances and budgets run smoothly while supporting effective long-term decision-making. You’ll bring insight, structure, and clarity, turning data into decisions that make every penny count for the communities we serve.
You will report directly to the CEO and work closely with our volunteer Finance Director to ensure that we meet regulatory requirements and provide accurate information to our Board of trustees.
Please send your CV and a covering letter addressing how you meet the person specification.
The client requests no contact from agencies or media sales.
Robertson Bell is delighted to be exclusively partnering with Ibstock Place School in the search for a Head of Finance. Ibstock Place is a leading independent co-educational school known for its strong academic performance, inclusive ethos, and commitment to providing an outstanding educational environment.
With significant investment in facilities and a continued focus on operational excellence, the School is seeking a commercially minded finance leader to play a key role in supporting its long-term financial sustainability and strategic ambitions.
The Head of Finance is a senior leadership position, reporting to the Bursar and working closely with Governors and budget holders across the School. You will provide strategic and operational oversight of the finance function, ensuring robust financial management, high-quality reporting, and effective governance.
Key responsibilities include:
- Lead and manage the finance team, including performance management, development, and succession planning.
- Oversee budgeting, forecasting, and financial planning processes, ensuring alignment with the School’s strategic priorities.
- Produce timely, insightful management information with clear narrative to support decision-making.
- Lead the preparation of statutory returns and annual accounts, ensuring compliance with all regulatory and reporting requirements.
- Manage the year-end process and act as the primary contact for external auditors.
- Maintain strong cash flow oversight and prepare accurate cash forecasts.
- Ensure effective financial controls, policies, and procedures are in place and continuously improved.
- Oversee the financial systems environment, ensuring it remains fit for purpose and fully utilised.
- Support and guide budget holders, promoting financial accountability across the School.
- Deputise for the Bursar on financial matters as required.
Candidate Profile
We are seeking a proactive, collaborative, and technically strong finance professional who can operate both strategically and hands-on.
Essential experience and attributes:
- A recognised professional accountancy qualification (ACA, ACCA, CIMA or equivalent).
- Proven experience in a senior finance leadership or management role.
- Strong track record of budgeting, forecasting, and financial reporting.
- Experience working with Boards, Governors, or senior stakeholders.
- Excellent understanding of financial controls, compliance, and best practice.
- Demonstrated ability to lead and develop teams effectively.
- Strong communication skills with the ability to present complex financial information clearly.
Desirable:
- Experience within education, charity, or not-for-profit environments.
Why Join Ibstock Place School?
- Opportunity to play a pivotal role in a respected and well-established independent school.
- Broad and varied remit with genuine influence across the organisation.
- Collaborative leadership team and strong organisational values.
- Chance to contribute to the continued development of facilities, services, and financial strategy.
Location & Working Pattern
The role is based on site at the School in Roehampton, South West London, with on-site presence expected to support close collaboration with stakeholders.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A national charity is seeking an experienced Head of FP&A to lead its financial planning and performance function during a period of transformation and change.
Reporting to the Finance Director, this is a pivotal leadership role responsible for owning budgeting and forecasting cycles, leading monthly performance reporting to the Executive Team and Board, and driving continuous improvement across finance processes and systems. You will oversee capital and cashflow planning, cost and income allocation, funder reporting, and finance risk management, while acting as a key strategic partner to senior stakeholders across the organisation.
As the leader of a newly established team, you will design and embed robust processes, build a high-performing finance function, and improve financial literacy across non-finance teams. This role requires a resilient, delivery-focused leader who is comfortable building structures from the ground up in a fast-paced environment.
Key Requirements:
- Qualified accountant (ACA/ACCA/CIMA or equivalent)
- Strong FP&A leadership experience within complex organisations
- Experience presenting to Boards and Executive teams
- Proven track record of driving process improvement and finance transformation
- Excellent stakeholder management and team leadership capability
- Resilience and confidence to build and embed processes in an evolving environment.
