Strategic Finance Leader for Charities

Citizens Advice Ltd

Liverpool

On-site

GBP 70,000 - 95,000

Full time

14 days+

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Job summary

Citizens Advice Liverpool is seeking a talented Finance Director to lead the charity's financial planning and governance. You will partner with the CEO and SLT to shape budgets, forecasts and long-term sustainability, ensuring robust financial reporting and compliance.

The role requires a qualified accountant, extensive charity accounting knowledge, and experience leading a finance team; you will drive financial risk management, reporting to the Board and supporting decision making across the

Qualifications

  • Qualified accountant with significant post-qualification experience.
  • Strong knowledge of charity accounting standards (SORP) and funds management.
  • Ability to translate complex financial data into clear reports for non-finance audiences.

Responsibilities

  • Partner with the CEO and SLT to develop financial plans, forecasts and models that support delivery of the business plan and long-term sustainability.
  • Develop and monitor clear financial indicators, including income, expenditure, cash flow, reserves, restricted funds and financial risk.
  • Provide financial scenario forecasting, options appraisal and stress-testing to support sound decision-making by the CEO, SLT and Board.
  • Advise the CEO, Treasurer, Finance and Risk Committee and Board on financial risks, opportunities, reserves, cash flow and internal controls, presenting clear recommendations to support informed decisions.
  • Build financial understanding across the SLT, Trustees and budget holders so that financial responsibility is understood and embedded across the organisation.

Skills

Financial modelling
Strategic planning
Leadership
Advanced Excel
Stakeholder communication

Education

ACA/ACCA/CIMA or equivalent

Tools

QuickBooks Online

Job description

Citizens Advice Liverpool is seeking a talented Finance Director to lead the charity's financial planning and governance. You will partner with the CEO and SLT to shape budgets, forecasts and long-term sustainability, ensuring robust financial reporting and compliance.

The role requires a qualified accountant, extensive charity accounting knowledge, and experience leading a finance team; you will drive financial risk management, reporting to the Board and supporting decision making across the

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