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EFN is seeking a…

Finance and Operations Manager
2-2.5 days per week
Salary: £40,000 – 45,000 (FTE)
Location: working from home anywhere in the United Kingdom
Deadline: Wednesday 3 March, COB

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About you and the role

Job purpose: Your role will be to manage EFN’s financial administration, coordinate on all things related to governance (including developing board meeting papers and minutes) and oversee organisational policies and practices.

Key relationships: You will work closely with EFN’s Director and Board of Trustees, with the following key responsibilities:

  • Maintain and develop a sound and secure system of financial management and control.
  • Lead on day-to-day financial operations, liaise with accountants to produce statutory accounts, and lead on financial planning, working closely with the Finance and General Purposes Committee, board of trustees and Director.
  • Work to improve the format, use and impact of financial reporting within the organisation, to include analysis to support EFN’s activities and fundraising, working closely with the EFN team
  • Support the Director in developing board papers in advance of all board and board committee meetings, including updating our management accounts, developing cash flow forecasts and preparing necessary papers.
  • Take minutes during board meetings and prepare them for sharing with the board.
  • Ensure the organisation’s compliance with charity law, in accordance with the Charity Commission in England & Wales and OSCR in Scotland.
  • Oversee the implementation of effective organisational policies, procedures and record-keeping.
  • Review all contracts and tenders relating to our work, supplies and events, assessing risk and ensuring that they are fair and in keeping with our standards.
  • Lead on continuous improvement of financial and operational processes to ensure the organisational maturity required to deliver strategic objectives.

Your skills

You’ll be the right person for this job if:

  • You are a qualified accountant, or in the process of becoming one
  • You can take financial data from a variety of sources (e.g. accounting software, bank, budget spreadsheets) and present it to a non-financial audience in a format that delivers key financial and risk information to enable good decision making
  • You are organised, methodical, strong on detail, and able to map out deadlines and plan ahead
  • You are interested in people (working in a small, supportive team)
  • You are interested in the issues and especially the intersection between environmental and social justice issues
  • You see money as a tool to deliver the organisation’s mission
  • You are able to communicate effectively with finance and non-finance colleagues at all levels
  • You are able to provide financial analysis to support key decision-making – to wrangle financial data into usable insights
  • You are able to write, edit or coordinate the development of good policies and procedures and make sure they are up to date and that the organisation follows them
  • You can write formal written English suitable for board papers, regulatory and other external reporting, as needed
  • You are able to take meeting minutes that are clear, accurate and concise

Next steps

Please follow this link to answer the following questions that are related to your day-to-day job. We recommend that you develop your answers offline and then copy them in when you’re ready to ensure you don’t lose your work if you’re interrupted.

Your answers will go through our sift process: all answers will be anonymised, randomised and then reviewed by a panel of reviewers.

If you are shortlisted, we’ll invite you to the next step, which involves an interview. Currently we have windows set aside for first-stage interviews during the week commencing 15 March 2021

Expected duration of this application process: 6-8 weeks


  1. The organisation has a budget template that was created several years ago in Excel. We’ve moved to Xero for our book-keeping and struggle to combine data from both in a simple and helpful way. Xero (as far as we can tell) does not let us create budgets and then show actual income and expenditure in each line item for comparison to the budget, so we tend to export data from Xero and then spend time updating each line item in Excel, which takes time and leaves room for mistakes, especially because the categories used in each do not line up perfectly. How would you go about streamlining this process? Include in your answer what kinds of information you think we need to manage our finances effectively.
  2. It’s been a busy week and it’s now late on your last working day of the week. You have four things you have yet to get to:
    a. Cash flow forecast. There is a board meeting in ten days and the cash flow forecast is needed to send out with the board papers. You have already prepared the other financial information they need.
    b. Policies. You had previously identified that EFN’s reimbursement policy is missing some key elements and needs to be revised.
    c. Finance/fundraising. A proposal to a major foundation is due in a week and we need up-to-date management accounts to share with them.
    d. Compliance task. Our annual report to the Charity Commission is due in a month and we have not yet received what we need from the accountants.
    Imagine you only have time to do two of these tasks, which two do you choose to do and why
  3. This role will be responsible for making sure that the charity has all the right policies in place, related to governance, financial oversight, staff management, and so on, and that the policies are being implemented and updated when needed. How will you find out what policies we need to have? How will you go about developing any policies the organisation is missing and understanding how well current policies are implemented?
  4. Our mission is focused on environmental philanthropy and we have a strong interest in the intersection of environmental and social issues. Is there a story that’s been in the news in the last year that helps illustrate your own interest in these issues? What was the story about and why do you care about it?