The Offer
Salary: £65,000 - £70,000 (Depending on experience)
Contract: 6 month FTC
Location: Hybrid – 2 days in office (London-based)
Opportunity: Head of Finance
Are you a hands-on finance professional who excels at balancing high-level strategy with meticulous operational control? We are seeking a fully qualified accountant to drive the end-to-end financial management, reporting, and stability of a small but impactful international development organisation.
Reporting directly to the Chief Operating Officer (COO), you will serve as a key advisor on strategic financial decisions while ensuring the accuracy of accounts and compliance standards.
The Role
You will be responsible for all aspects of finance and delivering timely, accurate financial reports to internal stakeholders, funders, and regulatory bodies.
Key Responsibilities Include:
- Producing monthly consolidated management accounts with variance analysis and reporting to the Board and Finance Sub-Committee.
- Leading annual budgeting, forecasting, and multi-year financial planning.
- Overseeing cashflow, treasury management, and the drafting of statutory accounts.
- Managing external audits and specialised donor financial reporting.
- Identifying financial risks for escalation to the COO/Board and providing direct line management for the Finance & Systems Officer.
Your Profile
You will be a grounded leader who brings a focus on delivery and stability.
- You must be a fully qualified accountant (ACCA, ACA, or CIMA).
- 8–10 years of experience working within complex, multi-entity environments.
- Experience within the Charity or International NGO (INGO) sector.
- A proven ability to manage end-to-end financial controls and provide high-level strategic advice.
Salary range is £55,000 - £60,000 Depending on Experience.
Applications will be reviewed on a rolling basis, therefore please apply ASAP to ensure your details are considered.
We are seeking an experienced relationship driven Fundraiser to take ownership of a strategic role with real influence. You’ll own the philanthropy and major gifts portfolio — identifying, cultivating and stewarding high-net-worth individuals, high-value corporate partners and trusts & foundations — and shape a compelling case for support that unlocks multi-year funding and strategic partnerships.
In this new role you will close significant gifts, steward long-term relationships and see the measurable difference your work makes to patients and families.
This role is for you if:
- You’re motivated by securing high-value support and building long-term philanthropic relationships.
- You enjoy high-touch, strategic stewardship and personalised donor engagement.
- You’re confident working with senior leaders, trustees and external stakeholders in fundraising asks.
- You want to design and deliver a major-gifts strategy that shapes organisational growth.
- You seek a role where commercial awareness, relationship-building and impact reporting matter.
What you’ll be doing:
- Developing and owning a 3–5 year philanthropy and major gifts strategy aligned to our priorities and targets.
- Identifying, qualifying and cultivating major donor prospects, corporate partners and foundation opportunities.
- Delivering a stewardship programme for legacy giving.
- Preparing bespoke proposals, briefing materials and stewardship plans for high-value supporters.
- Leading solicitation and negotiation of major gifts, multi-year pledges and corporate partnership agreements.
- Working with a trusts & foundations fundraiser on applications, reporting and relationships to maximise grant income.
- Working with CEO/Board to involve senior leadership in cultivation and asks; coordinating donor visits and stewardship events.
- Maintaining CRM pipeline, forecasting, compliance with donor agreements and reporting on performance.
What we’re looking for:
- 3+ years’ experience with a proven track record in major gifts, philanthropy or senior fundraising.
- Exceptional relationship-building, presentation and negotiation skills with senior stakeholders.
- Experience writing successful trust/foundation proposals and managing grant relationships.
- Strong strategic thinking, pipeline management and financial forecasting abilities.
- Excellent written skills for proposals, reports and personalised stewardship communications.
- Discreet, professional approach to donor confidentiality and ethical fundraising practice.
Why join us?
- Influence service delivery directly by securing funding that expands and sustains Hospice care.
- Lead a strategic, high-profile fundraising area with visibility to senior leaders and trustees.
- Opportunity to build and shape a major-gifts programme and leave a lasting legacy.
- Flexible working and the chance to build meaningful relationships across our community and partner network.
Location: Hexham, hybrid working will be considered.
Hours: Full-time, with some weekend and out of hours working
Reports to: Head of Income Generation
Closing date: 9 March
Interviews: 16 March
The client requests no contact from agencies or media sales.

