24 Transactions officer jobs

The Assistant Finance and Operations Manager is a new role for The Christie Charity (Charity) and a fantastic opportunity for an individual looking to work for a fast moving, growing organisation. We are looking for an enthusiastic individual to take ownership in the finance team for day-to-day transactional processing for The Christie Charity group. This position provides an excellent opportunity to develop an understanding of charity and commercial finance. You will play a key role in supporting robust financial controls across the Charity group.

This is a hands-on role with responsibility for coordinating and overseeing day-to-day transactional activity undertaken by the Finance Officers, including purchase-to-pay, supplier payments, accounts receivable, banking, income reconciliation, corporate credit cards and other routine financial processes. The postholder will ensure work is completed accurately and within required timescales, review key reconciliations and outstanding items, and provide support and guidance to the Finance Officers where issues arise. They will remain actively involved in transactional processing where required, particularly in relation to more complex matters, periods of high workload and the transition of activities into the Charity.

The postholder will act as the first point of escalation for transactional matters which cannot be readily resolved by the Finance Officers and as a key point of contact for routine finance queries from external third parties. They will work closely with colleagues across the Charity to ensure financial processes operate effectively while maintaining appropriate controls and segregation of duties.

The Assistant Finance and Operations Manager will be an important day-to-day user of the Charity's finance and purchase-to-pay systems and will take a lead operational role in ensuring these systems are used consistently and effectively. The postholder will support Finance Officers and wider Charity colleagues with system and process queries, monitor compliance with agreed financial procedures and identify recurring issues or opportunities to improve processes. Working with the Charity Financial Controller and Funds and Finance Business Partner, they will contribute to the continued development of efficient, proportionate and well-controlled financial processes across the Charity group.

Additional information

Upon joining The Christie Charity, day-to-day financial transaction processing will continue to be delivered by The Christie NHS Foundation Trust during the initial months of the role, therefore, the postholder will be expected to work closely and collaboratively with their finance team to ensure seamless operations and continuity across the Charity group.

These functions are anticipated to transfer to the Charity group with the postholder taking ownership of these responsibilities within the first 3 months in role. The postholder will be expected to work autonomously to ensure the smooth transition of activities to the Charity.

This post would suit an individual who enjoys working in a dynamic, evolving environment, where responsibilities may shift in response to organisational priorities. The postholder must be comfortable navigating ambiguity, demonstrating flexibility, initiative, and a proactive approach to problem-solving.

The postholder will also provide support to the team on an ad-hoc basis as required.

The postholder will complete a shift approximately every four to six weeks at the Charity’s hub in Withington to support charitable activity at The Christie NHS Foundation Trust.

The Finance and Funds Business Partner role is a fantastic opportunity for an individual looking to work for a fast moving, growing organisation. Everything we do is geared to supporting the renowned Christie NHS Foundation Trust to ensure cancer patients receive the highest level of treatment and care and have access to world leading research and technology, ensuring they have the best possible experience.

We are looking for a dynamic and enthusiastic self-starter to support the Charity Financial Controller with:

- The financial management of the Charity’s funds and individually funded projects; and

- The financial control and governance of The Christie Charity group, particularly its two wholly owned subsidiaries (The Christie Trading Company Limited and Northern Pathology Developments Limited).

You will be joining The Christie Charity at an exciting time as we seek to diversify the Charity’s income streams through use of innovative social investments and strategic commercial ventures. This position provides an excellent opportunity to develop a deep understanding of charity and commercial finance within a dynamic and purpose-driven organisation.

Financial management

In relation to the financial management of the Charity’s funds, you will ensure that Individual Named Funds, containing designated funds, are utilised in accordance with their Terms of Reference. In relation to the financial management of individually funded projects, you will monitor spend against budgets through accountability mechanisms agreed with The Christie NHS Foundation Trust finance team. The postholder will be an integral part of the Charity finance team and partake in the annual budget setting process to the extent budgets relate to the Charity’s Individual Named Funds or individually funded projects.

As part of your role in the financial management of individually funded projects, you will act a finance business partner to the broader Charity. You will be integral in liaising with the Charity’s newly appointed Grants Manager to ensure they are aware of new projects.  

Financial control and governance

You will play a key role in ensuring robust financial control across the Charity group, with the opportunity to take ownership of its two wholly owned subsidiaries: The Christie Trading Company Limited and Northern Pathology Developments Limited. This is a hands-on role where you will be responsible for overseeing the accuracy and integrity of financial controls and reporting, supporting the Charity’s aim of maintaining strong governance across both charitable and commercial operations.

Your responsibilities will include, but are not limited to, budget preparation and monitoring, completing month-end close, submitting quarterly tax returns, and preparing the statutory accounts for both subsidiaries, as well as supporting the Charity Financial Controller in maintaining effective financial control and oversight of the Charity's operations as required.

Additional information

The Finance and Funds Business Partner is a well-established role in the Charity. The successful applicant will be provided on the job training to fulfil this role by the previous postholder who now holds the role of Charity Financial Controller in the organisation.

In the immediate term, day-to-day financial transaction processing will continue to be delivered by The Christie NHS Foundation Trust, therefore, the postholder will be expected to work closely and collaboratively with their finance team to ensure seamless operations and continuity across the Charity group. These responsibilities are expected to transition in full to The Christie Charity by 31 December 2026.

This post would suit an individual who enjoys working in a dynamic, evolving environment, where responsibilities may shift in response to organisational priorities. The postholder must be comfortable navigating ambiguity, demonstrating flexibility, initiative, and a proactive approach to problem-solving.

The role

As a Finance Manager at Cruse Bereavement Support you will oversee the day-to-day financial transactions made by Cruse Bereavement Support and ensure the accuracy, timeliness, and completeness of all income and expenditure transactions undertaken. You will also assist in implementing the financial control within the team, oversee month-end processes and monthly payroll, and prepare the monthly management accounts and supporting information.  This is a unique opportunity to gain experience at a national charity and make a difference.

