Accountant Jobs

Are you passionate about leveraging financial insights to drive organisational success? Are you immediately available or on a short notice period?

My client is looking for a talented individual to join the finance team as a Finance Business Partner Specialist. In this role, you'll play a crucial part in ensuring the seamless integration of financial performance. If you're a strategic thinker with a knack for high-quality analysis and budgeting, we want to hear from you!

Responsibilities:

• Foster strong relationships with senior stakeholders across the business.
• Provide timely and insightful financial and business analysis to inform decision-making at the Board of Governors and Executive Leadership Team levels.
• Lead the development and execution of budgeting, forecasting, and long-term financial planning processes.
• Drive accountability for financial performance through the implementation of budgetary controls and governance mechanisms.

My client is looking for:

• ACA/ACCA/CIMA or relevant qualification.
• Experience in core accounting roles with a focus on month-end processes.
• Proficiency in Delivering a timely and robust budgeting, forecasting and longer-term financial planning process.
• Advanced Excel skills and familiarity with finance systems.

My client can offer a flexible approach to working, with 2 days a week going into the office based in central London and the rest working remotely. There is also a strong opportunity for this role to get extended or go permanent.

Applications are under constant review and the post can close early if the right candidate is found. Please apply immediately if this role is of interest.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

We are working with Age UK Birmingham who are looking for an experienced and enthusiastic finance professional to join their team as a Senior Finance Officer.

Age UK Birmingham is an independent local charity, working alongside Age UK Sandwell to support the older people of the City of Birmingham and the Metropolitan Borough of Sandwell. They have been working in the community for over 30 years to support older people, their families and carers, so that everyone can enjoy later life.

Reporting to the Head of Finance, the Senior Finance Officer will be responsible for the delivery of internal financial management systems and controls, and for maintaining accurate financial management records, including managing the process of producing draft management accounts.

With part or fully qualified AAT certifications (or equivalent) you will:

• Have gained excellent finance experience in a similar role, including VAT returns and submission to HMRC, Purchase requisition, purchase orders and invoicing, banking and bank reconciliation.
• Have experience of the payroll process to ensure prompt payment of salaries and submission of related payments and reporting.
• Be a proficient user of IT packages including Microsoft Office and Accountancy software. Experience of Microsoft Dynamics 365 is desirable, the willingness and capability to learn is essential.
• Be analytical with the ability to explain complex issues clearly and succinctly, producing timely and accurate, and clear management accounts
• Have the ability to evaluate financial reports and make recommendations for improvement,
• Demonstrate strong interpersonal skills and teamwork, ideally with some experience in a supervisory role

We are looking for someone who can work independently, as well as in a team with, ideally, experience with working in the voluntary sector. You will have strong communication skills and the ability to work under pressure and to tight deadlines, maintaining excellent attention to detail at all times. You will have a flexible and responsive approach and can work in a fast-paced environment.

For more information, please contact Louise Portnall, Recruitment Consultant, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Location: Birmingham, Hybrid.

Closing date: 26 July 2024.Please note that when a suitable candidate is found the role will close early, so please apply without delay.

Vision

We are committed to building a society which enables people who draw on social care to live fulfilling lives.

At the SCIE, we are driven by our values:

· Progressive – always learning and developing.

· Inclusive – working together for equality, diversity, and fairness.

· Credible – evidence-based, robust, and reliable.

· Transparent – open and honest.

The role:

A great opportunity for you to join our small friendly team and make a real difference to people’s lives by:

· Playing a pivotal role in providing operational and strategic leadership in the financial management of SCIE

· Leading the Finance Team on all aspects of SCIE’s day-to-day financial operations to ensure financial health, long-term sustainability and compliance with polices, charity legislation and other relevant financial standards

· Producing the monthly management accounts, ensuring income and expenditure is recognised accurately with appropriate, supporting audit documentation in place

· Undertaking financial due diligence approval checks against the raising of our client sales invoices, monthly payroll submissions, fortnightly BACS runs, cash flow management and bank reconciliations

· Leading on SCIE’s annual external audit, including the preparation of our statutory accounts, ensuring compliance with all relevant charity legislation, regulations and financial reporting standards

· Leading on the process of preparing and setting budgets, financial forecasting and reporting, liaising closely with the Director of Finance and Corporate Resources and budget holders as appropriate

What we are looking for:

· A dynamic and experienced individual, who has worked in a senior financial management role, ideally within the charity sector

· Achievement of a recognised, professional Accountancy part qualification status (for example, ACA, ACCA, CIMA or equivalent).

