Finance Business Partner

  • salary: £46,000 - £51,000 per annum dependant on experience
  • location: Hybrid – Rugby office/homebased 
  • reporting to: Head of finance and operations 

who are we?

As an occupational charity, we help the ICAEW community thrive by equipping individuals with the practical, emotional, or financial tools to manage whatever’s in front of them, from everyday situations to exceptional life-changing circumstances.

Our vision is that everyone in the ICAEW community can fully participate in life.

your role at caba

In this role, you will have a fantastic opportunity to act as a business partner to the budget holders and the leadership team helping them to understand the financial implications of operational decisions through comprehensive reporting and analysis.

You will also use your experience and knowledge to develop and manage finance systems and policies ensuring an exceptional level of compliance, helping to drive the organisation to achieve its financial sustainability plan and ensuring caba operates within its charitable aims.

your key responsibilities

  • build and maintain relationships with budget holders and the leadership team allowing them to effectively and efficiently manage their expenditure through effective budgeting and forecasting.
  • provide a comprehensive level of financial education to the management team, installing transparency and accountability.  
  • manage, coach and develop a small finance team. 
  • effectively run the annual budgeting process, ensuring expenditure is in line with caba’s distribution policy. 
  • lead on the annual external audit ensuring that all information requested is provided in a complete and timely manner.
  • prepare regular management information identifying, highlighting, and driving efficiencies across caba. 
  • prepare the annual financial statements of caba to produce compliant financial statements in accordance with legislation (Charity SORP) 
  • assist with the administration of caba’s investment portfolio including deputising for the head of finance and operations in their role as secretary to the investment committee. 
  • assist with caba’s management of risk including deputising for the head of finance and operations in their role as secretary to the audit and risk committee.
  • build and maintain key relationships with external service providers such as payroll, banking providers and tax authorities.
  • manage caba’s cash flow (annual income c.£4m and expenditure c.£5.5m)
  • manage caba’s outsourced payroll function (c. 50 employees) 
  • develop, set and manage KPI’s in relation to caba’s finance function, managing the team to deliver continuous improvement, ensuring operational effectiveness and delivery against caba’s strategy. 
  • have oversight and understanding of caba’s operational plan, liaising with peers, outlining challenges for caba and making operational recommendations.
  • liaise and collaborate with teams to ensure plans and activities are for the good of the organisation. Promote and encourage effective team working.

to be successful, you’ll have: 

knowledge and understanding:

  • detailed understanding of the charity SORP and FRS 102
  • good understanding of payroll and related tax compliance 

skills and abilities: 

  • attention to detail and ability to work to a very high level of accuracy. 
  • ability to communicate complex financial information in a way that is understood by non-finance individuals.


  • managing a small finance team
  • preparing annual statutory accounts and dealing with external auditors 
  • working in a similar sized third sector organization
  • management of payroll function of similar sized organisation  
  • cash flow management


  • Qualified or studying towards the later stages of a recognised accountancy qualification (ICA / ACCA / CIMA etc.)

why caba?

You’ll enjoy up to 10% pension contributions, private medical insurance, income protection insurance and a generous holiday allowance of 25 days per annum, plus bank holidays.

We work in a flexible hybrid model - one that creates the opportunity to work in your own way from home, but also provides great opportunity to collaborate with our colleagues at our office. Many of our colleagues have varied working patterns so we’re open to talking about the flexible working arrangements that could work for you.


Take a look at the job description for full information. Applying is simple - send your CV and cover letter, along with our short application form, which shows us that you can make a success of the role. If you have links to any of your work we’d love to see it - simply put them at the bottom of your application form.
If you want to become part of a welcoming, inclusive organisation that values your ideas and input, we want to hear from you. 

Your appointment is subject to a Basic Disclosure and Barring Service (DBS) check.

Deadline for applications: 23rd February 2024
Interview date: 26th February 2024