Finance Manager

JR United Kingdom; Morecambe; On-site; GBP 45,000 - 50,000; Full time

Job summary

A leading charity organization in the UK is seeking a Head of Finance to enhance financial management across its units. The role involves strategic guidance, compliance, and managing a high-performing team. Candidates should have at least 3 years of senior financial leadership experience, strong strategic insights, and advanced Excel skills. Flexible working with travel required to Carlisle Office, and offers competitive benefits including a pension contribution.

Benefits

6% employer pension contribution

Holiday entitlement of 20 days plus bank holidays

Collaborative and values-driven team environment

Qualifications

• Minimum 3 years' experience in a senior finance leadership role.
• Strong strategic insight and ability to improve financial processes.
• Excellent communication skills with experience presenting to senior stakeholders.

Responsibilities

• Lead and enhance financial management across organisational entities.
• Provide strategic financial guidance and ensure regulatory compliance.
• Directly manage the Finance Manager and oversee the wider finance team.

Skills

Financial leadership

Team management

Financial reporting

Budgeting

Strategic insight

Advanced Excel

Education

CIMA, ACCA, ACA qualification

Tools

Sage 50

Job description

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Reporting to: Director of Finance & Business
Hours: 37.5 per week
Contract Type: Permanent
Salary: £45,000 - £50,000 per annum DOE
Location: Hybrid - travel required to Carlisle Office

About the Organisation

Trigon Recruitment is recruiting for a long-established, independent, values-led organisation operating across Cumbria, Lancashire, and Teesside. With over 30 years of experience, their mission is to support individuals to live informed, respected, healthy, and fulfilled lives. The Carlisle head office is supported by regional offices in Barrow, Stockton, and Lancashire. The organisation is passionate about equality, respect, and inclusion, and prides itself on delivering high-quality, person-centred services.

Role Summary

We are seeking a dynamic Head of Finance to lead and enhance financial management across two organisational entities. As a member of the Senior Leadership Team (SLT), you will provide strategic financial guidance, ensure regulatory compliance, and manage a high-performing finance team. This role is critical in driving robust financial governance and contributing to long-term organisational sustainability.

Key Responsibilities

Strategic Financial Leadership

• Support long-term financial planning in collaboration with the Director of Finance & Business.
• Provide financial insight to SLT to inform strategy and growth.
• Lead financial risk management and embed sustainability into financial modelling.

Financial Reporting and Compliance

• Deliver timely and accurate monthly management accounts.
• Lead year-end statutory accounts and audit processes in line with charity SORP and regulatory requirements.
• Ensure thorough reconciliation and documentation of all balance sheet accounts.

Budgeting, Forecasting, and Planning

• Lead the annual budgeting process, including consolidation and presentation to SLT.
• Manage quarterly reforecasting and variance reporting.
• Partner with budget holders to support financial accountability and understanding.
• Develop costings and financial plans for new and existing projects.

Leadership and Development

• Directly manage the Finance Manager and oversee the wider finance team across multiple sites.
• Promote a high-performance culture through coaching and continuous improvement.
• Ensure team objectives align with broader organisational goals.

Operations and Controls

• Maintain and enhance robust financial controls and processes.
• Oversee day-to-day financial operations including payroll, bank reconciliations, accounts payable/receivable.
• Optimise financial systems and processes to support operational efficiency.

External Relationships

• Act as the primary contact for auditors, banks, suppliers, and regulators.
• Represent finance in senior meetings and deputise for the Director of Finance & Business as needed.

Person Specification

• Minimum 3 years' experience in a senior finance leadership role.
• Proven ability to lead and develop finance teams.
• Strong strategic insight and ability to improve financial processes.
• Excellent communication skills with experience presenting to senior stakeholders.
• Advanced Excel skills and proficiency in accounting software (Sage 50 preferred).
• Fully qualified or actively working towards qualification (CIMA, ACCA, ACA).
• Experience managing finance across multiple entities or group structures.
• Understanding of charity accounting regulations and SORP.

Additional Information

• You'll be joining a collaborative and values-driven team making a tangible difference in communities.
• Flexibility and adaptability are key due to the evolving nature of the organisation.
• This role is subject to satisfactory DBS clearance.

Holiday Entitlement: 20 days (FTE) plus bank holidays and Christmas closure, with length of service increments
Benefits: 6% employer pension contribution, values-driven organisation