· An inquisitive mind, with excellent analytical and problem-solving skills

· Excellent communication and interpersonal skills, including the ability to explain financial processes to non-financial staff

· Experience in the preparation of budgets, financial analysis and financial reporting

· Proven IT skills, including a high-level proficiency in Microsoft Office packages, with a strong knowledge of Excel’s functions and formulas

· Proficient in financial management software and tools

What we offer in return.

We offer excellent staff benefits including a competitive salary and homeworking allowance. We provide an employer pension contribution above the statutory minimum, an award-winning employee assistance programme, and an attractive holiday package which rises with length of service.

If you would like to access the application form in a different format or if would like any assistance that might help improve your experience while completing the application, please get in touch.

Special Stars Foundation provides inclusive activities for children with SEND and adults with severe learning and physical disabilities in Hull and East Yorkshire. We are a small enthusiastic, professional team based in Princes Quay, Hull with a retail unit providing specialist sensory equipment, a large sensory room and a programme of inclusive activities based in our events unit or offsite with external providers.  Following a period of change this is a fantastic opportunity for an experienced Charity Manager to lead the organisation in its next chapter, expanding services to reach and support more individuals and their families in the future. We are seeking a passionate team player who is flexible in approach and a great communicator who can drive collaboration for the benefit of those we help.

Location: Hybrid, working from Northampton office 1-2 days a week & attending team meetings in London (expenses will be provided for the commute and flexibility around working hours)

Would you like to be part of a national charity that cares for historic churches at risk in the UK. They look after 356 churches with irreplaceable architecture and history.

As finance Officer your day to day will include:

• Processing all income.
• Maintain records of standing orders and direct debits.
• Prepare sales invoices, post receipts and allocate funds.
• Manage some accounts payable functions (processing a high volume of invoices).
• Produce reports as required by the finance team.
• Bank reconciliations & monthly/quarterly balance sheet reconciliations.
• Ensure donor information is provided to the fundraising and membership team.

Attributes and experience that you will to the role will include

• Experience with CRM databases ideally a cloud-based system
• Experience with office administration.
• An ATT qualification or be working towards one.
• Excell competency skills including Pivot Tables and VLOOK UPS
• Working knowledge of public finance and/or charity accounting

Your Benefits will Include:

• home working allowance for home-based staff
• life assurance through the Civil Service Pension scheme
• learning and development opportunities
• enhanced parental leave arrangements
• a free and confidential employee assistance programme
• season ticket loans and cycle to work scheme
• subscription allowance to a professional body
• Retail discount scheme

This is an integral role and an important member of the finance team, so if this role aligns with your experience and expectations, please submit your CV to with out delay.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Operations Manager

Responsible to: CEO

Responsible for: Finance Officer

Location: Hybrid/Flexible (Travel to Manchester Office will be required)

Salary: £32,820 p.a. pro-rata (£13,128 actual)

Contract: Permanent 

Hours: 14 hours per week

DBS: The post is subject to an enhanced Disclosure and Barring check

Working hours and UK location are flexible. On occasion we may need responsiveness to organisational needs. This could mean working evenings and weekends, with prior notice. In addition to attending virtual and in-person team meetings, we may ask you to travel within the UK.

In summary, you are:

• Excited about the potential of a new generation of young working-class leaders.

• Eager to work for an organisation that isn’t afraid to take risks and places young people front and centre in its work.

• Passionate about building a country where working-class people are heard, celebrated for our strength and diversity and aren’t held back by our backgrounds.

About us: 

RECLAIM is a bold charity that is committed to building a fair and just world for and with all working-class young people. We build knowledge, power, community and solidarity to campaign on the issues that affect them the most. We do this in three ways:

Community - Creating spaces that grow a sense of belonging and solidarity.

Campaigns - Challenging institutions, systems and structures. 

Consultancy - Supporting organisations to become class-inclusive.

Our changemaking work includes:

• We supported young people to successfully campaign for free bus travel for all 16-18 year olds across Greater Manchester. A policy which now benefits 40,000 young people, making 250,000 free journeys per week and saving them and their families an average of over £500 per young person per year.

• We helped young people highlight and challenge the increasing use of violent and dehumanising language in politics. The campaign gained widespread media coverage and resulted in new commitments from the Speaker, Prime Minister and Leader of the Opposition.