How to apply

Your application must consist of a CV and covering letter, which outlines your suitability for the role with reference to the Job Description and Person Specification and should be no longer than two pages. If your application does not contain both a covering letter and CV, your application may not be considered.

The closing date for applications is 16th September 2026, with first interviews taking place week commencing 28th September 2026 via Microsoft Teams.

Please be advised that if you do not hear from us by 28th September 2026, unfortunately on this occasion you have not been shortlisted.

Cruse welcomes and encourages applications from all protected groups as defined by the Equality Act 2010. Appointment will be made on merit.

Criminal Record Checks

All staff are required to complete a Criminal Record check. Staff working directly with clients will be required to complete an enhanced check. We comply with the relevant codes of practice and they can be viewed online: 

· Applicants in England and Wales: DBS Code of Practice

· Applicants in Northern Ireland: AccessNI Code of Practice

Previous convictions will not prevent full consideration of your application to work with Cruse. Our Recruitment of Ex-offenders' Policy & Handling Criminal Record Check Data Policy are available on request by email.

We comply with all relevant data protection legislation and process your data fairly.   

Our charity is happy to consider a broad range of applicants for this post. The role was originally designed as a developmental opportunity to work alongside a senior Finance Consultant, who will offer training and support in delivering management accounts - with opportunity for growth in the role after 12 months. However, if you are an experienced finance professional looking for part-time work, we would also be keen to hear from you.
 

1. ABOUT UNITED BY 2022 CHARITY

United By 2022 Charity is the official legacy of the Birmingham 2022 Commonwealth Games. We’re proud champions of the West Midlands, working with communities, volunteers, young people, and employers to create opportunities, inspire pride, and tackle social challenges. With an exciting future ahead, we’re at the heart of making the region more connected, inclusive, and united.

2. JOB PURPOSE

The Finance Officer will play a key role in administering the Charity’s financial operations, and supporting the leadership team in delivering sustainable growth, and ensuring compliance with statutory requirements. This role delivers hands-on financial management, and payroll oversight.

3. KEY RESPONSIBILITIES AND ACCOUNTABILITIES

Key responsibilities include:

Financial Operations & Reporting

· Process day-to-day financial operations via Xero, ensuring accurate and timely recording of transactions.

· Administer the sales ledgers, working with other managers, to raise timely invoices and credit notes.

· Maintain strong working relationships with debtors to ensure prompt payment of invoices.

· Administer the purchase ledgers, supporting other managers, ensuring accurate accounting of invoices/other expenses. Oversee purchase order process. Maintain strong working relationships with key suppliers and internal customers.

· Maintain regulatory and professional compliance.

· Maintain robust internal controls, policies, and procedures.

· Provide administrative support to the month and year end accounts

· Support auditors with supplying documentation and administrative queries

· Produce weekly cashflow forecast.

Budgeting & Strategic Support

· Support with the preparation of annual budgeting and reforecasting processes.

· Provide financial insight and advice to the management team to inform decision-making.

· Support funding applications and grant reporting with accurate financial data.

Payroll & People Support

· Manage relationship with external payroll provider

· Prepare monthly payroll, pensions, and staff expenses for external Payroll provider, ensuring compliance with employment legislation. Staff team of 11 at present.

· Liaise with HR and external providers to ensure accurate and timely processing.

· Process PAYE, NI, and pension for timely submissions.

Systems & Process Development

· Operate finance systems (e.g., accounting software, payroll systems via BrightPay) and implement improvements.

· Ensure financial data is accurate, up-to-date, and secure.

· Streamline processes to improve efficiency and transparency.

· Support Governance & Compliance

· Help with the preparation of reports for the Finance & Audit Committee and Board of Trustees.

· Ensure adherence to charity finance regulations, SORP, and best practice.

· Act as the first point of contact for external auditors, bankers, and other stakeholders.

Finance Officer (Income)
Salary: £36,000 per annum
Hours: 33.75 hours per week (Monday–Friday, 9.15am–5.00pm)
Location: Central London
Working Pattern: Hybrid – 3 days per week in the office initially, reducing to 1 day per week once established in the role
Contract: 12-Month Fixed-Term Contract (Maternity Cover)

Are you an experienced Finance Officer with strong income reconciliation skills and experience working with CRM or membership systems?

We're recruiting on behalf of a well-established professional membership organisation for a Finance Officer to join their collaborative finance team during an exciting period of systems transformation. This is an excellent opportunity for someone who enjoys working with financial data, investigating discrepancies, improving processes and taking ownership of reconciliations.
The organisation supports a large membership base and manages significant volumes of subscription and fee income, making this an ideal opportunity for someone with experience in membership, subscription or recurring income environments.

The Role

This position is predominantly focused on income accounting (70%), with a smaller purchase ledger/accounts payable element (30%).
Working closely with the Finance Leadership team, you will be responsible for managing high-volume income transactions, reconciling data across finance and CRM systems, investigating anomalies and supporting the organisation through a major CRM migration project. This is a hands-on role that would suit someone who is confident working independently, interrogating data, investigating discrepancies and identifying practical solutions.

Key Responsibilities

• Reconcile income across bank accounts, CRM and finance systems.
• Investigate and resolve reconciliation discrepancies.
• Process membership and subscription income.
• Manage direct debit collections, refunds and income allocations.
• Extract, analyse and interrogate CRM data and financial reports.
• Support the migration to a new CRM system.
• Process supplier invoices and support purchase ledger activities.
• Reconcile company credit card expenditure.
• Assist with month-end processes and finance administration.
• Maintain accurate financial and CRM records.
• Support wider finance projects and process improvements.

About You


You will be someone who enjoys working with large volumes of data and can confidently investigate issues, identify trends and propose improvements.
Experience dealing with membership fees, subscriptions, deferred income or similar recurring income streams would be highly advantageous.

