Chief Financial Officer (CFO)
Executive Leadership | Investment Strategy | Growth
Liverpool/Hybrid
We’re partnering with a well-established and purpose driven Not-for-Profit at a pivotal stage of transformation, who are seeking an experienced Chief Financial Officer to join the Executive Team.
This is a genuinely strategic CFO role, combining financial leadership, investment oversight, and future growth strategy. You’ll play a critical role in safeguarding and optimising significant financial reserves, shaping long-term investment strategy, and ensuring the organisation’s capital is deployed responsibly, transparently, and in line with its mission.
The opportunity
- Executive ownership of financial strategy, controls, and performance
- Oversight of investment portfolios (working closely with investment partners), asset allocation, and reserves management
- Close partnership with the CEO and Board on long-term financial sustainability that encourages growth and scalability
- Leadership of risk, audit, and governance frameworks
- Influence over strategic planning, pricing, and organisational growth initiatives
- Key player in the successful delivery of digital transformation initiatives
Key areas of focus
- Developing and executing investment strategies that balance return, risk, and liquidity
- Stewardship of cash, reserves, and longer-term capital planning
- Board-level reporting on financial health and risk exposure
- Ensuring strong regulatory compliance and governance best practice
- Leading budgeting, forecasting, and financial modelling to support strategic decisions
About you
- Qualified accountant (ACA / ACCA / CIMA or equivalent)
- Significant senior finance leadership experience
- Strong background in investment management, asset allocation, or reserve strategy
- Confident operating at Board and Trustee/Committee level
- Values-led, commercially astute, and comfortable balancing mission with financial discipline
- Charity or regulated-sector experience is helpful, but not essential. They’re looking for the mindset of the corporate world, with the empathy required for a Not for Profit
Location & package
- Liverpool (circa twice p/w in office)
- Salary, up to £125k + bonus
If you’re a strategic CFO who enjoys a broad remit, this is a rare opportunity to make a meaningful impact while operating at the highest level.
