Director of Banking & Finance

The Pilgrim Trust Finance Manager Permanent, part-time – 3 days (21 hours) a week Hybrid working, typically two days in office Office based in Somerset House, London WC2R 1LA The Pilgrim Trust is an independent charitable trust founded in 1930 with a mission to preserve the UK’s heritage and improve the life chances of those facing the greatest challenges. Each year, we award around £3 million in grants to projects across the UK. We are now seeking an experienced and values-driven Finance Manager to oversee our financial operations, support our investment strategy, and contribute to the continued success and integrity of the Trust. A confident communicator and collaborative team player, you’ll work closely with the Director, Trustees, investment advisers, and grant partners to ensure our finances are expertly managed. Lead our finances: Manage day-to-day financial operations, budgeting, forecasting, and reporting using cloud-based systems (we currently use SAGE). Be our financial steward: Ensure compliance with charity accounting standards and act as the main point of contact for auditors, HMRC, banks and other relevant authorities. Prepare management accounts, cash flow forecasts, annual financial statements, support financial planning with timely insights and analysis. Oversee grant payments, maintain accurate records and assess applicant financials when required. Steer our investments: Work closely with the Director, Finance Committee, and investment advisers to monitor our portfolio, implement strategy and track performance. Review and develop our financial systems to ensure they are robust, efficient and fit for purpose. ACA, ACCA, CIMA, AAT Level 4 – or equivalent experience. Charity finance expertise: Strong understanding of charity accounting (SORP) and the regulatory environment. Familiarity with cloud-based financial systems, Excel, and ideally grant management software (e.g., Experience improving financial systems and processes.