Robertson Bell are partnering with a large and nationally recognised charitable organisation to recruit an experienced Finance Transformation Director to lead a major finance modernisation programme.
Following a comprehensive review of the finance function, the organisation is embarking on a significant 2-year transformation programme designed to move finance from a highly transactional environment to a more strategic, insight-led, and mission-focused function.
Operating within a highly complex organisation with revenues exceeding several hundred million pounds, this is a high-profile leadership opportunity to shape and deliver a complex programme spanning process improvement, systems simplification, reporting enhancement, automation, and cultural change.
The Opportunity
Reporting into the Executive leadership team, you will lead a large-scale transformation programme across several interconnected workstreams, helping to modernise finance operations and improve organisational effectiveness.
Key areas of focus will include:
1. Leading a multi-stream finance transformation programme across process, systems, reporting, and operating model improvements
2. Driving the shift from manual, transactional finance activities towards strategic analysis and insight
3. Simplifying complex finance structures, processes, and reporting frameworks
4. Improving automation and reporting capabilities to support better decision-making
5. Managing a blended delivery team of internal staff, consultants, and interim resource
6. Building strong stakeholder engagement and driving organisational buy-in across the transformation journey
7. Supporting wider cultural change to align finance more closely with organisational mission and outcomes
The Successful Candidate
The successful candidate will bring a strong blend of senior finance leadership experience alongside demonstrable transformation and programme delivery expertise.
You will ideally have:
8. A proven track record leading large-scale finance transformation programmes within the charity or wider not-for-profit sector
9. Experience operating at CFO, Finance Director, or equivalent senior leadership level within organisations of comparable scale and complexity
10. Experience working within large, multi-entity or operationally complex environments
11. Strong programme management and organisational change capability
12. Excellent stakeholder management and influencing skills, with the ability to build trust and credibility quickly
13. A collaborative and emotionally intelligent leadership style
14. The ability to operate effectively within complex and evolving environments
This role offers the opportunity to lead a highly visible 2-year transformation programme with genuine long-term organisational impact.
The role operates on a hybrid basis, with approximately two days per week in the office, although flexibility can be considered for the right individual. Candidates seeking day-rate opportunities are also encouraged to apply, as alternative engagement options can be discussed.