Budgeting, Forecasting & Financial Planning

• Coordinate organisational budgeting and forecasting activity in partnership with the Head of Operations, Executive Director and Finance specialists.
• Maintain accurate budget and forecast information and support Heads in understanding and managing their budgets.
• Track actual and committed expenditure against organisational plans.
• Provide reliable financial data and analysis to support resource planning and organisational decision-making.
• Support scenario planning and financial modelling where required.

Financial Controls, Governance & Compliance

• Maintain and continuously improve proportionate financial controls, policies and approval processes.
• Ensure appropriate segregation of duties and financial governance across operational processes.
• Coordinate audit preparation, statutory reporting and other financial compliance requirements with the fractional CFO, accountants, auditors and specialist advisers.
• Maintain clear documentation and evidence supporting financial processes, controls and decisions.
• Identify financial risks or control weaknesses and escalate material concerns to the Head of Operations.
• Support effective purchasing and supplier controls in partnership with Procurement.

Operational Coordination & Improvement

• Support the Head of Operations with wider operational planning, coordination and improvement activity.
• Identify opportunities to simplify or strengthen processes across Finance and Operations.
• Support the development of repeatable, well-documented and scalable operational processes.
• Coordinate operational activity that crosses Finance, Procurement, Administration and other functions where appropriate.
• Support organisational and entity administration, governance activity and coordination with external advisers where required.
• Contribute to operational projects and priorities outside the core Finance remit where appropriate.
• Help maintain clear ownership, documentation and follow-through across operational processes and commitments.

Decision-Making Scope

Owns:

• Day-to-day financial operations and processes.
• Financial reporting coordination and accuracy.
• Financial controls and supporting documentation.
• Finance systems, reconciliations, payments and close processes.
• Budget and forecast tracking.
• Financial process improvement.

Leads:

• Monthly and periodic financial reporting cycles.
• Operational budgeting and forecasting coordination.
• Audit and statutory reporting preparation.
• Financial controls and process improvements.
• Finance-related operational projects and initiatives.
• Cross-functional operational activity assigned within the Operations function.

Consults:

• Head of Operations on financial performance, risks, controls, operational priorities and material issues.
• Executive Director and Heads on budgets, forecasts and financial information.
• Fractional CFO, accountants and specialist advisers on technical accounting, tax, statutory and complex financial matters.
• Procurement on purchasing controls, supplier commitments and cost governance.
• Wider Operations teams on cross-functional processes and operational improvement.

Does Not Own:

• Overall organisational or Operations strategy.
• Executive financial decision-making or organisational resource allocation.
• Specialist technical accounting, tax or legal advice where external or fractional expertise is required.
• Senior oversight of functions sitting within the wider Head of Operations remit.

Skills and Experience

• Strong practical Finance experience within a complex, scaling or evolving organisation.
• Experience managing or coordinating day-to-day financial operations and reporting.
• Strong experience of budgeting, forecasting, management reporting and financial controls.
• Good understanding of accounting principles and the ability to work confidently with accountants, auditors and senior Finance professionals.
• Experience with payments, reconciliations, month-end processes and financial systems.
• Experience supporting audit, statutory reporting or financial compliance activity.
• Strong analytical capability and attention to detail.
• Able to translate financial information into clear insight for non-financial stakeholders.
• Strong process improvement and systems-thinking capability.
• Comfortable taking ownership of work outside a narrowly defined Finance remit and contributing to wider operational priorities.
• Strong stakeholder management and cross-functional communication skills.
• Comfortable operating in an evolving environment where structures and processes continue to mature.

Desirable:

• Qualified or part-qualified accountant, or equivalent experience.
• Experience working within an internationally distributed or multi-entity organisation.
• Experience supporting corporate/entity administration or governance requirements.
• Experience working within a not-for-profit, membership or similarly complex organisation.
• Previous experience in a role spanning both Finance and broader business operations.