Finance & Operations Manager

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