Essential Skills & Experience

• Strong experience within an income-focused finance role.
• Significant experience of high-volume bank reconciliations and income reconciliations.
• Experience working with CRM, membership or customer database systems.
• Experience extracting, analysing and interrogating financial data.
• Experience reconciling transactions across multiple systems.
• Sage experience is essential.
• Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP.
• Purchase Ledger / Accounts Payable experience.
• Excellent attention to detail and problem-solving abilities.
• Ability to work independently and manage competing priorities.

Benefits Include

• Hybrid working with office attendance reducing to one day per week once established.
• 25 days annual leave plus bank holidays.
• Generous employer pension contribution.
• Private medical insurance.
• Employee discounts and wellbeing benefits.
• Professional development opportunities.
• Paid volunteering days.
• Supportive and collaborative team environment.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Managing Director, Asset Class Lead – Lending

Location: Hybrid, London EC1Y and homeworking

Reporting To: Co-Chief Investment Officer

Contract: Permanent, full time

Salary: £95,700–£110,000

Date Closes: Thursday 24th September

About Better Society Capital (BSC)

Better Society Capital (BSC) is the UK's leading social impact investor. Our 2026–2030 strategy is to positively impact 15–20 million lives by mobilising £20–30 billion of capital into investible solutions that tackle some of the UK's biggest social and environmental challenges — across housing, economic opportunity, climate & energy and health.

Investing BSC’s capital is an essential tool for delivering those goals, using our leading impact investment approach to identify social issues and business models that can tackle inequality and change millions of lives.

The Opportunity

This is an opportunity to play a leading role in shaping markets for impact and to contribute to the success of one of the leading impact investors in the UK, while furthering your career in impact investment. Lending is one of the three core asset classes that BSC invests in, connecting £bns of capital with thousands of enterprises throughout the UK, while contributing to BSC’s sustainable portfolio returns. It is led by a dedicated team whose remit comprises five sub-asset classes: Bank Equity, Direct Lending, Blended Finance, Outcomes and Renewables. The team is focused on mobilising capital for key priorities in BSC’s strategy – what we call our “Opportunity Areas”, including the UK government’s flagship Better Futures Fund – as well as leading on several market wide initiatives such as the Blended Finance Collective.

As Asset Class Lead for Lending, you will own how this capability achieves BSC’s mission: setting and delivering an investment strategy that serves BSC’s strategic priorities and portfolio returns; building the market of the future so that more capital flows to the opportunities with the greatest potential to tackle inequalities for millions of people in the UK; and leading a high-performing team that both executes a leading impact investment process with excellence and acts as an agent of change in the system. You'll report to one of BSC's Co-Chief Investment Officers and sit on BSC's Senior Management Team.

This is a role for someone who combines the discipline and judgement of an excellent investor with the desire and drive to change systems so that more capital is deployed for impact. You have the vision, relationships and expertise to devise strategies that shift how government, investors and enterprises think about lending for impact, and to find, execute and manage the deals that deliver this ambitious vision. 

What Success Looks Like

By the end of year one

•You have a clear, ambitious investment strategy for Lending that your team, your peers on the Investment Leadership Team, and the Investment Committee understand and that aligns with the overall strategic and investment objectives of BSC.

•You are making investment decisions that balance financial return, systems change and social impact, with a pipeline of deals you have helped originate, drawing on BSC’s track record, market insight and investment process.

•Your team is clear on expectations, feels supported to grow, and executes with pace and rigour.

•You are a trusted voice on the Investment Leadership Team, contributing beyond your own remit to building a world class impact investment team.

•You have established yourself as a credible and influential voice in the lending sector, building relationships with the key institutions and fund managers.

Over time

•Lending at BSC continues to have a rigorous investment process that supports excellence in investment decision making and execution, portfolio performance that meets BSC's return and impact objectives and a high quality future opportunity set.

•You have deepened your external relationships — with government, institutional investors, co-investors and enterprises — that genuinely shift how capital flows to your sub-asset classes; policymakers and investors seek your view.

•Your team has grown in capability, confidence and ambition; people want to work with you because they know they'll be stretched and developed.

•BSC, and the wider market, can point to lending models or partnerships you've built that others replicate at scale, contributing meaningfully to BSC’s strategic goals.

Key Responsibilities

Investment strategy and delivery

•Set the investment strategy and approach for Lending, defining how it delivers systems change, social impact and financial return in line with BSC's strategy, supported by a high quality investment process.

•Build and deliver a pipeline of compelling and aligned investment opportunities across the lending sub-asset classes.

•Own and present investment recommendations to the Investment Committee, supporting your Investment Directors and Investment Managers.

•Manage portfolio performance with Impact Investment Management, Middle Office and Finance, including borrower/fund relationships and special situations.

•Contribute a portfolio-wide perspective to BSC's annual strategic asset allocation process.

•Participate in Investment and Performance Committee, Valuation Committee and other investment governance forums.

Market building and external leadership

•Be the voice of Lending at BSC — building a compelling narrative, internally and externally, that positions BSC as the partner and thought leader of choice.

•Be an agent for systems change, working with Policy, Investor Partnerships & Advisory and Communications to shift market conditions, influence policy and unlock capital at scale.

•Build and steward strategic relationships with government, institutional investors and the social sector.

•Lead significant cross-organisational projects that contribute to BSC’s 2030 strategic goals, combining investment with BSC’s other capabilities such as policy and investor advisory.

•Represent BSC through speaking, writing and industry engagement that builds your and BSC's credibility and influence in the field.

Team leadership

•Lead your team to deliver BSC's goals and your investment strategy, with clear priorities that connect daily work to mission.

•Design your team's structure and ways of working, and own resource allocation and budget for the Lending Asset Class.

•Develop your team's skills and careers through long-term development plans, strong performance management and intentional talent development.

•Contribute to Investment Leadership Team decisions on development planning, talent standards, and succession across the investment team.

•Build a diverse team where different perspectives and backgrounds are a genuine strength.

Organisational leadership and partnership

•Participate as a full member of the Investment Leadership Team and BSC's Senior Management Team, contributing to decisions and culture beyond Lending.

•Partner with Policy, Investor Partnerships & Advisory, Communications, Legal, Finance and People & Talent to deliver organisational goals.

