Deadline for applications: Friday 29th August 2025 at midday
Cornwall Heritage Trust has experienced rapid but strategic growth over the last five years and has a business development plan which requires a continuation of this policy. In order to achieve this we need to be confident in the accuracy of the financial record-keeping and would welcome innovative and creative solutions to help to build income generation. That’s where you come in!
Salary: £35,000 – £40,000 per annum FTE pro rata
Working Hours: 4 to 5 days per week, negotiable
Type of Contract: Permanent
Place of work: Krowji, Redruth
Benefits:
- Cornwall Heritage Trust Family Membership
- 33 days annual leave per year pro rata (to include Bank Holidays)
- Pension scheme
- Ability to work flexibly
- Health and Wellbeing Support Package
We are looking for someone with a proven track record of working within financial management in the charity sector to be responsible for overseeing the financial operations of the charity to ensure financial sustainability and resilience.
This will include production of regular management information and draft annual financial accounts as well as supporting the income generation activities of the Trust and contributing to the smooth running of the fundraising function.
Working closely with the CEO and Board of Trustees, this role will be key to strategic and organisational development.
Key Responsibilities
Management Information
- Management of cashflow forecasting and projections to ensure efficient use of resources
- Timely production of accurate financial reports to enable analysis and close management of monthly cashflow and budgeting and as a tool to identify trends, risks and opportunities for improvement
- Liaison with colleagues to provide information and reporting required for budgeting, fundraising and day to day operations
- Preparation, analysis and delivery of quarterly management reports and cashflow forecasts for presentation to the CEO, Finance Sub Committee and Trustee Board
Annual Financial Accounts
- Preparation of the draft annual financial accounts
- Liaison with the Trust’s Accountants to facilitate the timely production of the accounts
- Collation of the information required by the external Accountants/ Auditors
Fundraising, Income Generation and Business Development
- Liaison with colleagues to provide accurate, timely and insightful information to assist with the preparation of funding bids and growth of income generation strategies
- Oversight of claims to funders to ensure accuracy and prompt submission
- Analysis of project budgets to support new funding applications and successful delivery of current projects
- Provision of information required to assist with the management of events, growth of the corporate sponsorship scheme and membership function
- Identification and implementation of new income streams and funding solutions to enable the organisation to grow sustainably
Regulation/ Compliance
- Compliance with Companies House and Charity Commission deadlines for annual submissions
- Compliance with accounting principles, regulations and laws
- Adherence to Charity Law e.g, accepting of gifts or donations
- Compliance with HMRC requirements for payroll, NI, pensions, VAT and Gift Aid
- Adherence to the Trust’s financial authorities and policies
- Develop, review and introduce financial policies, procedures and controls
General
- Maintenance of the Asset Register
- Oversight of the payroll and VAT functions
- Timely payment of bills and receipt of monies due to the charity
- Contribution to the management of an up-to-date and meaningful Risk Register
- Liaison with insurance, banking and investment providers
- Regular review and re-negotiation of contracts and services to ensure best value and cost saving where possible
- Line management of the Finance Officer and recruitment and induction of additional team members where applicable
- Contribution to the formulation and delivery of the strategic objectives of the Trust
Key Relationships
- Reporting to the CEO
- Senior Leadership Team
- Line management of Finance Officer
- Fundraiser