Legacy manager jobs in cambridge

An established national charity is seeking a Senior Finance Business Partner to join their Finance Business Partnering team at a pivotal time for the organisation. This is a newly shaped role designed to strengthen financial support for the charity’s fundraising and campaigning ambitions over the coming years.

The Role

You will play a central role in providing financial insight, analysis, and management across fundraising, communications, and advocacy activities. Acting as a strategic partner to senior leaders, you’ll ensure funds are used effectively to deliver long-term impact and growth.

You’ll help drive the organisation’s ambitious five-year plan to increase fundraising income and enhance its campaigning and influencing power – ensuring every pound raised contributes to a more inclusive future.

Key Responsibilities

• Partner with directorate teams to develop robust budgets and forecasts, supporting effective financial planning.
• Provide insightful financial reporting and analysis to help teams interpret performance and make informed decisions.
• Lead on complex income forecasting (including legacies), applying scenario analysis and risk assessment.
• Deliver financial modelling to inform investment and fundraising strategies.
• Ensure accurate management of restricted funds and compliance with external funder requirements.
• Contribute to continuous improvement of financial processes, including integration with a new Salesforce CRM system.
• Act as a key point of contact for external auditors and funders regarding fundraising financials.
• Maintain compliance with Charity SORP and relevant financial regulations.
• Manage and develop a Finance Business Partner team member, fostering growth and capability.

About You

You will be a qualified accountant (CIMA, ACA, ACCA or equivalent) with proven experience in finance business partnering, ideally within the charity or fundraising sector.

You’ll bring:

• Strong analytical and problem-solving skills, with the ability to communicate complex data clearly.
• Excellent stakeholder engagement and influencing abilities.
• A proactive, solutions-driven mindset with a focus on improving systems and processes.
• A genuine commitment to the mission of creating a more inclusive society.

Salary & Benefits

• Salary: £61,526 per annum
• Contract: Permanent, full-time
• Location: Flexible hybrid (possibility for remote working)

How to Apply

This role is being managed exclusively by Ivy Rock Partners. For more information or an informal discussion, please contact Madeleine Kind or Jake Morrow at Ivy Rock Partners.

Applications will be reviewed on a rolling basis, with interviews commencing once suitable candidates are identified. Early applications are encouraged.

JOB TITLE: Director, Herts Welcomes Refugees

Salary: £40-45,000

Full-time post, remote working with potential for flexible hours

Responsible to: The Trustees through the Chair

Responsible for: The staff team Functional links with: The Trustees, the Management Committee, other relevant partner organisations within Hertfordshire and with refugee, asylum seeker and migrant organisations nationally.

Herts Welcomes Refugees is the leading charity in Hertfordshire providing welcome and practical support for refugees and asylum seekers.

With a new NLCB grant we need to develop in a way that is structured and sustainable, and that’s where you come in! Working closely with the Trustees, you’ll ensure that our passionate volunteers and staff team are enabled to deliver effectively for the refugee and asylum seeker communities we serve in Herts. This is a unique opportunity to help shape the organisation’s future. You’ll help us to support volunteers and staff and make sure that day-to-day services are responsive and align fully with our mission, vision and values. Ultimately, you will help build the strong foundations and infrastructure enabling HWR to grow sustainably, deliver high-quality services, and deepen its impact for the communities we support.

Why work with us?

• Be part of a small, passionate, and values-driven team making very tangible differences for refugees and asylum seekers

• Help shape the future of the organisation at a pivotal stage of its development

• Take on a broad and varied leadership role

• Receive support for professional development and training

• Enjoy a remote and flexible working environment.

Introduction

Herts Welcomes Refugees is at a transitional stage of its development, moving from a charity 
managed entirely by volunteers to one in which a small team of paid staff at its core facilitate and 
support the trustees to guide the work of the 170 or so volunteers. The staff team currently 
comprises a Volunteer Coordinator an IT Support Assistant and soon we will also be recruiting an 
Administrative Assistant. The Director will also work collaboratively with the (volunteer) 
Management Committee, the volunteer teams delivering services across the county and those 
volunteers providing support in key areas such as evaluation media and safeguarding.

Having come through a period of rapid development in the last four years, we now need to 
consolidate our knowledge and experience and further professionalise how we operate to ensure 
the sustainability and further development of the charity. Whilst committed to remaining a 
volunteer led charity, we need an energetic and experienced Director to support the trustees in
achieving our objectives and take the charity into the next phase of its development.

