Carnegie UK is recruiting a new Head of Finance.
We are an endowed charity and have worked to improve wellbeing in the UK and Ireland for over 100 years. Today we
seek to influence public policy and practice, building on robust evidence and research to argue for change.
We are focussed on improving the collective wellbeing of people in the UK and Ireland, ensuring everyone has what
they need to live well now and in the future.
We are looking for an experienced finance professional who is motivated by the prospect of working in a values-led
policy organisation.
Carnegie UK has £46m of assets under management and an annual income in the region of £1.65m. Our investments are
managed by professional advisers in line with our statement of Investment Policy, which includes a commitment to
investing in ways that align with our mission.
The Head of Finance, Governance and Risk leads on all financial and risk management for the Trust. The post-holder
has overall responsibility for Carnegie UK’s systems of financial control and supports the CEO on financial and
investment strategy and planning. They also support the Finance Committee (comprised of Trustees and two
co-opted members with investment expertise), the Audit and Risk Committee, and the wider Board of Trustees, and
act as the first point of contact for the Investment Manager and the auditors.
The role includes responsibility for leading on the organisation’s approach to identifying, assessing and managing
corporate risk, and for advising on formal and regulatory aspects of our governance. The Head of Finance,
Governance and Risk is a key member of Carnegie UK’s Senior Management Team, reporting to the CEO. As such, the
postholder will take an active role in forward planning and decision making within the organisation and will be
expected to act as a role model for our values and ways of working.
In summary, key areas of responsibility include:
- Permanent endowment - long term stewardship of the Trust’s endowment, including managing the relationship with
our investment managers
- Provision of financial information and management of budgets
- Procurement
and best value
- Salaries and pensions
- Governance – the operational approach to all governance and
legal matters
- Risk management– maintaining an appropriate organisation-wide risk management
framework
This is a role which plays an important part within our organisation and is a member of the senior management team.
By joining us, you will be committing to help achieve Carnegie UK’s mission of improving collective wellbeing of
people across the UK and Ireland and be motivated by the prospect of working in a values-led organisation with a
focus on continuous learning.
The current postholder is retiring in 2026 and we are now looking for an experienced finance professional for this
important role. The successful candidate will have excellent leadership, communication and interpersonal skills
and be required to take initiative and work independently. We are seeking the following attributes:
- Highly organised, with the ability to work independently, but with a clear appreciation of the relationships
between different aspects of the team’s work and pro-active in making connections.
- Actively shares
knowledge, information and resources within teams and across the organisation to encourage
collaboration.
- Ability to communicate effectively with colleagues, Trustees, partners, and other
stakeholders.
- Ability to represent Carnegie UK at high-level meetings, building rapport with audiences
and presenting ideas with authority.
- Actively seeks and promotes a culture of continuous improvements to
ways of working. Balances innovation and risk to maximise impact.
- Is approachable and solutions-focused
when problems arise and encourages a supportive environment which focuses on lessons learned.
- Reports
confidently and with authority to the appropriate governance structures.
We are passionate about our organisation and purpose and are looking for our next Head of Finance, Governance &
Risk to share that passion and help build on our success, taking responsibility for some of the key aspects of
future planning and working in a truly unique environment with a great team.
Carnegie UK offers a flexible and supportive working environment and exceptional terms and conditions. This is a 4
days / week opportunity (28-hour working week rather than our standard 35 hours) and we provide 4 paid days each
year for volunteering. We aim for staff to spend two days a week (currently two days across Monday to Wednesday)
in Andrew Carnegie House in Dunfermline, but for the right candidate we would be prepared to offer additional
flexibility.
If you have the experience we are looking, then we’d love to hear from you.