Finance & Data Manager

Robertson Bell; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A purpose-led charity in the UK seeks a Finance & Data Manager to enhance financial accuracy, lead management reporting, and improve reporting processes. The ideal candidate will have proven experience in management accounting and financial reporting, as well as a strong command of accounting systems like Xero or Sage. This role offers a chance to make a measurable impact while benefiting from flexible working arrangements, including remote options.

Benefits

Flexible working arrangements

Career development opportunities

Work-life balance initiatives

Culture of improvement and automation opportunities

Qualifications

• 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.

Responsibilities

• Lead the preparation of monthly, quarterly, and annual management accounts.
• Support budgeting and forecasting processes.
• Manage accruals, prepayments, and reconciliations.
• Assist with year‑end audit preparation.
• Implement and maintain robust financial controls and processes.
• Support budget holders on management accounts review.
• Develop reporting solutions to monitor performance.
• Extract, clean, and analyze data from multiple systems.
• Identify opportunities to improve reporting efficiency.

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.