Job Description

Job title:

Head of Finance and Business Intelligence

Reporting to:

Chief Executive Officer

Charity Headquarters, Newquay

37.5 hours per week

Location:

Hours:

Job Purpose

The Head of Finance & Business Intelligence plays a pivotal role in safeguarding the charity’s
financial health, strengthening organisational decision‑making, and ensuring that every pound
raised is used effectively to deliver world‑class emergency care.

This  senior  leadership  position  combines  strategic  financial  stewardship  with  the  development  of
high‑quality data, reporting, and analytical capability across the organisation.

Line Management Responsibilities:

Part of the Senior Leadership Team the post holder will line manage the Senior Finance Officer,
Finance Officer and the Database and Insight Manager.

Key Responsibilities

1.  Fulfilling the role of Company Secretary for the Cornwall Air Ambulance Trust and any future

trading subsidiary of the charity.

2.  Lead the charity’s financial strategy, ensuring long‑term sustainability and alignment with

organisational goals.

3.  Provide clear, timely financial insight to the CEO, Board of Trustees, and Senior Leadership

Team.

4.  Oversee budgeting, forecasting, cashflow management, and long‑term financial modelling.
5.  Ensure robust financial controls, risk management, and compliance with charity, and company

financial regulations.

6.  Manage relationships with auditors, bankers, investment managers, and regulatory bodies.
7.  Support strategic initiatives such as capital projects, fleet investment, and major fundraising

campaigns.

8.  Oversee day‑to‑day finance operations, including accounts payable/receivable, payroll,

treasury, and procurement.

9.  Ensure accurate and timely production of monthly management accounts and annual statutory

accounts.

10. Maintain and enhance financial systems, processes, and reporting frameworks.
11. Lead and develop the finance team, fostering a culture of accuracy, accountability, and

continuous improvement.

Head of Finance and Business Intelligence – January 2026

12. Develop and deliver a comprehensive business intelligence strategy that supports

evidence‑based decision‑making across the charity.

13. Oversee the design and implementation of dashboards, KPIs, and analytical tools for

operational, clinical, and fundraising teams.

14. Ensure data quality, governance, and integration across systems (e.g., CRM, clinical systems,

finance platforms).

15. Provide insight into fundraising performance, supporter behaviour, operational efficiency, and

strategic opportunities.

16. Champion a data‑driven culture, empowering teams to use information effectively.
17. Collaborate closely with clinical, aviation, fundraising, retail, and operations teams to support

organisational performance.

18. Provide financial and analytical leadership for major projects, service developments, and

investment decisions.

19. Represent the charity externally where required, including at board committees, partner

meetings, and sector forums.

Requirement of the Role:

Basic DBS check

Values

All staff must embody Cornwall Air Ambulance Trust’s (CAAT) values and conduct business in a
manner that reflects the values of our brand:

  Kindness

Showing compassion, empathy, and consideration towards others, fostering a positive and
supporting environment.

  Respect.

Recognising the worth and value of others, embracing diversity and treating everyone with
dignity



Integrity

Standing true to moral principles, being honest and acting with consistency and transparency.

  Progressive

Embracing  innovation,  challenging  the  status  quo,  and  continuously  evolving  for  a  better
future.

  Teamwork

Working towards a common goal, combining individual strengths for collective success

Head of Finance and Business Intelligence – January 2026

This job description should be regarded only as a guideline of the duties required and is not
definitive.  The nature of the post and the organisation is such that duties may be reviewed in the
light of changing circumstances following consultation with the job holder.

The job holder is required to act at all times in accordance with the Trust’s agreed policies and
procedures.

The post holder should sign below to confirm they understand the information provided in this job
description.

Signed:

Date:

Head of Finance and Business Intelligence – January 2026

Person Specification

Head of Finance and Business Intelligence
Charity Headquarters, Newquay

Attributes

Requirements

Essential
Fully Qualified Accountant
(CIMA, ACMA, ACA, ACCA)

Qualifications,
training &
professional
membership

Desirable

Method of
Assessment
Application Form

Application Form
Interview

Confident and experienced
user of accountancy
software, and financial
systems eg SAGE, PowerBI

Strong technical
understanding of Charity
SORP

Experience in aviation,
emergency services, or
healthcare settings.

Experience with digital
transformation or
data‑integration
projects.

Understand the role and
requirements of Company
Secretary

Experience of developing
successful commercial or
trading activities.

Knowledge &
experience

Proven experience of
building strong
relationships with key
stakeholders.

Strong analytical and
technological skill set

Project Management
skills

Application Form
Interview

Ability to assimilate and
summarise complex issues
and statistical data

Understanding of
Sharepoint, Teams and
OneDrive

Skills &
abilities

Calm and positive line
manager.

Able to balance the needs
of operating at a strategic
level with the requirement
to execute hands-on.

Head of Finance and Business Intelligence – January 2026

Proven track records of
working under pressure and
balancing priorities to
achieve deadlines.

Excellent IT skills including
MS365 packages, in
particular Outlook, Word,
Excel, Power-point, PowerBI
and CRM databases
Commitment to excellent
customer care.

Personal
qualities

Other

Enthusiasm and passion
for Cornwall Air
Ambulance’s work

Application Form
Interview

Full UK driving license

Head of Finance and Business Intelligence – January 2026