Financial transactions manager jobs in birmingham
About us
Bridges Outcomes Partnerships (BOP) is a mission driven not for profit social enterprise. We help radically change human services and environmental initiatives to improve outcomes for people, the planet, and value for society. We work with Government, community groups and specialist partners to design and deliver vital services that support people to improve their lives, in areas ranging from education and wellbeing to housing and employment. We enable personalised and strength-based delivery through collaborative design, flexible delivery, and clear accountability for improving people’s lives through People-Powered Partnerships
Role Purpose
The Role will be responsible for the entry and review of financial transactions from various sources including purchase invoices, payment cards and bank transactions.
The organisation has grown from managing 8 entities three years ago to 22 at present. We have 41 accounts across 5 different banking institutions (in both USD and GBP) and multiple credit/debit cards. You will need to be adaptable with an open mindset and able to work with uncertainty and change.
We have recently implemented new accounting software (Iplicit) to better manage the multiple entities in our portfolio. This role will act as a key part of the finance function now the new system is live.
Responsibilities
Initial Duties:
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Processing urgent same day rent payments
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Processing of purchase ledger transactions (including VAT entries) for 22 legal entities, in multi-currency, ensuring accurate re-allocation to other entities where appropriate
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Preparation of supplier payment runs for approval
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Completing bank statement imports and reconciliations
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Responding to internal and external queries regarding purchase transactions and payments
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Other administration & support as required by our Central team (including People, Digital, Business Development & Impact)
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Review and processing of employee expense transactions
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Creating regular Inter-company recharge invoices for batches of transactions
Skills & Experience
Essential Skills & Experience
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Practical experience in a similar role processing a range of financial entries
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AAT Level 3 Certificate in Accounting or similar
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An understanding of the fundamentals of VAT
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Attention to detail and with ability to question existing processes
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Confident and financially literate, with clear communication and good organisation skills
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Able to manage priorities and work effectively in a remote working setting
Desirable Skills & Experience
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Experience of working with multi-company/inter-company structures
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Familiarity with Iplicit accounting software
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Experience of working with multiple currencies
What we will offer you
• We are a flexible employer and we will support you to ensure you achieve a healthy work life balance.
• You will be joining an incredibly dedicated, vibrant, dynamic and talented team of people who are deeply passionate about services which improve people’s lives and public sector reform.
• You will get 25 days’ annual leave plus 8 days for bank holidays plus a birthday leave day and 2 additional ‘gifted’ day/s between Christmas and New Year.
• We offer a Salary Sacrifice Pension Scheme.
• We offer Life Insurance, Income Protection Insurance and Wellbeing benefits & resources.
• We also offer Private Medical Insurance on successful completion of your probation period.
• You will be able to access Learning and Development opportunities.
Application process/next steps
We are only accepting applications through the Applied platform. You’ll answer some questions that are related to the day-to-day job and will be asked to upload your CV. Your answers will go through our sift process: all answers will be anonymised, randomised and then reviewed by a panel of reviewers.
NB To keep your response personal and genuine, we ask that you don't use AI tools (like Chat GPT or others) to answer the applications - we're looking for your own voice and experience to come through.
If you are shortlisted, we’ll invite you to the next step, which will be first and second round interviews with some of our colleagues. Once we have concluded the process we would like the successful candidate to start as soon as notice periods allow.
The closing date for applications is 3rd August.
First round interviews are likely to take place w/c 18th August.
Bridges Outcomes Partnerships is an equal opportunities employer and ensures that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable. We welcome applications from candidates of all backgrounds and will make reasonable adjustments for any part of the recruitment process for candidates who meet the minimum criteria for the role
We're a not-for-profit social enterprise. We work with partners to create people-powered partnerships that get better outcomes for people & the planet




The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We are seeking a part-time Finance Manager for Energy Sparks, a charity working towards a sustainable future in which the school community is at the heart of measurable action to tackle climate change. Energy Sparks equips children and young people with the knowledge, skills, and tools to take practical action in their school and wider community to reduce carbon emissions. We enable school leaders, staff and communities to better understand and reduce their school’s energy consumption and introduce wider measures to reduce their carbon footprint.
