Finance Jobs

Purpose
We seek to appoint an experienced Project Development Officer to manage the
Stricklandgate House 4 Sustainable Heritage Project (SGH4SH). Do you have substantial
experience in project management, heritage, community engagement and the third
sector?

We are looking for someone to lead and manage our National Lottery Heritage Fund
Project: Stricklandgate House 4 Sustainable Heritage: Where heritage meets the day-today
(SGH4SH).

Introduction
Stricklandgate House (SGH) is a Grade II listed Georgian Building, which has a fascinating,
varied history and heritage significant to Georgian Kendal. Stricklandgate House Trust (SGHT)
took over ownership of the building in 1998.

SGH operates as a centre for charitable and voluntary organisations for the area. SGH supports
and promotes the charitable and voluntary sector in the delivery of their services by providing
reasonably priced accommodation, common services, facilities, and support. SGHT also
provides counselling space and conference and meeting facilities.

SGHT are the stewards of the building and its heritage; responsible for preserving, enhancing,
and promoting the heritage of the building.

Project Overview
We have been successful with a stage one application to the National Lottery Heritage Fund to
redevelop and enhance Stricklandgate House to become a heritage and community hub in
addition to strengthening is core business of supporting the third sector.

The reimagined building will feature exhibition space for heritage and culture, a community hub
in the centre of Kendal and a strengthened Third Sector hub. It will involve the redevelopment of
a modern annex that separates the Georgian town house from the historic Coach House and
will rediscover and enhance the Georgian features of the Town house, service wing and Coach
House.

The project will deliver a programme of heritage activities in collaboration with heritage
organisations and charities and encourage heritage engagement with underserved groups.
Heritage information and interpretation will feature on site and the building will be enabled to
move to net zero. We will provide engaging information and interpretation about the way in
which we have moved to net zero to inspire others and become an example of how a building of
heritage can be manged sustainably.

The community hub will deliver community facing activities and events in collaboration with
community organisations and local councils.

The project is summarised below in terms of outcomes and objectives:
• Outcome: An accessible, rich, valued, and sustainable heritage setting that strengthens
the charitable, voluntary and community sector in Kendal and Westmorland and Furness
in the delivery of their services.
o Objective 1: The conservation and interpretation of the built and historic heritage
of SGH, growing engagement, understanding, appreciation and value within our
local communities and with visitors.
o Objective 2: Increasing the supply of attractive, fit for purpose accommodation
and meeting space, flexible and affordable in use.
o Objective 3: Create a vibrant community hub for heritage engagement and
community activities and events.
o Objective 4: Address the challenges of climate change by actively pursuing net
zero, showcasing the technology and becoming an exemplar of a heritage
building sustainably managed.

Full Job Description and supporting information available through our website
The following documents are part of our application to the National Lottery Heritage Fund
• Full Role Description
• Project Description and invitation to participate
• Stricklandgate House - Design Report
• Stricklandgate House - Conservation Management Plan and Condition
• Stricklandgate House – Access Audit
• Stricklandgate House – Consultation Report
• Activity Plan (Outline) and Action Plan

Role Purpose

To manage the Stricklandgate House 4 Sustainable Heritage Project (SGH4SH).  

Principal Activities

1. Responsible for project planning and project delivery.
2. Responsible for budget management, and the production of accurate and timely financial and project delivery reports.
3. Ensure that appropriate policies and procedures are developed where necessary.
4. Ensure that finance and procurement rules are followed.
5. Supervise the Community Engagement Officer and the work of Specialist Consultants in Heritage Interpretation and Audience Development.
6. Together with the Community Engagement Officer and Project Board, lead on the production of the Activity Plan.
7. Support the Community Engagement Officer in the delivery of pilot engagement activities
8. Participate in the development of building and conservation design options
9. Develop and deliver a communications plan for the project.
10. Assist the Centre Manager in the delivery of the Fundraising Strategy
11. Develop the engagement and contribution of partner organisations with Stricklandgate House
12. Lead on the design of the monitoring and evaluation plan and ensure that appropriate data and information is collated and recorded.
13. Liaise with the design team and Clerk of Works to ensure that build design and delivery remains on schedule and within budget.

