Chief Financial Officer

Your new companyAbbeyfield Wey Valley Society presents a compelling opportunity if you are looking for a broad CFO role with the chance to make a true impact. The current incumbent, James believes "This is a very broad role and is perfect for someone who wants to be involved in more than just producing the Budgets & Management Accounts. There's a fair amount happening in the next five years, from a £5m extension to one of our homes, to expanding our offering to new areas and potentially building a new c £10m care home, as well as helping to formulate both strategy and tactics with the leadership team and CEO, Sally. Your colleagues are a great bunch of people, and you will love working with them! It really helps if you have a strong sense of humour, are outgoing and don't take yourself too seriously!" Your new role
As Chief Financial Officer, you will work closely with the CEO, COO and Board, providing strategic financial leadership while ensuring robust operational management across finance, HR, legal matters and systems. This is a hands-on, fully office-based position, suited to someone who enjoys combining strategic oversight with day-to-day involvement and who thrives within a positive, fun and collaborative team culture.This is a broad and influential role with real scope to shape the Society's long-term direction and future success.
Key responsibilitiesStrategy & Planning

• Support the development of organisational strategy and business planning.
• Use your knowledge and experience to proactively originate new ideas to discuss with the CEO.
• Identify funding opportunities and support budget development for new initiatives.
• Lead forward-looking financial strategies with a focus on risk, sustainability and growth.
• Oversee budgeting, capital planning and KPI frameworks.

• Play an integral role in executive-level decision-making.
• Build strong, collaborative relationships across the organisation and support non-finance colleagues.
• Develop and enhance financial systems and processes.
• Manage investment relationships to maximise returns.
• Lead the finance function and oversee payroll, purchasing and transactional processes.
• Oversee due diligence, acquisitions and potential divestments.
• Lead the development and maintenance of the Society's IT systems.

• Ensure accurate and timely reporting to the Charity Commission, Companies House, Homes England, the Regulator of Social Housing and the ONS.
• Present financial results and insights to the Board, Finance Committee and CEO.

• Identify key financial and operational risks and implement mitigation strategies.
• Oversee legal matters related to the Society's financial assets.
• Maintain robust internal controls and ensure full regulatory compliance.
• Review insurance cover and ensure audit readiness.
• Lead the relationship with external auditors and follow up on recommendations.

• Lead cash flow management and financial forecasting.
• Arrange financing and third-party funding as required.
• Oversee investment portfolios and protect the Society's funds.

• Build strong relationships with banks, investment advisers and insurers.
• Represent the Society in financial and legal matters.
• Monitor and report third-party performance to the Board.

• Maintain ongoing professional development.
• Promote equality, diversity and human rights within the organisation.
• Keep abreast of sector developments and relevant legislation.
• Undertake additional duties as required by the CEO.

• ACA/ACCA/CIMA (or equivalent) qualification.
• Minimum seven years' progressive experience, ideally within a not-for-profit environment or SME.
• At least three years at CFO or Finance Director level (exceptional Financial Controllers will be considered).
• Proven experience working with Boards and executive leadership.
• Excellent written and verbal communication skills.
• A collaborative approach with the ability to support and influence non-finance colleagues.
• A broad understanding of organisational performance beyond finance.

• Strategic planning and organisational vision.
• Financial strategy, modelling and planning.
• Strong budgeting, forecasting and analytical skills.
• Experience improving systems and processes.
• Commercial acumen and sound financial judgement.
• Team leadership and cross-functional collaboration.
• Ability to review and interpret legal documentation.
• Acts as a trusted partner and sounding board to the CEO.

• Approachable, personable and easygoing style.
• A sense of humour and ability to build rapport.
• Intelligent, confident and clear-thinking.