Head of Finance
| Company: | Citizens Advice Liverpool |
|---|---|
| Salary: | £50,000 to £55,000 a year, pro rata |
| Hours: | Part-time |
| Location: | Liverpool, L7 9NJ |
| Working pattern: | Hybrid - 1 day remote |
| Job type: | Permanent |
| Posting date: | 14 Oct 2026 |
| Closing date: | 4 Nov 2026 |
Summary
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.
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