Competency requirements

Ability to:
1. Value people and organisations and work in a co-production way.
2. identify, appraise and develop opportunities.
3. Be determined and resourceful in finding and delivering solutions.
4. Organise multiple strands of activity to deliver project outcomes.
5. Manage project financial resources.
6 Develop and maintain records of project activity.

Skills and knowledge requirements

Project management (E),
Supervisory experience (E)
Grant funding and reporting (E)
Management of project financial resources (E)
Communication skills - verbal, numeracy, written (E) 
Partnership working (E)
Development and maintenance of project records (E)

Clean driving licence (D)

Experience requirements

Working in the charitable / voluntary sector (D),
Project development and management experience (E)
Capital project management experience, and preferably of a heritage building (D)

Working in a heritage setting (D)
Supervising consultants (D),
Working on projects funded by trusts / Lottery and particularly the Heritage Fund (D),
Working with a diverse range of communities and stakeholders (E)

Locational requirements

Based at Stricklandgate House. (Part Remote working will be acceptable, subject to project requirements)

Safeguarding requirements

As the role may directly work with vulnerable people and a DBS check will be required

Annual Leave

28 Days inclusive of public holidays

Expenses payable

Work related travel expenses in accordance with the Expenses Policy

Pension

Workplace pension

Date/Revision

1st August 2024

Age UK is currently recruiting for a Finance Analyst to help provide high quality financial data analysis, business intelligence and modelling to our shared services division.

As a Finance Analyst at Age UK, you will support our FP&A Manager by creating insightful analysis and reporting, business intelligence and financial performance and risk reports. This opportunity is ideal for someone who wants to gain experience within the charity sector, working for a national charity in an accomplished FP&A team.

If you have passion for the mission and values of Age UK, combined with a desire to contribute to positive social impact, this role may be for you. For an more extensive list of responsibilities, please review the job description below.

This is a hybrid opportunity, a blend of homebased and office working. Our linked office for this role is in London and you would be expected to attend the office around once a month for team days and more often if necessary.

Age UK internal grade - 7L. This salary includes a market supplement due to the specialism of this position.

Must haves:

* High proficiency in financial modelling techniques.
* Strong fluency with Excel formulas and functions.
* Self-starter with excellent interpersonal communication and problem-solving skills.
* Experience of building detailed models within Power BI advantageous but not essential. Experience of working to deadlines.
* Communication: Ability to distill complex issues to understandable and actionable items.
* Analytical Thinking: Ability to analyse financial data and create financial models for decision support.
* Attention to Detail: High attention to detail and accuracy.
* Organisational Skills: Ability to manage multiple projects simultaneously.
* Systems: Aptitude for picking up new IT systems.
* Bachelor's degree in Finance, Accounting, Economics, or related field.

Great to haves:
* 1-2 years of business finance or other relevant experience is advantageous but not essential.

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

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.

Do you believe in the power of social enterprise to create meaningful and scalable social change in disadvantaged communities, across the Middle East and North Africa (MENA)? Are you looking to be involved with and help grow a movement that is backing sustainable social change across the Arab region? 

ABOUT ALFANAR

Launched in 2004, Alfanar is the Arab region’s oldest venture philanthropy organisation.  We are a UK-based charity with operations in Cairo, Beirut and Amman and affiliates in the US and the Netherlands.  We aim to transform lives in disadvantaged communities across the Arab world by strengthening ambitious social enterprises responding to pressing needs, especially around children’s education, youth employment and women’s economic empowerment. Alfanar provides grants, repayable grants and impact investment (through a soon to be launched sister impact fund) and technical assistance to social enterprises, enabling them to scale their impact in disadvantaged communities, while increasing the sales of goods and services to achieve greater financial sustainability. Alfanar’s highly engaged venture philanthropy approach applies the principles of private sector investment to charitable giving, delivering social returns that are sustainable, scalable, and game changing. For more information about Alfanar’s venture philanthropy work, see our 2021 Annual Report and our website.

