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.
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.
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