About the OpportunityJob Type: PermanentApplication Deadline: 13 December 2025Title: Finance ManagerDepartment: Fidelity UK and international Foundations (the post holder is employed by Fidelity International and seconded to the Foundations)Location: Cannon Street (London). This is a full-time, hybrid role - the post holder will be required to be in the office at least 3 days per week.Salary: £48k-£56k + benefitsAbout the Fidelity UK and Fidelity international Foundations The Fidelity UK, Asia Pacific, Europe and Bermuda Foundations are all independent grantmaking Foundations, proudly supported by Fidelity International. Further information about the Foundations, the priority countries in which they make grants, and their approach to grantmaking can be found on the Foundations’ . All Foundations are managed by one team located in London, The Netherlands and India.The Foundations’ approach to grantmaking is distinctive, in that they focus on capacity building: helping to strengthen the impact, effectiveness and/or sustainability of charitable organisations. By capacity building, we mean the capability, knowledge and resources that charities need to be effective.Priority programme areas for the Foundations are: enabling children and young people facing disadvantage fulfil their potential (with a focus on education attainment, employability, well-being and community-based interventions); health and wellbeing; arts, culture and heritage; and environmental conservation.The Foundation’s values of, integrity, trust, compassion, collaboration, and a deep sense of humility guide our grantmaking, which is executed quietly as the Foundations do not seek public profile.Purpose of the roleThe purpose of this role is to ensure effective, efficient and accurate day-to-day financial management and control for the Fidelity UK and international Foundations, including leading on management reporting, forecasting and cashflow planning and delivering the annual reports and accounts for all four Foundations. The post-holder will also support the oversight of the Foundations’ investment portfolios.About the post-holderThe successful applicant will have a detailed knowledge of accounting principles, ideally with experience of the charitable sector, and a track record of effective and efficient day-to-day financial management. You will have a proficiency in accounting (including experience of general ledger systems) and be able to evidence the successful production of annual accounts and monthly reporting, ensuring monitoring against budgets and meeting deadlines. Additionally, you will have strong analytical skills, exceptional attention to detail, excellent communication and presentation skills, and experience of explaining complex financial information clearly and concisely. You will also have strong operational and IT skills and demonstrate strategic thinking. This role would be suitable for someone who has solid experience in a similar role with a high degree of humility, emotional intelligence, a collaborative working style and enthusiasm for working within a small team.Key responsibilitiesFinancial management, audits and related governance Ensure the effective, accurate, efficient and timely day-to-day management of all financial matters for the Foundations.Prepare materials for the efficient and successful delivery of audits for all four Foundations.Prepare monthly management accounts and cashflow forecasts within deadlines, with meaningful narrative for the Senior Leadership Team.Monitor cashflow needs and arrange redemptions from investments, as required.Monitor FX requirements to cover grant payments in currencies other than base currency.Review monthly expenses to ensure amounts recharged are accurate and monitor variances to budget, and prepare analysis to inform the allocation of administration fees across the Foundations.Prepare finance papers for the UK and international Foundations’ Finance and Investment Subcommittees and Board meetings.Ensure accurate and complete accounting records are maintained and all required financial and regulatory reports are produced.Prepare and administer payments to grantees and suppliers/service providers, ensuring that the Foundation complies with related policies and procedures.Monitor payments of grants to ensure grantees are contacted in a timely manner where information is outstanding/payments are delayed.Undertake cash accounting entries and monthly bank reconciliations, investigating and rectifying any discrepancies.Maintain effective relationships with key external stakeholders.Keep up to date with legal, regulatory and accounting changes in the charitable sectors, especially in UK and Bermuda.Support oversight of the Foundations’ investment portfolios.Compliance and risk management Maintain an effective financial and operating control environment (including adherence to procedures e.g. internal control framework, policies, controls, regulations, and supporting regular risk reviews).Ensure process notes, including the Foundations’ financial controls manual, are kept up to date, reviewing processes and procedures to meet changes, as required.Maintain clear and accessible records of all work undertaken using agreed standards to enable accurate record keeping and contingency planning.Supporting the effectiveness and efficiency of the Foundations’ team Pro-actively identify opportunities to enhance the efficiency of financial management and control.Support Grant Managers in analysing charity accounts, as required.Offer flexible support for the Foundations generally, as and when necessary, providing cover for other members of the team ensuring that work of the Foundations can continue effectively and without interruption.Represent the Foundation in a manner that is consistent with its values.Person specification - skills and experience required for the role.Demonstrable track record working in a finance function.Qualified accountant (e.g. AAT, ACCA, or CIMA).Significant experience of managing financial systems and processes.Proficiency in bookkeeping.Experience of preparing statutory accounts in the UK (ideally for charitable organisations), and also (desirable) under US GAAP (or similar)Knowledge and experience of the charitable sector and charity accounting (SORP).Experience of preparing management accounts and monitoring organisation-wide budgets.Experience of working with a finance ledger system.Experience of Oracle Fusion (General Ledger System) - (desirable).Excellent MS Excel skills and experience of using databases to process information.Experience of working for an international organisation (desirable).Excellent project management and execution skills, and able to prioritise and escalate issues as required.Experience of working within a complex and dynamic, risk aware and controlled environment.Ability to analyse and synthesise complex information quickly and effectively and experience of producing clear, relevant reports for different audiences.Articulate, with excellent written and oral skills.Strong analytical and numerical skills, with exceptional attention to detail.Ability to offer and receive feedback effectively to drive excellence.Excellent interpersonal skills, and able to engage and support diverse stakeholders.Excellent organisational skills with the ability to manage diverse and competing demands to tight deadlines.High level of personal responsibility, humility and emotional intelligence with experience of engaging with people from diverse backgrounds and culturesAn understated and collaborative style, sound judgement and the ability to skilfully navigate cultural and political sensitivities.Approachable and diplomaticSelf-motivated and able to work independently as part of a small team.Empathy with the mission, objectives and values of the Fidelity UK and international Foundations.How to applyIn addition to the submission of a CV, applicants MUST also send a cover letter of no more than 2 pages answering the following questions:Why are you interested in this role?Drawing on the role profile and person specification, what skills and experience would you bring to the role?
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