This is an exciting, new role in our growing team and provides a great opportunity to apply your financial accounting and management skills to help our charity flourish. As the only finance employee within a small organisation, this role will be a blend of weekly bookkeeping tasks alongside the preparation of management accounts and strategic oversight of Energy Sparks’ finances. The successful postholder will embrace the varied responsibilities.
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Salary: £40,000-£42,000 pro rata dependent on experience
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Role initially offered 0.2 FTE. This can be worked 7.5 hours per week across the year or 8.75 hours per week term time only, with the opportunity for future growth, subject to income. Hours can be worked flexibly from Monday to Friday, 8am to 6pm.
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Home working with occasional team meetings in Bath (typically 1 visit per year, although for local employees there may be the opportunity to meet more often)
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Post holder must already have the legal right to work in the UK.
Application deadline: 11:59pm Thursday 24th July 2025
To start September 2025 or as soon as possible thereafter.
About us
Energy Sparks is an online energy management tool and energy education programme specifically designed to help schools reduce their electricity and gas usage through the analysis of smart meter data. Energy Sparks helps pupils and the wider school community to reduce their school’s carbon emissions, and make a real contribution to addressing the 'climate emergency'. Energy Sparks started in 2017 in Bath, and is now working with over 1000 schools across the UK.
Current annual income is £500,000 to £600,000 with expected growth in the 2025/2026 financial year. To date, the responsibilities in this job description have been delivered by the CEO. All staff work remotely with the core staff team based in the Bath area.
Key Responsibilities
Note: Energy Sparks currently uses the Xero accounting package to deliver most of the tasks below.
1. Financial Reporting
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Prepare monthly/quarterly management accounts, ensuring accurate reporting of income and expenditure.
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Provide financial reports to the CEO and Board of Trustees
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Track restricted vs unrestricted funds and ensure proper allocation and reporting.
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Prepare the annual financial statements (in line with charity SORP).
2. Transaction recording and bank and payment reconciliation
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Reconcile bank accounts weekly, including card payments
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Match incoming payments to invoices or grants
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Authorise and categorise supplier invoices
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Maintain accurate coding of income and spend to specific funders or grants (restricted/unrestricted funds), including apportioning staff salaries with manual journals
3. Accounts Payable and Receivable
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Process supplier payments
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Monitor supplier invoice due dates and ensure timely payment
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Issue sales invoices to schools, Multi-Academy Trusts (MATs) and other partners
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Monitor accounts receivable and flag and chase overdue invoices with schools, MATs or partners.
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Monitor Energy Sparks account renewals and work with the wider team to issue renewal notifications.
4. Payroll
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Check and post monthly payroll on Xero
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Post HMRC payments (PAYE/NIC)
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Process and post pension contributions
5. VAT
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Record input VAT on supplier payments including reverse charge VAT
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Correctly charge VAT on sales invoices
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Prepare quarterly VAT returns including accurate business/non-business apportionment for input VAT recovery
6. Record-Keeping
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Maintain digital records of receipts, invoices, and approvals
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Ensure proper documentation for charity finance compliance
7. Internal Controls & Risk Management
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Comply with Energy Sparks’ internal financial controls and policies to manage risk.
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Monitor cash flow and reserves and recommend adjustments for financial sustainability.
8. Strategic Financial Leadership
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Provide strategic financial insights to help inform decisions about growth and expansion.
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Assist with long-term planning, forecasting, and cost analysis for sustainability.
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Support organisational change, ensuring financial stability and compliance as the charity grows.
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Suggest improvements to financial processes, including optimising our use of accounting software to increase efficiency.
This will be a varied role within a small staff team and an ability to embrace a diversity of tasks is essential. There are currently no line management responsibilities for this post.
Person Specification
Experience & Knowledge
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Significant experience in a senior finance role, ideally in the charity sector.
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Strong knowledge of charity financial compliance, SORP, and statutory reporting
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Experience of fund management and management accounts
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Experience of preparing VAT returns and business/non-business apportionment
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Proficiency in Xero or similar accounting software, including manual journals
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Confident running a Payroll function using Xero or other accounting software
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Skilled in financial planning, reporting, and budgeting
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Advanced use of Excel and Google Sheets.
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Experience preparing for audits and liaising with external auditors/independent examiners
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Strong communication skills with the ability to engage effectively with staff, funders, trustees, schools, Multi-Academy Trusts and suppliers. Happy to pick up the phone and chase schools or MATs for invoice payments!
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A self-starter mentality with the ability to work independently as well as within a team.
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Excellent organisation, efficiency, and attention to detail.
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Strong problem-solving abilities and a solution-focused approach.
Nice to have
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Strong interest in sustainability
Benefits
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£40,000 to £42,000 pro rata dependent on experience
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12% employer pension contribution
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38 days paid annual leave pro rata including bank holidays
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0.2 FTE. This can be worked 7.5 hours per week across the year or 8.75 hours per week term time only, with the opportunity for future growth subject to income. Hours can be worked flexibly from Monday to Friday, 8am to 6pm.
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The opportunity to make a difference in reducing carbon emissions and helping young people to live sustainable lives.
Application deadline: 11:59pm Thursday 24th July 2025
To be considered for this role, all applicants must currently have the right to work in the UK.
Energy Sparks is an equal opportunities employer and welcomes applications regardless of race, sex, disability, religion/belief, sexual orientation or age.
The client requests no contact from agencies or media sales.
Financial Modelling Analyst | £50,000 - £55,000 | 12-month FTC | Fully Remote
For the UKs largest not-for-profit social enterprise in the employment and social mobility sector, we are recruiting a Financial Modeller / Analyst on a 12-month contract which could go permanent. Working closely with the finance business partners and commercial operations teams, this role will develop models to review commercial bids and acquisitions and provide insight to senior leaders on value drivers to inform decision making around bidding strategy and financial planning. This role will suite someone with first-rate commercial tendering, bidding, financial modelling, and Excel skills and a strong relationship builder from either the commercial or social enterprise sector. CFA or CIMA qualifications are preferred. Please note, this is a fully remote role but applicants need to be UK-based.
Main Duties:
- Deliver financial and commercial analytics, and modelling, focusing on new business development, bidding and tendering
- Implement best practices in modelling and business development processes across the group
- Utilise modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
- Summarise and present complex opportunities and risks for senior management decision-making
- Build and maintain strong relationships across finance, operations, and business development teams
- Support wider team in annual budgeting and long-term forecasting
- Support the Senior Financial Planning Analyst and business leaders in developing and implementing strategy
Person Specification:
- CFA is preferred, but would consider CIMA or ACCA qualified too
- Finance background or degree, or FMVA, BIDA Financial Modeller / Data Analyst
- Experience with modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
- Experience of working in a commercial bids, deals, or transactions environment
- Strong technical financial modelling and due diligence within professional services
- Financial modelling of large-scale contracts, pricing schedules, and business cases
- Forward financial planning, costing and option / investment appraisals
- FP&A, budgeting, and forecasting experience
- Advanced Excel, ideally VBA
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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.
The Association for Cultural Enterprises (AfCE) supports over 500 member organisations across the UK and internationally, helping the cultural sector generate earned income through commercial activity. As an Arts Council England-funded organisation, AfCE delivers sector-leading training, benchmarking, data-led insights, events, and advocacy to drive financial resilience in arts, heritage, and culture.
AfCE runs a year-round programme of live training events around the UK and Europe, as well as its signature annual Cultural Enterprises Conference and Trade Show. We have ambitions to grow attendance at these events, as well as growing our membership.
The Association is a charitable organisation, which also has a trading company, Cultural Enterprises (Trading) Limited (CET).
We are looking for a new Finance Manager to join a small, friendly, and ambitious team, to review the day-to-day processes and policies and identify opportunities to improve reporting and make operational efficiencies. The Association is growing, so now is an exciting time to join our team and work with our members across the cultural sector.
Job Summary
The purpose of this role is to provide sound financial management for the Association and CET through:
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Statutory financial reporting in line with Charity SORP/UK GAAP, including annual returns to Companies House and the Charity Commission
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Management accounting, reporting and analysis to funders, management, staff, and Trustees/Directors
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Preparation and maintenance of budgets, forecasts and plans, including cashflows and project budgets
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Supervision and control of day-to-day accounting transactions, including oversight of the finance aspects of the Apprentice role
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Oversight and implementation of robust financial systems, policies, and procedures
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Responsible for financial queries, working with the Apprentice as first point of contact for external contacts
Main Duties
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Supervise day-to-day accounting operations and ensure accurate financial record keeping, including coding, allocations, reconciliations, and tax accounting
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Oversee invoice generation and debt recovery processes
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Process payments and staff expenses for authorisation
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Produce regular management accounts on an accruals basis, providing interpretation and advice to the Executive Team, Finance & Risk Committee, Trustees/Directors, and funders
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Lead on budget preparation and forecasting, including project-specific budgets; monitor and reforecast as needed
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Prepare statutory accounts in compliance with charity SORP and liaise with external auditors and the Treasurer
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Manage contracts with financial services providers, including bookkeepers, auditors, banks, and investment managers
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Attend AfCE and CET Board meetings
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Fulfil company secretarial duties, including:
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Filing confirmation statements and annual accounts for ACE and CET with Companies House and Charity Commission
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Filing changes in Trustees/Directors
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Complete Arts Council England (ACE) returns, including provision of financial information for quarterly payment processes when required
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Negotiate and implement insurance policies including:
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General insurance
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Cyber security
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Life assurance
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Staff sickness policy
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Trustees’ liability
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Conference insurance
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Oversee monthly payroll, including statutory payments to HMRC and pension providers, and liaise with bookkeepers for payroll updates or changes
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Review VAT returns for accuracy before submission to HMRC
Note on External Bookkeepers
External bookkeepers currently provide support limited to payroll and VAT processing.
Person Specification
Personal Qualities
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Self-disciplined, organised, proactive and self-motivating
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Logical and methodical approach to finance and administration
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Trustworthy, honest, reliable and conscientious
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Confident, professional, and personable, able to communicate easily within a small team and with external stakeholders
Professional Competencies
Essential
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Professional accounting qualification such as ACA, ACCA, or CIMA
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Strong knowledge of charity SORP and charity finance regulations, including VAT and Gift Aid
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Experience with Xero or equivalent cloud-based accounting systems
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Strong reporting skills
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Team player with excellent interpersonal skills
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High level of accuracy and attention to detail
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Experience producing management accounts and supporting senior leadership and boards
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Ability to interpret financial data for non-financial colleagues
Desirable
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Experience working in a small charity or business
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Understanding of the cultural or charitable sector
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Experience of remote working
Benefits
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Unlimited holiday policy
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5% employer pension contribution
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Life insurance
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Flexible working arrangements by agreement with the CEO
We are an inclusive, equal opportunity employer and value diversity. All employment is decided on the basis of experience, merit and organisational need.
Please note that interviews for this role will take place online on Thursday 31st July.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Background:
Consumers International is the only global membership organisation bringing together over 200 member organisations in more than 100 countries to empower and champion the rights of consumers.
We work with our members and partners, across national borders to address critical, systemic global issues that impact and involve consumers. Representing and empowering consumers, we are their voice in international policy-making forums and the global marketplace to shape a world where everyone has access to safe and sustainable products and services.
Working for Consumers International provides the opportunity to build solutions and partnerships to address the foremost marketplace issues and opportunities at global scale.
Purpose of the role:
The purpose of the role is focused on generating and developing monthly management accounts information and providing insight and direction to the Director General and Leadership Team. Reporting directly to the ‘Head of Finance and Organisation Development’, the Management Accountant will play a key role across the business in improving data capture and managing reporting across the team. This role will be on a part time basis of 2 days a week.
This role will suit someone who is looking to join a small, dynamic and growing organisation to run the management reporting process and provide timely and accurate financial management information. Systems experience with ‘Microsoft Dynamics 365 Business Central’ accounting package would be an added advantage.
KEY RESPONSIBILITIES
· Preparing monthly management accounts, including comparatives to budgets, trends and forecasts
· Compiling Balance sheet reconciliations
· Preparing quarterly Project ‘Income and Expenditure’ reports for Project Managers
· Preparing interim/final financial Project reports for submission to Funders
· Preparing quarterly VAT returns
· Providing accurate and timely financial information to support the organisational financial strategy and decision-making process
· Ensuring all transactions are recorded, filed and reported correctly
· Streamlining and improving accounting systems, controls and process environment
· Reviewing and updating current suite of organisational policies
· Preparing annual budget
· Preparing supporting schedules for Annual audit and working with external Accountants to assist in the preparation of annual financial statements
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We are seeking a new Finance and Administration Officer following the upcoming retirement of a long-serving team member. A key member of the SLA central office team, the Finance and Administration Officer plays a vital role in ensuring smooth financial operations and providing essential administrative support for our membership. In addition to administration support, this role is responsible for maintaining accurate financial records, book-keeping and effective day-to-day financial operations, producing financial reports using XERO and our CRM.
You will be experienced in financial and administration operations of a charity or similar , with an AAT qualification or matching worked experience. Familiarity with XERO will be an advantage. You will be able to bring understanding of cashflow and financial analysis of figure, working with accountants as required.
You will also have excellent customer service skills and be able to work effectively with all stakeholders from our members, to funders to suppliers. You will be determined and have an excellent eye for financial and administrative detail. Your duties will include general administration and:
Financial operations and record-keeping
- Manage day-to-day financial transactions and maintain accurate records of all SLA accounts and petty cash; book-keeping
- Process and record all incoming payments, including foreign cheques (into bank account)
- Monitor cashflow and expenditure, keeping track of spending
- Pay invoices upon approval and ensure timely monthly payments (e.g. pensions, HMRC)
- Handle creditor and supplier communications and resolve related issues
- Monitor and follow up on overdue payments with a focus on membership payments
Invoicing and income tracking
- Issue and track membership and subscriber invoices and reminders
- Keep office team informed of payment statuses
- Prepare sales, cost, and profit reports for SLA publications
- Conduct annual publications stock take
Payroll and reporting
- Liaise with the accountant on salary payments; process salary BACS payments
- Support year-end financial reporting by providing necessary documentation to accountants
- Produce regular financial reports and analysis as required
- Supporting preparation of budgets, working with accountants as required
Event financial administration
- Manage financial aspects of SLA events, particularly the annual conference (e.g., exhibitors, sponsors, and delegates)
- Process and record staff/trustee expense claims
- Support with bookings accommodation and travel for Board meetings
To be successful in this role you should demonstrate:
- Strong experience in financial and office administration
- Knowledge of accounting principles
- Experience of working with XERO or similar
- Experience of using CRM systems (ideally IMIS)
- Experience of working for a small charity and / or membership association
- Accuracy, numeracy, attention to detail
- Ability to manage own workload, prioritise and meet competing deadlines
- Excellent customer service manner
- Being a team player
The Association is a UK wide organisation, working mostly remotely. Working patterns can be negotiated and we welcome applicants from all over the UK. We strongly encourage candidates of all different backgrounds and identities to apply. Each new role provides us with an opportunity for us to bring in a different perspective, and we are always eager to diversify our team. The SLA is committed to building an inclusive, supportive place, where you can do brilliant and rewarding work.
To apply please send a one page covering letter and CV with the job title in the subject line by 11th July. Applications without a covering letter will not be considered. No agencies please.
Due to the volume of applications we cannot provide individual feedback. We really appreciate your interest. If you haven’t heard from us within one week of the deadline, it means we’ve moved forward with other candidates on this occasion. We encourage you to apply again in the future. Please note we may close recruitment early should the right candidate be identified.
The client requests no contact from agencies or media sales.
Finance Manager - 4 days per week - National
Are you an experienced Finance Manager keen to join a growing organisation that makes a big impact on the health and wellbeing of children and adults through the healing power of music? Charity People is delighted to be partnering with Music in Hospitals & Care, a £1million turnover organisation to help recruit a part time Finance Manager.
Reporting to the Head of Finance, you will be managing one Finance Assistant. Working closely with the Head of Finance overseeing all processes and controls that feed into management accounts preparation, you will also be business partnering with the Senior Leadership Team, and budget holders.
This is a pivotal time to join this amazing charity, with an inclusive and strong CEO and staff.
Salary: £40,000 per annum (this will be pro-rata'd for 30hours per week)
Benefits Excellent benefits package including 35 days per year (inclusive of bank holidays), Employer Pension contribution of 6%, Death in Service benefits, access to an Employee Assistance Programme, and the opportunity for flexible working.
Contract: Part time 30 hours per week, Permanent
Location: Remote based role with an occasional travel to London, we encourage applicants from across the UK.
Key duties and responsibilities will include:
- Oversee day-to-day financial operations, working with Finance Assistant to ensure all financial transactions are recorded accurately.
- Lead the completion of month-end processes including preparation and posting of journals, balance sheet reconciliations including restricted fund reconciliations, and maintenance of control accounts.
- Assist the Head of Finance on drafting management accounts and cashflow
- Provide financial business partnering support to Senior Leadership Team and Managers as required.
- Collate and provide monthly payroll information to external payroll provider, reconciling payroll outputs to financial records.
- Support the Head of Finance in the preparation of year-end financial statements in line with the Charity SORP and statutory requirements.
- Act as the lead point of contact for the annual audit process, liaising with external auditors and preparing audit schedules and documentation as required.
- Act as a key contact for the charity's banking, payment platforms (Stripe, CAF, Paypal etc) and financial systems (Sage).
- Monitor bank accounts, oversee and authorise payment uploads, and ensure accurate reporting via banking platforms.
- Provide reconciliations for fundraising between CRM (Beacon) and Financial System (Sage).
- Lead and empower the Finance Assistant
Candidates applying for this role must have the following:
- Qualified by Experience (QBE), a recognised CCAB qualification (ACA, ACCA, CIMA, CIPFA) or working towards a recognised Finance qualification
- Producing monthly or quarterly management accounts and providing suitable narrative as required
- Supporting or leading on aspects of the year-end processes and/ or the annual audit, including producing year-end schedules, accounts and liaising with the auditors
- Ability to build strong relationships with budget holders and being able to challenge them in a compassionate and respectful manner
- Strong verbal and written communication skills at all levels
- Strong interpersonal skills and being proactive
- Experience working on Sage 50
This role will be closing on 13th July, 2025 and candidates shortlisted will be required to answer three questions which will form as part of shortlisting by the client.
Therefore, please do apply without further delay!
Due to the nature of this role, the client may close this position early if we have suitable candidates.
First stage interviews will be held via MSTeams on Friday 18th July
Second stage interviews via MSTeams on Wednesday 23rd July
Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Location: You can be based near one of the following office locations - Birmingham, Cardiff, Glasgow, Liverpool, London, or Newcastle.
We operate a hybrid model of work i.e. a combination of in-person and remote, with flexible days in the office depending on business need and your preferences. We would typically expect in-office attendance an average of one day per week.
Contract: Full-time, Permanent
Hours: We are looking for the right candidate and while we envisage this being a full-time role (37.5 hours per week) we are very open to flexible working arrangements such as part-time, compressed hours, flexitime and job-shares.
Occasional/frequent evening or weekend work may be required, for which time off in lieu (TOIL) will be given.
Ideal start date: ASAP, as agreed with candidate
We’ll also need:
- Proof of your right to work in the UK - regretfully we’re currently unable to offer sponsorships at this time.
- References
- To conduct relevant DBS or PVGs checks for Safeguarding purposes if you are offered the role in line with our Safer Recruitment practices.
The Opportunity
The Finance and Operations Officer’s purpose is to work within the Operations Team to provide essential financial and operational support for the whole charity.
Key responsibilities for finance range from providing advice and support for the whole staff team, important day to day and monthly financial processing for key stakeholders and assisting with the budgeting and forecasting process.
1. Finance
- Support the Finance and Operations Manager (FM) to prepare and deliver accurate and regular management information including monthly management accounts, budgets and forecasts, one-off finance reports, reporting for funders including grants and trusts, including end of project reporting.
- Monitor the day-to-day financial management and cash flow of the Social Mobility Foundation (SMF) working closely with the FM, Head of Finance & Operations (HFO), Operations and Fundraising teams.
- Prepare payment runs for invoices and expenses, update weekly payments received reports and work closely with the Fundraising team to ensure expected income has been received.
- Support the FM, alongside our appointed accountants, to prepare audited Year End Accounts, and work to ensure the Accounts are completed, approved, and filed on time.
- Support the FM to manage and improve our financial systems and procedures, streamlining internal processes to ensure they are effective and safeguard the finances of the organisation.
- Support the FM to devise and implement effective and efficient procedures, including the introduction of a purchase order system. From time to time, you may be requested to support the FM to maintain the payroll function of the organisation.
2. Operations and Administration
- Support the organisation, in ensuring that all staff and volunteers are aware of and trained in the relevant Data Protection policy and procedures and ensure that data protection laws are being adhered to in relation to the storage of data. Run the data deletion process where such requests are received in compliance with GDPR legislation.
- Support the HFO and FM in overseeing operational matters such as SMF office administration, maintaining the asset register, insurance renewals, and Health & Safety compliance; act as point of contact for suppliers and service providers, including property managers, utility companies, couriers and cleaners; maintaining contracts and leases with office providers; purchasing office supplies & equipment and ensuring adequate stock levels are kept.
- Support the wider organisation through appropriate administrative tasks, for example the programme delivery team to ensure a good experience for students, particularly during the residential programmes
- Support the HR team with processes such as ordering laptops for new staff and communicating, updating and maintaining office policies contained in the Office handbook
- Undertake research activities to support Operations Team projects, for example potential new suppliers, benchmarking exercises and contract renewals
3. Strategic Responsibilities
- Support with training staff on finance processes, fraud awareness, data protection, and other areas of operations.
- Being a point of contact for all staff on finance and operations including office administration
- Ensure appropriate adherence to our financial and operational policies and procedures supporting the organisation to enact the highest standards, balancing that whilst processes are appropriately followed, they are not followed to the point where they compromise the standards or outcomes desired.
Need to know
- IT skills: Experience of using Microsoft Office, particularly Excel functions. Experience of using or awareness of any accounting and/or CRM (Salesforce) software.
- Accounting knowledge: Some understanding of basic bookkeeping would be preferable, including the importance of accurate and timely information for the running of the charity and an ability to maintain confidentiality.
Please see the full job description attached for a more detailed person specification.
Benefits
Annual leave
33/34 days (England & Wales and Scotland respectively - includes bank and public holidays).
Other benefits
Cycle to Work Scheme; Employer pension contributions of 5% of qualifying earnings; Employee Assistance Programme available to staff and their family; Flexible work options such as hybrid working, flexitime, part-time; Regular staff team building and business planning “away days”.
How to Apply
Interested candidates should apply by submitting the following information to our application portal Pinpoint by 23:59PM, Sunday 13th July.
- Why would you like to work at the Social Mobility Foundation? (max. 500 words)
- What makes you a suitable candidate for the role? (max. 500 words)
Please note that generic applications and CV’s will not be considered.
Interviews: First round interviews will take place between 14th July and 18th July with multiple slots available at different times throughout the working day.
We unlock potential, broaden horizons and create opportunities for young people



The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
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Senior Finance Officer
14 hours per week
As our Senior Finance Officer you will contribute to Career Ready’s finance and operations function by providing high quality financial support to the charity. Working as part of a small team of three, you will perform core finance tasks and will support the Head of Finance and Operations with budgeting, reporting and auditing activities.
Main responsibilities and accountabilities
Bookkeeping and Accounting
- Ensure transactions are properly recorded and entered into Xero Accounts
- Assist with the annual audit
- Maintain financial files and records
- Manage and reconcile the accounts payable and accounts receivable
- Process payable invoices and staff expenses in line with fortnightly payment runs
- Perform credit control for maximum debt recovery
- Reconcile the bank statements for review the Head of Finance & Operations
- Assist with the preparation of annual budgets, forecasts and budget monitoring reports
Support to the Partnerships and Income Teams
- Collating financial information for funding applications as required
- Monitoring expenditure on grant-funded programmes
- Preparing financial reports on receivable grants as required
- Maintain electronic files of funding agreements and contracts
Payroll
- To support with the administration of monthly salaried payroll for staff, and internship payroll throughout Jun-Sep each year
- To raise monthly salary journals for review by the Head of Finance & Operations
- To process payroll payments via online banking portals
Essential skills and experience required
· Fully or part qualified – AAT, ACCA or CIMA or qualified by experience
· Clear understanding of financial controls, compliance, and reporting frameworks
· Intermediate to advanced knowledge of Microsoft Excel
· Ability to prioritise and meet competing deadlines
· Previous experience of computerised accounting and payroll e.g. Xero
· Previous experience of payroll administration that includes maintaining confidential data
· Ability to work as part of a team as well as on own initiative.
· Excellent attention to detail and high numeracy
· Ability to communicate financial information to different audiences
· Problem-solving ability
Desirable skills and experience
· To have an understanding of Charity Finance.
· Experience of working in a finance function in a charity
Salary and Benefits
Salary: £32,000 to £38,000 per annum FTE (pro rata for part time), depending on qualifications/experience
14 hours per week. Career Ready is committed to supporting condensed/flexible working patterns
Permanent and remote
You will be rewarded with the following benefits:
· 6% contribution to personal pension plan, subject to 3% employee contribution.
· Annual leave: 27 days per annum plus bank/public holidays (pro rata for part time). The charity is also closed between Christmas and New Year. Career Ready also allows flexible use of some Bank & Public Holidays
· Cycle to Work Scheme
· Access to both our Reward Gateway Portal and an Employee Assistance Programme.
· Flexible working
· Work from home allowance and paid travel expenses.
We regret that Career Ready is unable to offer visa sponsorship and candidates must be able to demonstrate their right to work in the UK. In accordance with our commitment to safeguarding, offers of employment are subject to completion of a DBS check.
Full details can be found in the candidate pack.
Timetable
Applications close at 9am on Monday 21 July 2025
Please note that the closing date may be brought forward if we receive strong applications.
The client requests no contact from agencies or media sales.