Finance Lead - VR/32129
The Finance Lead will take ownership of the organisation’s financial operations, overseeing robust financial management, accurate reporting, and strong internal controls while ensuring full compliance with all statutory and regulatory requirements.
Working closely with the Chief Executive, Senior Management Team and Board of Trustees, the role will provide clear, insightful financial information to support strategic decision-making and help safeguard the organisation’s long-term financial sustainability.
This is a permanent position based in the city centre, with a working pattern of 4–5 days per week.
Core Duties and Responsibilities
Financial Management and Reporting
- Managing the day-to-day financial operations.
- Preparing accurate and timely monthly management accounts for the Senior Management Team and Trustee Board.
- Developing and managing the annual budgeting process, including quarterly reforecasts and cashflow forecasting.
- Providing financial analysis and narrative reports to support organisational decision-making.
- Monitoring financial performance and advising on financial risks and opportunities.
Financial Control and Compliance
- Maintaining robust financial procedures, systems and internal controls across the organisation.
- Preparing balance sheet reconciliations and ensuring accurate financial records are maintained.
- Preparing year-end accounts and coordinating the external audit process.
- Ensuring compliance with all statutory and regulatory requirements including:
- VAT returns
- PAYE and payroll reporting
- Corporation Tax (if applicable)
- Manage organisational cashflow and financial risk.
Financial Systems and Operations
- Maintaining and overseeing the accounting system (Xero).
- Managing payments and balances.
- Overseeing reconciliation of transactions.
- Overseeing debt collection and credit control processes.
- Maintaining and developing finance policies including procurement and expenditure procedures.
Payroll and Insurance
- Overseeing the payroll provision, ensuring staff are paid accurately and on time and that payroll obligations are met.
- Maintaining all organisational insurance policies and relationships with insurance providers.
Leadership and Staff Management
- Line managing the Finance Team, providing leadership, support and professional development.
- Providing finance training and guidance to Students’ Union staff and student leaders to support effective financial management across the organisation.
Strategic Support
- Supporting the Chief Executive in monitoring and managing service level agreements, funding arrangements and grants.
- Contributing to the development strategy and long-term sustainability.
- Working with SMT to ensure appropriate business continuity planning is in place.
Additional Information
- Occasional evening or weekend work may be required to support events.
- Annual leave should normally be taken outside of peak periods.
- The post holder will be expected to undertake continuous professional development.
- Flexible and homeworking arrangements are available.
- All staff are required to follow policies relating to Health and Safety.
Person Specification
Essential Knowledge and Experience
- Experience in a finance management or senior finance role.
- Experience of budgeting, management accounts and financial reporting.
- Experience of financial systems and accounting software (e.g. Xero or similar).
- Experience of preparing or supporting year-end accounts and audits.
- Experience of financial compliance including VAT and payroll reporting.
- Strong experience using Microsoft Excel including formulas, pivot tables and financial analysis tools.
- Experience managing or supervising staff.
- Experience developing or improving financial processes and controls.
Desirable Knowledge and Experience
- Experience working within a charity, non-profit organisation.
- Knowledge of charity finance regulations and OSCR reporting.
- Experience working with group finance systems or similar grant/club finance structures.
- Experience managing grant funding or service level agreements.
Qualifications
Essential
- Relevant accounting qualification or equivalent professional experience.
Desirable
- Part-qualified or qualified accountant (ACCA, CIMA, CIPFA or equivalent).
Skills and Attributes
- Strong analytical and problem-solving skills.
- Excellent attention to detail and financial accuracy.
- Ability to communicate financial information clearly to non-financial audiences.
- Ability to prioritise workload and meet deadlines.
- Strong interpersonal and relationship-building skills.
- Commitment to the values and mission.
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