• Young people we support were at the forefront of highlighting the impact of COVID19 on working-class communities and demanding better recognition of the essential workers keeping the country going during lockdown.

Role:

We are seeking a well-organised and resourceful Operations Manager to support and develop our infrastructure as we implement our exciting new organisational strategy. Working closely with our CEO and Head of Campaigns, this postholder will oversee the procurement, implementation and smooth running of our internal systems and processes, including HR and Finance. 

Responsibilities include:

• Oversee effective and efficient operations with support from the Leadership team​

• Manage organisational contracts such as phones, office space, internet etc. and ensure best value for money

• Lead on HR processes for staff and associates, which includes recruitment, contracts and inductions, and managing the staff handbook, policies and procedures​

• Oversee resource management and ensure that team members have the information, digital access and equipment they require

• Manage data and online filing systems, ensuring that we are fully compliant with UK data protection and privacy law​s

• Supervise finance function, which includes timely updating of accounts and payments, regular income/expenditure reports, liaising with accountants and Companies House, and supporting the leadership team with financial forecasting

• Organise internal events and meetings (e.g. team days, Board meetings)​

• Line management of our part-time Finance Officer

​

Person specification:

We are looking for someone with the following experience, skills and values:

Essential

A strong belief in the potential of working-class young people to be leaders of change.

2+ years of demonstrated experience of managing projects, including managing people and budgets

Natural problem-solver who is able to work both independently and collaboratively as part of a team

Great people skills and a strong commitment to social justice and inclusive workplaces

Excellent written and oral communication skills in English 

Takes initiative in bringing tasks or activities to the finish line with excellent attention to detail and project deadlines

Excellent IT skills and openness to learning new technologies (e.g. Google Drive, Xero, CRM systems)

Desirable

Experience leading operations, HR or finance

Experience in working in small charity environment

Willng to approach operations work flexibly and creatively

Understanding of GDPR and data protection legislation

Not familiar with the term working class?

No problem, lots of people aren't. It means different things to different people but for us at RECLAIM being working-class is characterised by a few key factors:

• You're on, or grew up on, a low income with limited access to wealth.

• You don't have many family connections to people with well paid, professional or powerful jobs.

• You find it harder to 'fit in' in middle-class spaces, interests and conversations.

• You're proud of your background and want people to see it as a strength, not a weakness

While working-class people have many of these things in common, we're a diverse bunch too. Working-class people are white, black and brown, LGBT+, disabled, recent migrants or refugees or from families who can trace their roots in the UK back generations, of various religions or none, women, men and non-binary. We're many things but we share the experience of growing up facing those four factors above.

​At RECLAIM we don't mind if people publicly identify as working-class or not, that's completely up to them.

You don’t need to be working-class to do this role or work at RECLAIM. Our work has always involved brilliant working-class allies. We do, though, especially encourage applications from people with direct experience of being marginalised by class and/or some other factor as we work to ensure our staff team is diverse as the young people we are here to support. 

To apply:

Please send a CV and cover letter outlining how you meet the person specification via Charity Job application link. 

The closing date for applications is Sunday 7th July 2024 at 10pm.

If you have questions or would like an informal conversation about the role, please contact us through our website.

First interviews (online) are scheduled to take place on Wednesday 10th July 2024.

We reserve the right to close this vacancy early if we receive sufficient applications for the role.

Unfortunately due to being a very small team, we are unable to notify or offer feedback to unsuccessful applicants in the initial stages. If you have not heard from us by Tuesday 9th July then it is likely that your application has been unsuccessful. We thank you for your interest in working for RECLAIM.

Description

Job Title: Senior Regional Finance & Operations Manager - based in Central Africa – International Applications strongly encouraged!
Reporting to: Great Lakes and Central Africa Regional Representative and Head of Finance - Africa
Preferable: 6 years experience in the Humanitarian field
Hours: 37.5 Hours per week
Principal Location: Bukavu with regular travel to other parts of the Country and Region

Background:

Street Child believes every child deserves to go to school and learn. Our projects focus on education, child protection, and livelihood support to address the social, economic, and structural issues underpinning today’s education crisis. We partner with local organizations and communities to deliver our locally rooted programs. We use evidence to drive learning and the refinement and scale-up of programs to create maximum impact for most children at the lowest cost. We pride ourselves on being willing to go to the world’s most challenging places where others won’t, including remote, hard-to-reach areas and fragile, disaster-affected states across sub-Saharan Africa and South Asia. Since 2008 we have helped over 250,000 children go to school and learn and supported over 25,000 families to set up businesses to afford the cost of educating their children.