This brand-new senior role, which is being created as part of a new three-year funding programme by the
National Lottery Community Fund, is key to the next stage of our development. The postholder 
will need to be flexible in working with the Trustees, existing staff team and volunteers to help 
steer the charity through this transition. 

Main purposes of the job: 
1. To work with the trustees and volunteers in developing, supporting and facilitating the work of 
the charity and its volunteers to increase the efficiency, effectiveness, quality and consistency of 
the services provided to refugees and asylum seekers.
2. To be responsible for the day-to-day management and administration of HWR in line with the 
organisation’s policies and in compliance with all applicable law and regulation and to manage the 
staff team to increase the efficiency of the administration of the charity.
3. To support the trustees in achieving HWR’s vision, mission and charitable objects and strategic 
objectives and ensure the sustainability of the charity

Major duties and responsibilities:
1. Working with trustees, staff and volunteers
1.1 To manage the staff team to ensure that individual volunteers and area teams are supported 
and enabled to offer effective services across the county.
1.2 To work with the management group to ensure its effective organisation.
1.3 To ensure that HWR's values, vision, mission are promoted and practised throughout the 
organisation. 
1.4 To establish and maintain an effective system for the recruitment, management, training, 
support and development of volunteers and staff.
1.6 To support the organisation to ensure the inclusion and voice of service users throughout the 
organisation.
1.7 To ensure that structures and systems are in place to comply with law and regulation and to 
implement the charity’s policies.
1.8 To report to the trustees on the progress of the organisation and on other matters relevant to 
the discharge of the trustees’ responsibilities. 
1.9 To formulate proposals for submission to, and approval by, the trustees. 
1.10 Working with the trustees, to ensure that the organisation discharges its constitutional and 
legal obligations and that the necessary resources are provided and proper standards maintained
for the protection of people and the organisation's assets.

2. Fundraising, Financial and Risk 
2.1 To support the trustees in relation to HWR’s income generation activities in line with the 
organisation's priorities.
2.2 Together with the trustees to consider development of other income streams, including 
corporate fundraising and legacies.
2.3 To work with the Treasurer to help develop and monitor the budget. 
2.4 To oversee HWR’s outsourced payroll administration 
2.5 To support the trustees with identifying and managing risk.

3. Knowledge and Information Management
3.1 To develop and implement robust mechanisms for the monitoring, reporting and evaluation of 
HWR’s work, and the impact and outcomes of its services.
3.2 To work with trustees and staff and volunteers to ensure the efficient operation of the charity 
through the development of IT infrastructure, and efficient and effective delivery of services and 
back-office administration. 
3.3 To work with trustees and staff and volunteers to ensure compliance with all regulation and 
good practice in relation to data confidentiality, security, safeguarding and GDPR.

4. General Tasks
4.1 Share with other staff responsibility for providing office cover, including answering the 
telephone and website enquiries, keeping records and statistics and self-servicing your own 
administration. 
4.2 Carry out such other duties and responsibilities as may reasonably be required by the trustees, 
commensurate with the objectives and level of responsibilities held by the post. 

PERSONAL SPECIFICATION 
Skills, Knowledge, Experience and Abilities

Strategic Thinking and Service Delivery
• Knowledge and experience of the UK voluntary sector, preferably including the refugee and 
asylum sector and issues affecting refugees and asylum seekers
• Understanding and experience of working effectively with a range of partners to deliver 
services and effect positive change
• Good analytical and problem-solving skills, and ability to respond proactively and creatively
to changes in the external and internal environments
• Knowledge and experience of an organisation(s) providing individual services and advocacy 
for vulnerable people in community-based services
• Understanding and experience of volunteer management
• Experience of using user-feedback and effective data monitoring and reporting to improve 
services
• Experience of producing and contributing to strategic/business plans

Management, Leadership and Governance
• Experience and ability as an effective manager and team builder
• Ability to organise, plan and prioritise the workloads of the staff and volunteer teams
• Ability to motivate staff and volunteers working in a fast-changing environment 
• Ability to communicate our vision, mission, objectives and services for a wide range of 
audiences 
• Experience of working in a multi-cultural/diverse environment 
• Knowledge of HR best practice and HR policy development
• Commitment to and understanding of the principles and benefits of Equality, Diversity and 
Inclusion (EDI) in the workplace
• Understanding and knowledge of best practice in relation to Safeguarding and Health and 
Safety
• Ability to work effectively both individually and as part of a collaborative team

Communications
• Excellent interpersonal skills, both oral and written 
• Experience of communicating, networking and working collaboratively with a wide range of 
audiences and stakeholders to promote an organisation in its best light
• Computer literate with IT skills, experience of using standard office software, and 
familiarity with popular social media channels (LinkedIn, Facebook, Instagram)
• Experience of overseeing the production of occasional printed materials

Financial Management and Income Generation
• Understanding financial control within an organisation;
• Experience of leading or contributing to successful fundraising. 

Personal qualities 
• Commitment to the rights and protection of refugees and asylum seekers 
• Commitment to a participative management style
• Ability to work some evenings and occasional weekends 
• The ability to travel efficiently and economically to all parts of Herts. Since Herts is a large
county, this is highly likely to mean the ability to drive and access to a vehicle. (Expenses 
will be fully reimbursed subject to agreeing an appropriate home base for calculations).
• Commitment to the rights and protection of refugees and asylum seekers
• Appropriate degree of self-awareness and emotional intelligence
• Emotional resilience and ability to deal with stressful or difficult situations

A rare and exceptional opportunity has arisen at The Perse School for a Head of Development to lead our small team with ambition, creativity and energy. You will be a visible senior leader within School and an important ambassador externally.

The Perse Development function typically raises around £250,000 each year.  Our aim is to grow this amount significantly such that the majority of our charitable activities can be funded by charitable donations.  Our School was founded in 1615 by Dr Stephen Perse as an educational charity, providing free places for 100 ‘poor scholars’.  We now have an ambitious long-term vision to re-establish an endowment to fund bursaries and our other charitable aims in perpetuity.

Building on good foundations of successful fundraising and relationship management, an experienced and inspiring Head of Development will significantly increase levels of philanthropic income to the School.

Working closely with the Principal, governors and senior leaders, our new Head of Development will help deliver our fundraising strategy and make a positive difference to the lives of young people, both now and well into the future.

We will consider full-time, part-time and flexible working options.

The Perse School Cambridge is one of the country’s leading independent co-educational day schools for children aged 3-18.

We are committed to providing a very competitive salary and benefits scheme at the same time as offering a wide range of opportunities for personal and professional development. We want our staff to feel engaged and purposeful so that they, in turn, help pupils to be happy and successful. 

Further details including how to apply can be obtained from our website.

Closing date: 3rd November 2025 at midday but applications will be considered as they are received; The Perse School reserves the right to make an appointment before the closing date.

The School actively supports equality, diversity and inclusion and encourages applications from all sections of society.

Safer Recruitment

The Perse School recognises that an important element in safeguarding our pupils is a robust recruitment process that incorporates measures to deter, reject, or identify people who might abuse children, or who are otherwise unsuited to work with them. We are committed to safeguarding and promoting the welfare of children and applicants must be willing to undergo child protection screening appropriate to the post including: references from previous employers, a Disclosure and Barring Service check at the enhanced level, as well as eligibility to work in the UK (in compliance with UK immigration regulations). All work carried out at the School on a regular basis amounts to regulated activity.  This role is also exempt from the Rehabilitation of Offenders Act 1974.

Safeguarding and promoting the welfare of children is everyone's responsibility. The School is committed to acting in the best interests of the child so as to safeguard and promote the welfare of children and young people. The School requires everyone who comes into contact with children and their families to share this commitment. Interviews will be conducted in person, and they will explore candidates’ suitability to work with children.

We seek a Finance Officer to join our small team. You will report to the Head of Finance to provide bookkeeping and accounting support for Global Dialogue and Global Dialogue Ventures Limited. You will use Xero and be responsible for many aspects of operational finance including maintaining accurate records in the organisation’s purchase and sales ledgers; processing accounts payable and receivable; bank and other reconciliations; supporting month, quarter and year-end closes; and resolving ad hoc queries. 

This role is part-time. We are open to negotiating a working pattern that works for the successful candidate and for Global Dialogue. 

Terms Permanent, 21-28 hours per week, subject to 12-week probationary period

Location Home-based. Must have right to work in UK.

Reporting Reports to the Head of Finance 

Remuneration This role has been benchmarked at a UK salary of £33,000 (pro rata for a part time position). Global Dialogue offers a range of benefits including 25 days’ annual leave plus public holidays (pro rata), a flexible working policy, and personal development leave. We contribute 6% to our employee’s workplace pension (on qualifying earnings).

