Finance & Data Manager

Robertson Bell; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading charity organization in London is seeking a Finance & Data Manager to drive financial insight and operational excellence. You will lead management reporting, enhance financial accuracy, and support strategic decision-making. The ideal candidate has proven experience in management accounting and is proficient with accounting systems. Flexible working arrangements are available, allowing up to 60% remote work.

Benefits

Flexible working arrangements

Career development opportunities

Culture of improvement

Qualifications

• Proven experience in management accounting and financial reporting.
• Excellent analytical and problem-solving skills with a keen eye for detail.
• Strong communication skills for presenting complex financial insights.

Responsibilities

• Lead the preparation of monthly, quarterly, and annual management accounts.
• Support budgeting and forecasting processes with departmental leads.
• Implement and maintain robust financial controls and processes.

Skills

Management accounting

Financial reporting

Analytical skills

Communication skills

Relationship-building

Tools

Xero

Sage

SAP

Job description

Overview

Take the lead in driving financial insight and operational excellence in a purpose-led charity.

Join a mission-driven organisation supporting the mental health and wellbeing of education staff across the UK. In this newly created Finance & Data Manager role, you’ll turn data into actionable insights, lead management reporting, and strengthen financial controls to support strategic decision-making.

This is your opportunity to make a measurable impact – enhancing financial accuracy, improving reporting processes, and providing the insight senior leaders need to make informed decisions.

What you’ll gain

• Ownership and influence – take responsibility for management accounts, reporting, and data analysis across the organisation.
• Career development – work alongside senior finance leaders and gain exposure to system improvements and strategic financial planning.
• A culture of improvement – identify opportunities for automation and enhanced reporting to support decision-making.
• Work–life balance – flexible working arrangements with up to 60% of the week eligible to be worked from home.
• Purpose and impact – contribute to an organisation improving the mental health and wellbeing of education staff across the UK.

What you’ll do

• Lead the preparation of monthly, quarterly, and annual management accounts, including variance analysis and commentary.
• Support budgeting and forecasting processes in collaboration with departmental leads.
• Manage accruals, prepayments, and reconciliations to ensure financial accuracy.
• Assist with year-end audit preparation and liaise with auditors as required.
• Implement and maintain robust financial controls and processes.
• Support and advise budget holders on management accounts review and analysis.
• Develop and maintain reporting solutions to monitor performance, impact, and strategic priorities.
• Extract, clean, and analyse data from multiple systems, translating insights into clear recommendations.
• Identify opportunities to improve reporting efficiency and user experience.

What you’ll need

• Proven experience in management accounting and financial reporting.
• Experience with accounting systems such as Xero, Sage, SAP, or similar.
• Excellent analytical and problem-solving skills with a keen eye for detail.
• Strong communication skills, able to present complex financial and data insights clearly.
• Relationship-building skills, working collaboratively across teams and stakeholders.

Ready to take the next step?

Apply now to play a central role in shaping financial management, reporting, and data-driven decision-making for a purpose-led organisation.