Charity Finance Manager

Trial Balance

Northam

Hybrid

GBP 32,000 - 39,000

Part time

14 days+
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Benefits offered by this job

Hybrid working

Job summary

Trial Balance is recruiting a Charity Finance Manager for its Bideford office. The role is initially part-time (2–3 days per week) with hybrid working and a £35,000 FTE salary.

You will own day-to-day finances, produce management accounts, budgeting and year-end preparation, and support the leadership team. Working with the Director and Treasurer, you’ll manage restricted and unrestricted funds, ensure donor and grant compliance, and help develop robust financial processes for a

Qualifications

  • Hands-on charity finance experience and governance
  • Experience in budgeting, management accounts and year-end
  • Knowledge of donor funds and restricted/unrestricted funds

Responsibilities

  • Running the day-to-day finance function, including income, expenditure, payroll and bank reconciliations
  • Producing monthly management accounts and supporting budgeting and forecasting
  • Managing restricted and unrestricted funds, ensuring donor and grant conditions
  • Supporting statutory reporting, Gift Aid and year-end accounts
  • Acting as the go-to person for finance queries across the organisation
  • Helping to develop and improve financial processes as the role becomes established

Skills

Charity finance
Management accounts
Budgeting
Payroll
Xero

Tools

Xero

Job description

Charity Finance Manager - Bideford - £35,000 FTE + hybrid working

This is a brand-new opportunity to shape the finance function of a well-established, purpose-driven charity doing vital work in its community. The role is initially being offered on a part-time basis (2 or 3 days per week).

As Charity Finance Manager, you’ll take ownership of the day-to-day finances, bringing clarity, structure and insight to support the charity’s leadership and trustees. It’s a role for someone who enjoys being hands-on but also wants their work to genuinely make a difference.

Working closely with the Director (and Treasurer), you’ll look after everything from transactional finance through to management accounts, budgeting and year-end preparation. You’ll play a key role in ensuring the charity remains compliant, financially sustainable and well-placed for the future.

Key responsibilities:
  • Running the day-to-day finance function, including income, expenditure, payroll and bank reconciliations
  • Producing monthly management accounts and supporting budgeting and forecasting
  • Managing restricted and unrestricted funds, ensuring compliance with donor and grant conditions
  • Supporting statutory reporting, Gift Aid and year-end accounts
  • Acting as the go-to person for finance queries across the organisation
  • Helping to develop and improve financial processes as the role becomes established

This role would suit a hands-on finance professional with experience in a charity, not-for-profit or values-led environment. Who is comfortable producing management accounts, supporting budgets and year-end accounts and navigating the complexities of restricted and unrestricted funds. You’ll bring a practical, approachable style, enjoy getting involved across the organisation and take pride in keeping things accurate and compliant. A working knowledge of Xero would be beneficial, but it’s not essential.

Hybrid working is available by agreement, and you’ll be joining a collaborative team where your finance skills directly support meaningful work in the community.

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