Part 1: Role Purpose:

This role aims to offer financial and operations management support to Great Lakes and Central Africa Region programs, focusing majorly on Street Child Programmes in DRC. The role reports to both Great Lakes and Central Africa Regional Representative and Head of Finance in Africa.

The role holds a senior position within the Street Central Africa Region team and will oversee Street Child – financial and operational setup to support operationalizing all program/project implementation in full compliance with donors’ and SC operational standards. The role will also provide financial support to programs across Great Lakes and Central Africa and partner organizations to support the development and implementation of robust financial management and reporting systems and assess and strengthen the control environment, financial management, grant management, and reporting. It will be building the finance and grants management capacity of Street Child staff and partners. A vital part of this is facilitating communication between Programmes and Finance staff.

Part 2: Key Responsibilities:

Finance Management:

• Supervise the country's standard financial systems establishment and maintenance in line with STREET-CHILD Financial Policy and Procedures, donor and local legislation requirements to provide appropriate levels of security and controls over the organization's resources and operations across the country to ensure success, consistency, and compliance.
• Develop and update quarterly the country's Master Budget to ensure that all funding gaps are covered.
• Provide strong leadership to the Finance and Admin team in all offices, whether with direct line management or technical, ensuring competent and motivated staff are hired and retained.
• Provide financial advice to the budget holders and local partners, ensure adequate support is provided to the program, and ensure the alignment of resource allocations with organizational priorities at the budgeting and implementation stages.
• Ensure that monthly accounting closure is timely, accurate, and compliant with STREET-CHILD financial policies and procedures for all Street-Child field offices and perform the bank reconciliation as appropriate.
• Using the Street-Child accounting system, produce the Budget Vs.—actuals for internal use by the country team and budget holders on a monthly basis.
• Oversee all financial and logistical requests made by the technical team and ensure they are in line with the Street-Child guidelines (Advance request, travel request, leave request, Toil request).
• Lead on applying Street-Child anti-fraud and anti-corruption policy and ensure all DRC staff understand and adhere to it, including Zero tolerance.
• Ensure regular financial and operational checks are performed for each local partner involved in Street-Child project implementation.
• Elaborate, review, and update Finance Standard Operating Procedures for STREET-CHILD DRC and across the Central and Great Lakes region as required and relevant.
• Conduct spot checks on transactions be responsible for maintaining transparency and accountability within finance and administration.
• Build financial management capacity for local partners in the region.

Grant Management and Budget proposal:

• Collaborating with other managers during proposal development, lead on the costing in proposal writing.
• Produce grant financial reports for donors in their formats.
• With the Senior Programme Manager, co-lead monthly grants review meetings involving all active partners.
• Manage the budget review, cost extension, realignment, and alert on any potential risk.
• Ensure appropriate measures are taken to address audit findings and recommendations associated with all grants.
• Conduct grant management training for local partners and provide orientation on finance matters and tools to non-finance staff.

Operations Oversight:

• Lead all aspects of HR, administration, procurement and logistics in the region
• Adequately manage internal and external HR and admin risks, highlight & resolve relevant issues with national institutions with support from the country leadership team (Taxes, labour inspection).
• Maintain daily responsibility for local staff issues, i.e., contracts, payroll, job descriptions, salary scales, leave, and benefit in support of the HR and Admin Assistant.
• Facilitate frequent staff meetings, and update the staff on the new Street-Child guidelines, regulations, etc.
• Lead the outsourcing of some services such as staff medical insurance, legal issues and the adherence to national labour laws, taxation systems and rules, social security, and insurance rules, etc.
• Lead in running procurement, ensuring value for money and overseeing all contracts which are placed with suppliers
• Ensure that all necessary agreements, permits, and licenses for Street-Child operations in DRC are in place, and keep updated on national rules and regulations pertaining to Street-Child activities.
• Lead staff adherence to all processes and ensure strict and contextualized application across the DRC program.
• Ensure proper asset management by initiating tools and control systems, including tagging.

Part 3: Person Specification

Attributes Essential Desirable

Education / Qualifications:

• Educated to degree level or higher.
• Recognised Accountancy Qualification.
• Degree in International Business Administration, finance or related field; or attendance at specific relevant training courses.

