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Head of Finance

Job in West Kirby, Birkenhead, Merseyside, CH41, England, UK
Listing for: THE NATIONAL ASSOCIATION OF CITIZENS ADVICE BUREAUX
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Manager, Corporate Finance, Risk Manager/Analyst
  • Management
    Financial Manager, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 50000 - 55000 GBP Yearly GBP 50000.00 55000.00 YEAR
Job Description & How to Apply Below
Head of Finance

Apply before 11.59pm on 4 November 2026.

Job summary
  • Salary: £50000 to £55000
  • Location:

    Liverpool
  • Workplace:
    Hybrid working
  • Contract:

    Permanent
  • Hours per week: 21

Interviews will take place on 12 November 2026.

About the role

Key responsibilities Strategic

Financial Leadership
  • Partner with the CEO and SLT to develop financial plans, forecasts and models that support delivery of the business plan and long-term sustainability.
  • Develop and monitor clear financial indicators, including income, expenditure, cash flow, reserves, restricted funds and financial risk.
  • Provide financial scenario forecasting, options appraisal and stress-testing to support sound decision‑making by the CEO, SLT and Board.
  • Advise the CEO, Treasurer, Finance and Risk Committee and Board on financial risks, opportunities, reserves, cash flow and internal controls, presenting clear recommendations to support informed decisions.
  • Build financial understanding across the SLT, Trustees and budget holders so that financial responsibility is understood and embedded across the organisation.
Partnership and Subsidiary Oversight
  • Act as the lead financial contact for key delivery partners, ensuring robust financial reporting and compliance across collaborative projects.
  • Oversee the financial management and governance of any subsidiary companies, ensuring they meet statutory obligations and contribute to the charity’s mission.
  • Conduct financial due diligence on potential new partners or commercial opportunities to mitigate risk.
Financial Management and Governance
  • Hold accountability for financial operations, ensuring compliance with the Statement of Recommended Practice (SORP), charity and company law, and Citizens Advice standards.
  • Design and lead the annual budgeting process, providing support and constructive challenge to internal budget holders.
  • Prepare and present insightful management accounts, monthly and quarterly project reports, and variance analysis for the SLT and Board
  • Lead the annual audit process and produce comprehensive schedules to support statutory accounts preparation.
  • Manage operational cash flow and lead annual reserves policy reviews with the Board. Funding and Contract Excellence
  • Provide financial oversight and internal sign‑off on all grant and funding applications before submission.
  • Collaborate with the SLT to develop feasibility plans for new income‑generation opportunities and innovative propositions.
  • Manage and provide financial sign‑off for financial terms in contracts, facility leases and service subscriptions.
Team Leadership and Compliance
  • Lead, support and develop the finance team, fostering a culture of collaboration, continuous improvement and strong financial practice.
  • Provide financial skills development for key stakeholders and budget holders across the organisation.
  • Regularly review and update financial policies, procedures and internal controls to mitigate risk.
Person specification

Essential Criteria
  • Qualified accountant (ACA, ACCA, CIMA or equivalent) with significant post‑qualification experience.
  • Proven experience and a deep understanding of charity accounting standards (SORP) and the management of restricted and unrestricted funds.
  • Experience in financial modelling and the ability to translate complex financial data into clear reports for non‑finance audiences.
  • Advanced Excel skills and proficiency in Quick Books Online or similar accounting software.
  • Experience of leading a finance team and influencing at SLT or Board level.
  • Excellent analytical, problem‑solving and written and verbal communication skills.
  • A demonstrable commitment to the aims, values and mission of Citizens Advice Liverpool.
  • Desirable Criteria
  • Experience of managing financial relationships within a group structure or with external delivery partners.
  • Experience in an income‑generation environment and developing financial models for new business cases.
  • Knowledge of HR and payroll processes, including pensions auto‑enrolment.
  • Experience of leading a team through organisational change.
  • Familiarity with data protection regulations (GDPR).
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