Finance Manager

Primary Care International
Closing date
8 Jul 2021

Job Details

We are an agile social enterprise looking for a qualified Finance Manager to manage and operate our existing finance function. Working flexibly from home, you will perform a core role in our small, friendly team helping to maintain financial stability and control as we focus on our mission to deliver successful projects across a range of settings globally. You will report directly to the CEO, and work closely with the Business Operations Manager, who sit within a wider management / operational team of seven people. The role is advertised at 15 hours per week and the preference would be for these to be worked over 3 or 4 days, however this can be flexed in line with the cyclical nature of some of the finance activities.

About Primary Care International (PCI)

PCI was launched as a social enterprise in 2014. We are a small and friendly 'virtual' team comprised of a team of committed part-time staff supported by a Board of Directors.

PCI provides training, learning and consultancy for healthcare workers in low- and middle-income countries, working in partnership with the WHO, UNHCR, Ministries of Health and NGOs. To date we have worked in more than 20 countries across Africa, the Middle East, Asia and Central America in a diverse range of settings with a focus on quality of primary healthcare for all whether in a busy urban setting or a fragile humanitarian or refugee setting.

This is a new role created to split out activity from our existing Finance & Operations Manager whose role will be evolving. This new role will have full management & operational responsibility for all finance processes including budgeting, cashflow, VAT, Payroll, and overall management of our bank accounts and treasury. The Finance Manager will also manage the relationship with our outsourced bookkeeping team, as well as coordinating with the outsourced audit team for the completion of our annual statutory accounts. A key part of this role will also be to provide financial advice & guidance to our CEO and board of directors, seeking input from our non-executive Finance Director when necessary.

Whilst you will be well supported by the CEO and be able to access technical advice and inputs from our non-Executive Finance Director and from our Accountants, this role performs a stand-alone finance function (as reflected in the job description below). The role will therefore suit a proactive self-starter who is confident and happy working independently on their own initiative. Back-up support and absence cover will be provided by the Business Operations Manager. This is a rewarding role in a busy, complex and evolving operating environment which calls for a quick thinking and adaptable individual with excellent attention to detail and rigour.

Job Description

Bookkeeping, invoicing, expenses and treasury (approx. 25% of role)

Manage working relationship with outsourced bookkeeping team, quality check and ensure all supporting documents are in order.
Provide bank account downloads so that bookkeeping team can update Xero and ensure all transactions are reconciled. Ensure all relevant invoices & expenses receipts are filed to support this activity.
Raise customer invoices on Xero as requested and authorised by Programmes Team.
Act as main contact and signatory for bank accounts.
Process any payments or expenses through bank account ensuring adherence to schedule of delegated authority for different team members.
Make international payments via business banking or other platforms as needed.
Perform audit check of expenses incurred against individual corporate charge cards.

Payroll (approx. 5% of role)

Process staff payroll, liaising with outsourced payroll services team. Ensure all statutory payments are made i.r.o PAYE, NEST pensions, childcare vouchers etc. Process salary payments through bank account.

Budgeting, reforecasting, cashflow, ad hoc financial reporting (approx. 45% of role)

Coordinate new financial year budget cycle. Prepare files for input from wider team, consolidate and summarise for senior management and board review.
Coordinate the quarterly budget re-forecasting exercise with input from wider team. Prepare files, perform cost allocations, and consolidate input from team. Summarise for senior management review and present to board at quarterly meeting.
Update rolling cashflow monthly for review with CEO and non-executive Finance Director.
Lead on project audits as required and provide occasional support to programmes team for financial reporting to clients and funders.

Statutory accounts (approx. 10% of role)

Lead on production of the organisation's annual accounts, and work to resolve any findings and recommendations. This includes providing all required input for the annual accounts process to PCI's Accountants, liaising with their audit team around timelines and process; checking draft accounts prepared by audit team, ensuring adjustments and corrections are made, and presenting final accounts to board for final sign off at annual AGM.
Check VAT return as prepared by outsourced bookkeeping team; ensure appropriately approved and submitted on time, with associated payment made to HMRC.

Finance strategy (approx. 15% of role)

Advise CEO on financial strategy and contribute to financial modelling and pricing discussions with CEO and board.
Manage VAT and tax issues in relation to organisational and project delivery, as necessary.
Proactively identify working practices or tools that can increase efficiency as the organisation develops.

Person Specification


Demonstrated finance qualification, ideally ACA/CA, ACCA or CIMA. Undergrad degree in Accounting with considerable relevant experience will also be considered.
Strong experience in all aspects of financial management & accounting including tax.
Natural aptitude for financial control & ability to identify areas of process risk
Strong Excel skills
Good communicator with ability to write clear instructions & summarise key messages for non-finance colleagues
Ability to advise & recommend course of action to senior managers/directors
Ability to multi-task and juggle competing priorities, whilst monitoring wider environment for related impact.
Proactive and takes own initiative; comfortable making decisions
Access to appropriate connectivity & workspace which is conducive to productive home working
Efficient, organised, accurate & thorough record-keeper, with keen attention to detail


Experience using Xero, or similar accounting package
Experience working in the social enterprise/non-profit sector
Commercial acumen
Familiarity with Dropbox
Experience working as part of a virtual/remote team.
Ability to work flexibly, including occasional evenings and weekends, especially during peak finance cycles

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