Experience and Knowledge:

• 6 years post qualification experience.
• Experience of implementing internal controls and finance procedures.
• Experience of managing multi donor grants and good knowledge of donor compliance rules and requirements – in particular working with ECHO, BHA, EU, SIDA, NMFA, FCDO, USAID, UNICEF, ECW, WFP, etc.
• Knowledge of development issues and concepts.

Skills and Abilities:

• Extensive knowledge of finance & logistics policy within non-governmental organizations.
• Knowledge of computer applications and accounting software’s.
• Excellent relationship building skills, with an ability to skilfully navigate both national and international stakeholders.
• Knowledge of French, Swahili or other relevant local languages.

Other:

• Strong interpersonal, management and team work skills.
• Ability to influence change in teams not directly managed.
• A self-starter, capable of working independently and flexibly to a high level.
• Fluent English –written and spoken.
• Good communication and staff training / capacity building skills.

How to apply:

• To apply for this fantastic opportunity, please follow the link below.
• Female applications are strongly encouraged.

Are you passionate about making a difference through financial expertise? A historic charitable organisation, is seeking a dynamic Financial Analyst to join our team. Located in the heart of London, they are dedicated to delivering exceptional hospitality and service while supporting our charitable objectives. If you thrive in a fast-paced environment and are eager to contribute to impactful projects, this role is for you!
Main Responsibilities:

• Partner with the Commercial Director to provide objective advice and information.
• Develop high-quality management information, performance measurements, and actionable reports.
• Plan and coordinate the budgeting process, including updates and reforecasts.
• Provide financial appraisals for major projects, including a significant multi-million pound development.
• Ensure financial and reporting systems comply with internal and external policies.
• Select and implement technology to meet accounting, analysis, and reporting needs.
• Represent at various events, reflecting the Foundation's ethos and core values.

Essential Skills:

• Proven experience in a similar financial analyst role.
• Strong understanding of budgeting, forecasting, and financial appraisals.
• Expertise in financial reporting and compliance.
• Excellent analytical and problem-solving skills.
• Proficiency in financial systems and technology implementations.
• Strong communication and interpersonal skills.

Desired Skills:

• Experience in the hospitality or events industry.
• Knowledge of charitable organisations and their operations.
• Familiarity with Rezlynx and Intacct systems.

Benefits:

• Competitive salary and benefits package.
• Opportunity to work in a historic and impactful charitable organisation.
• Study Leave
• Professional development and career growth opportunities.
• Engaging and supportive work environment.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

A fantastic opportunity has arisen for a Finance Manager on a part-time (21 hours per week), permanent basis. You will be responsible for maintaining the current financial position of the charity and ensuring they meet all financial regulatory requirements. You will work closely with the senior leadership team and manage a part-time bookkeeper.

Please note, this organisation offers flexible working, and the role can be done either on a hybrid or fully remote basis. The salary shown is the FTE. 

As Finance Manager, you will:

- Produce monthly consolidated management accounts, rolling cash-flow forecasts, financial dashboards, annual accounts and annual returns

- Complete/submit quarterly VAT returns

- Ensure cloud accounting system entries and bank reconciliations are up to date

- Support the senior leadership team to monitor project income and expenditures, including ad hoc project reporting

- Review finance processes and implement recommendations to improve financial controls

The successful applicant will:

- Have significant demonstrable experience in finance within the charity sector, in a similar role

- Be fully qualified (hold a Professional Chartered Accountancy Qualification)

- Have QuickBooks experience

- Have a solid understanding of Charity SORP including Gift Aid and restricted and unrestricted income

- Have excellent communication skills, both written and verbal

If this sounds like you and you're keen to hear more, please do get in touch ASAP!

Please note, only successful applicants will be contacted with further information.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

MLC Partners are supporting a Central London based organisation within the Higher Education sector, to recruit a Finance Transformation Programme Officer on a 12-month fixed term contract. We are seeking an experienced Project Officer with a strong financial background to coordinate and deliver on various projects, contributing to the improvement and transformation of the Finance department.

This full-time position commences immediately, with hybrid working in Central London.