More about Global Dialogue 

We currently host seven large networks and collaborations.  Internationally, these including Ariadne, the network of European funders for social change and human rights; the Funders Initiative for Civil Society (FICS) including narrative initiative The Hive; Hamrah, an initiative to strengthen the resilience and increase the impact of a cohort of Afghan civil society organisations in exile; and the International Education Funders Group (IEFG). 

We have five organizational commitments – when you work with Global Dialogue, you will find us to be Purposeful, Accountable, Respectful, Practical, and Equitable. These are not abstract values but active principles that guide how we work together, make decisions, and support the people, programmes, and movements we serve.

Job Description

Maintaining purchase ledger: 

• Review staff and consultant expense claims 

• Reconcile monthly credit card and Soldo statements

• Help prepare for bi-monthly pay runs by reviewing bill postings, ensuring they have received appropriate approvals 

• Setting up payments in bank accounts

• Manage the posting and reconciliation of Employee of Record invoices

 Maintaining sales ledger: 

• Post grant income to Salesforce and Xero, following up any missing paperwork and queries

• Manage monthly programme income and reporting reminders 

• Maintain Salesforce to ensure accuracy of data

 Bank: 

• Bank reconciliation for organisation’s GBP, EUR, USD bank accounts, for review by Head of Finance

• Paypal processing and reconciliations

• Support Head of Finance with FX transaction adjustments

 Reconciliations and journals: 

• Support Head of Finance with a variety of monthly and quarterly reconciliations, prepayments and accruals

• Help maintain the fixed asset register and support with monthly depreciation journals

• Help to prepare a variety of other monthly journals 

Finance systems, policy and training development: 

• Work with Head of Finance to keep finance policies and other documentation up to date

• Help draft new policies and guidance notes as required

• Provide Xero training for all new-starters and work with Head of Finance to keep training needs under review

• Act as a sounding board to programmes on finance queries and manage the Finance Team inbox

• Manage staff Soldo requests

Person Specification 

• A recognised accountancy qualification and/or qualified by experience in accounting 

• Able to demonstrate strong experience of Xero accounting software

• Good MS Office skills, especially Excel

• Track record of working to deadlines without close supervision and can ‘hit the ground running’

• Detail orientated

• Strong analytical and numerical skills, including the ability to sense check your own work

• Solid understanding of processes and a commitment to continual process improvement

• Good written and verbal communication skills, including the ability to explain finance to non-financial staff

• Able to manage a varied workload and to work flexibly in a small team

• Good interpersonal skills, supportive of other colleagues and with the ability to build effective working relationships

• Understands the importance of confidentiality

Desirable: 

• Commitment to personal progression development in the field of finance 

• Advanced Excel skills 

• Experience of training staff in the use of finance procedures and systems 

• Experience of voluntary sector or charity accounting is not essential but would be advantageous 

• Interest in human rights and social change 

Statement of Equal Opportunities   

We value, welcome and respect all the differences that make us who we are and recognise that the intersections of our identities enrich our community. This includes age, cultural background, disability and mental health, ethnicity and race, gender, gender identity and expression, sexual orientation, and social background. We also recognise that the interconnected nature of these social categorisations can lead to overlapping systems of discrimination. We have a robust Equality and Diversity Policy that is periodically reviewed, ensuring that candidates and employees are treated fairly.   

When talking to our team candidates can expect:    

• To be asked questions that are relevant to the role    

• All recruitment materials to be written in such a way that avoids direct and indirect discrimination, for example, without the use of gendered language   

• To be given a chance to ask questions ahead of the interview  

• To be given a clear understanding of what to expect in the interview  

• To be compensated if asked to undertake an exercise that requires significant input

• To be treated with kindness and respect in every stage of the recruitment process    

• Never to be asked irrelevant questions related to a protected characteristic   

• That reasonable adjustments will be offered and implemented at every stage of recruitment 

• Any concern or complaint raised to be taken seriously, investigated fully and managed in such a way that it would not negatively impact any recruitment decision.  

How to apply   

We use an online platform to manage our applications. Please follow the link to submit a CV and cover letter (not more than 2 pages) in English, detailing why you are interested in this role and how you meet the criteria set out in the person specification.

Shortlisted candidates will be invited to an initial online interview during the week commencing 24th November 2025.  

Thank you for your interest in working with Global Dialogue. We look forward to hearing from you.