Head of Finance and Infrastructure

Age UK York

St Edmunds Office, York

Full-time

23rd February 2026

Listed 2 weeks ago

Age UK York’s Head of
Finance and Infrastructure
Recruitment Pack

Application Deadline: 10am on Monday 23 February 2026

Join our team in together making a positive difference to the
lives of older people in York and help change how we age.

Page | 1

Local

Independent

Here for You

Welcome to Age UK York

For over 50 years we have been there helping older people, and those
around them, can you join our team to help us be there tomorrow?

Thank you for taking the time to explore our Head of Finance and Infrastructure role here at
Age UK York. The role leads a number of our incredible support functions here at our local
organisation who together are so vital in creating the foundations on which we can best
support local older people and those around them. There is a wonderful legacy from our
current postholder though also an exciting opportunity for you to take it forward and bring your
own experiences, expertise and passion to this varied role at such an important time for our
charity and most importantly to those we exist to help. So why Age UK York?

Whilst part of the well-known Age UK network we are our own charity. We are independent,
local and here for you, and our focus is ever on York its people and communities.

We are all about people. Those we exist to help and those who make what we do possible –
both within and outside of our charity. Our Head of Finance and Infrastructure will have a focus
on both, helping to support and nurture our great team as together we can continue working
collaboratively in tackling the challenges faced by too many people here across York.

We believe that an ageing population is a cause for celebration though we also know that too
many older people feel marginalised, overlooked and often cannot access the support they
need to enjoy a good quality later life. We are here to tackle some of these challenges
including loneliness, poverty, social isolation, health and inequalities. We can only do this with
robust financial management and effective, quality and safe infrastructure arrangements
underpinning all we do with this role providing the leadership and responsibility to achieve this.

Age UK York is a fantastic place to work. I am so fortunate as our CEO to lead and work
alongside our exceptionally talented, compassionate and driven staff and volunteers and I look
forward to doing so alongside our new colleague and all we can achieve in helping others.

Please do read on and learn more about the vital contribution you would make to our team

Thank you and we hope to hear from you.

Simon Holmes

Chief Executive Officer | Age UK York

www.ageukyork.org.uk

Page | 2

Local

Independent

Here for You

A word from our Patron – Dame Judi Dench

We are so grateful for the support of our patron and her recognition of our team and the
difference we make together as York’s local Age UK.

Purpose of the role

We are excited at the opportunity of recruiting to our
Head of Finance and Infrastructure post and where our
new colleague can help take the opportunity – building
on the legacy of our current colleague – whilst providing
organisational leadership as we implement and work to
realise our strategy, One Team, Supporting York. It
comes at a time our local York based charity is needed
as much as ever in supporting Older People in tackling
the daily challenges increasingly faced by us all as we
age together with the financial challenges, we ever face
in sustaining our charity and the difference we make.

Our Head of Finance and Infrastructure is a vital
colleague leading our support function team and
working alongside colleagues across Age UK York
helping us to together meet our mission, vision and six strategic priorities – with a particular
focus on those vital enablers of strengthening our organisation and realising the opportunity of
income generation and sustainability.

Above: Our Six Strategic Priorities

The role will lead on the management of the finances for Age UK York as well as the wider
organisational infrastructure. The role will have both an internal and external focus and will
enable our organisation to have good quality, accurate and timely management accounts and
Local

Page | 3

Independent

Here for You

other financial, data and insight information. The role will help inform our decision making
helping us to make every penny count and to develop, manage and realise our financial goals.

As a member of our Age UK York Leadership Team, our Head of Finance and Infrastructure
will lead on the preparation and review of effective and quality financial reporting and their
interpretation and ownership of our operations managers and Board of Trustees in fulfilling
their role. Our income generation and sustainability is a core priority and the role will help
develop collective strategies and actions to reduce financial risk and maximise income
generation and the use of our vital funds in support of colleagues and those who rely on our
services whilst advising on the financial viability of our many projects. The role will lead the
financial management for both the Charity and its trading company.

The role will provide a strategic and customer focused approach to effectively manage,
develop and strengthen the wider infrastructure of our organisation and form part of our
collaboration as a member of the wider Age UK national network. The infrastructure
responsibilities will see the postholder work both directly and in collaboration across our Age
UK York teams with a focus on our Health and Safety, Information and Communication,
Estates and Risk Management arrangements.

At its heart, the role will work alongside our people and be involved beyond the numbers and
into the needs of York, the role we together make as Age UK York and the stories of those we
exist to help. The role will be an integral part of our team as together we realise our ambitions
and shape our future in meeting the needs of older people across York and enjoying later life.

