The Director of Finance & Planning is a member of the senior management team and key Board liaison, responsible for supporting the organisation to deliver a sustainable financial and operating model. A member of the senior management team and key liaison with Trustees, the role needs to work at both at strategic and operational level across areas of responsibility including finance & planning, operations, HR and IT.
Main responsibilities
Board representation and liaison
- Act as the key focal point for the Finance, Audit and Risk Committee, including liaison with the Treasurer on agendas, producing relevant papers and tracking/implementing agreed action points
- Attend People and other Committee meetings as required
- Attend board meetings and produce board papers where required
- Ensure company secretarial requirements are met for Bond, including Companies House and Charity Commission filings.
Ensure appropriate financial governance framework is in place
- Ensure that appropriate financial controls, systems and resourcing are in place that meet the needs of the organisation, adapting as these evolve over time
- Oversee regular review of finance/HR/operations policies and related staff hand-books, ensuring appropriate updates are made as needed and communicated to stakeholders as necessary
- Ensure timely, accurate and insightful monthly management reporting is produced for the organisation
- Provide updates on Bond’s finances to SMT and staff as required, at least quarterly
- Enable accurate and timely financial reporting to funders in line with funding agreements. Maintain oversight of basis for allocation of costs and staff time to restricted grants
- Take ownership of the year end external audit, leading the audit relationship and overseeing accounts production and sign off
- Maintain Bond’s reserve policy, tracking financial position against agreed target and ensuring annual review of policy and target level with Trustees
Provide organisational leadership on Finance, Operations and HR
- Provide leadership and line management to the Finance, Operations & Effectiveness team. Provide support and oversight on day-to-day activities of the team as needed.
- Represent functional areas within the Senior Management Team
- Actively engage with staff reps and wider staff team to build organisational understanding of Bond’s finances and HR policies
- Support development of funding proposals, ensuring realistic and accurate budgeting and seeking to maximise organisational cost recovery
- Provide support to teams across Bond, and the finance manager, in grant management and reporting
- Provide authorisation for payments as appropriate to the scheme of delegation
- Demonstrate a commitment to anti-racism, diversity, equity and inclusion
Lead Bond’s planning and budgeting process
- Own Bond’s medium term financial plan, regularly updating the financial outlook across both restricted and unrestricted funds and supporting SMT discussions to ensure long term financial sustainability of Bond
- Lead on the annual planning and budgeting process, ensuring that team plans and budgets align and support delivery of the organisational strategy
- Work with SMT to ensure that teams are able to demonstrate and quantify their impact
- Provide support to project managers in developing and managing budgets
- Meet regularly with budget holders to review management accounts for their areas of responsibility
- Reforecast income and expenditure, and review progress against team plans, at least quarterly to ensure visibility of performance and allow in-year correction where needed
Legal and risk management
- Maintain the organisational risk register, updating with SMT regularly and reporting onwards to the Board
- Monitor risks owned by Director of Finance & Planning, ensure that required actions are being taken and report any change in risk profile to the CEO, SMT and the Board
- Organisational lead on data protection
- Review material contracts before signature, to assess financial and operational risks, and seeking external legal counsel where needed
Day-to- day finance tasks
- Due to size of Bond and the small finance team, Director of Finance & Planning is required to undertake day to day finance tasks as needed, such as:
- Oversee, review and sign off on payroll, pension and taxes including monthly payroll journal to allocate costs to grants
- Review and sign off bank reconciliations and journals raised by the Finance Manager
- Overhead allocations to grants
- Donor financial reporting production and review
Person Specification
Required
- Qualified accountant (CIMA, ACA, ACCA or equivalent)
- Senior management experience, including leadership of multi-function teams and liaison with Trustees
- Strong understanding of charity accounting, including restricted grant management
- Experience of managing HR professionals or experience of a wide range of HR matters
- Demonstrable commitment to anti-racism, diversity, equity and inclusion
- Enjoy holding both strategic view and hands-on operational tasks
Desirable
- Experience of setting measures to track impact as well as broader organisational KPIs
- Salesforce experience (Certinia finance a bonus)
Benefits
Bond offers a competitive salary and benefits package including:
- 27 Days Annual Leave + Bank Holidays, with additional staff privilege days, normally between Christmas and New Year
- 7% pension contributions (staff pay 3.5%)
- Flexible working hours (Hybrid working – 1 day, minimum in the office per month)
- Staff Development days
- Perk Box access
- Employee Assistance Programme
- WeCare (Health and wellbeing services, including access to 24/7 online GP services, second medical opinion, mental health support such as counselling, guidance from health professionals, burnout prevention, life event counselling, get fit programmes, nutritionist advice, etc. – for staff and immediate family)
- Interest free season ticket loan
How to Apply
To apply submit your CV and cover letter by 18th May 2026
In the cover letter we expect you to set out:
- Why you are interested in this role
- How you meet the role requirements
- Your understanding of equity, diversity, inclusion and why it matters in this role