A Unique Finance & Operations Opportunity to Make a Global Impact
An exceptional and highly respected charitable organisation is seeking a Finance and Operations Manager to join their team at a pivotal stage of growth. This is a rare opportunity to contribute to a mission-driven organisation that operates on a global scale, addressing critical issues and engaging with key partners, including grant providers and high-net-worth individuals.
As the organisation expands and secures multi-year funding, it is vital to strengthen financial management and operational capacity. The Finance and Operations Manager will play a key role in ensuring financial sustainability and operational excellence.
Key Responsibilities
Finance – Budgeting, Accounting and Bookkeeping
- Prepare the annual budget for Trustee approval.
- Produce monthly management accounts, including P&L, balance sheet, and cash flow statements.
- Develop quarterly financial reports and re-forecast income and expenditure.
- Manage invoices and payments for programmes and operational expenses.
- Maintain accurate financial records, ensuring regular reconciliation of balances.
- Submit Gift Aid claims to HMRC.
- Oversee staff expenses and liaise with banking partners.
Annual Audit and Charity Commission Reporting
- Appoint and manage external auditors.
- Oversee the preparation and submission of the Annual Report and Financial Statements.
- Ensure compliance with Charity Commission reporting requirements.
Finance – Strategic Partnerships and Financial Modelling
- Support grant application processes by preparing budgets and financial reports.
- Assist with long-term financial modelling to support a 10-year business plan.
Human Resources
- Assist in recruitment, including job advertisements, application sifting, and interview coordination.
- Administer payroll, pensions, and statutory payments.
- Maintain HR records and manage contract amendments.
- Oversee consultant contracting processes.
Operations – Policies and Procedures
- Ensure policies and procedures, including financial controls, safeguarding, and expenses policies, are up to date and effectively implemented.
- Maintain the Staff Handbook, covering leave, pensions, and disciplinary policies.
- Provide light-touch office management, including utilities and supplies.
- Support programme administration, including ordering and preparing resources.
- Manage key administrative functions, including data protection, Microsoft 365 administration, and inbox management.
Person Specification
Essential Skills & Experience:
- 3-5 years’ experience in finance, HR, and operations within a small to medium-sized organisation.
- Proven ability to prepare and analyse management accounts, budgets, and quarterly reforecasts.
Desirable Skills & Experience:
- Experience in multi-year financial modelling and business planning.
- Proficiency in Xero accounting software.
- Exposure to a start-up or growth-focused environment.
Personal Attributes:
- Passion for the organisation’s mission and values.
- Proactive and motivated, with a creative approach to problem-solving.
- Strong interpersonal skills and a collaborative team player.
- Well-organised and capable of managing multiple priorities.
- Curiosity about the organisation’s missions, approach and global engagement.
Salary & Benefits
- Salary: £36,000 - £42,000 per annum
- Pension: Workplace pension scheme with a 5% employer contribution (3% compulsory + 2% voluntary additional contribution).
- Leave: 25 working days + 8 public holidays (33 days total).
- Hours: 37.5 working hours per week.
- Flexible and/or remote working arrangements available alongside core hours.
- Requirement to be onsite in Cumbria for 3-4 days every 6 weeks minimum
- Statutory provisions for maternity, paternity, shared parental, adoption, and sick leave.
- TOIL (Time Off in Lieu).
- Reflection Day – an extra day off to reflect on personal and professional development.
- Strong focus on personal well-being and professional development.
Why Join?
This is more than just a job; it is an opportunity to contribute to a highly regarded charitable organisation that makes a significant impact on communities worldwide. If you are looking for a role where your financial and operational expertise will directly support a meaningful mission, this is the role for you.
To express interest or learn more, please get in touch.