Stratford-upon-Avon, Warwickshire
£19 per hour £9,907 per year
Permanent, Part-time, 10 hours a week
Job description

New Year , new challenge? As an experienced Finance Officer you would provide strategic financial information to Municipal Charities. We run 5 almshouses and the Relief in Need charity in Stratford Upon Avon.  

We are seeking an experienced Finance Officer to provide strategic financial information to the staff team and the Trustee body, of Municipal Charities. Municipal Charities is a very long-established group of charities whose objects are to provide housing for local people in need and over 58 years old. In addition to forty-six almshouses, the oldest of which dates back to a Royal Charter granted in 1553, the group also operates a grant-making charity for the benefit (Relief in Need) of residents of the Town of Stratford upon Avon. Additionally, the group owns a small portfolio of freehold interests in commercial properties. The group is looking to expand further in terms of more almshouses, as opportunities present themselves. The Trustees are looking for a Finance Officer to support the group forward into the next chapter of its 468-year history.

The Finance Officer has the following specific responsibilities:

  • Financial Oversight and providing financial information to the Board of Trustees
  • Entering all transactions onto the SAGE accounts package
  • Producing monthly management accounts including accruals and cash flow statements
  • Producing annual budgets
  • Producing annual accruals accounts ensuring that they are compliant with the current Charities SORP;
  • To deal efficiently and effectively with all invoices and bills; obtain authorisations as required and obtain countersignatures as required;
  • To deal with banking issues  and initiate online bank transactions and being a cheque signatory;
  • To co-ordinate the bank accounts arranging for online payments
  • To undertake bank and other monthly reconciliations;
  • To act as an internal resource for financial information, budget monitoring, internal audit and accountability;
  • To process and pay staff salaries
  • To maintain the petty-cash system and process staff expenses
  • To make adjustments as required between the various charities
  • Ensuring that appropriate accounting procedures, controls and risk management procedures are in place
  • Helping to manage the Portfolio of freehold property interests to maximise their value for the owning charity and its beneficiaries.
  • Helping the Finance and Risk committee to develop and  implement appropriate accounting, reserves and investment policies for the Charities

The charities are regulated by the Charity Commission and the Regulator of Social Housing. The postholder will be expected to help ensure compliance with current and future legislation; working closely with the relevant professionals and advisors is central to discharging these duties.

The successful candidate will need to demonstrate the following:

  • Financial experience working at a senior level as an accountant, book keeper in the public, private or charity sectors including experience of reporting to a Board.
  • Awareness of the charity SORP 2015.
  • Experience in producing management accounts.
  • Excellent understanding of financial accounts and budgeting.
  • Experience of preparing accruals accounts
  • Experience of using SAGE or another accounts package
  • Experience of Office procedures 
  • Excellent knowledge of Microsoft Excel and Word.
  • Excellent written and verbal communication skills
  • Experience of payroll packages e.g. 12Pay
  • Knowledge of investment,
  • Knowledge of the almshouse movement is desirable as is an understanding of the social care sector and issues facing older people.

The ideal candidate will be a team player who is able to demonstrate the highest levels of integrity and standards, and someone with extensive life experience and a desire to “give something back”. You will have the ability to work on your own initiative, be able to give financial guidance and advice to the staff team and Trustee Board to keep the charities financially compliant and viable.  .



Posted on: 25 January 2021
Closed date: 18 February 2021
Tags: Finance, Housing Management

The client requests no contact from agencies or media sales.