Finance Lead

FINANCE LEAD Evolve Credit Union Salary: £34,000 £ 45,000 per annum depending on qualifications and experience Full-time (37.5 hours per week), Monday to Friday 9am to 5pm Permanent Post MAKE A DIFFERENCE BECAUSE WE CARE At Evolve Credit Union, we believe financial services should make a genuine difference to peoples lives. Our purpose is simple:
To make a difference because we care. As a member-owned financial cooperative, our members remain at the heart of everything we do. We are committed to providing trusted, accessible financial services while creating a positive impact within the communities we serve. Today, Evolve Credit Union supports over 34,000 members and manages more than £79 million in assets, including a loan book exceeding £40 million and an investment portfolio of over £30 million.

Over recent years, we have invested significantly in building a positive, supportive and values-driven workplace culture. We are proud of the collaborative environment we continue to develop for both our members and our team. We are now seeking a Finance Lead who shares our values and can combine strong financial skills with a people-focused and collaborative approach. We are looking for someone who will grow with the organisation and play an important part in our continued development and success.

OUR VALUES At Evolve Credit Union, our values shape how we work, how we support one another, and how we serve our members and communities. We are looking for someone who demonstrates:
Care and compassion in how they work with others Integrity, professionalism and accountability A collaborative and supportive approach Respect for colleagues, members and stakeholders A commitment to continuous improvement Pride in delivering excellent service A positive attitude and willingness to contribute to our culture

THE ROLE The Finance Lead will play a key role in supporting the day-to-day financial operations of Evolve Credit Union. Reporting directly to the CEO, the successful candidate will oversee the smooth running of the finance function, support regulatory and financial reporting requirements, supervise two Accounts Officers, and contribute positively to the wider management team. The successful candidate will be a member of the organisations Senior Management Team and will work closely with the CEO, Finance & Investment Committee and Board of Directors.

This role is ideal for someone who is:
Technically strong in operational finance Highly organised and detail-focused Confident communicating financial information Collaborative and approachable Motivated by working within a purpose-led organisation The successful candidate will also be comfortable preparing and presenting financial information to the Finance & Investment Committee and Board of Directors when required.

KEY RESPONSIBILITIES Financial Operations Prepare monthly management accounts and financial reports for the CEO, Finance & Investment Committee and Board of Directors. Ensure accurate processing of daily financial transactions and accounting records. Oversee bank reconciliations, payment processing, financial controls and ledger management. Assist with the preparation of financial projections and ongoing monitoring of actual performance against projections. Maintain accurate financial records and supporting documentation.

Manage and maintain the Fixed Asset Register. Oversee payroll administration, pensions and associated staff payment processes ensuring accuracy and confidentiality. Regulatory & Compliance Support Prepare quarterly and annual financial returns and supporting information for submission to the PRA, FCA and other regulatory bodies. Support the CEO in ensuring compliance with accounting standards, internal controls and regulatory requirements. Support audit processes and liaise with internal and external auditors as required.

Ensure financial processes and procedures are properly documented and followed. Maintain awareness of relevant regulatory and financial reporting developments impacting the Credit Union. Support the assessment and financial analysis of commercial and corporate lending applications where required.…