Finance Assistant Jobs

Age UK is recruiting for an Executive Assistant to provide administrative support to 3 senior leaders within the organisation including the Chief Financial Officer, Chief People Officer and Chief Executive Officer of Age International.

This key role will provide support which incorporates diary management, travel arrangements, drafting agendas/reports/PowerPoint presentations, minute taking of meetings and occasional adhoc project support to the 3 stakeholders.

We're looking for a person that is a highly resourceful team-player, who is comfortable working in a fast-paced environment, sometimes under pressure, while remaining proactive, and efficient.

As Executive Assistant, you will have the natural ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organisational skills, and the ability to maintain a realistic balance among multiple priorities.

If you have previous experience in an Executive Assistant position, please review the job description below for a more exhaustive list of responsibilities.

Please note that due to the Hybrid nature of this role, the successful applicant will be required to commute to our central London office near Tower Hill, minimum twice per week but ideally 3 days.

Age UK internal grade - 7L

Must haves:

What we need from you:

* Administrative and co-ordination experience - minute taking, diary management, managing payments, and travel support to Directors and teams.
* Experience of organising events.
* Experience of maintaining electronic files and records.
* Competency with current office technology including MS Teams, Microsoft 365 applications, emails and calendars, and associated communication tools.
* Excellent communication skills to assist with co-ordination.
* Confidence working across departments and the ability to build strong working relationships.
* Ability to prioritise work and meet tight deadlines.
* Able to use initiative and judgement in dealing with urgent or sensitive situations without direct supervision.
* Ability to work with discretion on confidential matters.

What we offer in return

• Competitive salary, 26 days annual leave + bank holidays + annual leave purchase scheme
• Excellent pension scheme, life assurance, health cashback plan and EAP
• Car Benefit Scheme, Cycle to Work Scheme and Season Ticket Loan
• Techscheme - buy any tech from Apple or Currys, up to £1000, and spread the cost over 12 months, interest free
• Blue Light Card Scheme
• You Did It Awards - recognition awards from £100-250.

Additional Information

This role description is not intended to be exhaustive in every respect, but rather to clearly define the fundamental purpose, responsibilities and dimensions for the role. In addition to the contents of this role description, employees are expected to undertake any and all other reasonable and related tasks allocated by line management.

Age UK acknowledges that some groups are less likely to apply for roles and we welcome applications from anyone who feels they have the skills, time and energy to commit to us.

All CVs will be anonymised by our recruitment system when you apply for a role at Age UK. Please note that our system is unable to anonymise cover letters, and we would therefore ask that to support the work we are doing on making our recruitment selection process fairer and more unbiased, that you remove any personal information from your cover letter/supporting statement, including your name before uploading this. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us once you are invited for an interview.

Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. We guarantee an interview to disabled candidates who meet the minimum criteria under the Disability Confident Scheme. Please note that on occasion, due to high numbers of applications, Age UK reserves the right to limit the overall number of interviews offered, and therefore, it may not always be practicable or appropriate to interview all disabled people that meet the minimum criteria for the job.

Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.

Age UK politely requests no contact from recruitment agencies or media sales. We do not accept speculative CVs from recruitment agencies nor accept the fees associated with them.

The Finance Assistant role primarily supports the trust’s Financial Controller and Academy Finance Managers with a range of finance and administrative tasks. Responsibilities include: processing supplier invoices and payments; preparing sales invoices; managing payroll inputs such as overtime and expenses; maintaining financial systems; and assisting with general accounting tasks like bank reconciliations and month-end preparations. Additionally, the role involves updating asset and contract management systems, supporting procurement processes, and contributing to staff wellbeing initiatives. The Finance Assistant ensures accuracy, compliance and efficient financial operations across the trust.  The role will be Full-time, however flexible working options will be considered.

Permanent Full Time

Circa £25,000 plus competitive benefits

Do you want to make a difference?

The RAF Benevolent Fund is the leading welfare charity for the RAF. Every year we make a real difference to over 40,000 people who benefit from our services. Working at the Fund is more than sitting at your desk ad in this role you will have the opportunity to be part of our RAF Family.  Alongside helping our beneficiaries, we also get to hang out with Spitfires and Typhoons, take part in a Dambusters bike ride, attend events like Royal Ascot, the Chelsea Flower Show, and the Bomber Command Memorial Service. Every day you will make a difference and play your part in changing the lives of others and helping people in the RAF Family get through the toughest of times.

It doesn’t matter how long someone served or when. If they were part of the RAF, they and their family are part of our RAF Family. We will always be here to support them when they need it most.

Join the RAF Family and play your part in making a difference.

Do you want to play a part in what we do?

People are at the heart of what we do. Together we:

· Help reduce social isolation and loneliness among veterans. 

· We support ill or injured men and women to have a safe place to call home, a home that meets their specific needs.

· We fund youth services on stations to provide clubs and activities for the children of serving personnel who move every few years.

· We provide grants to help with the cost of living. But this is just a few of the ways we help.

We are looking for a capable and highly motivated person to join our Finance team. The primary purpose of the role is to assist with providing an efficient transaction processing service for the Fund. We are looking for a candidate with 1-2 years of Finance experience. The right person will have good IT and numeracy skills, be able to pay attention to detail and have a strong work ethic. Being a good team player and having excellent communication skills is important. If successful you will be expected to demonstrate enthusiasm for the work of the team and the Fund.

The role is based in our London HQ, with a minimum of three days working in the office per week. The successful candidate for this role will need to prove they have the right to work in the UK.

To apply, please click on this link and send your CV, together with a cover letter detailing why you believe you are suitable for this role, providing examples of how you meet the job profile when you apply through our recruitment portal.

The closing date for applications is Wednesday 8th January 2025, 5.00pm.  Please note interviews will most likely take place the following week.

A copy of the Fund’s Candidate Privacy Notice can be found on our website. As an equal opportunities employer, the Royal Air Force Benevolent Fund is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join the Fund.

The Royal Air Force Benevolent Fund is a Registered Charity (No. 1081009).

We are looking for a part-time Finance Assistant to join our Finance team. You will support the close-knit and friendly finance team to ensure the effective operation of the charity’s purchase ledger and banking processes. You don’t need to have experience of working in a finance role - rather, we are looking for skills and aptitude. However, you must be able to
demonstrate a high level of numeracy, good written communication skills, and a working knowledge of Microsoft
Excel.

Working in the finance team, your responsibilities will be:

• To ensure the timely processing and accurate recording of purchase invoices and expenses.
• To be responsible for the weekly payment run process for expenses, administering expense requests and setting up payments for authorisation. 
• To act as the primary point of contact for petty cash for the network, processing head office petty cash  transactions processing centre petty cash reconciliations, and arranging the distribution of petty cash to the charity’s centres using the charity’s top-up card system. 
• To be responsible for the scheduling of the payment run process. 
• To support the finance team with the charity’s ordering requirements.
• To support the finance team as required with ad-hoc accounting or reporting.
• To develop a good understanding of how our accounting software, Aqilla, works.
• To assist with the preparations for the annual external audit.
• To ensure compliance with all necessary regulations and legal requirements, including the Children’s Act, Equal Opportunities, Data Protection Act, Health & Safety and Working with Vulnerable Groups 
• To champion diversity and inclusion in your role at all times, referring to the Diversity and Inclusion Staff Responsibilities Guide. 
• To undertake any task that may be requested from time to time that may be consistent with the nature and scope of this post 

Contract
Permanent, part-time (18.75 hours per week)

Start date
As soon as possible 

Working hours
The charity’s working hours are 09:00 to 17:30, Monday to Friday. The ideal working pattern for this role would be two full working days of 7.5 hours (based in the office), with a further half day of 3.75 hours (which you may choose to 
work from home). However, we are happy to discuss other working hours structure with you – for example, 3.75 hours per day, 5 days per week.

We operate core working hours in Head Office so on a full work day, you can choose to start early and finish early (e.g. 8:00 to 16.30), or start later and finish later (e.g. 9.30 to 18:00). 

We are a delivery organisation providing frontline educational services for young people. We are an organisation with team members at different stages of their career, including many in their first roles: we are committed to nurturing talent and providing a developmental culture for all. Our Head Office team works in-person 80% of the time. 

Salary
£30,000 (including £2,600 London contribution) pro rata 
£15,000 (including £1,300 London contribution for a 18.75 hour week.

Location
IntoUniversity Head Office, 95 Sirdar Road, London W11 4EQ

Annual leave 

33 days (inc bank & public holidays)+ 3 closure days (two in December and one in July) + additional length of service  entitlement (one day per year of service, up to 5 days) 

Staff benefits

• Employer pension contributions of 6% (and up to 8% after two years) 
• Year round ‘early finish’ Fridays at 4.30pm, and summer working hours (finish at 1pm on Fridays for six weeks in the summer). These are pro-rated for part-time staff with equivalent mechanisms in place if not working  Fridays. 
• Employee Assistance Programme including access to wellbeing and legal support 
• Life Assurance scheme with AIG including SmartHealth service with access to 24/7 online GP appointments 
• Interest-free new starter loans of up to £1,000 
• Cycle to Work Scheme and Travelcard Loan Scheme 
• Enhanced maternity, paternity, shared parental and adoption pay and sick pay allowances 
• Staff in FOCUS – rewards, competitions and prizes across the year

Join QCCA, an organisation that has been at the heart of Camden's community since 1999, striving to make a lasting impact in one of London's most deprived neighbourhoods. As the largest voluntary sector provider of community services, QCCA has evolved from a local residents' drinking club in Gospel Oak to become a trusted and steadfast presence, situated in the same building for two decades.

Are you looking for a flexible role in a position that can really make a difference? If so, maybe you could be our next Finance Manager.

Possability People is a pan-impairment disability charity based in Brighton. We work with people with a number of health conditions, including mental health, as well as older people. We support people through a number of services and projects with a passionate and dedicated staff team. We empower and enable those we work with to live the lives they choose.

The Finance Manager is a key member of our team. You will be responsible for the accounting and financial management of the charity and its trading company. You will be responsible for reporting on the financial performance to Trustee Board and the Finance Sub-Committee.

In liaison with the Chief Executive Officer (CEO) and Chief Operating Officer (COO), you will lead on agreeing departmental and overall budgets. You will be responsible with the CEO for ensuring a high quality and effective working of the charity including compliance with all its financial policies and statutory requirements.

This role can be worked flexibly; at home, hybrid, or in our office in Kemp Town Brighton, and on the days and times that suit you, whether that’s mornings, afternoons, or even evenings.

Part time post 18 hours per week, 0.51 full-time equivalent FTE)

Salary £40,000 per annum (pro-rata)

Closing Date: Friday 10 January at 9am

Interview: To be confirmed, but likely Thursday 16 January

TO APPLY please visit our website.

Volunteer Opportunities also exist in various areas in the organisation. It would be great to hear from you.

We actively encourage applications from disabled people in accordance with a policy of equal opportunity. We guarantee an interview if you demonstrate you meet the essential criteria and have let us know you’re a disabled person.

Registered Charity No. 1114435, Company Ltd. By Guarantee No: 05706441

Work setting: Hybrid (twice a week in the office)

Pay: Between £16.48 and £18.68 per hour

Contract: Temp (6 to 8 weeks)

Hours: Full-time 35 hours per week

Location: London

Are you an experienced finance professional with experience using Business Central and Continia Document Capture? Do you have a high degree of accuracy and attention to detail? Are you proactive, organised with the ability to meet deadlines?

TPP are recruiting a dynamic Finance Executive on behalf of our client, a purposeful professional body.

The Role:

As the Finance Executive, you will support the Finance team during a key finance system implementation and take responsibility for managing the Accounts Payable function. From processing payments to configuring new systems, you'll play a vital role in ensuring smooth operations and contributing to success.

Main responsibilities:

• Process invoices, credit notes, and payments accurately and on time.
• Configure and maintain supplier templates in Continia Document Capture.
• Reconcile supplier statements and manage payment queries.
• Assist with year-end audit preparations and closing subsidiary ledgers.
• Support and supervise the Finance Assistant when needed.
• Maintain and enhance financial controls and process documentation.
• Provide cover for colleagues in the Finance team as required.

Essential requirements:

• Finance knowledge: Experience in a finance department, including working with Business Central and Continia Document Capture.
• Attention to detail: Strong accuracy and numeracy skills.
• Organisational skills: Ability to prioritise and meet deadlines effectively.
• Proactive approach: A can-do attitude and ability to work under pressure.
• Teamwork: Excellent communication skills and the ability to collaborate effectively.
• Confidentiality: Discretion when handling sensitive information.

If this sounds like the role for you, then we would love to hear back. We are reviewing CVs as and when we are receiving them so, if you are keen to apply, then please do so today!

