Chief Financial Officer

JR United Kingdom; Birkenhead; Hybrid; GBP 80,000 - 130,000; Full time

Job summary

A leading not-for-profit organisation in the UK is seeking a Chief Financial, Investment & Governance Officer (CFIGO) to join their Executive Leadership Team during a phase of digital growth. The role entails stewarding financial sustainability and governance while making a positive impact on the charity sector.

Qualifications

• Track record of successful financial leadership.
• Broad experience in governance and investment standards.
• Values-led leadership style.

Responsibilities

• Lead financial planning, budgeting, forecasting, and reporting.
• Act as Company Secretary, advising the Board.
• Define and manage strategic investment plans.

Skills

Financial leadership

Strategic mindset

Governance standards

Job description

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Chief Financial, Investment & Governance Officer (CFIGO)

Hybrid Working (Liverpool HQ)

Are you a values-driven finance leader looking to shape strategy and governance at the highest level?

A well-established and digitally progressive not-for-profit organisation is seeking a Chief Financial, Investment & Governance Officer (CFIGO) to join their Executive Leadership Team. With a national remit and a mission to enable charities to do more of their amazing work, this organisation is entering a transformative phase of digital growth and strategic evolution.

As CFIGO, you’ll play a pivotal role in stewarding financial sustainability, regulatory compliance, investment performance, and best-in-class governance frameworks. Working in close partnership with the Chief Executive and Board, you’ll ensure effective oversight of financial strategy, risk management, and organisational integrity - all whilst helping to maximise the social and business impact of their work.

This is an opportunity to be part of a high-performing, purpose-led organisation where your strategic insight and leadership will directly support the broader UK charity sector.

Key Responsibilities

• Lead financial planning, budgeting, forecasting and reporting.
• Ensure robust internal controls and audit readiness.
• Maintain compliance with regulatory and statutory requirements.

Governance & Risk

• Act as Company Secretary, providing governance advice to the Board.
• Develop and embed governance policies, risk frameworks, and internal audit practices.
• Foster transparency, ethical practices, and accountability across the organisation.

Investment Oversight

• Define and implement strategic investment plans aligned with organisation growth ambitions.
• Manage (alongside their partners) investment portfolios, asset allocation and performance analysis.
• Report on performance and risk to Board and Investment Committees.

What We’re Looking For:

• A track record of successful financial leadership in a range of environments, and the ability to draw on this varied experience to continually improve financial posture.
• A strategic mindset with a pragmatic approach to operational delivery.
• Broad experience incorporating investment and governance standards.
• Values-led leadership style and the ability to inspire confidence at all levels in the organisation.
• Prior experience in the charity or third sector is desirable, though not essential.

Above and beyond what’s already listed, cultural fit and attitude are crucial. They’re looking for the final piece in their executive leadership team and you should be a positive and proactive force who is committed to making a difference for good causes.

If you’re someone who enjoys a role slightly different to the norm, this could be for you.

Get in touch for a confidential conversation to explore further.