Finance Jobs in Bristol

The new Finance Manager role is being created to provide a secure operational basis for Bloody Good Period to continue its work. As an established small charity, BGP is looking for an individual to take charge of the financial operations, supporting both operational staff and senior management with timely information and solid processing.

This role will be an integral part of the wider BGP team but will be the sole finance professional and as such suits candidates at ease with working on their own and taking charge of their responsibilities. We are currently in a process of bringing the financial management in-house from a collection of external suppliers and the role holder will have an opportunity to help bed these new practices in and to design systems as they see fit.

Aid Box Community (ABC) is a Bristol charity that provides hope, love and a sense of belonging to people seeking asylum in Bristol. The charity was started 7 years ago on the Refugee camps in France by a local mum and has grown and evolved to support over 5000 people a year through our Free Shop and Welcome Hub, Activity Groups and Trips and Connections Befriending program. We have 336 volunteers and a fantastic, small team and we are looking for a part time Finance Officer. 

The job is for 15hrs a week ideally to be worked over 2 or 3 days Tuesdays, Wednesdays and Thursdays. Based at the ABC office, Portland Square, Bristol and some home working on agreement.

We are a small team, and you may be asked to do something outside of your Job Description and help support other members of the Aid Box team.

Job Description:  

The Finance Officer will have a wide variety of financial management and control tasks from day to day bookkeeping to filing year end accounts. They will formally report to the Director of Strategy and liaise regularly with the Board Treasurer.

Role Overview 

The Finance Officer is responsible for the smooth running of all day-to-day aspects of the financial management of Aid Box Community (ABC): 

• Provide a high quality and effective financial management and Bookkeeping service to the charity 

• Prepare, develop and analyse management accounting information and reports, including a standard suite of monthly reports and ad-hoc reports as required by the Charity 

• Ensure compliance with all relevant financial statutory and regulatory matters relevant to the Charity 

• Liaison with the external Auditor in preparing and getting approval and sign off of the annual statutory accounts

Key responsibilities:  

The postholder will advise the charity on all matters relating to the finance of the organisation and provide management information for the Board of trustees. They will also be expected to contribute to future strategy, business planning, year-end accounts, monitoring of budgets and performance, and full adherence to al financial policies and procedures in accordance with the Finance Manual. Duties include: 

Financial Management 

Accountancy and Bookkeeping Systems 

Maintenance of all accounting records on an ongoing basis to include: 

· Manage all income and expenditure processing. 

· Maintain and improve bookkeeping and accountancy systems (both computerised and manual) including: 

- Bank reconciliations. 

- Cash flow management. 

- Income and grant analysis (restricted and designated funds). 

- Bank receipts and payments. 

- Purchase approval and recording processes. 

Accounts payable 

· Process purchase invoices in an accurate and timely manner.  

· Respond accurately and efficiently to queries from suppliers and colleagues regarding payments 

· Manage the Finance email inbox ensuring emails are dealt with in a timely manner 

· Ensure petty cash via Soldo Card is available and monitored 

· Process staff expenses, ensuring compliance with policy 

· Access and administer online banking 

· Pay roll, pay salary and staff costs  

Accounts Receivable 

· Control and Monitoring of restricted funds including detailed records of spend allocation of funds and remaining balance. 

· Accurately accounting for all income receipts monthly including donations from individuals and organisations and grants and claiming any appropriate Gift Aid. 

Budgets 

· Monitor the budget against actual and investigate any major variations in budget. 

· Involvement in strategic and planning projections with the Director of Strategy. 

 Reports 

 Produce regular management information so that key officers and trustees know how well the charity is  performing against its budget. To include: 

• Provide regular monthly management financial information (including financial highlights/budget against actual/restricted and unrestricted funds/fund movement summary/fund balances/balance sheet) for the Director of Strategy and Board of Trustees. 

• Quarterly financial reports for the Board of Trustees including detailed analysis of income and expenditure. 

• Assisting with fundraising applications and reports. 

Annual Financial Audit 

• Liaising with the external accountants for Annual Financial Accounts and Annual Review preparation before presenting to the Board annually for approval alongside the Director of Strategy. 

• Filing Annual Return to the Charity Commission. 

Bank and Treasury Management 

• Treasury management in connection with cash and investments held by the charity. 

• Manage cash flow and ensure that bank charges are kept to a minimum. 

Fundraising 

· Assisting with applications for funding ensuring that all grants, sponsorship and donations are paid on time and the financial conditions met. 

Communication and Coordination 

• Ensure the efficient circulation of financial information as needed, including that required from external advisers, e.g., auditors. 

• Liaise with and advise the Director of Strategy and others as appropriate on all financial matters. 

• Liaise with and maintain a good working relationship with bankers, accountants, auditors and donors. 

• Liaise and maintain a good working relationship with volunteers, staff and Board of Trustees. 

• Attend staff and Trustee meetings as required to provide information and analysis. 

• Understand confidentiality in accordance with GDPR. 

Professional/Technical 

• Keep up to date with financial developments across the sector, changes in requirements for charity reporting and changes in legislation. 

• Maintain and monitor the Internal Financial Procedures policy document and make recommendations on best practice, good governance, policies and procedures and implementing same. 

Experience, qualifications, and requirements  

Qualified or part qualified Bookkeeper or with considerable experience in a similar role preferably in the charitable or not for profit sector 

We are looking for candidates with a passion for supporting and or lived experience of the challenges faced by asylum seekers and refugees in the UK. This role requires great attention to detail and excellent organisational skills preferably you will have financial management experience and experience of working and managing finances for a charity.

Essential Experience 

• Experienced Financial administrator 

• Experienced Bookkeeper 

• Strong numerate skills with acute attention to detail. High level of attention to detail

• Willing to learn and be adaptable to the changing needs of a small and dynamic charity

• Be an open and honest team player who is passionate about what we do and the impact we make

• Familiar with our tools: Expertise in all Microsoft Office applications, especially Excel and Teams,  

• Familiar with QuickBooks 

• Clear communicator 

• Good interpersonal and liaison skills with a wide range of stakeholders. 

• Fluent in oral and written English. 

• Ability to work under pressure, manage competing priorities and delivering to tight deadlines. 

• A commitment to high professional and personal standards and continuous improvement. 

Desirable Experience

• Charity experience 

• Minimum experience 3 years  

• Experience of SORP would be an advantage 

A role with purpose 

Your work will be changing the lives of the most vulnerable people in our society and has a direct impact on the people we work with giving a huge level of job satisfaction. The nature of the work means that we are always ready to respond to a crisis, meaning that no two days are the same.  We are a small team of dedicated staff, working closely together in a supportive environment.

Safeguarding Statement 

ABC is committed to safeguarding and promoting the welfare of its service users and vulnerable adults and expects all staff and volunteers to share this commitment. 

ABC operates Safeguarding Policies for the purpose of protecting Young People and Vulnerable Adults.  All staff members are required to undergo Disclosure and Barring Service DBS checks.

Statement on Equality, Diversity and Inclusion 

ABC aims to be anti-discriminatory organisation committed to the promotion of quality and diversity and, in line with the Equality Act 2010. We particularly welcome applications from underrepresented groups and those with lived experience. 

Please check the attached Job Description for further details and how to get more information about this exciting role. 

This is a new role directly supporting the CEO and the Senior Leadership Team at a very exciting time in our expansion across the south west.

• The HR and Finance Administrator will deliver administrative support to the CEO, Senior Leadership, and office-based teams

• Finance administration support including management of petty cash and payroll support

• HR administration support including recruitment, HR system lead and general support to the CEO

• Office management lead for the Central Bristol office

  Duties & Responsibilities

  Finance Support:

• Oversee the setting up and management of petty cash in all FSSW locations, ensuring

  procedures are followed, and end-of-month reconciliations are completed

• Manage centralised procurement of stationery, office equipment, warehouse

  consumables, and small purchases across all FSSW sites, securing best prices and

  management of all paperwork/records and stock checks

• Support the CEO with monthly Payroll administration and purchase ledger tasks.

• Support CEO and Bookkeeper with financial audit preparation tasks

  Human Resource Support:

• Ensuring personnel records are up to date on the HR system

• Responsible for internal audit register of policy reviews and version control, liaising

  where needed with the HR outsourcing provider, and communicating updates to the

  staff team

• Support with the recruitment process of new staff, placing adverts across appropriate

  platforms, collating applicants, compiling EDI and recruitment source data, setting up

  interviews, post-interview correspondence

• Ensure all new employees are inducted effectively, are set up with equipment, email

  addresses, training platform access and facilities, providing support to Line Managers

• Ensure all staff leaving FSSW employment exit appropriately, including the return of

  FSSW property and completion of exit interview

• Provide administration support to the CEO for contracts of employment, and other HR

  support where necessary

  Head Office Support:

• Staff liaison lead for the Central Bristol office, including inductions, keys, security,

  health & safety and general communications around the office management

• Ensure office building security and general maintenance is managed, liaising with the

  landlord about any issues (advised by Head of Compliance), including any minor

  repairs, keeping records of reported issues and corrective actions

• Procurement of all office and kitchen supplies for the Central Bristol office, liaising

  with staff to establish requirements

• Coordinate office suppliers including cleaners, waste suppliers and IT provider

• Support team days and events

EDUCATION FOR ALL MOROCCO has been fundrasing for over two decades, to enable girls living in the High Atlas mountains to access fulltime education, by providing boarding accomodation near to their senior schools.  Five of our six houses were destroyed in the September 2023 High Atlas earthquake. Miraculously they were all empty at the time of the disaster. Due to the extraordinary generosity of donors, EFA has substantial funds to support an extensive program of rebuilding

As Finance & Operations Administrator you will have a key role to play working closely with the trustees and Head of Fundraising & Communications to co-ordinate activities,  to ensure day to day operations in the UK run smoothly.  

The role as advertised covers a broad range of activities. However there will be peaks and troughs of workload. 

This job is for you if you are:

-  A qualified accountant or bookkeeper with experience of Xero ideal (training can be provided).

- Confident working with Microsoft Office (Excel & Word) & Shared drive (eg, GoogleDocs).

- Comfortable working with a variety of IT packages, or learning how to do so 

- Very organised, able to take the initiative, able to work independently.

- Experienced working in a small but ambitious organisation, or are confident you can adapt to such an environment

- Able to be flexible in terms of work load.

In a typical month you’ll:

-  Support the Chair of Finance; preparing monthly accounts. Processing receipts and payments for bank reconciliation; invoices and expense claims.   Filing finance documentation. Maintian the restricted v unrestricted donation records, Gift Aid schedules, HMRC returns.

-  Support  the Head of Fund Raising and Communications, liaising with donors (sending receipts, requests for information), researching potential donors, preparing grant applications, ordering brochures and marketing information. Acting as a day to day point of contact. 

- Support the Chair and Vice Chair of Trustees;  helping to prepare and distribute monthly meeting agendas, supporting papers, co-ordinating virtual meeting schedule, drafting and distributing minutes, .- 

-  Support the Chair of Governance ensuring Trustee and Staff Handbooks (policies and protocols), risk register, are uptodate and accessible via the website portal. Lead the administration process for the recruitment of trustees and staff, including the preparation of candidate packs, advertising, induction. Oversight of the EFA Partnership Agreements.

- Support the Chair of Educaton re liaison with relevant external auditors (safeguarding, health and safety, risk). Linking with Moroccan partners to agree on timing and arrangements for audit visits. Ensuring reports are available to trustees as agreed. 

- General ad hoc support to trustees, staff and external stakeholders as required. 

Position: Finance & Operations Administrator

Responsible: to The Chair of Finance 

Location: Remote

Hours: 20hrs per week (flexible).

Salary: £24,000£30,000 per annum. Pro Rata 0.3 

Annual leave and benefits: 

28 days annual leave for fulltime (not including bank holidays) (pro rata)

Pension Scheme with matched contributions of 6% after 3 months

How to apply 

Click the Quick Apply button below. You’ll be asked to submit a CV and answer a few short screening questions about your relevant skills and motivations. 

First-round interviews will take place in the week commencing 24th June. 

Closing date 19th June 2024. 

EFA is committed to safeguarding children. We are looking for people that can bring different perspectives and experiences. We are unable to offer visa sponsorship to candidates living outside of the UK

 

About The Role

Closing date: 12th June
Contract: This is a fixed term contract opportunity for 6 months, covering paternity leave.
Application Process: Please ensure you apply with supporting statement on why you believe you would be the most suitable individual for this position.
 
Immediate start preferred.

We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

Are you an experienced Finance professional wanting to make a real difference for anyone affected by dementia?  This role will support our Income and Engagement Directorate. 

This Directorate raises money so that Alzheimer’s Society can provide essential services to those who need them.  