TPP are always keen to speak with candidates looking to work in the sector so if this role isn't quite right for you, please do check out our website and pop your CV over to us!

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.

Finance Team Leader 

• Oversee the group purchase and sales ledger invoicing, bank receipts, credits and refunds. 
• Support and be involved the development of our finance systems. 
• Take responsibility for key suppliers and customer accounts ensuring invoices are raised and accounts are reconciled regularly. 
• Responsible for processing of regular payment runs. 
• Ensure non-purchase ledger payments are posted and coded correctly. 
• Oversee sales ledger journals/income accruals and month end reconciliations. 
• Daily/weekly posting of treasury transactions daily and ensure bank reconciliations are undertaken regularly. 
• Review and manage the allocation processes for both sales and purchase ledger ensuring payments and receipts have been allocated correctly and action and resolve account discrepancies. 
• Review and manage the credit control process. 
• Manage debtors with support from the Finance Business Partners as required. 
• Assist and provide support in the audit process. 
• Develop and report on a suite of team KPIs which you will monitor regularly and support the team to ensure they are met. 
• Work with colleagues across the finance team to standardise processes and keep the finance manual up to date. 
• Support the Financial Controller in training internal stakeholders on our finance systems and processes. 
• Enforcing financial controls in accordance with our scheme of delegation. 
• Provide excellent customer service, manage, and maintain good relationships and strong links with the internal and external stakeholders. 
• Support the Financial Controller as required 
• Maintain effective financial controls within the sales and purchasing functions. 
• Manage, motivate and provide support to the finance assistants including holding daily/weekly catch -ups and 121 supervision meetings, and annual appraisals and staff development. 
• Manage, motivate, train and develop finance assistants. 
• Ensure staff and volunteers have the information and skills to deliver a quality service 
• providing support with other ad hoc financial tasks as required. 

• AAT qualified, working towards the qualification or qualified by experience (at least 3 years in a similar role or managing a finance function) 

• Experience in day to day running of a finance office. 
• Experience in accounts processing and reconciliations to TB level. 
• Experience of manging other staff, coaching & mentoring. 
• Good organisation skills & methodical with good time management skills, used to delivering to tight timetables. 
• Knowledge & understanding of internal controls & core accounting systems and processes. 
• Intermediate level in Excel spreadsheet skills. 
• Able to evidence effective use of own judgement, & ability to work proactively while unsupervised. 
• Able to build good working relationships at all levels within the charity. 

• Working knowledge of accounting systems in a multi company/cost centre environment. 
• Exposure to budget preparation & monitoring. 
• Experience of preparation of 
• Management accounts and annual accounts. 

We’re looking for a new Finance Director to join an ambitious, dynamic and purpose-driven organisation. You will be joining us at a really exciting time as we look to deepen our work in Wales and expand to new areas across England, all while keeping our core purpose and values at the heart of decision making and strategy.

This is an executive leadership role and as such you will be expected to take a whole organisation view, working with executive team colleagues on all areas of the business and strategy taking a collaborative and collegiate approach to your work.

The role will be responsible for ensuring our customers both internal and external receive an efficient and high quality customer-focused service. You will bring high levels of experience both in strategic financial management as well as organisational leadership to help Platfform deliver on its purpose.

You will take the lead in developing and implementing an organisational financial strategy which enables pursuit of our purpose. The role requires you to facilitate colleagues and trustees to connect with the long term financial strategy, by creating an environment of financial confidence, comfort and understanding.

Please see Recruitment Pack at the bottom of the page for more information on the role. 

An exciting opportunity has arisen for a Personal Assistant to join the team at a nationally recognised Membership Organisation, dedicated to promoting equal rights in the workplace. The successful postholder will provide support to the Finance Director and the Finance function.

Job Responsibilities:

• Taking minutes in key Finance meetings and producing agendas
• Assisting the Director of Finance in the administration of the function
• Co-ordinating incoming communications for the Finance team  
• Ensuring redirection or response of communication for the Director of Finance
• Co-ordinating meeting of colleagues within Finance
• Administrative management of processes and procedures
• Establishing and maintaining comprehensive information systems to plan, record, and track documentation/procedures as well as data in various formats
• Forward planning/management and maintenance of the Director of Finances calendars and related database management
• Co-ordination of meetings including Finance Team meetings and Events on behalf of the Director of Finance
• Ensuring the smooth running of the Office
• Liaison with external bodies, External Auditors, HMRC as they relate to the processes and procedures of the Finance Directorate
• Exchange of information and day-to-day liaison with all departments

Ideal Candidate Profile:

• Proven experience in a PA/EA role
• Skilled in taking minutes during SLT meetings
• Ability to manage and prioritise work under defined standards and timetables
• A proactive and positive attitude
• Immediately available to interview and start

Agency reference number: J85732

Location:  Central London

Length: Permanent

Salary: £42,000 - £42,200 per annum inclusive of London Weighting

Working hours: Full-time

Working pattern: Hybrid (2 days a week in the office)

This vacancy will be actively shortlisted, so please get your applications in early to avoid missing out.

