Director of Finance and Planning

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