•Lead or contribute to cross-organisational initiatives that advance BSC's mission. Model the behaviours we expect of leaders at BSC: sharing information proactively, giving and receiving feedback as a habit, and treating collective decisions as genuinely collective.

Skills and Experience

Essential Qualifications & Experience

•A strong track record and understanding of credit investment, ideally with some exposure to one or more of: lending to social purpose organisations including social enterprise and charity lending, blended finance, impact private credit, renewable energy lending or social outcomes partnerships.

•Experience leading and developing a team of investors, with accountability for portfolio performance and originating new opportunities in an area of investment.

•A demonstrated ability to build relationships that shift outcomes in the system — with government, institutional & mission driven investors and social sectors — even if you haven't held all of these at once before.

Desirable Qualifications & Experience

•Experience operating across the public, private and social sectors, and translating complex or technical points for different audiences.

•Experience navigating investment governance and committee processes at a senior level.

•A track record of structuring deals or partnerships that have shifted market conditions beyond the transaction itself – by unlocking follow on capital, building infrastructure or proving a model that changed what others were willing to fund.

•Direct experience in social impact investment is an advantage but we are also open to strong candidates bringing relevant experience from an adjacent background, for example, development or sustainable finance, public finance and institutional investors with a strong interest in impact.

Skills, Abilities and Attributes

Strong alignment to BSC’s Values & Behaviours

•A genuine connection to BSC's mission — tackling inequality and unlocking capital for lasting social and environmental impact in the UK.

•Motivated by systems change – and strong strategic thinker who thinks in systems, not only transactions: you consider the wider system and its key actors, understand the barriers to change, and find the inflexion points where investment can shift the whole market.

•Comfortable holding both ends of the job: rigorous, technical investment judgement and the outward-facing skill to build partnerships and shift market thinking. Resilient and realistic about the pace of change in impact-led capital — bold in ambition, grounded in delivery.

•Energised by ambiguity and by building things that don't yet exist, rather than executing an established playbook.

•Driven by curiosity, a learning mindset and strong commitment to growth and development.

•A genuine team player: you actively seek out challenge, share credit and seek to build collaborative partnerships that bring the best skills and experience to deliver on mission.

Robertson Bell is exclusively partnering with Barnardo's to recruit a Group Financial Controller on a 12-month fixed-term contract. This is a significant senior finance leadership opportunity to join a complex and well-established organisation at an important point in its development, leading a large finance team and driving transformation across processes and systems.

Following changes to the Finance leadership structure, the Group Financial Controller will provide additional senior leadership capacity during a period of significant organisational development and change. Reporting directly to the CFO, you will act as a senior operational deputy, providing leadership across financial control, finance operations, treasury management, finance systems, finance transformation and legacy operations. You will lead a team of up to 7 directly, with up to 60 indirect reports, and will play a key role in strengthening financial governance, operational performance and service delivery.

Barnardo's is a leading UK charity working to support children, young people and families. Its Finance function is strengthening to support the organisation's strategy through financial stewardship, operational excellence and transformation, with a focus on improving processes and controls, modernising systems and reporting, embedding digital solutions and developing organisational capability.

The key duties of the Group Financial Controller are:

• Act as the senior operational deputy to the CFO, representing Finance at senior management meetings and providing senior leadership across the function.
• Lead key Finance transformation priorities, driving significant improvements across systems, processes, data and organisational capability.
• Act as senior sponsor for Finance systems development and optimisation, ensuring technology investments deliver measurable benefits and are accompanied by genuine process change.
• Champion automation, digital enablement and AI opportunities to reduce manual activity, strengthen controls and improve the Finance user experience.
• Support wider organisational change initiatives, ensuring Finance structures, systems and resources are aligned to future requirements.
• Provide visible and effective leadership across a large Finance function, promoting a culture of accountability, collaboration, continuous improvement and high performance.
• Provide leadership and oversight across statutory reporting, taxation, audit, technical accounting and group consolidation, maintaining strong financial governance and control.
• Oversee finance operations including transaction processing, income management, accounts payable, accounts receivable, Gift Aid and related services, driving operational excellence and improved service standards.
• Oversee treasury activities, including cash, liquidity and investments, while strengthening processes, systems and internal capability. 

The successful candidate will have:

• Significant post-qualification experience in a senior finance leadership position (E), ideally operating at or close to Finance Director, Deputy CFO, Group Financial Controller or equivalent level.
• Experience leading financial control and finance operations within a large, complex organisation (E), with previous charity experience highly desirable.
• A fully qualified accountancy qualification such as ACA, ACCA, CIMA or equivalent (E),
• Strong technical accounting experience, including statutory reporting, audit management, taxation, financial governance and controls.
• A proven track record of leading and developing high-performing teams, with the ability to coach and support permanent team members.
• Demonstrable experience delivering organisational change, service improvement and finance transformation programmes across people, processes and systems (E).
• Experience working effectively with senior stakeholders, including executive and board reporting.
• Strong communication and influencing skills, with the ability to convey complex financial information clearly to senior audiences (E).
• A pragmatic, resilient, collaborative and emotionally intelligent approach, with the ability to build trust quickly and integrate effectively into an established team
• A proactive and solutions-focused mindset, with the ability to challenge constructively, identify opportunities for improvement and deliver against complex priorities.

This is a 12-month fixed-term opportunity paying up to £92,892 per annum and will be largely home-based with occasional days in the London office. 

Applications close on Tuesday 15th September, with fir

This is an exciting opportunity to join the Education team in the Diocese of Chester in managing the DBE’s financial operations and overseeing its legal work and schools’ capital projects.

The Finance and Operations Officer is a key member of the Diocesan Education team, responsible for the financial management and operations of the company.   This also incorporates overseeing legal matters, liaising with the DBE’s lawyers, and working with our partner company on school capital projects.

The role offers hybrid working that includes working from Church House at Daresbury Park, Warrington (at least three days a week).  This is a full-time position, although part-time may be considered for the right candidate.