Venn Group is an equal opportunities employment business and employment agency and welcomes applications from all candidates

Venn Group is partnered with a leading health charity to recruit an Assistant Accountant for a 1 year fixed term contract. This role involves providing day-to-day, month-end and year-end finance support to the Finance team, managing accounts payable, processing income streams, and ensuring accurate posting of transactions.

Key responsibilities of the role:

• Record and code transactions, invoices, and payments accurately in Business Central, ensuring compliance with finance procedures
• Support payment processing, including international transfers, BACs runs, and staff expenses administration
• Manage and reconcile trade, staff purchase ledgers, and petty cash, ensuring controls are followed
• Process income from online platforms, bank cash/cheques, and raise sales invoices promptly and accurately
• Perform monthly reconciliations for bank accounts, accounts payable, and income accruals
• Monitor and manage outstanding debts, liaising with customers and suppliers as required.
• Contribute to system and process improvements, supporting finance system upgrades and ensuring GDPR compliance
• Assist with year-end financial statements, annual audits, and respond to auditor queries
• Monitor the Finance inbox and forward relevant queries to other members of the Finance team

Ideal candidate profile:

• Currently pursuing an AAT, CIMA or ACCA qualification
• Skilled in using Business Central, or similar accounting software, with advanced proficiency in Excel
• Strong expertise in accounting and financial management
• Capable of performing effectively under pressure and managing priorities efficiently
• Excellent communication skills, with the ability to report to and coordinate with multiple stakeholders

Agency reference number: J85857

Location: Central London

Duration: 1 year fixed term contract

Salary: £33,000- 36,000 per annum

Working hours: Full time

Working pattern: Hybrid (2 days per week in the office)

This vacancy will be actively shortlisted so early applications are encouraged to avoid missing out.

Venn Group is an equal opportunities employment business and employment agency and welcomes applications from all candidates.

We are delighted to be partnering with a well-established care provider to find an AAT qualified or ACA/ACCA/CIMA part qualified Finance Business Partner to operate and support procedures and processes within the Finance department.  This full time role is 3 days per week in Canterbury and 2 days working from home. This also a temp to perm opportunity for the right candidate with an immediate start.

You will have oversight of Month End procedures and preparation of monthly management accounts. You will also be responsible for payroll posting, and reconciliation of payroll related balance sheet accounts using Sage 200. You will also have line management responsibility for a Finance Assistant.
 

• Ensure monthly Bank Reconciliations are carried out.
• Control account reconciliations including inter-company accounts
• Maintain the Fixed Asset Register, dealing with depreciation, additions and disposals.
• Configure training for the planned roll-out of the full Purchase ordering system capability.
• Assisting Budget managers with reports.
• Meet with Budget managers to assist the Finance Manager with “Finance Business Partnering” including reviewing budgeted expenditure and income.
• Expenditure Analysis for Budget managers.
• Responsible for quality checking VAT Returns.

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.

In order to apply please submit your CV in the first instance. Should your experience be suitable, we will arrange for a call to brief you on the role. We are looking forward to connecting with you.

Finance officer
Salary: £17,530.00 per annum (FTE £29,216)
Contract: Six months fixed term
Hours: 21 hours per week preferably worked Monday to Friday, with a degree of flexibility. Hybrid working with the expectation of three days per week in the office
Location: SIA House, 2 Trueman Place, Oldbrook, Milton Keynes, Bucks, MK6 2HH

Thank you for your interest in joining our special charity!

The Spinal Injuries Association is committed to a singular vision: a fulfilled life for everyone affected by spinal cord injury.

Everyone has a right to live a fulfilled life and that means the life they choose, a life that has the same opportunities as everyone else. We are the expert guiding voice for life after spinal cord injury.