Key Responsibilities:

• Working closely with senior management to prepare comprehensive action plans, including resources, timeframes and budgets for projects
• To perform various coordinating tasks (scheduling and risk management), along with administrative duties, maintaining project documentation and handling financial queries
• Help prepare budgets, analyse risks and opportunities
• Support the creation and delivery of processes, policies, and procedures
• Ensure that all projects are completed on time, within budget and meet high quality standards
• Provide general administrative support to the Director of Finance as requested

Key skillset criteria:

• An understanding of financial principles, including accounting, budgeting, financial analysis, and reporting
• Proven experience in creating and maintaining comprehensive project documentation, dashboard, plans, and reports
• An ability to prioritise workload and deadlines, collaborate with cross-functional teams and communicate financial insights effectively
• Prince2 certification is highly desirable
• QBE/PQ/Q is highly desirable

Applications will be reviewed daily, and the role may close before this advert. Please contact Annabelle at MLC Partners to confidentially discuss your job search.

LSE is committed to building a diverse, equitable and truly inclusive university

Philanthropy & Global Engagement

Regular Giving Officer

Salary from £33,558 to £38,541 pa inclusive with potential to progress to £41,404 pa inclusive of London allowance

The London School of Economics and Political Science (LSE) is a world-renowned institution for the study of the social sciences in their broadest sense, from economics, politics and law to sociology, anthropology, information systems, accounting and finance.

The School is entering an exciting period in its 125-year history. LSE 2030 will deliver a new strategic direction that will preserve and build on LSE’s status as a world leading social science university that educates brilliant minds and creates knowledge that can transform global societies for a global impact.

In November 2021, LSE publicly launched a major new philanthropy Campaign – Shaping the World – to underpin the LSE 2030 goals. Over 80% of our £350 million Campaign goal has already been raised, generating huge momentum within the School and among our global network of supporters. There couldn’t be a better moment to join us.

LSE’s Philanthropy and Global Engagement (PAGE) division engages with alumni, supporters and friends, volunteers, organisations and the wider community to support their lifelong relationship with LSE, to further the strategic aims of the School and to increase philanthropic income for agreed School priorities. Within PAGE, the Regular Giving team coordinates, plans and delivers a program of activity to encourage gifts to the School in support of strategic priority areas.

The Regular Giving Officer will help deliver a diverse, multi-channel regular giving programme, with a particular focus on implementing donor journeys for key audiences. They will also play a key role in creating stewardship content and ensuring an excellent donor experience for all donors to the regular giving programme.

The Regular Giving Officer will have proven experience of:

• Planning, gathering and creating content for regular giving and/or stewardship collateral demonstrating the impact of philanthropy, such as direct mail appeals, impact reports and donor e-newsletters.

• Coordinating and writing thank you letters and other bespoke communications.

• Strong project management and planning skills, with the ability to balance competing priorities.

• Collaborative working and building effective relationships with internal and external colleagues, stakeholders and suppliers to meet objectives.

• Using data and systems effectively to record, track and plan their work.

We offer an occupational pension scheme, generous annual leave, hybrid working, and excellent training and development opportunities.

For further information about the post, please see the how to apply document, job description and the person specification.

 If you have any technical queries with applying on the online system, please use the “contact us” links at the bottom of the LSE Jobs page. 

The closing date for receipt of applications is Monday 15 July 2024 (23.59 UK time).

Regrettably, we are unable to accept any late applications.

Prospectus is delighted to support the Third Age Trust in recruiting a Finance Officer on a maternity contract for 12 months. The Third Age Trust is the umbrella body which supports around 1,000+ u3as across the UK. u3a is a UK-wide movement of locally run interest groups providing a wide range of engaging opportunities for its members to come together and learn for fun. The movement has around 400,000 members who explore new ideas, skills, and activities together.

The organisation operates a hybrid working policy, 2 days in the office with Tuesday as a fixed day for this role.

Reporting directly to the Head of Internal Services, the Finance Officer will be responsible for providing financial administration and bookkeeping for the Trust and the trading subsidiary (Third Age Trust Trading Limited) TATTL. The role also plays a pivotal role in providing support and expertise to the finance team and wider staff body and finally, managing/reconciling the income streams for both Trust and TATTL. In addition, the post holder will liaise with the Trust CEO and Head of Internal Services to prepare the monthly payroll, liaise with the payroll agency, input monthly HMRC (NI/PAYE) payments to the bank and produce the VAT returns for the Trust and TATTL and will take a lead on completing the consolidated VAT return on a quarterly basis. You will also be responsible for managing the finance inbox, reviewing external and internal enquiries, troubleshooting, and escalating issues as required. You will also take responsibility for ensuring that expenses and invoices are compiled correctly ahead of time.