Scope of the Job

The Finance Officer at Alfanar will play a crucial role in delivering an effective and efficient finance function across the organization's group structure. Reporting to the Head of Finance, the Finance Officer will be supporting various financial tasks, including budgeting, forecasting, financial reporting, cash and reserves management, accounting processes, and financial risk mitigation. The role requires a focus on continuous improvement, problem-solving, and development to ensure high-performance standards and exceptional finance services for Alfanar's teams.

Reports to: Head of Finance

Main Responsibilities

· Manage all receivables and payables following agreed processes and ensure timely payment.

· Prepare monthly payroll and set up salary payments

· Reconcile bank accounts on a monthly basis

· Producing Monthly Management Accounts with the help of the finance system and Excel templates.

· Review donor reports prepared by the country office for accuracy and cost allocation

· Claim gift aid on a regular basis

· Support organisation budget and proposal budget process.

· Support organisational audit process.

· Any other duties as agreed by the Head of Finance.

Financial accounting

· Be an integral part of ensuring effective and efficient financial control environment across Alfanar’s group structure

· Operate key financial controls including balance sheet schedules, intercompany and income reconciliations

· Support the continuing develop of effective financial management procedures, increasing automation and efficiency

· Ensure accurate and complete records for restricted funds

· Active involvement in payroll to ensure an accurate and up to date payroll

· Manage the payments process using Xero financial software ,review and set up payments at the bank

· Support Head of Finance in developing and implementing  Finance processes across the Alfanar group.

· Ensure Alfanar is up to date and compliant with its statutory duties relating to Payroll, Pensions, VAT , Corporation Tax and  other statutory submissions.

Reporting

● Support Head of Finance with the preparation of  annual accounts in line with financial reporting standards, including consolidation of future group entities, ready for Audit.

● Support Head of Finance during organisation’s external audit

● Liaise with external accountants, including on all filing requirements

● Prepare financial information for the trustees annual report and liaise with the communications function on presentation

Financial management reporting and finance business partnering

● Support budgeting and reforecasting process led by Head of Finance. Ensure relevant team members receive guidance notes and documentation in relation to the budget and forecast processes and templates

● Manage the month end close procedure, including preparing journals to record the required accruals and fund transfers

● Prepare, review and analyse management accounts, seek variance explanations, prepare commentary and summaries based on budget holder responses, and ensure management understand any required actions.

● Continue to develop monthly management reports and budget Vs actual reports for budget holders.

● Work with the fundraising team to ensure that income data flows are documented, and finance and fundraising metrics are clearly defined and accurately calculated and reported

Tax, cash, risk and reserves management and group operations

● Working with the Head of Finance, manage, review and improve Alfanar’s (online) banking arrangements and relationships, across the group structure

● Prepare monthly cash flow forecasts and requirements and ensure appropriate cash management and transfers across the group structure.

● Should it be required, support with Alfanar’s registration for VAT, set up and operate the required changes to the accounting systems, and prepare and file VAT returns, including other entities within the VAT group

Qualifications & Experience

Essential

● Experience of supporting in accounting, payments, transaction processing, financial reporting, tax, and cash management with international operations ideally in a growing group.

● Experience of automating financial processes and developing  reporting functionality from accounting systems

● Knowledge and experience of using Xero or other cloud-based accounting software.

● Experience of providing financial management support/business partnering to managers/budget holders, who may not have a financial background.

● Qualified affiliate accountant or working towards a qualification (UK ACA, CIMA, ACCA ,AAT or equivalent)

● Knowledge of data protection legislation, risk management and other governance regulations including confidentiality.

Desired

● Bachelor or Master's degree in accounting or finance.

● Experience in Finance Function in a not-for-profit setting, whether gained in a paid or voluntary capacity

Experience of working with high volume payment processing supplier systems and integrating the associated data flows into internal databases

● Knowledge of UK requirements for accounting for restricted funds

● Interest in social enterprise development and impact investment

● Willingness to travel to the MENA region, if needed

Skills & Abilities

● Excellent policy and process development skills

● Clear thinking and excellent logic skills, able to unpick and simplify complexity

● Self-motivated and self-organised, with good problem-solving skills

● Able to work flexibly as part of a team

● Able to contribute from a Finance perspective in a multi-disciplinary team

● Able to work and produce deliverables in a timely manner, and to manage priorities, communicating timeline changes clearly to line manager and team

