Finance Manager Jobs
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.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
A small but highly specialist professional membership body & not-for-profit is seeking a Finance Officer on a full-time, permanent basis.
The role is paying circa £32,000 per annum and offers hybrid working – this will be a mixture of office-based work in central London and home-working. They also offer a generous pension and other benefits.
The organisation is a professional membership body with a range of products and services aimed at raising awareness of quality (governance, assurance, improvement) and growing capability within organisations in all sectors. They offer a range of membership services and events to members as well as issuing a prestigious ‘quality’ qualification and a training portfolio.
Reporting to the Management Accountant, The Finance Officer will work in a small finance team, and will primarily focus on 3 core areas:
- Purchase Ledger (invoices and payment runs)
- Payroll (using SAAS, software as a service where a payroll system is rented from an external provider but effectively done in-house) for around 50 staff
- Month-end duties (reconciliations and journals)
Other duties will include assisting with sales ledger, dealing with suppliers, financial admin & filing and assisting the Management Accountant with various duties.
The organisation is seeking an experienced, professional Finance Officer, ideally AAT fully-qualified or ACCA/CIMA part qualified. Experience with charity sector finance will be useful but not essential. Experience with payroll will also be very useful, however this is not essential as training will be provided.
Closing date: Ongoing / ASAP
Interviews: Ongoing / ASAP
Please send your CV for immediate consideration
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
About us
The Tudor Trust is a grant-making organisation with a long-standing commitment to funding smaller, grassroots organisations. With an endowment of around £220m, our annual commitment to grants has averaged £20 million. We are winding down our current grant-making strategy, and are reevaluating and developing a new strategy centred around racial, social and economic justice.
In tandem with our strategy review, we are undergoing a comprehensive change process, which includes refreshing our Board and rebuilding our staff team. This transformation extends to the redevelopment of our internal people culture policies and practices with Justice, Equity, Diversity and Inclusion at its heart.
About the role
As the Executive Assistant and Operations Manager at Tudor Trust you will be pivotal in ensuring the smooth operation and effective management of both administrative and operational functions within the organisation.
With a focus on providing comprehensive support to the Board and CEO, the role encompasses a diverse range of responsibilities, including executive assistance, operations management, HR administration, and financial support.
Key Responsibilities
Board and CEO Support
- Provide comprehensive administrative support to the CEO, Chair of the Board and Trustees, including proactively managing calendars, scheduling meetings, and handling travel arrangements.
- Assist in the preparation of reports, presentations, and correspondence.
- Attending meetings for notetaking, to capture actions for next steps.
- Assist in organising events, workshops, and training sessions.
- Coordinate logistics, invitations, and follow-up activities for meetings, and in particular, board and committee meetings.
Operations Management
- Oversee the day-to-day operations of the organisation, including facilities management, office supplies procurement, and equipment maintenance.
- Develop and implement efficient processes and procedures to enhance operational effectiveness and streamline workflows.
- Coordinate with suppliers, contractors, and service providers to ensure smooth operations and timely resolution of any issues.
- Ensure compliance with relevant regulations, policies, and procedures related to health and safety, data protection, and organisational governance.
- Support the review and planning of opening up the use of the building to external stakeholders for social and creative purpose.
- Handle general administrative tasks such as managing office supplies and maintaining SharePoint.
HR and People Administration
- Assist with recruitment processes, including posting job advertisements, scheduling interviews, and candidate communication.
- Coordinate employee onboarding and induction programs, ensuring a smooth transition for new hires.
- Maintain accurate and up-to-date employee records, including personal information, employment contracts, annual leave and sickness absences.
- Support the organisation in implementing policy changes and fostering a positive people culture, addressing routine employee inquiries and offering guidance as needed.
- Liaise with our outsourced HR provider to ensure our HR documentation and records, including employee contracts, policies, staff handbook and compliance requirements are kept up to date.
Financial Administration
- Assist with basic financial tasks, including processing invoices, expense reports, and reimbursements.
- Review all our insurances and support the Head of Resources with the administration of the charity’s bank accounts.
As our organisational change initiatives progress, the EA & Operations Manager role will evolve, facilitated and managed by ongoing reviews conducted in collaboration with the Head of Finance and Resources.
Person Specification
Skills, Experience and Knowledge
- Experience as an Executive Assistant or Administrator.
- Experience in coordinating with suppliers, contractors, and service providers to maintain smooth operations and address any operational issues promptly and effectively.
- Proactive and detail-oriented, with the ability to anticipate and address the CEO's needs
- Forward thinking, organisational and project management skills
- Organisational skills and the ability to effectively manage multiple tasks and priorities.
- Proficiency using Microsoft 365 tools, including PowerPoint, excel, SharePoint and teams,
- Communication and interpersonal skills, with the ability to interact with stakeholders at all levels within the organisation.
- Understanding of best practices in operations administration, including facilities management, procurement, and health and safety regulations.
- Discretion and ability to handle confidential information.
- Knowledge of / interest or understanding of Justice, Equity, Diversity, Inclusion and Belonging.
At Tudor Trust, we value and celebrate the differences that make us who we are. We respect the unique differences that each individual brings to the table, whether it's age, cultural heritage, disability and mental health, ethnicity, race, gender, gender identity and expression, sexual orientation, or social background.
