Head of Finance and Operations - Newbury, United Kingdom - Charlie Waller Trust

Charlie Waller Trust
Charlie Waller Trust
Verified Company
Newbury, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Head of Finance and Operations

Location:

The role is based at the Trust's office in West Berkshire with a minimum of three days per week expected to be worked at our Newbury office.

Flexible working arrangements are available with the understanding that this must meet the objectives of the charity and requirements of the role.


Accountable to:
Chief Executive Officer


Start date: 01/08/2024 or as soon as possible thereafter


Hours of work:
Full-time, permanent.


Salary range:
£55,000 - £60,000 FTE, depending on experience.


Purpose


This is an exciting and vital role performing a range of finance and governance tasks, working within the Senior Leadership Team of a leading mental health charity focused on supporting children and young people.


The Head of Finance and Operations (HFO) will be responsible for the successful management of the charity finances and operations, as well as making a leading contribution to the charity's strategic direction.

The role is responsible to the CEO, and activity oversight spans finance, HR, IT, and office management. The HFO is also responsible to the Trustees for the financial state of the charity and as Company Secretary.

As a result, the HFO must working closely with the treasurer, members of the finance and investment committee, as well as the senior leadership team and our existing finance and operation colleagues.


Key responsibilities and duties

Strategy, modelling and leadership

  • Lead the development and implementation of a comprehensive financial strategy supporting the organisation's wider strategic plan.
  • Provide guidance and leadership on short and longterm financial decisions.
  • Develop and monitor the implementation of longrange financial plans with the CEO, Board of Trustees and the Finance and Investment committee, to support organisational sustainability and growth.
  • Provide leadership (including line management of at least one member of staff) to our small but invaluable finance and operations team comprising our finance and operations manager, finance assistant, and our office and IT coordinator.

Financial and Operational Management

  • Develop and implement financial strategies aligned with the organisation's mission, vision and priorities.
  • Streamline and optimise operational processes and systems to enhance efficiency, quality, and scalability while availing technological advancement. This includes systems, IT, CRM, Facilities and supplier management.
  • Provide strategic financial guidance to the CEO, the Senior Leadership Team and the Board of Trustees.
  • Monitor financial performance, identify risks, and recommend corrective actions.
  • Optimise and manage the Trust's working capital and cash flow position.
  • Maintain appropriate financial records and oversee the preparation of quarterly and annual reports and financial statements in accordance with UK accounting standards, Charity Commission and company law requirements.
  • Ensure necessary insurances and contracts are in place and provide required liability and other coverages.
  • Develop and manage strong and effective relationships with external auditors, the bank, the treasurer, and other key partners.
  • Hold responsibility for all tax matters and compliance with HMRC requirements.

Resources, Risk Management and Compliance

  • Overall leadership and accountability for IT, Digital and Business Systems infrastructure, including appropriate data protection requirements.
  • Oversight of property matters for the team office, including responsibility for lease, insurance and legal matters.
  • Overall leadership for the development and implementation of the risk matrix framework.

About our Trust


The Charlie Waller Trust was created by the Waller family in 1997 in response to the loss of their son and brother Charlie who tragically took his own life whilst suffering from depression.

We have since become one of the UK's most respected mental health charities for children and young people.

Our overarching mission is to educate young people and those with responsibility for them - parents and carers, teachers, college and university staff, and employers - about children and young people's mental health and wellbeing.

The Charlie Waller Trust is a great place to work. We care about mental health and wellbeing in our team and have a positive, enabling workplace culture.


Our values drive our work:
-
Warm: Positive personal connections are central to mental health; we aim to reflect that in all our relationships with beneficiaries, supporters, staff and volunteers.
-
Empowering: We support all those we work with, and who work for us, to use their minds, hearts, energy and creativity to fulfil their potential.
-
Collaborative: Partnership and cooperation are at the core of our work; we seek the views of those we wish to support and aim to put them at the centre of our activity.
-
Compassionate: We recognise vulnerability in our
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