● Flexibility and adaptability in your attitude and approach to work, with a willingness to ‘get involved’ and support the team with whatever might arise, working towards a common objective

● Excellent and clear communicator in English, face to face, in writing and over the telephone/ Zoom

Self-confident and able to take initiative but also to work effectively within a formal governance structure

Personal qualities

● Honesty, reliability, attention to detail

● Excellent interpersonal skills

● Exemplary organisational and time management skills

● Ability to present information concisely and effectively, both verbally and in writing

● Ability to work on your own initiative and in shifting environments

● Passionate about organisational mission and values

SUCCESS FACTORS

The successful candidate will be capable of multitasking, rapid decision-making, have initiative, drive and a lot of energy, as well as high emotional intelligence.  S/he will be committed to empowering and strengthening high impact, sustainable social enterprises in the Arab world.  An ability to work independently and prioritize different deliverables with strict deadlines is going to be paramount in making a success of this opportunity.  Working with a diverse team across different locations will mean an ability to work effectively online with people in multiple time zones is a must.  This is an exciting opportunity to join a committed and growing team at a pivotal point in our growth.

Our partner, an impactful international charity, seeks a Finance & Admin Officer to undertake a range of accounting and administrative responsibilities to support the smooth running of the organisation, as they seek to grow. The organisation offers a supporting working environment, and the role is an excellent opportunity for an accountant interested in a career in international charity finance.

Responsibilities

• Responsible for day to day accounting, including posting transactions and undertaking reconciliations, making supplier payments and managing staff and company expenses.
• Issue payslips, and ensure that timesheets are completed in accordance with organisational and donor funding requirements.
• Assist in grants financial management, including in reviewing expenses and the preparation of donor reports.
• Assist in office administrative matters, including assisting with logistics/events planning, office supplies, premises and supplier management, and maintaining the fixed asset register.

Requirements

• Accounting professional, studying towards an accounting qualification, with at least three years of experience working in an accounting role within the not for profit sector.
• Astute, able to manage a varied workload, with a strong attention to detail.
• Competent IT user, with experience in Excel and Sage.
• Good communication skills and relationship management skills, both verbal and written.
• Interest in international development and human rights

This role requires a right to work in the UK without requiring sponsorship. The organisation offers hybrid working with the individual expected to be in the office in London 1-2 days/week.

Hours: Part-time three days per week

Salary: £36,400 - £37,580 FTE (Pro Rata - 3 days per week)

Location: Hybrid - Whitechapel, London (1 day per week in office)

Closing Date: Monday 9AM on 30th of September 2024

The role

With the growth in demand from businesses to join the B Corp movement, we have created this role to assist the Finance team with a range of activities as we move to a new accounting system that meets the needs and demands of our growing organisation.  We outsource the day to day bookeeping work but the Sales Ledger invoicing will remain in house.

We are looking for a team member who has ideas and thoughts on how to improve the way we work and can input into the development of Finance Policy and Procedures.

Tasks and responsibilities will include: 

• Checking the finance email inbox and other forms of communication, dealing with queries, actioning and/or forwarding as appropriate and capturing all relevant information

• Working with Finance Officer and other team members to ensure completeness of member data such as invoicing address, contact details, pricing and credit terms in relevant databases (Salesforce and Xledger)

• Liaising with the outsourced service and internal staff members to ensure supplier queries are resolved and payments are made in a timely manner

• Working with the Head of Finance to prepare year end information for the external audit

• Working with the current Finance Officer to maintain a centralised record of all relevant communications.

