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- Tasks: Manage financial operations and grant-making for a prestigious Charitable Trust.
- Company: Join a leading private bank serving Ultra-High-Net-Worth clients.
- Benefits: Enjoy hybrid working, excellent bonuses, and a top-tier pension scheme.
- Why this job: Be part of a growing team making a real impact in the charity sector.
- Qualifications: 5+ years in finance/operations management, ideally in charities; accountancy qualifications preferred.
- Other info: Opportunity to implement tech solutions and improve operational efficiency.
The predicted salary is between 42000 - 84000 £ per year.
Up to £70,000 plus excellent bonus and benefits. Hybrid working available.
Our client, a highly prestigious private bank with Ultra-High-Net-Worth clients, is seeking a highly skilled Finance and Operations Manager to be instrumental in managing the comprehensive financial and operational landscape of their Charitable Trust, a prominent UK Donor Advised Fund. This role will span the critical areas of grant-making, financial administration, fee management, and data oversight, ensuring the Charitable Trust maintains exceptional levels of governance, efficiency, and control as a respected UK registered charity. This is an exciting role in a busy and growing team, so candidates must be ready to hit the ground running!
Duties of the Charities Finance and Operations Manager include:
- Grant-Making Administration: Oversee the end-to-end grant-making process, including grantee due diligence and ensuring strict compliance with charity law, internal policies, and donor requirements. Act as a key liaison for effective and transparent grant distribution.
- Financial & Fee Management: Support budgeting, forecasting, and annual reporting. Accurately manage asset allocation across Giving Funds, process donations, and prepare comprehensive financial reports for the trust and its donors, adhering to UK charity regulations. Ensure precise collection and processing of management fees, supporting the ongoing review of fee structures for sustainability and competitiveness.
- Data & Compliance: Manage and maintain accurate records for all critical operational data (Giving Funds, grants, fees, assets), ensuring full compliance with data protection regulations, including GDPR. Develop and implement robust data management processes to maintain integrity and support efficient reporting.
- Operational Efficiency & Process Improvement: Drive continuous review and enhancement of internal systems and processes, identifying and implementing technology solutions (including AI) to streamline operations, optimize grant-making, and improve financial management. Develop and maintain clear operational procedures and guidelines.
Requirements for the successful Charities Finance and Operations Manager include:
- Over 5 years’ experience in financial and operations management, ideally within the charity sector.
- Accountancy qualifications (AAT, ACA, ACCA, CIMA) are preferred.
- Familiarity with Donor-Advised Funds, grant-making, and financial administration within a charity context is highly desirable. Experience working with high-net-worth individuals and family foundations is a plus.
- 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).
- Professional qualifications in charity management, finance, legal, or operations are desirable.
Benefits include:
- Excellent industry leading pension scheme.
- High level bonus.
- Hybrid working, allowing you flexibility to balance working from home.
- Full private healthcare.
- AND MORE!
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency.
Finance Manager (Charities) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Manager (Charities)
✨Tip Number 1
Network with professionals in the charity sector, especially those who have experience with Donor-Advised Funds. Attend relevant events or webinars to connect with potential colleagues and learn more about the specific challenges and opportunities in this field.
✨Tip Number 2
Familiarise yourself with the latest UK charity regulations and compliance requirements, particularly around grant-making and data protection. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Showcase your understanding of financial management tools and software, such as QuickBooks and CRM systems. Being able to discuss how you've used these tools to improve operational efficiency in previous roles can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've driven process improvements in financial operations. Highlight any technology solutions you've implemented, especially those that have streamlined grant-making or enhanced financial reporting.
We think you need these skills to ace Finance Manager (Charities)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial and operations management, particularly within the charity sector. Use specific examples that demonstrate your skills in grant-making, budgeting, and compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the charity sector and your understanding of the role. Mention your familiarity with Donor-Advised Funds and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you hold any accountancy qualifications or professional certifications related to charity management, make sure to mention these prominently in your application. This will strengthen your candidacy.
Showcase Data Management Skills: Emphasise your experience with data management and compliance, especially regarding GDPR. Provide examples of how you've implemented processes to maintain data integrity and support efficient reporting in previous roles.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Charity Sector Experience
Make sure to highlight your experience in the charity sector, especially with Donor-Advised Funds and grant-making. Be prepared to discuss specific examples of how you've managed financial operations within a charity context.
✨Demonstrate Financial Acumen
Since this role requires strong financial management skills, be ready to talk about your experience with budgeting, forecasting, and financial reporting. Bring along examples of reports you've prepared or budgets you've managed to illustrate your expertise.
✨Understand Compliance and Regulations
Familiarise yourself with UK charity regulations, particularly around grant-making and data protection. During the interview, you might be asked about your knowledge of GDPR and how it impacts financial operations, so be prepared to discuss this in detail.
✨Emphasise Process Improvement Skills
This role involves driving operational efficiency, so be ready to share examples of how you've improved processes in previous roles. Discuss any technology solutions you've implemented, especially those that streamline operations or enhance financial management.