This will be a busy and varied role; you will need to manage a range of competing priorities and have excellent attention to detail. We’re looking for someone with energy, proactivity and who loves taking ownership. We need someone highly organised who will thrive with a varied portfolio. You will work with colleagues across the Income and engagement Directorate. 

This role will bolster the existing business partnering team, as we navigate our way through a Finance Transformation programme incorporating transition to a new ERP, Unit4. 

The Finance Business Partner will assist the directorate with financial analysis and advice that will help shape decision making. As a member of the Finance Partnering Team, you will support budget holders to maximise their impact and deliver a high quality, customer focused finance partnering service to stakeholders, including support to operational decision making, commercial development and producing forecasts, budgets, and insightful analysis.
 
This is a homeworking role, but you may be required to travel to attend some meetings and team-days, so you must reside in the UK, have the correct right to work documents to work in the UK and be comfortable/willing to travel to our flagship offices (London or Birmingham) if/when required.

Alzheimer's Society have recently been named on the Sunday Times Best Places to Work 2023! We have achieved excellent scores for workplace happiness, pride, and job satisfaction. This is a fantastic achievement and we're incredibly proud as this is fantastic indication of how far we’ve travelled over the past few years.

About you

- Part/ fully qualified or QBE accountant with prior experience in a business partnering role
- Ability to question and support Senior Stakeholders when required. 
- Proven ability to develop high-quality financial reporting for management. 
- Proven ability to develop high-quality financial reporting for management and a can-do attitude with an ability to prioritise work and meet deadlines. 

Person specification

- Verbal and written communication skills to liaise with a diverse range of stakeholders.
- Excellent IT skills and extensive experience/knowledge on using Microsoft packages.
- Work collaboratively and be able to prioritise your workload effectively.
- Strong analytical and interpretation skills.
- Excellent organisational skills and great attention to detail.
- Advocate for Alzheimer’s Society, demonstrating passion and resilience to make a difference.
- Be a self-starter and incredibly motivated.

About Alzheimer's Society
At Alzheimer's Society, we believe passionately that life doesn't end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.
Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.

Join our Finance team and you’ll be working with the existing Finance Office,r and supporting the Finance Manager in handling all our accounting needs.   

If you have excellent attention to detail, experience of day-to-day finance procedures, and would like to work with an organisation that champions disabled artists, you could be our new team member. 

Unlimited commissions extraordinary work from disabled artists that will change and challenge the world. We support, fund and promote new work by disabled artists, for UK and international audiences. We’re funded by Arts Council England, Arts Council of Wales, British Council, Creative Scotland, and Paul Hamlyn Foundation. 

Since 2013 we’ve supported over 521 artists and their work has reached audiences of over five million people. This makes us the largest supporter of disabled artists world-wide. With an intersectional disabled-led team and board, we’re passionate not just about talking about equality and diversity, but actually putting it into action.   

This is a permanent, remote working role with a salary of £29,757 per annum, pro rata. We welcome applications for 40 hours full time or 32 hours (0.8 full time equivalent) including breaks. Your responsibilities will include recording transactions, processing invoices, expense claims and grants, administering the charity’s bank accounts, payroll, and audits. 

Unlimited is delighted to make reasonable adjustments to existing practices and procedures to meet access requirements and supports all team members to apply to Access to Work to cover relevant costs. Our recruitment pack is available in a variety of formats, including large print, audio, Easy Read, and English, Scottish Gaelic and Welsh languages. 

We also love inclusivity and value lived experience in all its forms, so people from the global majority*, who are LGBTQIA+, disabled** and/or from working class or low socio-economic backgrounds are particularly encouraged to apply.   

* This includes, but is not limited to, people of Black Caribbean, Black African, South Asian, East Asian, Southeast Asian, West Asian, Arab, Latinx, Jewish, Romany and Irish Traveller heritage.   

** This includes but is not limited to, those who define as disabled people, as people with long term health conditions, as deaf, Deaf, neurodivergent or in relation to their health-related access requirements.   

People from these groups are still currently under-represented in the arts nationwide, and we’re committed to challenging and changing this.   

The role would suit an experienced finance manager who is able to work both strategically and operationally and enjoys working with colleagues across a multi-disciplinary team. 