The job description, person specification and application form can be downloaded from the Diocesan website: please see website address in the attached documents or via the apply/redirect to recruiter button.

If you wish to have an informal conversation about this role, please contact Susan Kemp, PA to the Director of Education - contact details in the attached documents or via the apply/redirect to recruiter button.

Completed application forms should be returned by email - contact details in the attached documents or via the apply/redirect to recruiter button. 

Closing date: 16th September 2026

Interviews: 28th September 2026

Job title: Finance and Operations Officer

Manager: Head of Finance

Location:  London

Salary: Starting salary £30,500 (Salary band: £30,500 to £33,500 inclusive of London weighting)

Hours: Full time, 37.5 hours per week

Contract: Permanent

Overall purpose

As the Finance and Operations Officer, you will play a key role in making sure the charity’s expenditure is well managed, accurately recorded, properly authorised and fully auditable. The post holder will have day-to-day ownership of purchase ledger processing, supplier payments, staff and client expenses, payment runs and expenditure controls. They will ensure that all expenditure is coded correctly, supported by appropriate documentation, treated correctly for VAT and recorded in line with internal policies, accounting requirements and funder restrictions.

The postholder will work closely with the Head of Finance and colleagues across the organisation to make expenditure processes clear, efficient and well controlled. This includes supporting staff to understand purchasing, expenses, authorisation and supplier processes, and helping teams to manage spending in line with budgets, funding restrictions and organisational procedures. The role also includes practical operational support, helping to make sure colleagues have the equipment, technology set-up, office resources, basic systems access and clear guidance they need to do their jobs effectively and safely. This will include creating and maintaining guidance that helps the organisation run smoothly, such as office guidance, health and safety information and equipment policies.

You will also be expected to contribute to and uphold our outstanding culture by living and demonstrating our values of being mission-led, welcoming, entrepreneurial and collaborative.

Key responsibilities 

Finance responsibilities — expenditure focus (65%)

· Process purchase invoices, staff expenses and client payments accurately and promptly, ensuring all expenditure has the correct approval, coding, VAT treatment and supporting documentation.

· Maintain day-to-day ownership of the purchase ledger, ensuring supplier accounts are accurate, up to date and reconciled where needed.

· Ensure staff and client expenses are captured and recorded accurately, comply with the relevant expense policy and are paid in a timely manner.

· Prepare supplier, staff and client payment runs ready for approval and payment by the finance team.

· Verify supplier details and changes to bank details in line with finance controls, escalating any concerns or unusual activity.

· Support checks on expenditure completeness, including identifying missing invoices, outstanding approvals, unprocessed expenses and unmatched payments.

· Support month-end expenditure processes, including reviewing expenditure coding, posting accruals and prepayments, and helping to ensure the monthly income and expenditure position is accurate by agreed deadlines.

· Allocate shared costs across cost centres and projects, ensuring expenditure is coded accurately and consistently

· Reconcile expenditure-related control accounts and third-party platforms where relevant, ensuring differences are investigated and resolved promptly.

· Ensure fundraising platform fees are recorded properly alongside income from those platforms.

· Work with budget holders to resolve expenditure queries and improve the quality of coding, descriptions and supporting information.

· Work with the Head of Finance to help colleagues understand purchasing, expenses, authorisation, supplier set-up and other expenditure processes.

· Undertake expenditure control activities, including checking supplier set-up, verifying supplier detail changes, reviewing payment evidence and supporting compliance with delegated authorities.

· Provide support for income processing where needed, particularly where this links to restricted fund expenditure, funder evidence or month-end processes.

· Support year-end audit by preparing expenditure evidence, responding to sample requests and ensuring finance records are complete and easy to trace.

· Support ad hoc finance projects, including improvements to expenditure processes, system changes and policy or procedure updates.

· Maintain and regularly update the organisation’s asset register, mobile phone inventory and user allocation records.

· Identify and implement improvements to finance and operational processes to strengthen controls, improve efficiency and enhance user experience.

· Work collaboratively with operational teams to review outstanding financial items, resolve queries and improve compliance with finance procedures.

Operational responsibilities (35%)

· Act as the secondary administrator for Vodafone services, maintaining user records, managing SIM allocations, coordinating account changes, resolving supplier queries, and reviewing monthly charges.

· Coordinate the procurement, allocation and recovery of company equipment, including laptops, headphones, mobile phones, monitors and other IT assets, ensuring records and costs are accurate.

· Monitor contracts, usage and costs linked to operational platforms, telecommunications and office services, highlighting issues or opportunities for savings.

· Support onboarding and offboarding by ensuring equipment, access requirements and related records are in place, returned or updated promptly.

· Ensure operational records, policies and procedures linked to expenditure, assets and procurement remain accurate and up to date.

· Create and maintain practical guidance, policies and procedures that help the organisation run smoothly, including office guidance, health and safety information and equipment policies.

Membership & Programmes Officer

The Political Studies Association (PSA) exists to develop and promote the study and teaching of politics and related disciplines. Founded in 1950, we are the leading association in our field in the United Kingdom, with an international membership that includes academics in political science, theorists and practitioners, policymakers, researchers, and students in higher education, as well as members from the school community.

Contract

Fixed Term, 12 months’ maternity cover with scope for extension

Salary

£32,000

Hours

37.5 (Monday - Friday)

Reports to

Membership, Events and Programmes Manager

Location

PSA offices in Camden, London. The PSA works on a hybrid basis and supports remote working; post-holders are normally required in the office one day a week (on Wednesdays).

Job purpose

The PSA is a membership body with over 1000 members. The Membership & Programmes Officer is a key and multi-faceted role within in a small but dynamic team.

You will be responsibe for overseeing all aspects of the PSA membership. This will include communicating with current and prospective members, encouraging them to take up the full range of membership benefits and to participate in association activities so that they enjoy a high-quality member experience. Your role includes three core areas outlined below. These are three distinct but interlinked areas of responsibility which will involve working with/alongside other members of the team, and which will be guided by the direction of the Membership, Events & Programmes Manager.

