Head of Finance and Business Intelligence

CORNWALL AIR AMBULANCE TRUST
Newquay
3 days ago
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Overview

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.


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

Head of Finance and Business Intelligence – January 2026



  1. Develop and deliver a comprehensive business intelligence strategy that supports evidence‑based decision‑making across the charity.
  2. Oversee the design and implementation of dashboards, KPIs, and analytical tools for operational, clinical, and fundraising teams.
  3. Ensure data quality, governance, and integration across systems (e.g., CRM, clinical systems, finance platforms).
  4. Provide insight into fundraising performance, supporter behaviour, operational efficiency, and strategic opportunities.
  5. Champion a data‑driven culture, empowering teams to use information effectively.
  6. Collaborate closely with clinical, aviation, fundraising, retail, and operations teams to support organisational performance.
  7. Provide financial and analytical leadership for major projects, service developments, and
  8. Represent the charity externally where required, including at board committees, partner meetings, and sector forums.

Requirements 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 the charity:



  • 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 integrity.
  • 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.


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