This Finance Manager willlead on all aspects of financial planning, management and reporting at RICE, support the processing of all day-to-day financial transactions, and ensure that the finance function is carried out effectively and efficiently. The successful candidate will have experience of working in a medium sized organisation (c.£1m turnover) and will have both a strategic and operational ‘hands on’ approach.

Head of Finance - Financial Sustainability University Hospitals Bristol and Weston NHS Foundation Trust

Band 8d £83,500 - £96,300 plus excellent NHS benefits ; hybrid working 3 / 4 days in Bristol

This is an exciting new role in UHBW and will lead the Trust's Cost Improvement Programmes (CIP) programme and working with the Head of Finance - Financial Services & Assurance, support the implementation of financial controls and policy across all areas of finance to ensure the Trust's long term financial sustainability.

The Head of Financial Sustainability reports to the Director of Operational Finance and will deputise for the Director of Operational Finance where relevant.

The post holder will drive and oversee the Trust's financial efficiency improvement agenda working with clinical and operational teams, underpinned by a multi-professional network of individuals drawn from across the organisation. They will bring cohesion to the multiple projects that form the Trust's CIPs and manage the complex stakeholder sets and interdependencies, planning, reporting and governance programme.

The post holder will challenge the current ways of working, drawing upon NHS experience and outside world examples to shape the Trust's financial sustainability agenda. Working with a network of senior finance leaders, the post holder will develop finance policies, controls and practices across Finance and the wider Trust that support and empower clinical and delivery groups to deliver sustainable efficiency projects.

The post holder will also work with the organisations within BNSSG ICS and the Acute Provider Collaborative (APC) (between North Bristol NHS Trust and UH Bristol and Weston) to ensure there is increasing collaboration across the wider system and beyond. Leading the designated Finance Manager - Service Improvement and team, the post holder will work in close partnership with the Divisional Directors, Deputy Divisional Directors, Divisional Finance Managers and other senior leaders across the finance teams and the wider Trust to ensure that each part of the programme is mutually reinforcing and delivering to target defined benefits and outputs

This is an exceptional opportunity at a very exciting time in the NHS climate in Bristol

Please get in touch for more information and notes on how to apply

[email protected]

Seeking an experienced Charity Finance Executive for Andrews Charitable Trust (ACT), working within the friendly finance team of Andrews Property Group.   ACT works to strengthen charitable organisations that support people, homes and community.  Uniquely, it owns the Andrews group of property services businesses and earns most of its income through the annual profits of the business.

The role is part-time, 15 hpw, or 2 days a week 9am to 5:30 pm (including 1 hr lunch break) flexibly between Monday to Friday and with hybrid working possible.  Great set of benefits listed at the bottom of this advert.

 The Role

As the Charity Finance Executive, you will play a vital role in ensuring that accurate financial records and compliance for the charity are maintained, reporting to the Andrews Finance Director.

You will be responsible for managing financial transactions, reconciling accounts, and providing support in financial reporting for the ACT Charity Director and her board of trustees. This role offers an opportunity to contribute to our social mission and to work with organisations supporting people affected by housing-related poverty.

Person Specification & qualifications required:

• Proven Charity Accounting/Finance Experience.
• Proficiency in accounting software (we use XLedger) and Microsoft Excel.
• Strong attention to detail and accuracy in data entry and record keeping.
• Ability to work both independently and collaboratively in a team environment.
• Basic AAT qualification would be advantageous/preferred but not essential

Our fantastic benefits package includes:

• Flexible working on a hybrid basis from Bristol/Keynsham office & remotely
• Training and exciting development opportunities
• Birthday Day Off
• Pension and enhanced scheme available after 2 years of service
• Death in Service Benefit
• Employee Assistance Program
• Opportunity to volunteer for ACT (Andrews Charitable Trust)
• Cycle To Work Scheme
• ,,, and more

Location: Home Based
Salary: £16,500 (£27,500 FTE)
Hours: 21 hours (3 days per week)
Department: Business support
Job Type: Part time
Contract Type: Permanent

Do you want to join an organisation committed to addressing low literacy and numeracy levels amongst people in the criminal justice system?

We’ve made substantial progress as we implement our new strategy, with improvements and expansions to our delivery model and a renewed vision and mission. To support our recent growth, we are recruiting for a new part time Finance Officer to help us effectively manage our day-to-day financial processes and provide financial and administrative support to our growing team of staff and volunteers.

Working closely with colleagues across the charity, your responsibilities will include the processing of purchase invoices and expenses, raising of contract invoices, assisting with budgets and forecasts and supporting our Income Generation team with their finance needs. You will also have the opportunity to contribute to various finance projects and strategic initiatives.

It is essential that you have strong organisational skills, excellent attention to detail, good communication abilities, and a proactive attitude towards assisting with diverse finance tasks. Ideally you will possess a formal accounting qualification (AAT or equivalent) or be able to demonstrate a strong understanding of basic accounting and bookkeeping. Underpinning this will be the ability to build relationships, and personal qualities that include persistence, determination and a problem-solving approach. We want to hear from applicants who are as committed to the cause as we are.

This is a home-based role but may require occasional travel around the UK including overnight stays.

Employee benefits include a company contribution to pension scheme of up to 5%, 18 days holiday (30 days FTE) plus bank holidays, life insurance, paid volunteering days, discounts via Reward Gateway and an Employee Assistance Programme. The biggest benefit though is our culture – our people really want to work for the organisation.

We welcome job applications from people with lived experience of the criminal justice system and do not routinely ask for details of any criminal convictions.

The closing date for this role is Monday 17 June 2024 at 5pm and interviews are planned for the w/c 24th June 2024.

REF-214 458

Head of Finance - Financial Services and Assurance - University Hospitals Bristol and Weston NHS Foundation Trust (UHBW)

Band 8C / 8d £70,000 - £96,300 plus excellent NHS benefits - Hybrid working 3 / 4 days in Bristol

This is an exciting opportunity to join the Finance Team at UHBW; a large complex Foundation Trust. This role is a key part of the finance Senior Leadership Team, reporting to the Director of Operational Finance.

Main duties of the job

Role Purpose:

To lead financial accounting, statutory financial reporting and financial governance and control across the Trust.

To lead on cash and working capital management, ensuring that appropriate systems and reporting are in place to maximise cash flows and operate effectively.

To lead the financial services and payroll services teams in providing efficient, high quality and customer focused functions.

Role Context:

Roles at this level require a fully qualified finance professional with significant NHS experience at a senior level and the ability to lead and motivate a team of finance staff.

A key element to the role will be to promote the highest standards of professionalism within the finance function to ensure compliance with external standards and best practice.

The role requires high level leadership, technical, analytical, and interpersonal skills and involves effective working relationships with a range of internal and external colleagues.

The post holder will manage the Head of Controls and Assurance, the Head of Payroll Services, the Head of Financial Accounting.

This is an exceptional opportunity at a very exciting time in the NHS climate in Bristol

Please get in touch for more information and notes on how to apply

[email protected]

About this role: 

Reporting to the Finance Manager, this role plays an important part in supporting our Finance Team in delivery of SIB’s new strategy and focus. 

Key responsibilities 

1. To ensure all bank mandate updates and KYC requests are dealt with efficiently and records accurately maintained. 
2. To be responsible for ensuring that, by month end, all bank reconciliations are completed for all entities, required for Management accountants to run loan and grant reports.
3. To reconcile and post interest for non-feed bank accounts when statements are received. 
4. To prepare the monthly Cash Analysis Report. 
5. To monitor credit control. 
6. To process monthly direct debit collections. 
7. To ensure the filing and archiving is up to date. 
8. To assist the Governance Team with minute taking at Committee meetings as and when required. 
9. To enter invoices into Receipt Bank/Xero, checking that coding and budget data is correct. 
10. To monitor and maintain shared finance mailboxes. 
11. To manage the electronic approval system – ApprovalMax. Matching Invoices to purchase orders and ensuring invoices are uploaded with correct authorisations. 
12. To handle any payment issues raised by internal/external team members for timely resolution. 
13. To prepare for and make weekly payments to SIB grantees, investees, employees and suppliers following laid down procedures. 
14. To set up payment templates for new payees within SIB’s agreed controls for suppliers, grantees, investees and team members. To support the Project Accountant and Head of Governance in maintaining and reviewing the supplier register to be complaint with ISO. 
15. To upload/import payments for approval when grants and loan disbursement requests are required. 
16. To be responsible for credit card and Pleo card book keeping and reconciliations. 
17. To generate sales invoices. 
18. To enter invoices into Receipt Bank/Xero, checking that coding and budget data is correct. 
19. To match Invoices to purchase orders and ensuring invoices are uploaded with correct authorisations. 
20. To be the bank administrator for all accounts in relation to systems admin. 
21. To work within the organisation's values, principles and processes to achieve operational excellence. 
22. To adopt our continuous improvement and learning ethos. 
23. To support and embed equality, diversity and inclusion into day-to-day behaviours and activities within your role as well as contributing more widely across SIB’s commitment to E, D & I. 
24. To support and contribute to the implementation and delivery of SIB’s strategy. 
25. In agreement with manager to undertake other tasks and work on cross team projects that support the objectives of SIB as required. 

