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Finance Manager

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Job Description - Finance Manager

The Pilgrim Trust
Finance Manager
Salary: £60,000 per annum pro rata (£36,000 actual salary)
Permanent, part-time - 21 hours a week, flexible over 3-5 days
Hybrid working, typically two days in office
Office based in Somerset House, London WC2R 1LA
Closest stations: Temple, Embankment, Charing Cross

The Pilgrim Trust is an independent charitable trust founded in 1930 with a mission to preserve the UK’s heritage and improve the life chances of those facing the greatest challenges. We are a small, committed team working collaboratively to ensure our funding makes a lasting impact. Each year, we award around £3 million in grants to projects across the UK.

We are now seeking an experienced and values-driven Finance Manager to oversee our financial operations, support our investment strategy, and contribute to the continued success and integrity of the Trust.

You’ll be a strategic thinker with excellent attention to detail and a genuine interest in the charitable sector. A confident communicator and collaborative team player, you’ll work closely with the Director, Trustees, investment advisers, and grant partners to ensure our finances are expertly managed.

Key areas of responsibility:

  • Lead our finances: Manage day-to-day financial operations, budgeting, forecasting, and reporting using cloud-based systems (we currently use SAGE).
  • Be our financial steward: Ensure compliance with charity accounting standards and act as the main point of contact for auditors, HMRC, banks and other relevant authorities.
  • Plan with clarity: Prepare management accounts, cash flow forecasts and annual financial statements, and support financial planning with timely insights and analysis.Support our grant making: Oversee grant payments, maintain accurate records and assess applicant financials when required.
  • Support our grant making: Oversee grant payments, maintain accurate records and assess applicant financials when required.
  • Steer our investments: Work closely with the Director, Finance Committee, and investment advisers to monitor our portfolio, implement strategy and track performance.
  • Enable change: Review and develop our financial systems to ensure they are robust, efficient and fit for purpose.

What you'll bring:

  • Professional qualification: ACA, ACCA, CIMA, AAT Level 4 - or equivalent experience.
  • Charity finance expertise: Strong understanding of charity accounting (SORP) and the regulatory environment.
  • Tech confidence: Familiarity with cloud-based financial systems, Excel, and ideally grant management software (e.g., Flexigrant).
  • Analytical insight: Skilled at turning numbers into stories and recommendations.
  • Process mindset: Experience improving financial systems and processes.
  • Collaborative spirit: A team player who shares our values and takes pride in supporting colleagues and grantees.

How to Apply:
The Pilgrim’s Trust are proud to partner with Allen Lane and Iain Slinn for this recruitment. To apply please reach out to Iain to book in a meeting to discuss the role further.

Timeline:
Closing deadline: 6th June
1st stage Interviews: w/c 16th June

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