The successful candidate will have significant experience in a similar position and have strong numeracy and analysis skills. AAT qualified or part qualified the ideal candidate will be comfortable with financial administration and will demonstrate outstanding attention to detail. Experience of processing VAT returns is not essential but desirable for this exciting opportunity. The right candidate will be highly organised with excellent time management skills and will have the ability to work to tight deadlines.

At Prospectus, we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status, or pregnancy/maternity.

Join us in our aim to reduce carbon emissions and fuel poverty across Merseyside and Cheshire. We support around 10,000 households each year in our vision that sustainable energy should be accessible and affordable to everyone.

We are a small charity, employing an average of 30 staff (21 full-time equivalent), with a turnover of c£600,000 per year through a mix of grants and contracted services, and we deliver a range of advice and support projects, some of which include holding grant funds for payment to residents or directly to contractors or utilities on their behalf.

The primary role of the Finance Manager is to oversee and manage the finances of Energy Projects Plus including providing high quality management information and support to the Chief Executive and Trustees to ensure the strong financial performance of the charity.

You will also be responsible for the accurate production of monthly salary calculations, including HMRC payments, quarterly VAT calculations and returns to HMRC, production of annual accounts, and ensuring a fully compliant annual audit.

You will work with and be Line Manager to a part-time finance assistant, who is responsible for day-to-day entries into the charity’s QuickBooks finance system and arranging day-to-day payments to staff and external organisations.

You will be the main point of contact on behalf of the charity for all financial matters, including influencing future strategy and direction, liaising with the Chief Executive.

Your skills will include:

·A relevant accounting qualification e.g. CIMA with minimum 3 years post qualification experience.

·A proven track record in charity management and a good understanding of the environment in which charities operate.

·Strong computer skills, including advanced user standard for mainstream accountancy software and Microsoft suite software

Key Responsibilities and Accountabilities

1. Ensuring the effective running of the day-to-day financial operations in line with the charity’s financial policies and procedures and be the main point of contact for all enquiries regarding finance matters.

2. Income: ensuring timely, accurate recording and classification of all income on the charity’s QuickBooks system (including designated restricted funds); issuing sales invoices, including those for vatable sales; recording remittances, electronic banking transactions; carrying out the credit control function reporting potential bad debts to the Chief Executive.

3. Expenditure: ensuring appropriate authorisation is obtained for all expenditure; counterchecking all expenses claims for compliance with charity policy; ensuring accurate recording of expenditure on QuickBooks including correct cost code allocation; ensuring appropriate records of invoices and claims are filed appropriately.

4. Payroll: Liaising with the payroll service provider on a monthly basis to prepare input to salary calculations (new starters, leavers, adjustments etc) and countercheck payroll details from provider, arrange approval of figures, ensure pension and HMRC payments are made in compliance with requirements.

5. VAT return: calculating (including manual adjustments for irrecoverable VAT) and submitting quarterly VAT records, ensuring payment is made in compliance with requirements.

6. Management accounts: preparing monthly and quarterly management accounts, highlighting variances to budgets, liaising with Chief Executive in presenting to Trustees, and providing other financial information requested to inform strong financial management.

7. Annual accounts: preparing year-end accounts, processing year-end adjustments on QuickBooks, producing all supporting documentation required for annual external audit. Ensuring audited accounts are submitted to Charity Commission and Companies House before required deadlines.

8. Working with the Chief Executive to prepare the Trustees’ Annual Report in good time for approval by Trustees prior to inclusion in Annual Report and Financial Statement.

9. Maintaining and updating periodically the charity’s financial procedures policy.

We are looking for an experience, people focussed individual to join our Senior Leadership Team. As the Finance Manager you will play a pivotal role in the organisations financial and legal operations, producing key financial information and utilising your experience to develop individuals around you.

As a non-profit charity, the Union is not only a great place to work, but one where you can see the impact your work has to student lives on a daily basis. 

JOB DESCRIPTION FOR THE PART-TIME FINANCE MANAGER

Purpose of Role

To provide professional advice, information and reports to Trustees and the CEO on all aspects of the Union’s financial and operational performance to enable sustainability and future growth for the organisation. As a member of the Union’s management team, the post holder will provide finance and management reports and ensure all accounting and financial controls are performed in line with good accountancy practice.

Financial Management:

· To be responsible for the management of the Union’s financial affairs ensuring internal and external statutory and

regulatory obligations are met.

· To provide information, advice and guidance to the CEO and Trustees reporting on the ongoing financial viability of the Union and its activities as and when required including the compilation and coordination of budgets and forecasts.