Above: York residents at an Age UK York social club marking the 80th anniversary of VE Day, 2025

Page | 4

Local

Independent

Here for You

Summary of the Head of Finance and Infrastructure role

Location

St Edmunds Office,
York. YO10 4UX,

Role offers office
and home hybrid
working

Reports to

Chief Executive

Hours

35 hours a week

Working pattern

Monday-Friday.
Nb flexible hours
can be considered.

Contract term

Permanent

Type of role

Finance / Executive

Responsible for

• Business Support
• Finance
• Health and Safety
• ICT
• Premises
• Risk Management

and Business
Continuity

Line Management
reports

• Finance Officer

• Finance

Assistant

• Operations
Manager

• Data and

Reporting Project
Manager

Salary

£39,527
(full time equivalent)

Holidays

5 weeks and 1 day
plus bank holidays

Responsibilities

The Head of Finance and Infrastructure will participate as a member of our organisation’s
Senior Leadership Team (SLT) and will work in support of the Board and wider organisation
across all aspects of the role and provide leadership.

> Line management and leadership across our support function colleagues providing

direction, support, motivation and continuing development.

Finance (approximately 60% of role)

Budgets and Cashflow

> Ensure adherence to the policies and procedures of Age UK York including for

financial and wider infrastructural responsibilities and delivery.

> Lead quarterly reviews of the budgets and cashflow and the effects of any changes.

> Lead on the production of Age UK York’s annual budgets, working with the Chief

Executive Officer, the Senior Leadership Team and the Service Managers from initial

Page | 5

Local

Independent

Here for You

creation through to Board approval, ensuring the organisation is meeting its strategic
priorities and objectives and delivering to our business plans.

> Appropriately budget phasing over the financial year and converting the Annual Budget

to a Cashflow Forecast and managing the Cashflow of the organisation.

> Develop and review long term organisational financial modelling and planning.

Accounting

> Prepare month end accounts including overseeing the completion of all month and

year end accruals and adjustments to the accounts.

> Oversee the management of the Purchase and Sales Ledgers.

> Oversee the management of the Bank, Petty Cash and Cash Floats, reviewing the
number of bank accounts required and ensuring all income is collected and banked
promptly.

> Manage all procurement requirements.

> Oversee the completion of the Balance Sheet Control Accounts.

> Manage the Fixed Asset Register and ensure all assets are depreciated over suitable

and consistent timescales.

> Complete the VAT returns using the Partial Exemption basis, calculating the VAT

recovery rate and appropriate Irrecoverable VAT accruals.

> Complete VAT reviews from time to time to ensure the organisation is compliant,

seeking expert advice as required.

> Ensure secure retention of all finance documentation, stored digitally on the Age UK

York intranet and Accounts programme.

> Complete the Gift Aid returns and reviewing procedures to enable the organisation to

benefit from all possible income sources.

> Lead on the completion and presentation of the monthly management accounts,
incorporating good quality Forecast Outturns and variance analysis, through to
Management review and Board approval.

> Lead on the completion and presentation of the monthly Balance Sheet and variance

analysis through to Board approval.

> Regularly review and manage the Reserves of the organisation.

> Regularly review and manage the debts of the organisation, seeking approval from

relevant Finance Committee/Board for any to be written off.

> Write and present all Finance Reports for all Committee and Board meetings.

> Lead on the completion of the annual statutory accounts through to Audit and AGM

approval.

> Lead on the submission of the signed Statutory Accounts with Companies House and

the Charities Commission.

Page | 6

Local

Independent

Here for You

> Lead on the submission of the Corporation Tax return to HMRC.

> Lead on the continual development of all financial – and where applicable
infrastructure based - reporting to meet the needs of the organisation.

Payroll

> Lead on the Payroll for all Staff and Volunteers ensuring they are paid correctly and

liaising with the payroll provider, HR Manager and Operations Managers.

> Resolve all payroll queries with the support of Managers and the HR Manager as

appropriate.

> Ensure the payment of all PAYE, NI and Pensions contributions to the appropriate

bodies.

> Relationship manager for any outsourced arrangement with external provider(s).

Finance support for our non-Finance managers

> Ensure the delivery of effective support and training to managers with devolved budget
responsibilities to enable their effective involvement in budget and wider financial
management (setting, management, monitoring and reporting) in line with agreed policy
and procedures.

> Support Managers with Business Cases and Financial Modelling to assess the

financial viability of a variety of projects.

> Support Managers with cost reduction opportunities.

> Support Managers with capacity modelling and associated costings, such as in

preparation for tenders, contract renewals and promotion of services.

Income Generation and business development
> Advise on investment opportunities and overarching sources of income and

expenditure to provide decisions and strategies that the organisation should take and
support their enaction.