Core competencies 

• Understanding of Governance or minute taking. 

• Excellent communication skills and customer service. 

• Team player with the ability to work independently. 

• Understanding and experience of Xero accounting software. 

• Excellent IT skills, including Excel. 

Finance Analyst
£65,000
12 Month Fixed Term Contract
Full-time or 4-day part time option
Remote working

A Charitable organisation that provides support to social enterprises is recruiting a Finance Analyst to take on a key role and drive the organisation forward and support the organisations new strategy and focus. As the Finance Analyst you will be responsible for the following duties:

• To work closely with the Head of Internal Operations on the required grant drawdowns requests including attending quarterly meetings with government bodies.
• To do a cash reconciliation of grant funds on a weekly basis to the bank & on a monthly basis between the bank and salesforce.
• To liaise directly with government bodies on quarterly claims.
• To prepare periodic updated annual re-forecast on management fees working with CEO/Directors.
• To complete quarterly reconciliations and ensure accurate repayment is transacted from Grant Funding.
• To produce monthly management reporting
• To work closely with the leadership Team to support any contract extension work or benefit realisation work allocated
• Previous experience working with government funding bodies will be highly beneficial
• Previous experience of using Xero will be beneficial

This opportunity provides an excellent platform for a qualified accountant to build on their financial analytical skills, technical accounting skills and business partnering skills whilst playing a key role in organisation’s growth journey

This is an exciting opportunity for the right individual. The successful candidate will be fully qualified (ACA/ACCA/CIMA/CIPFA) with previous experience in year end accounting and strong financial analytical skills. You will have robust technical skills and be highly organised. We are looking for someone who has strong analytical skills, excellent communication, financial modelling, and managing multiple priorities in a fast-paced environment. You will possess the ability to influence and build rapport with a range of finance and non-finance persons across the organisation. 

Accountable for the accurate and timely processing of financial information in line with the Trust’s systems and keeping records in good order. The role provides quality information and compliant service to support strategic decision making and build a solid foundation for an evolving organisation.

Role responsibilities 

• Process payments and maintain purchase ledger - process expenses, invoices and other payments in XLedger for payment in a timely and accurate manner and reviews supplier statements and outstanding items regularly and efficiently.

• Compliance and internal controls - Ensure relevant authorisations are obtained, and safeguards and protocols are followed about data protection, internal financial controls, and ethical standards. 

• Act as the first point contact for purchasing queries - primary management of the shared finance email inbox; Acting as the first point of contact for external and internal questions. Ensures high levels of customer service and effective representation of the Finance Team and the Trust. 

• Organisation - Maintain paperwork in an orderly manner: current/prior year records to remain accessible yet secure, older items archived and destroyed when appropriate. Ensuring proper records are maintained in the financial system.

• Finance Team assistance - Support finance team colleagues in providing information to other parties as appropriate, e.g.: as budget holding colleagues, fundraising colleagues, or external auditors. 

Person Specification 

Technical skills and minimum knowledge: 

• Relevant bookkeeping qualification (e.g., AAT) or QBE 

• Experience in a similar role, ideally working with large transactional volumes. 

• Able to demonstrate a good understanding of the implications of accurate record keeping.

• Able to identify situations where any risk of non-compliance/adherence may arise 

• Adept at working with accounting systems and MS applications. 

Behaviours and competencies: 

• Has a clear idea of priorities and manages own time appropriately by delivering key outputs and replies to requests in a timely fashion 

• Adopts a customer service approach when communicating with stakeholders. 

• Demonstrates resilience, resourcefulness, flexibility, and perseverance 

• Demonstrates personal integrity and commitment to compliance and ethical standards 

• Demonstrates empathy for people from disadvantaged, marginalised or socially excluded backgrounds 

• Role models inclusive behaviours and values 

• Demonstrate a commitment to the values of the Trussell Trust