· To ensure appropriate cash flow and investments for the organisation at all times, advising the CEO.

· To coordinate the management of the Unions finances, overseeing the accounting for income, expenditure, and assets, making recommendations for efficiencies and savings in order to obtain value for money.

· To safeguard all the assets of the Union by ensuring that control processes are in place to accurately record asset details in line with the Union’s financial procedures.

· To lead on the budget preparation process to compile, analyse and draft the organisation’s budget each year.

· To manage and develop robust financial systems to suit the organisation’s growing and changing needs under direction of the CEO.

· To ensure that all Union staff and Officers comply with the correct financial systems, procedures and controls and ensure that all statutory requirements are in place.

· To ensure effective processes are in place for assessing and managing business risk, including financial controls and insurance cover.

· To liaise with the University Finance department to submit regular management accounts, variance reports and invoices to access grant funding.

Financial Operations:

· To prepare and produce timely and accurate monthly management accounts.

· To plan and manage the Union’s tax liabilities under existing legislation and reconcile payroll and VAT payments.

· Responsibility for maintaining the Union’s Bank Mandate, ensuring that it is reviewed and amended annually.

· To oversee the processing of all journals.

· To provide support for Commercial Services areas calculating and analysing the cost of sales monthly, and trend analysis as and when required.

· Prepare for annual external audit by completing year end file with all reports required.

· To develop and implement action plans from external audit.

· To oversee accruals, prepayments, stock and depreciation monthly and post journals.

· To prepare for and attend management account meetings with the CEO and the Trustee Board Finance and Audit and Risk sub-committee meetings when requested.

· To produce reports on balance sheet reviews, and twice-yearly reforecast reports.

· Responsible for maintaining the Fixed Asset register, and review of capital investment.

· Manage the Union’s Cash Flow and prepare Cash flow forecasts as necessary.

· Monitor Balance Sheet control accounts ensuring reconciled.

· Overseeing good standards of credit control to ensure that the organisation is distributing monthly statements and debt chasing letters and where necessary instigating legal action for the recovery of funds.

· To analyse VAT transactions and produce the VAT return quarterly

· To submit the annual report and approved accounts to the Charity Commission and other bodies as appropriate and within deadline.

· To ensure the accurate accounting and authorisation of the Clubs and Societies monies and ensure that all expenditure is spent according to Union guidelines.

Staff Management:

· To ensure the smooth running of the Finance Office by overseeing the line management of the finance team.

· To ensure that the finance team produce all data accurately, on time and in the appropriate format adhering to the strict deadlines for both internal & external set tasks.

· To promote a positive working environment and a motivated finance team.

· To provide leadership, direction and coaching for finance team and to set an example of being results focused and aiming for excellence.

· To complete Personal Development Reviews with each member of the finance team.

· To manage, develop and train the finance team in accordance with the Union HR procedures, to ensure that they are meeting or exceeding agreed targets relating to performance, quality of service and standards and taking appropriate action if these targets are not met.

General Notes:

All Union employees are expected to work within the ethos of the Union and strive to achieve the following:

1. To work at all times within relevant legislation as well as structures, policies, and procedures.

2. To work co-operatively with other Union staff and officers, as well as relevant external organisations.

3. To adhere to the highest standards, especially of customer service and safety.

4. To seek to continually develop and improve Union facilities and services.

5. To keep up to date with sector developments, local competition, and students’ views/needs, where necessary undertaking market research to generate such information.

6. To undertake necessary training and to attend all meetings as requested.

7. To promote a positive and professional image of the Union to its members, customers, stakeholders, and other external people.

8. To positively contribute to the organisations ethical and environmental ethos.

9. To perform any other additional reasonable duties as deemed appropriate.

The principle roles and responsibilities will change from time to time and the post holder is required to undertake any additional duties as deemed appropriate.

Staff are required to have a Personal Development plan and to participate in training, meetings or conference considered relevant to their job. Staff must carry out their duties with full regard to the rules policies and procedures and conditions of service contained in the staff information guide.

A condition of the employment is that all staff are expected to assist in key events throughout the year. Staff are expected to portray a positive image both internally and externally of the Union by displaying standards of service integrity, punctuality, politeness, and professionalism.

The Union envisages that this post will develop through time and that the post-holder is expected to be proactive in pursuing these changes. Environmental consideration and environmental best practice are the responsibility of all Union staff. This list is not exhaustive and is a general indication - the role holder will be expected to complete any reasonable task requested of them.