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Finance Capacity & Board Reporting Review

Remote finance support opportunity with a small UK-based charity working internationally across health, education, children’s rights, WASH, and more.

Our partner is a small UK-based charity working internationally with local communities and partners. Their work spans areas including health, education, children’s rights, WASH, and women and girls’ wellbeing across Africa, Asia and Eastern Europe.

Following recent changes within the finance function, the organisation is seeking an experienced charity finance professional to provide remote support focused on strengthening financial capacity, improving management reporting, and ensuring finance processes remain appropriate for a small but growing organisation.

The priority is to ensure that the organisation has clear, practical finance processes in place, that roles and responsibilities are well defined, and that trustees receive financial information in a format that supports effective oversight and decision-making.

Key areas of support include:

  • Reviewing current finance processes and controls, the current finance team and structure, with particular attention to segregation of duties and suitability for a small finance team and identifying any gaps in capacity and/or oversight.
  • Supporting the revision of quarterly management accounts and Board reporting templates, and potentially providing recommendations to trustees and helping them better understand and interpret financial management information, potentially through a short online briefing or capacity-building session
  • Reviewing the finance procedures manual and providing senior finance input into updates linked to current working arrangements and recent audit recommendations
  • Providing light-touch advice on restricted and unrestricted income management, including overhead cost recovery, if time allows

Profile:

  • Experienced charity finance professional with a strong understanding of small charity finance, governance and reporting.
  • Confident reviewing finance processes, controls, segregation of duties and finance procedures
  • Experience preparing or improving management accounts and Board finance reporting
  • Able to assess finance team capacity and provide practical recommendations on role clarity, responsibilities and skills gaps
  • Comfortable working with trustees and senior leaders, helping non-finance stakeholders understand financial information
  • Knowledge of restricted and unrestricted income, overhead cost recovery and donor-funded programme finance would be helpful
  • Practical, sensitive and collaborative approach, with the ability to adapt recommendations to a small organisation context

Time commitment:

The assignment is expected to require approximately 25 hours in total. The organisation would ideally like support to begin in June, with priority elements completed by mid-July, and any remaining work completed by August-September. The partner has indicated a preference for a minimum of around 8 hours per week, though there is flexibility depending on the volunteer’s availability.