Up to £70,000 plus EXCELLENT bonus and benefits

12 month FTC

Hybrid working available

Urgent requirement!!

Are you a highly astute and proactive finance professional with a passion for purpose-driven financial management? Do you have experience working within the Charity / Charitable Trust Sector?

Our client, a highly prestigious private bank with Ultra-High-Net-Worth clients, is seeking highly skilled Finance Manager to oversee the comprehensive financial activities of their Charitable Trust, a prominent UK Donor Advised Fund. This is an exceptional opportunity to ensure financial integrity, drive efficiency, and uphold the highest standards of governance and compliance, ultimately contributing to outstanding customer service excellence. This is an exciting role is a busy and growing team, so candidates must be ready to hit the ground running! Candidates must have proven experience in financial and operations management, preferably within the charity sector.

Duties of the Finance Manager (Charity Sector) to include:

  Financial Administration & Reporting:

• Work closely with the team to lead budgeting, forecasting, and annual reporting processes for the Trust.
• Oversee the accurate allocation of assets between Giving Funds.
• Manage the processing of donations, ensuring accurate recording and acknowledgment.
• Prepare comprehensive financial reports for the trust  and its donors, ensuring transparency and strict compliance with UK charity regulations.

  Fees Administration:

• Ensure accurate collection and processing of all management fees, providing detailed reports to internal teams.
• Support the ongoing review and adjustment of fee structures to maintain financial sustainability and competitive DAF offerings.

  Grant-Making Financial Oversight:

• Provide financial oversight for the end-to-end grant-making processes, ensuring compliance with charity law, internal policies, and donor requirements.
• Contribute to the preparation and review of due diligence on grantees from a financial perspective.

  Data Management & Compliance:

• Manage and maintain accurate financial records of Giving Funds, grants, fees, assets, and other critical operational data.
• Ensure strict compliance with all financial regulations and data protection laws, including GDPR.
• Develop and implement data management and review processes to ensure financial data integrity and support efficient reporting.

  Operational Efficiency & Improvement:

• Support the ongoing review and improvement of internal financial systems and processes to drive simplification and enhance operational efficiency.
• Contribute to the identification and implementation of technology solutions, including Artificial Intelligence, to streamline financial operations and improve management.
• Develop and maintain financial operational procedures and guidelines to ensure consistency and compliance across all Trust activity.

  Stakeholder Engagement:

• Develop effective relationships with all internal departments and external partners, ensuring seamless collaboration.

Requirements for the successful Finance Manager (Charity Sector) to include:

• Charity Sector Experience is essential. Familiarity with Donor-Advised Funds, grant-making, and financial administration within a charity context is highly desirable.
• Candidates must have over 5 years’ experience in financial management, ideally within the charity sector.
• Candidates will hold accountancy qualifications ( ACA, ACCA, CIMA)
• Strong financial acumen with extensive experience in managing budgets, financial reports, and fee structures.
• Strong background in managing budgets, fee structures and financial reporting. Knowledge of Gift Aid and relevant charity tax reliefs is desirable.
• A strong understanding of UK charity regulations, particularly around grant-making and data protection (including GDPR), is essential.
• High proficiency in MS Office, CRM systems, grant management platforms, and accounting software (including QuickBooks)

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency