Financial Management Accountant Jobs in Bodmin, Cornwall
Wohl Legacy
Part time Finance Director
Salary circa £90,000 FTE (2.5 – 3 days per week)
Remote / Occasional travel to London
The Wohl Legacy is comprised of three independent charities all founded by the late Maurice and Vivienne Wohl. The Wohl Legacy invests in and partners with numerous organisations and communities in the fields of Medical Advancement, Care and Welfare, Jewish and Communal Life, Jewish Education, and Pathways to Employment, working with these organisations to ensure lasting change.
Our partners may be those on the ground acting to make change happen or thought and learning partners who share a common vision. Facilitating relationships between organisations, key funders and interested parties is an integral part of the Wohl approach; we seek the best possible outcomes to the challenges that communities face, to enable them to grow and thrive.
We are looking for a proactive and highly capable Finance Director to join our small organisation and provide 360 degree support to the Chief Executive Officer. The organisation has gone through a period of modernisation and we are looking for someone who will continue to seek to improve and streamline processes and find more agile ways of working.
This position is responsible for the full finance function and responsibilities include:
- Overall responsibility for the development and successful delivery of the Finance function;
- Leading on financial planning, preparing annual budgets and quarterly management accounts;
- Preparing year end SORP accounts and liaising with the auditors; producing the Annual Report and Financial Statements; reporting to Finance, Audit and Risk Committee, Investment Committee and the Board of Trustees;
- Liaising with investment managers to obtain regular reports of performance and undertaking new investment movement analysis;
- Ensuring the Foundation’s policies are kept up to date and compliant;
- Communicating complex financial information and influencing and building rapport with a range of internal and external stakeholders.
The successful candidate will be a qualified accountant with experience of the UK charity or not for profit sector, advanced knowledge of SORP and charity VAT. You will have led a strategic finance function, produced statutory accounts, management accounts, financial reports and analysis. You will have demonstrable commercial acumen, a strong understanding of business and strategic issues, and the ability to appropriately challenge and advise budget holders. You will have excellent communication skills and a passion for helping us achieve our vision.
Timings:
- Application deadline: Sunday 21st April
- Shortlisting: week commencing 29th April
- 1st stage interviews: week commencing 6th May
- 2nd stage: week commencing 13th May
To apply, please send your CV and supporting statement via the link. For an informal conversation about the role please contact Bryony Thomas via the Allen Lane agency website.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Turquoise Mountain is a British charity that was founded in 2006. We believe artisanal heritage matters and has the power to transform lives. We support artisans to thrive and to revitalise traditions in regions of the world where artisanal heritage is endangered, and to connect people through heritage.
Turquoise Mountain is a fast-growing organisation with offices in Afghanistan, Myanmar, Saudi Arabia, and the Levant, and with over 400 international and local staff members worldwide. We combine a cultural heritage focus with a wide scope of activities; we support artisans to thrive and to revitalize their traditions by any means necessary, and to connect people across the world through heritage. The places where we work are complex and sometimes affected by conflict.
Sound financial records and prudent management of our finances is core to everything we undertake. We have a small central Finance team that closely works with in-country Finance Teams. Because we, as part of our charitable mission, promote the sale of artisan goods to international markets, Turquoise Mountain has a trading subsidiary and also engages independent trading entities in the countries in which it is active. This means our Finance focus covers both charity and commercial, across different jurisdictions, and with culturally diverse teams. This makes the Head of Global Finance role a diverse one, that requires the ability to switch quickly, to build strong relationships, to lead and guide, whilst maintaining spotless financial records and financial compliance and providing senior management with the information and transparency it needs to make strategic decisions.
This is an exciting time to join TM, as we expand our operations and implement best-practices, the opportunity is there for someone who is committed to capacity building and leading a team through positive change.
Please read through the provided Job Description and Person Profile for more information on the role and how to apply.
The client requests no contact from agencies or media sales.
Community Fundraising Manager
The Mencap Community and Events Team has an exciting opportunity for a dynamic, motivated and passionate fundraiser, dedicated to raising as much funds as possible to help make the UK the best place to live for people with a learning disability to join our team as Senior Community Fundraising Manager covering England and Wales.
Covering the England and Wales the Community Fundraising Manager will be responsible for managing various income streams across the Community portfolio working closely with the wider team.
Within this role, you will achieve agreed fundraising targets through effective management, support and cultivation of both existing and new regional supporters including: individuals, groups, associations, local corporates and schools whilst maximising the current portfolio of Mencap owned products. You will research, identify and develop new community fundraising opportunities, areas of potential support and build a robust pipeline for restricted grants and corporate partners.
The role is home based. There will be travel around the areas that the role covers.
This position is a permanent, full-time role to work 37.5 hours per week, Monday – Friday. The nature of community fundraising is that there will be evening and weekend work, for which time off in lieu will be given.
Key skills and requirements (essential):
· The ability to develop, implement and monitor strategic plans, present budgets and interpret financial information
· The ability to research, assess and initiate new opportunities within the context of an overall plan
· Able to recruit, develop and train, motivate and manage individuals and teams of Volunteers to give their very best
· Able to use interpersonal skills in order to engage effectively with others, understand what motivates them and respond appropriately
· Written communication skills and a high level of numeracy to be able to produce business plans, monthly reviews, press releases, letters, presentations and other similar documents
· Excellent verbal communication skills, to be able to deliver presentations and give local media interviews
· Able to work as part of a team, to see and understand the national picture and to contribute effectively to team plans and goals
· IT literate – use of word-processing, spreadsheets PowerPoint and databases
· Experience of working in community fundraising and delivering or exceeding income targets
Everyone wants a purposeful job - to do something really meaningful. Everything we do at Mencap keeps the people we support at the centre of what we do. With us, it’s never ‘just a job’. In return for your hard work and passion you can find real and meaningful work experience, access to some excellent benefits alongside our competitive pay.
We are proud to be a Disability Confident Leader and welcome applicants with disabilities to apply for all roles with us. To find out more about the scheme please visit the directgov website. At Mencap, we value a diverse and inclusive workplace and we intentionally plan for the success of our colleagues in everything we do. We welcome applications from everyone, so come as you are and join us. Together we are Mencap!
Benefits
Why join Mencap?
· 24 days annual leave plus bank holidays + a variety of benefits including pension and holiday buying options.
· Ongoing training and development opportunities to enhance your skills.
· A supportive and inclusive work environment where your contributions are valued.
Join us at Mencap and be part of a team that believes in equality, diversity, and inclusion. Together, we can create a brighter future for individuals with learning disabilities and empower them to break down any barriers they may face.
Mencap vision is for the UK to be the best place in the world for people with learning disabilities. If you're ready to embark on a rewarding career that truly makes a difference, apply now!
About Mencap
At Mencap we work in partnership with people with a learning disability. We do this by providing high quality, flexible services that support people, including young adults, to live as independently as possible in their own homes and in the community.
Everyone wants a purposeful job - to do something meaningful. At Mencap, we can give you that. You will have opportunities to develop as a person, colleague, leader and activist.
You’ll make new friends and feel inspired to reach your potential. We will ask a lot of you - but you’ll get back so much more. With us, it is never ‘just a job’.
In return for your hard work and passion, we can give you real meaning and purpose in your work.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
The International Society for Influenza and Other Respiratory Virus Diseases (ISIRV) is an independent scientific membership-based society promoting the prevention, detection, treatment, and control of influenza and other respiratory virus diseases since 2005. It is managed by a group of scientists (volunteers) and supported by a few freelance contractors.
ISIRV has reached an exciting stage of development and we are now looking for an experienced, qualified Finance Manager (CCAB or equivalent), to guide and support the Society through this next phase of growth. This is very much a hands-on role in a small company context, from grass roots to the executive level. The ideal individual will be comfortable with both and grow with the Society as it delivers its 5-year Strategic Plan.
Key responsibilities
Working alongside ISIRV’s Treasurer, the successful candidate will have responsibility for the Society’s strategic and operational budgeting, financial planning, monitoring and control. The post holder will manage available financial resources to support the strategic goals of the Society, enabling future development and growth, whilst ensuring business continuity.
The post-holder will also have full operational oversight to support the life cycle of ISIRV scientific events, from budgets and final reporting, to negotiating contracts and managing cashflow.
Specific responsibilities include:
- Create and agree a financial strategy for the Society to support the strategic goals and provide financial input when required.
- Monitoring and reporting budgeted, actual, and forecast costs against agreed plans.
- Management accounts and reporting to meet the needs of the Directors/Trustees, Executive Committee and ISIRV Council.
- Manage financial risk and report on performance of the financial assets of the society, including the investments portfolio.
- General finance administration – online payments, invoicing, bookkeeping, reconciliations, and data collection (QuickBooks).
- Conference contract management and income & expenditure accounting.
- Ensure statutory and regulatory compliance and recommend best practice based on Charity Commission guidance.
- Preparation of statutory accounts and collaboration on the annual report – management of the audit process and statutory returns to Companies House/Charity Commission.
Person Specification
ESSENTIAL
- Degree level of education
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A qualified accountant with full CCAB membership of at least 5 years
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Knowledge of all aspects of financial management; thorough understanding of management accounting principles and further specialist knowledge
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A hands-on ability to provide the full range of financial operations
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Understanding of statutory and regulatory requirements plus familiarity with best practice within the Charity sector
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Highly competent with financial reporting software
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Able to provide robust advice on financial governance and commercial decisions
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Able to provide detailed financial plans, budgets and reports on a routine basis
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Self-motivated and able to work under pressure, adapt to changing deadlines, and shift priorities accordingly
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Good verbal and written communication skills with the ability to explain and justify complicated financial scenarios to a range of stakeholders
DESIRABLE
- Experience of working alongside scientific professional groups and industry and building working relationships with key contractors
- A proven business sense within the not-for-profit sector
The client requests no contact from agencies or media sales.
About Asylum Justice
Asylum Justice is a registered charity (1112026), and a company limited by guarantee (5447875), which was set up in 2005 to provide free legal advice, assistance and representation to asylum seekers, refugees, and vulnerable migrants without access to Legal Aid.
About the role
Hours:7.4 hours total (with possibility of increase dependent on funding)
Salary: £29,400 FTE (£5,820 pro rata)
Contract terms: Fixed term for 24 months (with the possibility of extension dependent on funding). Probationary period of 12 weeks.
Holiday entitlement: 5.6 days plus bank holidays (28 days FTE)
Place of Work: Primarily home based with potential for hybrid if requested.
Responsible to: Legal Director
Background to the post
An opportunity has arisen for a Finance Officer. The postholder will be responsible for overseeing the financial administration of the Asylum Justice office, maintaining accurate financial records and accounts (with support from the Treasurer), claiming GiftAid, and liaising with suppliers. This role will have limited client contact as the focus of the role is to lead on maintaining financial processes.
Key responsibilities and duties
The post holder will have the following areas of responsibility: -
1. Finance (90%)
a.Maintain accurate financial records, process invoices, and set up online payments for authorisation;
b.Draft monthly payroll figures to send to the accountants.
c.Work with the Funding Officer to use QuickBooks in keeping track of payments and grant fund expenditures.
d.Liaise with the Treasurer and Chair of Asylum Justice in order to produce quarterly budget reports.
e.Aid preparation of financial information and budgets for funding bids, grant reporting and audits with support from the Treasurer and Funding Officer.
f.Liaise with auditor and Treasurer for annual accounts.
g.Process GiftAid claims with support from Funding Officer.
h.Perform other financial administrative duties where necessary.
2. Operations Support (10%)
a.Assist in procuring equipment / supplies / services / travel / accommodation as required.
b.Liaise with suppliers such as our IT Consultant / case management system provider to ensure maintenance of the organisation’s infrastructure.
c.Manage of accreditation/subscription renewals and safe and accurate storing of key documents in the operations SharePoint.
3. General
a.To work within Asylum Justice Policies and Procedures at all times;
b.To take part in training, learning and development as required by the role;
c.To carry out additional duties that may reasonably be required.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Head of Finance
The Landscape Institute are delighted to be advertising the role of Head of Finance.
To fill this position, we are looking for a Head of Finance professional who can help build a positive, supportive work culture that aligns with our strategy. Reporting directly to the CEO, the Head of Finance is fundamental to our success as a membership organisation and charity.
This is a critical position within the senior leadership team and will operate at a strategic and operational level, taking overall responsibility for the financial management, financial risk management, procurement and compliance functions. The post holder will be a qualified accountant who is responsible for the development of financial strategy, long term financial forecast, management accounts, reports, organisational performance and framework as part of a dynamic senior leadership team. The role requires an individual capable of thinking strategically and being hands-on.
To fill this position, we are looking for a highly knowledgeable individual who has significant previous experience operating within a charity and membership organisation.
To be successful you will have
- A qualification in accountancy (CIMA, ACCA, ACA, CIPFA) and an active member of a professional body/network.
- Extensive experience of providing financial leadership and oversight in organisations.
- Demonstrable experience of leading change, building organisational capability, and driving performance and inclusion, in a people positive manner.
- Experience of leading and co-ordinating organisation-wide business plans, monitoring and evaluating performance in line with financial resources.
- Strong knowledge of charity governance and company law and regulatory bodies returns relating to charity and company finances.
- Knowledge of financial regulations, including statutory accounting, budgeting, forecasting management reporting and cash management.
- Ability to successfully interact with the Board and other key stakeholders and lead presentations to the Board and sub committees on financial matters.
- Recent experience of producing annual consolidated statutory accounts, in compliance with FRS102 and supporting external and internal audits
If you have the skills, energy, and passion to join us on this exciting journey, we would love to hear from you.nance.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Do you want to help us create, support, educate and inform an inclusive community of healthcare professionals, and all parts of society, about the principles and practice of compassionate, holistic medicine and health care?
At the BHMA we recognise that health, social justice and climate justice are intertwined. We hope to effect change in the world through empowering our health professionals to look after themselves and their patients better, so that we can all look after the planet better.
We believe it is time to reach a wider audience to inspire them with the understanding of the importance of holism and holistic and compassionate healthcare. We are looking for someone with passion and dedication who will help us achieve this.
About our charity
The British Association for Holistic Medicine and Health Care (BHMA) is a charity, with a small team, dedicated to promoting holism in healthcare. We are a membership organisation that is 40 years old this year and has produced a respected journal for over 20 years.
Role Overview & Aims
We are looking for someone who will drive the BHMA into a new phase of growth. Someone with passion and dedication who will believe in our purpose and help us achieve this. We want to grow our reach and find new members, journal subscribers and people to enrol on our course. We also want to start producing professional webinars and podcasts in the run up to our conference this Autumn. We would also like to streamline the administrative running of the BHMA to make it more efficient and sustainable, whilst growing our income streams.
How we work
The BHMA operates as a remote team however the hub is in the Bath/Bristol area with our AGM & a conference to be held near Bristol in 2024. We have 2-3 evening Zoom meetings per month and our remote administrator works mornings.
You will work from home using your own computer, however occasional face-to-face meetings would be a bonus.
Roles & responsibilities
Main duties:
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Liaise with the trustees and attend meetings to provide regular updates on the ‘health’ of the charity and to share your vision for strengthening marketing and operations.
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Identify risks and opportunities and work with the Trustees to promote the charity’s vision and implement change.
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Governance - ensuring the charity adheres to data protection policies,the requirements of the Charity Commission, and any other legal requirements
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Being responsible for all administrative and operational functions of the charity - delegating where appropriate to the administrator/marketing assistant.
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Designing and implementing a marketing and communications strategy to primarily build and retain memberships and subscriptions.
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Supervising our remote administrator/marketing assistant
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Supervising and motivating our student ambassadors.
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Organising & innovating
Day to day activities:
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Website updates and improvements and web optimisation/SEO.
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Implementing social media campaigns.
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Implementing referral marketing campaigns.
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Simple podcast/video editing and uploading.
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Writing and editing digital content.
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Leveraging the networks and influence of our trustees/ambassadors and student ambassadors.
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Creating a role and sense of purpose for our student ambassadors.
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Promoting our key offerings: Student essay competition, Conference, Events and affiliate events, Our Professional Development Course, BHMA membership, and our Journal of Holistic Healthcare.
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Implementing and improving customer service/onboarding protocols/customer retention.
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Nurturing BHMA member communities.
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Membership data collection and analysis.
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Writing newsletters to members and non-members
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Networking and looking for collaboration opportunities.
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Financial management - initiating payments and overseeing finances.
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Submitting financial reports & gift aid to the Charities Commission.
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Contributing to the annual report presented at the BHMA AGM.
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Organising monthly trustee meetings, taking minutes and preparing agendas (in consultation with the Chair) and reports in advance
For further information please see our job description attached below.
Senior Finance Manager | £55,000 - £64,600 | Permanent | Fully Remote / Home Based
For the UK's largest not-for-profit social enterprise in the employment and social mobility sector, we are recruiting a Senior Finance Manager. This role will provide high quality financial information and analysis to senior managers and external stakeholders supporting decision-making. This is a highly commercial role, which is key in ensuring service quality is maximised, and financial performance targets are achieved. The Senior Finance Manager will lead a team of 4 and will suit someone happy to work fully remotely whilst developing excellent relationships across a large, multi-location organisation.
Main Duties:
- Budgeting and Cost Control - Lead divisional budget setting and forecasting process
- Coordinate monthly key variance summary in financial performance and KPIs for senior management
- Interpret and present complex financial information to non-finance managers, supporting decision-making and improvements to budget and forecast performance
- Financial Reporting - Maintain robust financial controls across the division and coordinate the audit process with the financial reporting team. Preparation of year end accounts, liaising with auditors
- Lead the team to produce external financial returns to funders, dealing with queries
- Financial Analysis - Support business planning process, and short- and medium-term financial targets
- Lead the production of the multi-year financial forecast with the FP&A team
- Lead in planning and managing the year-end accounts closedown process
- Lead and develop workflows to ensure month-end processes are robust
- Work with Project Accounting team to provide finance support in costing, pricing, and tendering of new business opportunities
- Lead and motivate a team of Finance Managers and Management Accountants
Person Specification:
- CCAB Qualified
- Substantial experience of working at senior level in financial management across a complex organisation
- Experience leading and motivating a team
- Experience leading strategic work streams supporting annual accounting cycle and longer-term financial planning requirements
- Experience of financial planning, costing, and option / investment appraisals
- Experience of budgeting, planning, reporting, and supporting budget holders
________
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Our partner is an international development agency. They are seeking an experienced grants auditor to manage grant audits covering the overseas HQ as well as country offices globally; the full cycle will include supporting in the development of audit requests, to the implementation of recommendations. This is a newly created position within the organisation.
Responsibilities
- Develop and review proposals for grant audit requests, develop and manage implementation of audit workplans, and work with country and field offices to respond to audit queries in a timely manner.
- Manage the schedule for the organisational Single Audit, responding to audit queries, auditor concerns and findings in a timely manner.
- Lead in implementing the Single Audit and any grant audit recommendations, ensuring that senior leadership are aware of outcomes and corrective actions being taken.
- Develop tools and training materials to support staff in preparing for audits, and support the broader team in rolling out training on policies and procedures relation to grants management and compliance.
- Support in undertaking any special investigations as required
Requirements
- Qualified or QBE auditor, with at least 5 years of experience in managing donor grant audits within the international development sector. This includes planning and organising audits, and working with a range of stakeholders to achieve successful audit completion.
- At least four years of demonstrable knowledge of the compliance and requirements of institutional donors – ideally including US government, European government and FCDO grants.
- Strong communication skills, both written (report writing) and oral, in English. Working knowledge of an additional language, such as French or Spanish is desirable, but not essential.
- Strong interpersonal skills, experienced in working with a range of internal and stakeholders effectively and able to be tactful and have sensitive/challenging conversations.
- Self-motivated and able to work independently.
- Strong financial, analytical, investigative, and problem-solving skills.
- Excellent organizational skills and strong attention to detail.
- Able to travel domestically and internationally.
Are you a digitally-savvy finance professional keen to put your accounting experience to good use, in a purpose-driven organisation? We’re looking for a new colleague to join our supportive and friendly team. Action Hampshire, a support organisation for the VCSE sector, has an exciting new opportunity!
We are recruiting for a Finance Officer. You’ll play a key role in our organisation, maintaining accurate and up to date financial accounting procedures and records, providing oversight to ensure effective financial controls are in place, improving and streamlining our financial processes and procedures, supporting our Finance Administrator and wider team. There is scope to learn and develop in this role, and to get involved in other aspects of the organisation that are a good fit for your strengths and interests.
s a strengths-based organisation, we value the unique contributions each member of our team brings and our organisational culture emphasises coaching and leadership over management. We’re committed to inclusivity, equity and to the wellbeing and safety of our team. This role offers a high degree of flexibility in working hours and can be delivered remotely, apart from bimonthly coworking or away days in Hampshire. You’ll have the opportunity to set your own development goals and targets and receive support to achieve them. Joining a friendly and supportive team, you’ll be able to manage your own time and work both independently and collaboratively with colleagues and contractors. You’ll have the opportunity to apply your strengths to other parts of the organisation too.
Key tasks include (see job description for a full list of tasks):
- Maintain accurate ledgers
- Prepare cash flow reports and oversee movement of assets
- Monitor investment funds and oversee movement of funds
- Ensure accuracy of monthly payroll
- Carry out bank reconciliations
- Maintain up to date financial policies
- Support colleagues with preparing and monitoring budgets
- Act as coach for finance administrator
We’re looking for a partial or fully qualified finance professional with practical experience, ideally in a UK charity environment. We use Xero and associated tools, so it’s helpful if you know that system – or have the ability to quickly pick it up. We’ve been on a journey to digitise and automate our finance processes over the past couple of years and we’re looking for someone who is keen to continue improving our processes. You’ll need to be detail-oriented and committed to making sure we follow our own policies and procedures, and act in accordance with relevant legislation. We’re a purpose-driven organisation and would love to find someone who shares our passion for supporting local communities.
For almost 75 years, we’ve supported communities across Hampshire. Today, our mission focuses on strengthening the voluntary, community and social enterprise sector, supporting communities to raise their voices, and doing all we can to reduce disadvantage and celebrate diversity across Hampshire. Our responsive approach means we work across a wide range of issues relevant to our communities, from increasing the availability of rural affordable housing to ensuring cancer awareness messaging reaches seldom heard communities.
There has never been a more exciting time to join our talented, ambitious and friendly team. Our new 3-year strategy sets out clear goals and actions which we’ll achieve together. Our leadership team are embedding a culture of learning, experimentation and development. Our team is caring, collaborative and driven by our values of being bold, enterprising, informative, and empowering. We very much welcome applications from all members of the community, regardless of age, gender, sexual orientation, ethnicity, faith or disability. We are a Living Wage employer and Disability Confident.
The client requests no contact from agencies or media sales.
Our ideal candidate will have a background within the charity/not for profit sector and experience in handling an investment portfolio. The role is home based with some travel in/around Hampshire and the IOW. Reporting directly to the CEO, this role is an excellent opportunity for someone looking for a new challenge and a step up. Our financial information is highly visible to our donors and grantees, so this role is a crucial enabler for the effective delivery of all areas of our work. The role will be overseen by a part time Finance Manager, who will produce management accounts, annual accounts, budgets, forecasts etc. Part time work will be considered for the right candidate.
The Finance Officer/Bookkeeper will be responsible for ensuring the delivery of accurate and timely finance administration, across two databases (currently Sage and Salesforce). This is a vital role within HIWCF, as high quality finance information is fundamental to our role and reputation in the region as a trusted partner for our fundholders and grantees.
Key Tasks
· Adding all payments transactions (grants, invoices, salaries, expenses, HMRC payments etc) to Sage and the bank accounts, ensuring all evidence is correct and payments are correctly authorised
· Adding all donation income to Sage and Salesforce, and working with other team members to ensure they are acknowledged appropriately
· Adding all quarterly investment income to Sage and Salesforce and reconciling across both databases, and to the investment house reports and bank account
· Regular reconciliations between Sage and Salesforce and bank accounts
· Ensure HMRC payments and gift aid claims are undertaken in a timely manner
· Manage banking records
· Monthly reconciliations for Bank account, purchase ledger, Sage, Salesforce, prepayments, accruals, salaries, PAYE, pension etc
· Monthly journals for non-cost items
· Manage pension with NEST and other ad hoc pension providers and manage insurances
· Ad hoc finance related tasks including reporting on returned grants, managing pension payments, insurances etc
· Any other appropriate tasks as directed
(Some of the functions listed may be shared tasks).
Please see our application pack attached for full details or visit our website.
Recruitment details and schedule
• Apply by sending a CV and covering letter to Jo Dakin, Office Administrator , see application pack for details. Please include details of three referees, one of whom must be your current or most recent line manager. (We will not contact them unless you are offered the role.)
• Please confirm in your application that you are eligible to work in the UK. If offered the role, you will be required to provide evidence of your eligibility.
• Applications close at 12 noon on Wednesday 24th April.
The client requests no contact from agencies or media sales.
Campbell Tickell are proud to be recruiting a Group Finance & Resources Director for DePaul International.
Who are we?
Depaul International (DPI) oversees the Depaul Group, a group of charities that work across the world with a mission to stop homelessness and change the lives of those affected by it.
What’s the role about?
This is a great opportunity to join us as the new Group Finance and Resources Director. As the Depaul Group continues to experience significant growth and increases its impact, you’ll lead the effective financial and governance support provided by DPI to its subsidiaries. You’ll be the leading interface between the Senior Leadership Team and the Board of Trustees and other corporate bodies and subsidiaries.
You’ll provide financial advice to the Group CEO, Board and other senior management colleagues, including modelling best practice in financial management, overseeing the financial management in the subsidiaries, setting financial standards for the group and providing support to enable the subsidiaries to meet those standards. You’ll also be leading and supporting the development of a new governance structure for the Group.
What will ideally support your success?
You’ll be a CCAB qualified accountant with experience of strategic financial leadership and management experience and the ability to solve complex problems. In addition, you’ll have experience of working with and advising a diverse range of boards and external stakeholders. It’s important that you also have experience of current financial reporting requirements and financial management practices, including consolidated financial reporting. Strong IT skills as well as an appreciation and understanding of key HR and ICT challenges in the charity sector are desirable. We’re looking for someone possibly, but not exclusively, working in homelessness and/or international development who shows personal integrity in all they do and have a commitment and respect for our aims, objectives and values.
Closing date: Friday 12th April 2024 at 12 noon BST.
For a confidential discussion, please contact Bill Barkworth at Campbell Tickell whose details can be found when you click 'Apply Via Website'
The client requests no contact from agencies or media sales.
Chief Operating Officer: NHS Retirement Fellowship
£47,420 - £56,918 FTE
22.5 hours per week (0.6)
The NHS Retirement Fellowship is a registered charity No. 287936 which exists for people who have worked in or for health and social care services.
We offer social, leisure and educational activities and welfare support to our members. We facilitate continued and new friendships, focused on local branches across the UK and postal members. We offer national support and events, including a hugely popular national conference.
We have a clear ambition to build our membership, anticipating their needs and developing new ways of meeting them.
This is a new, senior role within our well-established charity and we expect the post holder to play a proactive and productive role as a member of the organisation’s small Management Team.
You must have significant operational experience preferably in a similar role in the NHS or in another public sector or charitable organisation.
Closing date: Application is by CV and a supporting statement by 3rd April 2024
Interviews by Zoom: 18th April 2024
Role Description
The Peter Sowerby Foundation is a significant, charitable grant-maker, supporting work in the fields of health, education and community, the arts and the environment.
Registered with the Charity Commission in 2011, the Foundation aims to fulfil the charitable aims of its late settlor, Dr Peter Sowerby, who was a retired GP from rural North Yorkshire and founding partner in Egton Medical Information Systems (EMIS), which now provides database and records management software for over 10,000 healthcare organisations in the UK.
The Foundation is currently managed by a board of four Trustees. These include David Aspinall, Chair of Trustees; Dr David Stables, Peter Sowerby’s former GP partner and an expert in management information systems; Sara Siegel Poulios, lead partner in Deloitte’s Healthcare Strategy who has been seconded to senior positions in the Department of Health and NHS, and Dr Carole Longson, Chief Scientific Officer at the Association of the British Pharmaceutical Industry (ABPI).
Since it was established in 2013, the Foundation has awarded hundreds of grants. Some of these have been small grants to local, grass-roots organisations, whilst others have been to large, well-established charities and educational institutions. In total, the Foundation has awarded c. £15 million in grants since inception.
The Foundation currently receives grant solicitation and directorial support, under contract, from Cause4 and an outsourced finance function provided by FLB Accountants.
The Foundation is currently seeking a new Administrator to the Board.
The Administrator will provide an efficient support and administrative service to the Board (especially the Chair) by providing co-ordination for grant execution, board administration and governance compliance.
Other duties will include supporting administrative duties as required by the Trustees and their advisers.
Specific Responsibilities:
Governance
· Supporting the Chair and trustees in ensuring that the charity law and regulatory requirements of reporting and public accountability are complied with.
· Ensuring that the Foundation’s internal governance policies are comprehensive and regularly reviewed in accordance with Charity Commission guidelines.
Administration
· Coordinating Board meetings.
· Liaising with the Chair/Grant Manager to plan, arrange agendas and support the development of papers for trustee meetings, along with the preparation of the subsequent minutes.
· Providing secretarial support to the Chair and trustees – for example, note taking at meetings or arranging additional meetings and visits to grantees.
· Providing the Foundation’s advisors with administrative support as required, for example, related to grant calls generating large numbers of applications.
· Supporting the sourcing of other external contractors – for example, expert evaluators.
· Providing systems support to Trustees and Advisers (remote systems) and liaising with external IT consultants to ensure the good maintenance and operation of the IT network and website.
· Supporting the development of the Foundation’s external communications – for example, implementing agreed changes to the Foundation’s website.
· Undertaking other administrative duties as required.
Financial support
· Liaising with accountants and auditors, especially in the preparation of annual statutory accounts.
· Supporting the Chair in ensuring that grant payments/invoices are paid.
· Supporting the Chair in liaising with outsourced banking and investment management functions.
Person Specification
Administration skills
· Excellent administration and organisational skills.
· Previous experience in a charity or grant making organisation and/or an understanding and experience of the processes of grant-making and monitoring of impact.
· Strong project management skills and experience of successful project delivery including managing outsourced contractors.
· Excellent communication and interpersonal skills, with the ability to manage and work with a range of different stakeholders, both within and outside of the organisation.
· An understanding of, or experience in, using CRM or grant management systems.
Governance skills
· A good working knowledge of charitable governance in the UK and the Charity Commission regulatory framework and direct experience of supporting Trustees to achieve good governance.
Financial skills
· An excellent understanding of budgets and financial processes.
· A good working knowledge of the input and analysis of financial information using Microsoft Excel and related software.
General
· An alignment with the objectives of the Foundation.
Equal Opportunities
We welcome applications from people of all backgrounds. Our definition of diversity encompasses responding to issues around race, ethnicity, faith, disability, age, gender, sexuality, class and economic disadvantage and any social and institutional barriers.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
My client is a global membership organisation, supporting its delegates throughout their careers and setting international standards in transparency. With plans for considerable growth over the next 5 years, they have a real ambition for the future.
Part of this change requires a review of existing back-office functions to ensure they are fit for purpose and growth. As such they are currently looking for an interim Finance Transformation Consultant to lead on a programme of improvement across their accounting function. Key deliverables being process efficiency and a greater input and influence in the wider business.
Key responsibilities:
- Supporting the Finance Director in setting up the finance transformation programme, including sequencing enablers, improvement initiatives and managing any high level dependencies.
- Produce, implement and regularly report on project progress against delivery plan.
- Review and document existing finance business processes, identifying inefficiencies and bottlenecks in existing finance processes and potential solutions for discussion and agreement.
- Lead initiatives to streamline and optimise problems identified, including reengineering processes, implementing quick win changes to existing systems.
- Assess finance technology and identify opportunities to leverage new systems to enhance finance operations and reporting.
- Define key performance indicators and metrics to measure the effectiveness of finance transformation initiatives.
The successful candidate will be a qualified accountant with a significant track record in delivering similar change programmes. A self starter, who can work with autonomy to get things done, you will have the right balance of detailed operational focus as well as be able to offer strategic insight.
This role has been assessed as outside of IR35 and can be offered on a fully remote basis.