The Finance officer will play a crucial role in supporting the financial operations of the charity, ensuring the organisation can continue delivering life-changing support and advocacy for individuals and families effected by spinal cord injury.  The position involves maintaining financial records and ensuring compliance with financial policies and regulations.

Duties & Responsibilities

Finance administration and processing for SIA and its subsidiary including;

• Processing of purchase and sales invoices, company credit cards, and expenses accurately and promptly following charity VAT guidance.
• Processing of income received via various channels and investigation of variances and queries.
• Processing of journals
• Supporting with preparing payments to suppliers.
• Processing of petty cash transactions
• Supporting with the preparation of monthly bank reconciliations for authorisation and sign off.

Assistant with reporting, year-end preparation, and audit:

• Assisting in the preparation of the year-end accounts and aiding with the auditors.
• Assisting with the development and preparation of various required reports.

Support regular credit control:

• Supporting the production of aged debtors list and, along with colleagues from other teams, taking appropriate action to collect all overdue accounts.

This post will play a critical role in achieving our ambitions. We hope that the role inspires you and we look forward to receiving your application.

Closing date: 20 January 2025, 12 noon
Interview date: 27 January 2025 at SIA House, Milton Keynes.

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

At SIA, we value diversity. We are committed to providing an inclusive and supportive environment as we believe diversity fosters a more innovative, creative, and caring culture.

We are striving to create a culture that fully represents all the communities we serve. We are an equal opportunity employer, and all applicants will be considered for employment regardless of race, age, ethnicity, religion, sexual orientation, gender, gender identity, family or parental status, or disability status.

Disabled candidates who meet the standard job criteria will be offered a guaranteed interview.

No agencies please.

Sensory Services by Sight for Surrey has been established for over 100 years.  We enable and empower people who are Deaf, hard of hearing, blind, partially sighted, and deafblind to overcome barriers and to be as independent as possible. 

An exciting opportunity has arisen to join us as a Head of Finance to lead our Finance Team and to act as part of the Senior Management Team.

The successful candidate will be responsible for the integrity of the organisation’s financial data and security, and ensure the provision of consistent, robust and accurate financial reporting to the organisation on a timely basis.  They will lead the preparation of the annual accounts and will be the primary liaison point with the external auditors. They will maintain consistent financial controls, high standards of delivery service and regulatory compliance across the finance function. 

 Job Purpose:

· To provide strategic financial support to the CEO and senior leadership team

· Ensure a robust financial control environment

· Accurate, timely and insightful reporting to charity leadership and Trustees

 Principal Accountabilities:

1. Accountable for all aspects of the finances for the charity, including VAT returns, payroll, gift aid, and the administration of investments and pension arrangements, in line with standard guidelines.

2. Act as strategic financial partner to the CEO ensuring strategy is grounded in robust financial planning. Build, monitor, review and evaluate all budgets, with the Chief Executive and Senior Managers as appropriate.

3. Provide the Chief Executive, Treasurer, and other Trustees with timely and insightful monthly reports, such as: income and expenditure, cashflow, investment etc.

4. Prepare for, and present at, the quarterly Finance and Investment Committee meeting

5. Work with the Treasurer and Chief Executive to manage the annual programme for the Finance and Investment Committee.

6. Carry out periodic and ad hoc finance risk assessments and risk testing, advising the Chief Executive on the extent of the risk and remedial action necessary.

7. Manage all arrangements associated with the annual audit of accounts.

8. Ensure that appropriate financial controls are in place, that they work, and that they are monitored effectively and reviewed regularly.

9. Identify where cost savings can be made without detriment to services.

10. Work with the Treasurer and Trustees to assist them in making decisions on investments.

11. Line manage the Finance Officer and Finance Assistant to ensure objectives are met and that the finance function runs smoothly. Succession plan to ensure the team remains fully staffed.

12. Provide business partnering collaboration and support to each Head of Department.

13. Work as part of the Senior Management Team (SMT) to lead the day-to-day running of the charity.

Work Context:

The role of Head of Finance is crucial to the continued success of the charity, and the support we provide to children and adults in Surrey who are Deaf, hard of hearing, blind, partially sighted and deafblind. Early warnings, and long-term predictions of financial problems are essential to the annual planning of activities.