Main responsibilities

Membership

1. The principal contact for all membership services

• As principal membership officer, you will be responsible for dealing with current and prospective members: managing membership registrations, renewals, queries re payments and general membership enquiries. This will include responding to communications from members and non-members within 48 hours of receipt
• You will be responsible for updating and managing the membership database (Oomi); producing membership data, and troubleshooting any joining/renewing issues for members
• You will be responsible for ensuring a successful member journey throughout sign-up, engagement, and renewals. Understanding, and reviewing, the member journey across our different platforms to ensure a smooth and consistent process is achieved
• You will be responsible for creating and sending the monthly membership e-newsletter (using our mailing platform, Brevo)
• You will be responsible for collating and reconciling membership data, including data cleansing  and other tasks as advised by the Head of Membership, Events & Communications or the Head of Operations & Finance
• You will work closely with the PSA Finance Officer to ensure all processes for receiving membership subscriptions are effective and accurate, including online membership payments by credit card and Direct Debits
• Working closely with other members of the team to ensure that members understand and receive their member benefits, and to support and implement any membership changes/developments that may be agreed by the Executive Committee

Specialist Groups and Networks

2. To support our specialist groups and member networks

• The PSA currently has 48 unique specialist groups that represent key subject/policy areas within political studies. The PSA also has two member networks dedicated to Early Career academics and those engaged in Teaching and Learning. As Membership & Programmes Officer you will be the primary contact for specialist groups, and will be responsible for:
• Managing the specialist groups inbox and ensuring queries are responded to in a timely manner, and consulting with colleagues on queries/actions where necessary
• Supporting specialist groups with their PSA website pages and access to their CRM database portal, in line with the guidelines provided, and creating/updating guidelines where necessary.
• Supporting the creation of new specialist groups, briefing group convenors ensuring they have the guidance and support needed to fulfil their role
• Supporting the Teaching and Learning, and Early Career networks by assisting with network communications, newsletters and network data where/when necessary. The networks are overseen by the Membership, Events & Programmes Manager

PSA Programmes

3. To support PSA annual programmes which include the PSA annual international conference, PSA prizes and other member-orientated activities throughout the year.

• Each year the PSA awards a number of prestigous prizes to PSA members by way of recognising and rewarding excellence and impact across Political Studies. You will be responsible for supporting the Membership, Events & Programmes Manager with delivery of the PSA’s prizes, including collating submissions and and producing prize winners’ certificates
• You may be asked to support other longstanding PSA programme initiatives such as the House of Commons Internship opportunity, Teachers CPD event at Parliament and the PSA Student Blogs competition
• Supporting other programmes to develop membership benefits and growth, such as schools/teachers innitiatives as/when required

The PSA Annual Conference

• The PSA organises and delivers a large scale international academic conference, which usually attracts 800 – 1000 delegates. The next annual conference will be taking place at the University of Hull from 22 – 24 March 2027. Because of the scale of this event, and the size of the team, all members are expected to be involved in aspects of confrence planning and delivery, including attending the event itself.

Specific tasks regarding the PSA Annual Conference may include, but are not limited to:

• Supporting the annual conference, which can include: responding to delegate enquiries, sharing information with delegates, reconciling accepted presenters and registrations, assisting with exhibitor communications, producing relevant data, assisting with venue planning and logistics and playing a key role within the team on-site for the three day conference
• Supporting colleagues with communications to specialist groups regarding their role at annual conference, particularly around their proposed AGMs

• Overseeing delegate badges – collating data and liaising with suppliers and courriers. Supporting conference registration and checking registration data, particularly in relation to membersip discounts
• Assisting with the production of online conference information and the delegate guide

Other duties and responsibilities:

• The above role description is not exclusive or exhaustive, and the post-holder will be required to undertake such duties as may reasonably be expected within the scope and grading of the post. All members of staff are required to be professional, co-operative and flexible in line with the needs of the post and the organisation

• On occasion, this may entail supporting colleagues in work areas outside of this job description

• These duties are subject to change from time to time as determined by business priorities. If duties and responsibilities change significantly, the job description may be reviewed and amended in consultation with the post-holder.

• The post-holder is expected to provide general support in running the PSA office

• Compliance with PSA policy, including absence, appraisal, health & safety, and GDPR

Structure: there are seven members of staff under the leadership of the CEO. This post sits under the Head of Membership, Events & Communications and is line managed by the  Membership, Events & Programmes Manager. The PSA’s office is in Camden, London. Whilst Team members predominantly work from home, they are expected to work in the office one day a week (usually Wednesday).

Additional information: there is some requirement to work outside normal office hours on occasion to attend various PSA events and to travel within the UK.

Terms of Employment

1. The starting salary will be £32,000.

2. 37.5 hour working week (normally 9:30 – 5:30 (including 30-minute unpaid lunch break); willingness to work occasional evenings and weekends with no overtime payments but the flexibility to claim time off in lieu.

3. 25 days annual leave, plus bank holidays.

4. Employer contribution to pension (10% for employee contribution of 5% of salary) following probation.

By applying for this role you are confirming that you have the right to work in the UK; proof of which will be required before a final offer is made.

Use of AI in applications

We appreciate that each candidate who applies for this role will have a range of expertise they can offer, and we are keen to hear about this in your own words. We understand the support that generative artificial intelligence (AI) software can be a helpful and be used as an assessiblity tool. However, you must ensure the information presented in your application accurately reflects your experience and how it relates to the job description.

Interview

Interviews will be held via Teams during week commencing 5 October 2026. If there are any dates you cannot attend, please let us know in your application.

Citizens Advice Stevenage is an ambitious and innovative member of the Citizens Advice network. We have expanded our services and offering to meet the increased demand in the area, doubling in size over the last few years. 