> With

the Chief Executive and Directorate

tendering,
commissioning and the selling of services through the provision of development of
financial/budgetary information, demonstrating value for money and supporting pricing
setting as appropriate.

team contribute

the

> Support the Chief Executive, Deputy Chief Executive and Head of Care in their roles in
the management of contracts for services through the proactive liaison regarding
invoicing and payments, budget management and financial reporting etc., and through
ensuring compliance with non-service delivery contractual obligations.

> Support Managers with applications and reports for external funding as required and

collaborate with the charity’s Communications and Marketing Manager and

Page | 7

Local

Independent

Here for You

Fundraising and Engagement Officer in effectively harnessing data to champion our
organisation profile, need and impact.

> Work as part of cross organisation approach in delivering our income generation plan

and connections across Age UK York and with supporters and communities.

Infrastructure (approximately 30% of the role)

Premises, Health and Safety, ICT and Administration

> Line Management of our Operations Manager in their delivery of our organisation’s

business support function and associated responsibilities.

> Oversee and co-ordinate the management for Age UK York’s estates including our

both physical (office and shop properties) and digital footprint. Ensuring all premises
used by the organisation meet the needs of the organisation, are safe and secure and
that all health and safety procedures and legal obligations are fulfilled.

> Delivery of our information and communication technology (ICT) function alongside our

third-party providers and suppliers, to include overseeing:

ICT function, resilience and digital innovation at Age UK York

Information Governance and compliance under the General Data Protection
Regulation (GDPR)

o Data analytics, reporting and communication across our teams including
administrative management and support to organisational CRM(s).

o Development of organisation insight and data science within Age UK York in

support of our vision, mission and strategic aims.

> Health and Safety leadership working with the Chief Executive and colleagues in its
coordination and promotion of awareness and messaging across the organisation.

o Ensure effective policy(ies) and procedures are in place and in line with current
legislation and good practice. Support organisation’s compliance with Charity
Quality Standard and in line with ISO 45001.

o Oversee the delivery of Age UK York’s commitments to people’s health and

safety and ensuring a safe environment for all.

> Risk management leadership working with colleagues including Senior Leadership
Team and Board of Trustees in the delivery of organisational risk management.

o Leadership and management coordination of the organisational incident

management and reporting arrangements ensuring effective culture and action
as part of Age UK York’s continuous learning and improvement.

o Support the organisation’s ongoing identification, mitigation and management
of health & safety risks associated with people, premises, tasks, activities and
workplace stress.

o Oversee development and maintenance of organisation’s risk register and its

enaction across Age UK York.

> Lead in promoting environmental and sustainability issues across the organisation.

Page | 8

Local

Independent

Here for You

> To oversee and support the organisation’s Business Continuity Management alongside

colleagues including planning, training and exercising in line with ISO22301.

Other Duties (approximately 10% of the role)

> Member of our organisation’s Senior Leadership Team (SLT), contributing collective to
organisation’s strategic priorities and holding respective organisational portfolios.

> Support the creation, review and validity of effective and current policies and

procedures owned by the role and Finance and Infrastructure team.

Identify and support Managers with continual business process improvements.

> Support, maintain and develop our systems, processes, communications and

associated arrangements to deliver a successful and effective finance function.

> Work with colleagues to ensure adherence to all regulations.

> Act as a point of contact between Age UK York and the national Age UK network to
support partner information returns and other responsibilities under the Brand
Partnership Agreement.

> To be an ambassador for the Charity, positively promoting the organisation.

Responsible to

You will report directly to the Chief Executive Officer of Age UK York. You will also attend both
our Board of Trustees and separate Finance Committee and work alongside our charity
Treasurer

You will be a member of the senior leadership team (SLT), contributing to the strategic
direction of the organisation and working closely with colleagues on joint priorities. You will
also support or lead a number of our portfolios including our governance on reporting and
performance.

Responsible for

Our work is made possible by our people across a number of teams. The Head of Finance
and Infrastructure will provide line management collectively for our range of colleagues:

• Finance Officer

• Finance Assistant

• Operations Manager

• Data and Reporting Project Manager

Page | 9

Local

Independent

Here for You

Driving our future | Our Vision, Mission and Values

At the heart of our charity in all we do together are our shared vision, mission and values.

Our Vision:

York is an age friendly city where older people are able to enjoy a life of quality, opportunity,
and dignity.

Our Mission:

We make a positive difference to the lives of the older people of York.

We do this by putting them, and the people around them, at the heart of all we do, helping
older people feel connected, respected and listened to. We work with partner organisations to
improve the quality of later life providing effective, timely support for those who need it the
most.

Our Values:

We are…

Page | 10

Local

Independent

Here for You

Personal Specification

Connect with a cause that needs you!

Head of Finance and Infrastructure