This role involves the post holder having detailed knowledge of daily accounting, as well as the ability of the incumbent to be able to describe financial matters to trustees and staff who may not be financially trained, along with the ability to take a more strategic outlook and to work with other Senior Managers. Careful briefing is needed to help Senior Managers to manage their budget effectively, and to enable Trustees to understand the monthly dashboard and end of year accounts. The post-holder is personally responsible for identifying financial risks to the Chief Executive and Treasurer, along with suggested mitigations that they have identified. The Head of Finance is responsible for making all the necessary arrangements for the Annual Audit of Accounts with the chosen auditors.

The charity constantly needs to reassess priorities in line with a changing funding environment and the needs identified by the people we support. In order to successfully manage these pressures, there is a need for all staff to be flexible and work wherever their core skills are needed most. No one will be asked to carry out work for which they are not properly trained. As a member of the Senior Management Team you may be asked to use your skills to manage such situations and transfer your own experience partially or completely, depending on the situation. As a member of the Senior Management Team, you will be responsible in your contributions to the effective management of all aspects of the operation of the charity and our services.

Competencies Required:

Strategic/Operational Management

Establishing the clear long-term financial direction of the charity, to contribute to the work of the Business Plan, taking into account the complexity and interdependence of the environment and the organisation itself. Reviewing the financial effectiveness of each element of the charity.

Inspiration

Valuing and supporting others and motivating them towards the pursuit of a common goal.

Making Things Happen

Establishing plans and organising and prioritising the activities of self and others to ensure that the intended results are achieved on time and within available resources. Demonstrating a consultative and constructive approach to problem solving and being flexible and responsive to issues as they arise. Being able to liaise effectively between services in a proactive and constructive way.

Communication

Taking responsibility for briefing others. Relating to individuals across all levels (in their own terms) and helping them to understand the intricacies of financial control. Listening actively, demonstrating understanding of communications they receive and responding to them appropriately. Taking responsibility for the clarity and understanding of financial information by non-financial staff.

Developing Others

Sharing their knowledge and skills with others, where possible. Supporting others in their development and contributing positively to the development of the work of each department and team.

Managing/Embracing Change

Identifying where change is needed and conveying this information to the right people in a sensitive and supportive manner. Seeking ways to continuously improve financial performance. Suggesting ways where improvements in service could be made.

Personal Impact

Making a positive impression on people as a consequence of their personal style, strengths, enthusiasm and credibility. Acting with integrity and in line with the principles of equal opportunities. Striving to develop the competencies that the organisation needs. Respecting the opinion and expertise of others.

Customer Focus

Putting the organisation at the forefront of everything they do. Building good professional relationships with service users. Taking the greatest care to understand the services that are delivered and the financial consequences of poor financial management. Ensuring that all information is readily available and that their needs are respected and satisfied. Respond positively to customer feedback.

Use of IT

Using relevant technology, particularly software, proactively and effectively to do their job and support the organisation. Being cognizant of cybersecurity and fraud risks and how these contribute to financial risks, with the ability to help to identify mitigations to key risks.

Skills and Experience:

Experience

Either, experience of working in a charity environment within the last two years, or commercial experience that has involved ‘hands on’ work in all areas needed by the charity. Demonstrable experience of being able to support at a strategic financial level to help shape the agenda and be hands on is essential

Qualifications

ACCA, CIMA, ACA or CIPFA or similar qualification is required.

Skills

Able to provide both strategic and hands-on financial support whenever necessary.

Working knowledge and experience of SAGE or similar accounting systems.

Experience and competence in using Microsoft 365 and a range of other software and applications.

Developed understanding of financial risk management, including the interaction between cybersecurity and fraud risks and controls and financial risks.

Physical Requirements/Effort: Ability to carry out an office-based role.

Working Environment: Office based (some flexibility for hybrid for an exceptional candidate)

Dimensions:

Staff: Two part time staff

Financial: Turnover approx. £3M per annum

Statistics: N/A

We can offer you:

• A generous annual leave allowance (full time annual leave entitlement is 28 days per annum, plus bank holidays) 

• Private medical insurance 

• Investment in your development 

• Access to an Employee Assistance and Rewards Programme 

• Pension contributions 6% matched with the Pensions Trust 

• Annual flu vaccinations and an eye test every two years with a contribution towards work related glasses 

• Wide range of training opportunities suitable for your role 

• A growing range of other staff benefits 

An Enhanced Disclosure and Barring Service will be required which we can arrange.