Tudor Trust is fully committed to equity, diversity and inclusion in our sector. We want this to be reflected in the diversity of the people who work for us and we are particularly interested in applications from people from all backgrounds.
If you would like to apply for this role, please submit a CV and supporting statement outlining how you fulfil the person specification (experience, skills and knowledge, key attributes and values) for this role.
The client requests no contact from agencies or media sales.
- Are you a confident communicator who enjoys working with people?
- Do you see the potential in ideas as well as the challenges?
- Are you passionate about the power of communities to change things for the better?
You’ll be part of a team of Funding Officers, led by a Funding Manager, responsible for our grant-making activity in a geographical area. There are eight Funding teams in Scotland each covering a different geographical region with between 4 and 8 Funding Officers in each team.
Funding Officers usually work on grant-making activity within one local authority area and are the main point of contact for all grant-holders and applicants in that area.
Role Responsibilities include:
- You will provide advice to prospective applicants, assess applications and will be in regular contact with grant-holders as they progress with their projects. Your recommendations will guide decisions on awarding grants and how we support grant-holders.
- You will contribute to learning and evaluation of our work, outreach and stakeholder engagement in your area. You will ensure that our funding responds to the local context and our commitment to equity and inclusion. You will be expected to challenge yourself and colleagues to continually improve the way we work.
- You will be responsible for understanding how an organisation’s ideas align with our funding priorities and making good judgements about when to take an application further or when to signpost to alternative opportunities. You will be able to communicate clearly and concisely your recommendations about who and what we fund. Your natural curiosity combined with a genuine interest in people and projects in your area will enable you to try new approaches and develop your understanding of what works.
During your first few weeks with the Fund, in person training will be delivered in Glasgow, you can expect to be office based on most working days. After the initial training period work patterns are more flexible. In a typical week most full-time Funding Officers would be likely to spend one day in our Glasgow office, one or two days out for meetings and project visits in their assigned area, and will work from home on other days.
There can be occasional weekend and evening working, but most of our work takes place on week days in normal working hours.
When applying please specify which Funding role you would like to be considered for, this can be both.
About You
We are looking for talented people from a wide range of backgrounds, cultures and experiences who share our values and are passionate about making a difference through our funding. Whether through lived or gained experience you will really understand the communities we work with.
We are very open to flexible working both full time and part time applications, minimum 2 days a week.
Interview Date: W/C 22nd April – face to face in Glasgow
Location: Hybrid working – home, community, office (Glasgow city centre)
Essential criteria
- Communication ability:
We’re looking for people with the ability to change their communication style to make themselves understood, listen carefully to others and ask questions to clarify what they mean, and write factual reports that draw together many sources of information. - Ability to build and maintain relationships:
We’re looking for people who can develop productive working relationships with people inside and outside an organisation and are committed to equity, diversity, and inclusion. - Ability to analyse information and come to a judgement:
We’re looking for people who can bring together information from a range of sources to make decisions and can clearly explain their judgement to others. - Ability to self-organise and plan work:
We’re looking for people who can plan and organise their own time to meet regular deadlines and complete varied tasks and projects - Values-driven and passionate about the Fund’s purpose.
Desirable criteria
- Ability to work with financial budgets and business plans:
We're looking for people who are able to work with and interpret numerical information and can understand financial documents. - Ability to use IT tools and learn processes:
We're looking for people who are able to use common office software and are able to learn how to use new systems and follow detailed process. - Knowledge of the third sector:
We’re looking for people with an active interest in learning about the third sector in Scotland and working with under-represented communities
Equity, Diversity and Inclusion
Communities in the UK come in all shapes and sizes. National Lottery funding is for everyone – therefore, we are committed to equity, diversity and inclusion and we work hard to ensure our funding reaches where it is needed.
We also believe our people should represent the communities, organisations and individuals we work with. That’s why the National Lottery Community Fund is committed to being an inclusive employer and a great place to work. We recognise and celebrate the fact that our people come from diverse backgrounds. We positively welcome applications from people from ethnic minority backgrounds, people with disabilities or longstanding health conditions, people who are LGBTQ+, and people from different socio-economic and educational backgrounds, as well as people of all ages.
As a Disability Confident Employer, we take a proactive approach in making reasonable adjustments, if needed, throughout the recruitment process and during employment. (This can be related to a physical and mental health condition.)
The ideal applicant will have previous experience of working in a training/events or administration role. Experience of database management and associated reporting is essential, Salesforce experience is desirable but not essential as training will be given. Excellent Microsoft Office skills, attention to detail and a superb telephone manner are all essential.
Duties and Responsibilities:
- Schedule and monitor administration of all aspects of training courses including associated online training and registrations for all UK and international programmes as well as In-House training courses
- Responsible for registration and confirmation of delegates on public courses and ensuring that all joining instructions are sent
- Responsible for informing relevant delegates on cancellation of any public courses
- Answering any potential client queries on public training and providing information on course content, locations and availability
- Sourcing tutors for public training courses
- Sourcing suitable venues for public training dates
- Administration of eLearning LMS setting up new users, cancelling users and working in conjunction with developers on any issues arising
- Provide cover for other team members when required
- Booking accommodation and travel for tutors for training
- Process all public tutor/venue invoices through the Purchase Order system before passing to finance for payment
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.