OverviewThe Greatham Foundation is a long-established and financially robust charitable organisation based in Greatham, Hartlepool. With a legacy spanning over 750 years and a £52 million balance sheet—primarily composed of property and investments—the Foundation is entering an exciting phase of strategic evolution.

We deliver a unique blend of services, including:

Residential and community-based dementia care

Housing (alms houses and private rentals)

Grant-making to voluntary and community organisations across the North East

With a permanent endowment and a total return order in place, the Foundation is well-positioned to deliver its charitable mission and adapt to the evolving needs of the communities it serves.

The RoleFollowing a successful period of transformation and stabilisation over the past seven years, the Foundation is seeking a new Head of Finance to succeed the current postholder who is retiring. This is a rare opportunity to shape the future of a historic organisation and continue its journey of modernisation and growth.

Contribute to the development and implementation of the charity’s strategic plan, with a particular focus on financial strategy and sustainability.

Take overall responsibility for the charity’s finance function, ensuring timely and accurate execution of day-to-day financial operations, including financial records and payroll.

Act as the lead contact for the charity’s investment portfolio, liaising with external investment managers to ensure effective stewardship.

Oversee the preparation of annual financial accounts and coordinate with external auditors.

Lead the annual budgeting process in collaboration with senior leaders and service managers.

Serve as the primary point of contact for all matters relating to the Greatham Hospital Pension Scheme.

Strengthen and maintain robust financial systems, controls, and policies to support the charity’s operations and compliance.

The Person

Professionally qualified accountant (e.g. ICAEW, ICAS, ACCA, CIMA).

Proven experience in a senior finance leadership role, ideally within a charity but not essential.

Strong strategic planning skills, with the ability to develop and implement financial strategies that drive improvement.

Demonstrated experience in implementing, developing, and managing financial and business information systems.

Skilled in leading and managing budgeting and financial reporting processes.

Proficient in Excel-based data analytics for extracting, analysing, interpreting, and presenting financial information.

Experience in directing, managing, and motivating a finance team to achieve high performance.

Alignment with the Foundation’s values and mission, with a commitment to its charitable purpose.

Strong communication and interpersonal skills, with the ability to work effectively across the organisation and with external stakeholders.

Resilient and tenacious, with the ability to thrive in a demanding and evolving environment.

Positive outlook and strategic mindset.

Collaborative team player, contributing as a key member of the Senior Leadership Team.

Benefits

35 hours per week, full time requirement

Flexible working arrangements

38 days holiday, inclusive of bank holidays.

Access to a 24/7 Employee Assistance Programme and wellbeing app.

Annual pay review subject to the charity’s financial performance.

Business mileage reimbursement.

Workplace pension scheme, with 10% employer contribution.

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