Finance Business Partner

Butler Rose
Salisbury, UK
13 Sep 2019
02 Oct 2019
Contract Type
Full Time
Butler Rose is currently recruiting for a Finance Business Partner for a hugely important Charity based in the Salisbury area. The purpose of the role is to manage the development of business processes and reports across the different funds of the Trust, creating and implementing process improvements and reconciling information between the CRM and finance systems.


Develop and maintain a thorough working knowledge of the needs and priorities of different areas of the organisation
Implement and maintain strong business processes between finance and fundraising to support record-keeping, analysis, and good decision-making
Develop forecasting processes for cashflow and management accounts purposes
Work closely with the income processing team to improve and strengthen reconciliations, reporting and system links between the CRM system (Salesforce) and the Finance System (Exchequer).
Implement process improvements and system automation to support the accurate and timely production of cashflow and management accounts reports
Build reports on restricted funding and set up processes to monitor income and expenditure and the spending down of restricted reserves
Support grant programmes and large funder reporting requirements with regular reporting and forecasting.
Support the annual budgeting cycle (October-December) including producing budgets per fund.
Support funding applications and bids with analysis as required.

Skills and Knowledge Required:

Strong Technical accountant - Qualified (ACA, CIMA, ACCA, CiPFA or equivalent formal qualification).
Knowledge & experience of a variety of financial reporting systems (Exchequer desirable).
Knowledge of CRM systems (Salesforce desirable)
Ability to interpret complex data and apply problem solving techniques when required.
Confident and adept at communicating at management and peer to peer level.
Advanced Excel user


Substantial experience of charity fund accounting and the preparation of restricted fund reports.
Experience of business partnering in the charity sector.
Experience of process improvements and implementations.
Demonstrable experience of developing business processes and applying effective problem solving.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy

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