• Assist Debit Card holders with administrative tasks linked to card usage

• Working with Finance staff to document and implement financial processes and procedures

• Assist with continuous improvement of systems, controls and working practices in finance and other areas of the organisation

 Skills and Experience

 Essential (used in short-listing)

• Previous experience in a Finance Officer or similar role

• Great attention to detail, with the ability to grasp information quickly

• Sales Ledger experience

• Wider bookkeeping, year end and external audit experience

• Good spreadsheet and systems skills

• Excellent organisational skills, proactive and use initiative to create improvements and find solutions

• Excellent customer service skills

• Comfortable working in a fast-paced and dynamic growing organisation

• Organised with the ability to plan work to meet deadline

Eligible to work in the UK (we will not be able to provide visa sponsorship)

Desirable

• Experience of Salesforce or other CRM
• Experience of Xero or Xledger accounting system 
• Purchase Ledger experience
• AAT qualification
• Credit Control experience

 What we give you

• Purpose driven work enabling B Lab UK’s mission of redefining the role of business as a force for good

• Hybrid and flexible working, we have a high trust environment and are advocates for right place working

• Hybrid working (min 1/2 days per week in office)

• Flexible working hours (based around core working hours)

• Opportunity to work 4 days a week 

• 25 days holiday plus bank holidays (pro rata for part-time staff)

• 1 additional annual leave day (pro-rata for part-time staff) for each complete annual year of service, up to a maximum of 30 days

• Our office is closed between Christmas and New Year, no need to take extra holiday!

• Private Medical and Dental cover

• £200 per annum tax free Annual Wellbeing allowance and Employee Assistance Programme

• 2 paid volunteer days per year

• Enhanced Parental Leave and family friendly policies, including carers leave

• Learning and Development opportunities

• Enhanced Pension and Life Assurance

• Cycle to Work Scheme

• Income Protection policy

• Working in a flexible office workspace

Title: Group Finance Officer

Location: Office (Bristol, UK) at least 1 day each week, option to work remotely for remaining days.

Contract type: Permanent contract

Hours: Full time, 35 hours a week

Salary: £31,228+ competitive holiday +pension

Closing date: 30th of September 2024

About Tree Aid: 

Tree Aid works with people in the drylands of Africa to tackle poverty and the effects of the climate crisis by growing trees and restoring and protecting land. As part of the Great Green Wall movement, we work where trees are needed most, where temperatures are soaring, and fertile land is vanishing at a terrifying rate. Our pioneering approach has been developed over 36 years of operating. We believe in empowering local communities with the tools and training they need to restore and maintain their environment. 

About the role: 

This is a fantastic opportunity for a Group Finance Officer to join a dynamic Finance team at a growing international development charity based in Bristol, delivering transformational change for some of the world’s most vulnerable people, living on the frontlines of the climate crisis.

Main duties: 

Working within the Finance team, the Group Finance Officer’s role will include:

· Providing ongoing financial support to all overseas teams.

· Ensuring continuing integrity of Tree Aid’s financial records and internal controls.

· Contribute to the ongoing development of financial systems, reports and procedures.

· Supporting in conducting internal audits of overseas offices.

About you:

The ideal candidate will be pursuing a professional accounting qualification and a minimum of 3 years’ experience in finance management, preferably with an overseas development organisation.

They will have excellent interpersonal skills, an ability to work calmly under pressure to deliver outputs on-time and to a high quality.

Above all they will be inspired by TREE AID’s mission to alleviate poverty sustainably whilst improving the environment, you will be committed to empowering families in some of the world's poorest countries to thrive, rather than just survive.

Benefits: 

Optional benefits of working at Tree Aid include: 

• A contributory pension scheme (you contribute at least 2% and we will contribute 6%) 
• 33 days holiday (inc bank holidays) +1 more day per year up to 38 holiday days 
• Flexible, hybrid working 
• Quarterly social events 
• Opportunity to take free weekly French lessons to support communication with our colleagues in West Africa 

Key documents: 

- Group Finance Officer Job Description and person specification

- Equal opportunities monitoring form 

Our approach to recruitment:

We recruit with openness and transparency. We employ people on the basis of their ability to carry out the role being recruited for. We ensure that no applicant receives less favourable treatment than any other on the grounds of disability, gender, race, religion or belief, age, sexual orientation, marital status, parental status, caring responsibilities or hours of work.

Our Values 

• We stand together and respect the people we work for and with 
• We are bold, ambitious and determined 
• We are professional. We work effectively and efficiently to a high standard and are experts in our field 
• We have integrity. We are honest, transparent and accountable 
• We are always learning. We review and adapt to maximise our impact for the people we are helping