As a positive subsequence, we are looking for a Head of Finance & Business Support, who will become a core member of the Senior Leadership Team, responsible for overseeing the financial stewardship of Citizens Advice Stevenage. To lead on financial governance, business support operations, and compliance, ensuring the organization operates sustainably and meets all legal and regulatory obligations. The role is pivotal in safeguarding the charity's financial integrity, supporting strategic decision-making, and enabling effective service delivery. 

Financial Leadership 

• Prepare, review, and present draft and final budgets for approval by the board, ensuring timely submission of financial information to the CEO and Trustee Board. 

• Oversee financial reporting processes, ensuring accuracy, transparency, and compliance with regulatory standards, including variance analysis and annual balance sheets, ensuring timely submission of financial information to the CEO and Trustee Board. 

• Manage the reserves policy, ensuring regular review and alignment with operational needs and financial risks. 

• Identify and manage financial risks, ensuring integration into the organization’s risk register and adherence to appropriate mitigations.

• Ensure that the day-to-day finance and back-office function is high performing and compliant, safeguarding effective and efficient financial management processes. 

• To co-ordinate the proactive and timely dissemination of high-quality financial information to services, the CEO, and Board such as annual budgets, monthly management accounts, cash flow analysis, financial forecasting and monthly business performance figures.

• To ensure that the organisation has in place, robust and compliant financial systems and procedures; and that these are complied with by all budget holders, ensuring that any oversights are fully investigated and reported upwards as necessary.

• To lead on the preparation of statutory accounts, provide year end accounts, provide appropriate support and assistance to the organisation’s auditors and delivery of recommendations arising from the Audit process.

• To ensure that all statutory returns are complete in a timely and effective manner, including those in relation to VAT, PAYE, NIC and SSP, and that appropriate compliance dates are met for the Charities Commission and Companies House.

• Oversee the transactions, activities and processes of the external payroll provider.

• To monitor and advise on current and future tax legislation, with a view to optimisation.

• To support service managers in the preparation of bids and contract negotiations and provide financial activity analysis and reports in line with specific project reporting requirements.

• To monitor, report and make recommendations regarding the Investment and Reserves Policy to the Board.

• To oversee the payroll function to ensure employees are paid in an accurate and timely manner.

• To monitor and control creditors and debtors, ensuring invoices are paid on time and the risk of bad debts is minimised.

Compliance and Risk Management 

• Ensure compliance with all applicable regulatory frameworks, including the Charity Commission, Companies House, FCA, ICO, and other relevant bodies. 

• Maintain and regularly review financial systems, controls, and policies, ensuring they are effectively implemented and aligned with legal requirements. 

• Conduct due diligence for pension, redundancy, and other liabilities, ensuring plans are in place for management and mitigation. 

• Support the trustee board in understanding risks related to projects and contracts, providing assurance of compliance with funders’ requirements. 

• To lead on the Risk Management process, advising the CEO and managers on risk matters, and reviewing the risk register on a regular basis, reporting to the Board of Trustees.

• To check, amend and monitor the Financial Procedures Manual; reporting material breaches to the CEO and Board of Trustees, as required/in-line with governance.

• Working with the senior leadership team monitoring and updating Insurance matters as required, reporting to the CEO and Board of Trustees.

Business Support Operations 

• Lead on organisational business continuity planning, ensuring resilience during crises and alignment with the charity's objectives. 

• Oversee the development, implementation, and review of key policies, ensuring they reflect legal obligations and organisational values. 

• Manage IT systems and cybersecurity measures to protect organisational data and operations, ensuring compliance with standards such as Cyber Essentials. 

Strategic Contribution 

• Provides proactive strategic financial advice and guidance to the Trustees and wider leadership team, monitoring and reporting on the financial performance against agreed targets, identified risks and key performance indicators. 

• Provide financial and operational insights to inform strategic decision-making and long-term planning. 

• Foster a culture of continuous improvement and financial accountability across the organisation. 

• Funding strategy: Support the CEO and board to regularly review the sustainability of its income sources and their impact on achieving charitable purposes in the short, medium and longer term.

• Work with the CEO and Head of Impact and Development to prepare the funding strategy that should go beyond immediate budgetary considerations and look at the wider funding landscape. The organisation needs to understand potential emerging opportunities and the organisation's readiness to pursue them. 

Team and Stakeholder Engagement 

• Build and maintain effective relationships with trustees, funders, regulators, and key stakeholders, to ensure that Citizens Advice Stevenage meets its financial, regulatory and legal obligations. 

• Provide leadership and support to finance and business support teams, ensuring professional development and effective performance management. 

People management and development  

• Develop and implement a culture of continuous learning that will equip and develop people to deliver outstanding delivery. Responsibility for the training and development plan for the Finance and Business Support ensuring it is in effective operation including maintaining records of training needs identified and training attended.  
   

• Working with the rest of the leadership team ensure the organisation delivers a fair, inclusive, equitable and transparent employee and volunteer experience, taking account of our EDI aims and in line with employment law and the Equality Act 2010. 
   

• Ensure Open and timely communication that provides information about the organisation and context for decisions that are made, helps to build trust and confidence and earn legitimacy. 
   

• Ensure the effective performance management and development of staff through regular supervision sessions, appraisals and learning and development.  
   

Person Specification 

• ACA/ACCA/CIMA Qualified, CPE up to date.

• Strong financial management experience at a similar level within the charity/not for profit sector 

• A proven track record of leading, developing and inspiring small teams 

• Experience of strategic business & financial planning, forecasting and budget management. 

• Sound experience of producing month-end management accounts and audited year-end financial accounts 

• Experience of managing and using financial systems 

• A working knowledge of relevant legislation (regulatory, legal and financial) in the context of a charitable organisation 

• Experience of managing change and change programmes 

• A track record of initiating, leading and managing associated risks 

• Strong influencing, negotiating and collaborative working skills, with the ability to present complex financial information clearly and concisely in writing or verbally 

• Confident IT skills; confident using Microsoft Office applications, especially Excel

• Experience designing and introducing new financial processes, procedures and reports

• Working knowledge of QuickBooks software [advantageous]

• Experience working with a Board of Trustees [advantageous]

• Understanding of Charity Commission and Companies House reporting requirements

• Project and/or professional services experience

• Understanding of Charity Law

• Experience of working in the not-for-profit sector

• Understanding and experience using the Charity Governance Code

• Experience in working with Charity SORP

• Legal experience – as so far as they can scrutinise and review basic contracts and their revenue recognition requirements and VAT implications

• Strategic and forecasting experience

As Payroll and Finance Manager, you will manage our Finance Department with particular focus on our payroll, pensions and treasury functions, ensuring the delivery of accurate information to our staff in order to minimise risk and maximise efficiency.

