We are seeking to appoint a Finance & Operations Director to ensure that the infrastructure of our organisation (including finance, HR, buildings and IT) runs smoothly and efficiently, that we are compliant with applicable legislation and operate in line with best practice, whilst upholding the ethos of the institution and the values that underpin our charitable purpose.

During the pandemic, this role has been covered by other members of the senior team, but as activities start to recover, there is a growing need for a new Director to join us. The pandemic has also put pressure on our IT facilities and ability to run hybrid events, connecting participants seamlessly across different locations, and we recognise the need to enhance our skills in this area, on which the Finance & Operations Director will take a leading role.

This is a key support role within the organisation, which reports directly to the Chief Executive. The post holder will be a member of the Executive Team and Senior Management Team, heading up the Finance team, working closely with the Hospitality Director, Buildings Manager, Programme Manager, IT technician and HR Officer.

Due to the residential and 24/7 nature of the organisation, this role will require some evening and weekend working, and some overnight residency.

Salary: £70,000 per annum

Pension: Standard Life contributory pension (currently 5% organisational contributions to support 5% personal contributions, with the option to increase personal contributions above 5%)

Additional benefits: 25 days of annual leave plus bank holidays, annualised hours contract, and health insurance and death in service benefit after successful completion of a probation period

Person specification

The successful candidate should be able to demonstrate the following key skills and attributes:

  • Fully qualified, commercially-minded accountant with experience in leading the finance operation of an organisation of a similar size (income under £5 million, around 60-80 permanent and regular casual staff)
  • Able to support the CEO in strategy development; proven ability to translate a strategy into a workable plan and ensure its delivery
  • Highly organised, adaptable and effective manager, able to manage a complex and varied workload
  • Excellent communicator, able to vary tone and style for different audiences and produce clear, concise and relevant reports
  • Resourceful, resilient and adaptable
  • Able to assess IT needs and efficiency, and lead IT development across the organisation, including in our event delivery
  • Ability to develop efficient systems and processes, particularly across different areas of the organisation
  • Strategic level HR skills, including the ability to contribute positively to staff development and retention, as well as manage any performance issues

Additional knowledge/ experience that would be beneficial:

  • Experience of working in a residential venue, heritage building or an educational establishment
  • Experience of charity finance, in a work or voluntary setting, ideally including understanding of charity (partially exempt) VAT.
  • Project management qualifications/ experience
  • Event/ conference management
  • Fundraising

The successful candidate will be a qualified accountant, with several years’ post-qualification experience in similar roles, encompassing a broad range of responsibilities. Empathy with, and an interest in the charity’s work is a pre-requisite.

Job description

Key Duties (supported by other staff as appropriate):

  • Provide strategic financial oversight, to include reporting to the trustees, preparing budgets and periodic forecasts and analysis, monitoring KPIs. This will include monitoring results against budget and working with non-financial managers to understand and act on variances.
  • Supported by the finance team, take responsibility for financial compliance, including all applicable areas of tax (we are registered for VAT and have partially exempt status)
  • Review monthly payroll (outsourced), ensuring efficient and compliant payroll management
  • Manage external relationships with key advisors – including bank, accountants, lawyers, insurance, investments
  • Monitor investment performance (managed funds with CCLA)
  • Lead the operation of an efficient, sustainable and ethical organisation, in particular to monitor the organisation’s suppliers & supply chain, reviewing periodically for value, risk, ethics and independence. May include tendering for larger projects.
  • Supported by the HR Officer, oversee recruitment, development, training and retention of a suitable and competent workforce. To include appraisal, pay review, staff development and volunteer management.
  • Oversee Information and Communications Technology needs for the staff and guests, including ensuring data is secure, services represent best value, and that the Lodge remains abreast of current best practice, including provision of AV equipment and facilities for virtual/ hybrid events.
  • Oversee processes and data use around the organisation, maximising efficiency, data security and communication, minimising duplication and maintaining compliant and efficient data storage.
  • Take responsibility, supported by our outsourced HR and health and safety advisors, for compliance with legal requirements (updated from time to time) for areas including Health and Safety, Data Protection and Licensing, First aid, Food Hygiene and Safety.
  • Supported by the Buildings Manager, ensure that the Lodge and other buildings and areas entrusted to the organisation by the Crown Estate are well maintained.
  • Maintain an agreed Business Continuity Plan (Disaster Recovery), the Risk Register and Duty Officer rota, including acting Duty Officer as required.
  • Fulfil all Charity Commission compliance and company secretarial requirements.
  • Oversee the management of our archive and library.
  • Manage staff tenancies and rental agreements.
  • Perform such other duties as will from time to time be reasonably required by the Chief Executive or the Trustees.

How to apply

If you have the skills and experience to meet the criteria in the Person Specification above, and to carry out all the responsibilities outlined in the Job Description, we look forward to hearing from you. The successful candidate will join a vibrant and welcoming team of staff, trustees, Fellows and volunteers, who are committed to offering excellent hospitality and to creating an inclusive environment for creative thinking and dialogue, and to build on all that has been achieved over the past 74 years. The successful candidate will be joining us at an exciting time, as we celebrate our 75th anniversary in 2022 and look to grow and develop our work further.

You will need access to a vehicle, as Cumberland Lodge is located remotely in Windsor Great Park without easy access by public transport.

To apply for the role of Operations Director of Cumberland Lodge, please send a CV and a covering letter of no more than two sides of A4, explaining why you wish to apply and how you meet the criteria, to: Melissa Galvan, HR Officer at: Applications without a covering letter will not be considered.