Finance & Operations Manager

Finance & Operations Manager

An exciting opportunity has arisen for a Finance & Operations Manager to play a pivotal role at the heart of the Investor Forum, a leading professional not-for-profit organisation with a small, collaborative team of 9 full-time and part-time employees. This hands-on position offers the chance to lead financial management, budgeting, governance and business operations, working closely with senior leadership to drive organisational success.

If you’ve also worked in the following roles, we’d also like to hear from you: Senior Finance Manager, Financial Controller, Finance Manager & HR Lead, Business Operations Manager

SALARY: £50,000 - £60,000 Base Salary + 15% allowance to purchase flexible benefits such as pensions, health and life insurance or to take as cash + Discretionary Bonus + 30 Days Annual Leave plus 8 Days Bank Holiday

LOCATION: Hybrid / Central London (NW1) (3 Days per Week from the Office; Tues to Thurs, 2 Days Working from Home; Monday and Friday)

JOB TYPE: Full-Time, Permanent

WORKING HOURS: 37.5 Hours per Week, Monday to Friday

APPLICATION PROCESS: Please send your CV detailing your relevant experience along with a Covering Letter explaining your interest in the role.

JOB OVERVIEW

We have a fantastic new job opportunity for a Finance & Operations Manager to join the Investor Forum, a respected professional not-for-profit organisation operating at the forefront of investor stewardship and financial services.

As a Finance & Operations Manager you will take ownership of financial management, including budgeting, forecasting, financial reporting and audit, alongside overseeing governance, compliance and operational delivery across the organisation.

The Finance & Operations Manager will work closely with the Chief Executive Officer and senior stakeholders, supporting strategic decision-making through financial modelling, risk management and effective business operations.

This role would suit a proactive Finance & Operations Manager with strong organisational skills, excellent attention to detail and experience using finance systems such as Xero within a professional environment.

ABOUT US

Established in 2014, the Investor Forum is a not for profit, membership organisation at the forefront of investor stewardship practice in the UK, with a team of 9 full-time and part-time employees. We work with 50+ investment firms across projects, events and engagements, and collaborate with a broad range of stakeholders in the financial services industry.

DUTIES

Your duties as the Finance & Operations Manager include:

• Financial Reporting and Analysis: Prepare budgets, cashflow forecasts and financial models
• Accounts And Audit Management: Oversee year-end accounts and coordinate the audit process
• Accounts Payable and Receivable: Manage purchase and sales invoices and reconciliations
• Finance Systems Management: Maintain Xero, including VAT, bank and credit card reconciliations
• Supplier and Vendor Management: Manage third-party providers including IT, HR and professional services
• Reporting and oversight: Prepare reports, agendas and minutes for board operating committee meetings
• Operational Management: Ensure smooth day-to-day running of office and business operations
• Risk and Compliance: Maintain risk register, internal controls and business continuity processes
• HR Administration: Oversee payroll, policies, recruitment and employee lifecycle activities
• Insurance and Policy Management: Maintain organisational insurance and policy frameworks

CANDIDATE REQUIREMENTS

ESSENTIAL

• Previous experience in a finance manager, financial controller or similar finance and operations role
• Strong financial management skills including budgeting, forecasting, cashflow and financial reporting
• Experience with accounting software such as Xero and strong Microsoft Excel skills
• Excellent organisational and planning skills with the ability to manage multiple priorities
• Strong communication skills with high attention to detail
• Proven ability to work independently and within a small team environment
• Experience supporting audits, compliance and governance processes
• Strong stakeholder and supplier management skills

DESIRABLE

• Bookkeeping or accounting qualification
• Experience within a not-for-profit, membership or SME environment
• Interest in financial services, capital markets or investor relations

NO AGENCIES PLEASE

HOW TO APPLY

To be considered for this job vacancy, please submit your CV and Covering Letter to our Recruitment Team who will review your details.

JOB REF: AWDO-P14621

This job is being advertised by AWD online on behalf of The Investor Forum

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