You will oversee payroll and pension services for UK and overseas staff, ensuring full compliance with PAYE, National Insurance and pension requirements, while providing guidance and support on payroll, tax and pension matters.

You will also manage all banking and treasury functions, ensuring payments are properly authorised, and funds are managed and invested effectively.

Additionally, you will:

- Ensure that overseas staff are on the correct tax (NT) code
- Make staff aware when they need to take independent financial advice
- Maintain the integrity of financial reporting, nominal ledger and costing structures
- Strengthen internal financial controls and monthly financial processes
- Manage and develop the Finance & Administration Officer

About You

To be considered as our Payroll and Finance Manager, you will need:

- Proven experience in a management role, including people and financial management
- Proven experience of charity accounting and SORP requirements
- Proven experience running payroll functions
- Proven experience running pension functions
- Experience preparing and managing budgets
- The ability to influence stakeholders at all levels within a complex organisation
- The ability to supervise, motivate and develop team members
- A degree, or equivalent qualification or experience
- A finance qualification
- A CIPP payroll qualification
 

This is a full time role but part time will be considered. 

About us

We are a long-established UK research institution with charitable status and accounting operations in both the UK and East Africa. With an annual turnover of over £1 million, our finances span two entities and a range of restricted and unrestricted funds, consolidated for reporting. We are looking for a qualified accountant to join us as a contractor in a part-time, ongoing capacity to strengthen the running of our finance function.

The role

Our accountant in the East Africa office handles the day-to-day transactions — raising invoices, recording expenses and paying supplier bills. You will work alongside them, providing the qualified oversight, payment control and monthly discipline that keep the finance function running well, and supporting their development along the way.

It is a varied role that combines hands-on accuracy with oversight and coaching. In practice, you will:

• Support, guide and coach our accountant so that accounting entries are made correctly and consistently, building their skills over time.

• Run payment preparation and approval process in the UK entity, approving payment runs for release by local signatories.

• Financial management of project funds: accounting, expense management, funds transfers and accurate financial reporting.

• Review monthly results and report, examining the Statement of Financial Activities and underlying entries, and tracking performance against budget.

• Own the budgeting process, maintaining and updating the existing annual budget and monitoring it each month, and reporting quarterly to funders.

• Run a reliable monthly close and provide cover for our accountant during leave or absence to keep the accounting running.

• Lead on risk, taking an active interest in risk assessment, management and internal financial controls, working with compliance officer for local regulatory compliance.

• Attend and co-ordinate the finance and development meeting, support Companies House and Charity Commissions returns and updates.

• Administrative support for grant applications and management of these.

Key requirements

• Qualified accountant (ACCA, CIMA, ACA or CIPFA), or a finalist with strong relevant experience.

• Right to work in the UK.

• Proficient in Xero, and either proficient in Joiin or a similar consolidation system such as Hyperion and able to learn it quickly. Familiarity with payment platforms (desirable).

• Sound understanding of payment controls, dual authorisation and segregation of duties.

• Experience of maintaining a budget and reviewing monthly performance against it.

• Detail-focused and hands-on, with the judgement to review, oversee and coach a colleague.

• Charity or non-profit experience is useful but not essential, including experience of managing project funds, expenses and reporting to funders.

What does success look like

In this role, success means:

• Accounting is accurate and correctly recorded across both entities.

• Monthly review and reporting is completed reliably and on time.

• The budget process is mastered and embedded in monthly reporting, with performance tracked against budget categories.

• Dual authorisation of key processes is operating successfully.

• Key processes in both entities are learnt, so you can cover for the East Africa accountant in the event of absence.

• The payment process is smooth, reviewed, and presented to the Director for second approval.

• Risk assessment is formalised and internal financial controls are maintained.

Who it suits

This role would suit an accountant who wants to broaden their range of experience, or an experienced accountant from the commercial or non-profit sector who now wishes to work part-time and contribute to the smooth running of a respected institution.

Our systems

We use Xero for our accounting and Joiin for consolidated reporting. Both are already implemented and stable. Proficiency in Joiin is ideal; otherwise, experience of a similar system and a readiness to learn this software quickly is an advantage.

How to apply

Please send your CV with a short covering note explaining your interest and how your experience fits the key requirements above. We will review applications on a rolling basis and may close early if we find the right candidate.

We are seeking a proactive, forward-thinking, part-qualified or qualified accountant to lead the development of an efficient, AI-assisted finance function for the charity. Reporting directly to the CEO, you will be part of Home-Start Southwark and Lewisham's senior leadership team, in the only finance-focussed role within the team, taking ownership of the organisation's financial systems, reporting, and compliance — and critically, you will have the opportunity to strategically shape how finance operates over the next 6–12 months.

This is a growth opportunity for someone who has an interest and belief in our work supporting local families and combines strong technical finance skills with curiosity about technology, a willingness to challenge existing ways of working, and the confidence to work at Board level. You will implement cloud-based accounting with AI-enabled features, design meaningful management reporting, and ensure the charity is fully compliant with SORP 2026 and Charity Commission requirements — all while keeping the CEO's time focused on leading the organisation, not managing the books.

Why this role matters now

This is not a maintenance role. We are looking for someone who wants to build something — to design and embed a finance function that is fit for a growing charity. You will have the rare opportunity to shape the tools, processes, and reporting frameworks from the ground up, working directly with the CEO to make finance a strategic enabler rather than an administrative burden.