• Own the day-to-day investment operating rhythm for client portfolios, including proposal workflow, portfolio reviews, trade and rebalance coordination, manager implementation, liquidity windows, and follow-through with advisors, operations, and compliance. • Own the investment proposal process for prospects and existing clients, translating account statements, goals, constraints, risk tolerance, and advisor notes into clear recommendations. • Build client-ready investment materials that explain the recommended portfolio, role of each allocation, key risks, implementation steps, and expected monitoring cadence. • Develop and maintain Vectis portfolio construction frameworks, model allocations, manager rosters, rebalancing guidelines, and house-view strategy work for the RIA/MFO client base. • Prepare and oversee client portfolio trade lists, rebalances, subscriptions, redemptions, and implementation instructions in coordination with advisors, operations, and compliance. • Present manager recommendations, portfolio construction views, and monitoring updates to the investment committee with clear recommendation logic and risk framing.

Role Description We are seeking an experienced Finance Director to join us on a fractional basis, to lead on end to end financial management of our growing UK based non-profit. The Finance Director will provide both high-level strategic vision and leadership, as well as day-to-day management of our internal finance function and reports to the Director of Operations. This is an excellent opportunity for a senior finance professional seeking a flexible, high-impact role within a growing organisation doing meaningful work at scale. Key Responsibilities - Strategic Financial Leadership - Lead the development and maintenance of multi-year financial forecasts and financial modelling to support strategic decision-making. - Implement and manage upgraded financial management systems, based on current and future-trajectory financial needs. - Advise the Operations and Executive Directors and board on financial strategy, risk, and sustainability. - Develop and implement financial policies and procedures appropriate to the organisation's scale and complexity. - Present clear, timely financial information to the leadership team (and at times to the Board of Directors) to support governance and operational decisions. - Financial Reporting and Compliance - Oversee the preparation of monthly, quarterly, and annual management accounts. - Lead the annual statutory accounts process in compliance with the Companies Act 2006. - Manage the external audit process and act as the primary point of contact for auditors. - Ensure compliance with all UK tax obligations, including corporation tax, VAT (if applicable), and PAYE/payroll taxes in coordination with payroll providers. - Maintain accurate and up-to-date financial records across all funds, grants, and projects. - Grant and Fund Management - Oversee the financial management of a complex multi-funder grant portfolio, including restricted and unrestricted funds. - Develop and review budgets for grant proposals, ensuring compliance with funder requirements. - Prepare donor financial reports and ensure timely, accurate reporting to all funders. - Manage financial due diligence and reporting requirements for sub-grants and partner organisations. - Cash Flow and Treasury - Manage organisational cash flow, ensuring sufficient liquidity to meet operational and programmatic obligations. - Support organisation in developing a healthy reserves approach and funds. - Monitor foreign currency exposure and advise on risk mitigation where relevant. - Team Management and Capacity Building - Support the Operations Manager to deliver financial management workstreams and mentor them to develop further financial management skills. - Identify training and development opportunities for the Operations Manager and support progression. - Foster a culture of financial literacy and accountability across the organisation. - Governance and Board Support - Prepare board-level financial reports, including management accounts, budget vs. actuals, and forecast updates. - Ensure the board has the financial information needed to fulfil its legal and fiduciary responsibilities as directors of a UK company limited by guarantee. Qualifications - Significant experience in a senior finance role within the UK non-profit sector, including experience with companies limited by guarantee. - Strong working knowledge of UK non-profit and CLG financial reporting standards. - Proven experience managing complex, multi-funder grant portfolios, including restricted funds and pass-through grants. - Experience preparing and presenting financial reports to boards and non-financial audiences. - Demonstrated ability to develop multi-year financial forecasts and scenario models. - Experience managing or mentoring junior finance or operations staff. - High level of personal integrity and commitment to financial transparency and accountability. - Alignment with our mission and ready to think outside the box on how we advance climate policy progress. Requirements - Must live in and work from a +/- 3 hours to GMT timezone. - Contract type: Fixed-term, 12 months (with possibility of extension subject to funding and organisational need). - Maximum daily rate of £700. - Hours: Equivalent of 60% time /// 3 days per week. To Apply Please upload your resume and answer the 3 questions (in lieu of a cover letter). All applications will be reviewed on a rolling basis. Deadline to apply is Monday, July 13th, 2026.

• Ensure accurate financial balances by handling electronic file transfers, recording, reconciling, and organizing financial documents, including reconciliation of transitory/suspense accounts (GNRE, Target, Siscomex, Pucomex, Alelo) and the regularization of receipts from customs brokers. • Support internal and external audit processes and requests from government agencies, clients, and suppliers by organizing files, issuing supporting documents and reports, including handling tickets in Qualitor (supporting documents, payments, and Concur). • Help meet financial and accounting close deadlines by posting transactions in the system, such as invoices (Accesstage and Serasa), and regularizing advances to customs brokers. • Maintain and update supplier/vendor records, including making adjustments in the PrePag system and updating contact information. • Communicate with clients and suppliers via email and Microsoft Teams, ensuring prompt and effective responses.

• Support the annual budgeting and rolling forecast process • Prepare monthly financial reporting, including commentary and recommendations for the leadership team • Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions • Coordinate with accounting to ensure accuracy of financial information • Partner with business leaders on activities related to the FP&A team • Review results and provide decision-support insights for investments or cost-savings initiatives • Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting • Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively • Build strong relationships with stakeholders through effective communication • Partner with Sales to build financial models and review pricing for new business and renewals • Review quarterly SLA and Bad Debt reserves • Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed • Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions • Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards.