Finance Lead – Fundraising & Communications, Advocacy and Activism (CAA)

NFP PEOPLE; City Of London; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading charity organization in the UK is seeking a Finance Lead to enhance fundraising and advocacy efforts. You will manage financial operations, support strategic budgeting, and ensure compliance with regulations. The ideal candidate is a qualified accountant with strong analytical skills and experience in the charity sector. The role offers remote working flexibility and a comprehensive benefits package.

Benefits

32 days of paid holiday

Discounts at leading retailers

Health cash plans

Interest-free loans

Qualifications

• Proven experience in finance business partnering, ideally within a charity or fundraising environment.
• Ability to interpret and communicate complex financial data.
• Commitment to improving the lives of people with a learning disability.

Responsibilities

• Partner with directorate teams to create budgets and forecasts.
• Provide financial reports and analysis for informed decision-making.
• Support complex income forecasting using scenario analysis.

Skills

Financial expertise

Analytical and problem-solving skills

Communication and influencing skills

Relationship-building

Motivation to improve systems

Education

Qualified accountant (CIMA, ACA or equivalent)

Tools

Salesforce

Power BI

Job description

Overview

Finance Lead – Fundraising & Communications, Advocacy and Activism (CAA)

Are you ready to use your financial expertise to drive fundraising growth and help shape a more inclusive future for people with learning disabilities?

We are seeking a Finance Lead – Fundraising & Communications, Advocacy and Activism (CAA) to play a pivotal role in maximising the impact of fundraising and advocacy work.

About the Role

As part of the collaborative Finance Business Partnering team, you’ll support fundraising, communications, advocacy, and activism. You’ll provide clear financial advice, insightful analysis, and strong financial management to ensure fundraising income is used effectively to benefit people with learning disabilities.

Over the next five years the charity have big ambitions to significantly grow fundraising income and increase influencing and campaigning impact to ensure people with a learning disability can live life to the full.

This role is a full time permanent position. There is flexibility around where the role is based. There are large offices in London and Peterborough and smaller offices located throughout the UK. You will need to travel occasionally for meetings. However, this role will primarily be working remotely.

Key responsibilities

• Partnering with directorate teams to create robust budgets and forecasts, offering support and advice for realistic financial planning.
• Providing clear financial reports and analysis to help teams understand results, spot emerging issues, and make informed decisions.
• Supporting complex income forecasting (e.g. legacies), using scenario analysis to guide planning and assess risk.
• Delivering financial analysis and modelling to support investment decisions.
• Ensuring funding applications and management of restricted funds are accurate and compliant.
• Improving finance processes and reporting, including with our new Salesforce fundraising CRM system.
• Acting as key contact for external auditors and funders regarding fundraising financials.
• Ensuring accounting and financial compliance with Charity SORP and other relevant regulations.
• Managing and coaching an FBP team member, supporting their development.

What You’ll Bring

• Qualified accountant (CIMA, ACA or equivalent).
• Proven experience in finance business partnering, ideally within a charity or fundraising environment.
• Strong analytical and problem-solving skills, with the ability to interpret and communicate complex financial data.
• Excellent relationship-building and stakeholder management abilities.
• Clear communication and influencing skills, able to explain financial information to others.
• Motivation to improve systems and processes.
• Commitment to improving the lives of people with a learning disability.

Highly desirable

• Knowledge of Charity SORP and charity finance regulations.
• Experience with restricted reserves and external reporting to funders.
• Familiarity with fundraising bids, donor engagement, and business development.
• Salesforce and/or Power BI experience.

If you are passionate about using your financial expertise to create real, positive change for people with learning disabilities, we want to hear from you!

Applications close on Monday, 3rd November. If you're interested in this position, we encourage you to apply as soon as possible. Interviews will begin once suitable candidates are identified, and the advert may close early.

Benefits

The charity offers an impressive range of benefits designed to support and reward employees to ensure that teams feel valued and appreciated.

The benefits package offers 32 days of paid holiday (including bank holidays, pro rata), along with a range of perks such as discounts at leading high-street retailers, access to health cash plans, interest-free loans, and many more exciting offerings.

About the Organisation

The charity’s vision is for the UK to be the best place in the world for people with a learning disability to live happy and healthy lives.

They're here to support people with a learning disability, their families and their carers. They fight for a kinder, fairer and more inclusive society for people with a learning disability to live in.

Everyone works with people with a learning disability either providing support or advice, or alongside one another as colleagues.

Belonging is for everyone, every day, everywhere.

• Everyone is expected to treat people well and make it an inclusive organisation.
• Every day we grow and learn. It’s okay to make mistakes but we learn from them and make changes
• Everywhere people will feel respected, valued, and safe to be themselves.

There are Belonging network groups that meet online and are open to all colleagues. The groups include people who identify as Black and Asian, LGBTQIA+, disabled or with a long-term health condition, women, parents and carers, and their allies.

We want to encourage everyone to apply to work at the organisation and offer a variety of different contract types and working patterns. We’re not looking for specific experience. It is your personality and values that will make you a great colleague. We will train and develop you to succeed in the role you’re applying for.