Finance and Resources Manager

Third Sector Dumfries and Galloway; Dumfries; On-site; GBP 45,000 - 60,000; Full time

Job summary

Third Sector Dumfries and Galloway is seeking a Finance and Resources Manager to lead a small team within the Business Support team. You will oversee project and core budget development, reporting, financial policy, and systems integration, while coordinating payroll and staff-related activity.

You will work with the Head of Resources and Development and SLT to strengthen financial scrutiny, improve processes, and ensure compliant financial management across the charity.

Qualifications

• Proven experience in small or medium-sized organisational finance management.
• Strong understanding of accounting processes and internal controls.
• Experience building budgets, monitoring, and reporting on projects and core operations.

Responsibilities

• Lead strategic and operational planning for finances and resources to sustain growth.
• Oversee budgeting, forecasting, and monthly/quarterly financial reporting to SLT.
• Manage financial systems (Zoho) and payroll processes, ensuring accuracy and compliance.

Skills

Leadership

Financial budgeting

Accounting

Payroll

Excel

Stakeholder communication

Tools

Zoho Finance

SafeHR

Payroll systems

Job description

This role plays a critical part in the planning and management of our organisational finances and resources, leading a small team within the Business Support team. It reports to our Head of Resources and Development and line manages a full-time Finance and Resources Officer and a part-time Business Support Coordinator. It sits within the Business Support team, which also includes our Fund Managers and Coordinators.

What You'll Do

Effective strategic and operational planning, performance and development are essential to the sustainability of our growing organisation. A significant element of this is how we plan and manage our finances and other resources, build organisational policy and process to enable the work we do for our sector, and develop our practices to build a great place to work. Our Resources and Development team provides the planning, oversight and development of our central organisational activity and practice, as well as managing the investments we make in our sector on behalf of funding partners. As Finance and Resources Manager, you will take a leading role in our project and core budget development and reporting, financial oversight and assurance, financial forecasting and financial policy and processes. You will also support the planning and management of our people/staff related activity, working with our external HR Advisor and the Third Sector Dumfries and Galloway (TSDG) Senior Leadership Team (SLT) to coordinate the update and maintenance of our Staff Handbook and policies. Lead the efficient and effective management of robust TSDG financial systems, ensuring sufficient processes are in place to provide the SLT with high levels of financial scrutiny and assurance. Support the Chief Executive and SLT colleagues in developing, monitoring, re-forecasting and reporting on the core TSDG budget and project budgets. Prepare monthly/quarterly management accounts, cashflow projections and financial reporting for the SLT, and provide oversight and assurance of the accurate recording and processing of all income and expenditure, in line with budget and financial delegations. Oversee and assure automated payment approvals through online banking and regular bank reconciliation, and develop our Zoho-based finance system, with a view to bringing more services in-house. Oversee monthly payroll and expenses processes, and support the Head of Resources and Development, Senior Leaders and others to build grant claims by providing accurate financial data of ring-fenced funds. Lead on process and practice improvements to our financial management policies and systems, and on the development of our annual reports, working with our external advisors, accountants and auditor and assuring the first draft as presented to the SLT. Oversee the coordination of staff recruitment and the continuous improvement of our induction programmes for new staff, including a new programme for leadership roles. Work with our external HR Advisor and SLT to coordinate the update and maintenance of our people policies and electronic Staff Handbook, and oversee the effective use of our online employee HR system (SafeHR). Provide leadership, direction and support for the Finance team, line managing your direct reports effectively and managing delegated decisions and budgets, and contribute thoughtfully to strategic discussions and decisions in line with our values.

More about you

You will have proven experience in small or medium-sized organisational finance management, with a strong understanding of accounting processes, internal controls and regulatory compliance, and of building operational and project budgets, monitoring and reporting. You will have proven experience of working with and developing financial processing systems, including invoicing, payments and cashflow modelling. You will have excellent time management skills, with the ability to work accurately to tight deadlines, prioritise your own workload and support the work of others, along with excellent attention to detail. You will have good leadership skills, with proven experience of mentoring others so that they thrive and grow. You will be skilled in using Outlook, Teams and other Microsoft apps, particularly Excel. You will be self-motivated and able to take responsibility for personal outcomes, with a commitment to ongoing personal and organisational improvement, and an inclusive, adaptable, action-biased and collegiate attitude. You will be able to be at the Dumfries or Stranraer office for agreed working hours (based on 9–5) consistently, three days a week. You may have proven experience in charity finance management, with a strong understanding of charitable accounting, restricted funding and grant claims, including using financial processing systems to inform charity grant management.