Oxford, Oxfordshire
£35,000 - £40,000 per year
Permanent, Part-time, 21-28 hours per week
Job description

About the role

We are currently seeking a highly motivated and competent Finance Manager for OCF. This is an opportunity to play an important role in the successful financial management of a critical local organisation. Reporting to the CEO, you will be responsible for the overall day-to-day management of OCF’s finances and associated processes.

Accountable to: CEO

Key relationships: Chair of Finance Committee, CEO, staff team, Trustees, Patrons, Presidents and other supporters and partners of OCF

Hours: 21–28 per week; permanent post

Salary and other benefits: Starting salary £35–40,000 FTE depending on experience. 3% pension (increasing to 5% after five years). 25 days holiday plus Bank Holidays (pro rata for part time employees).

Place of work: OCF office at 3 Woodin’s Way Oxford, with flexible working options. Currently all staff are working from home due to COVID-19.

Preferred start date: 1st April 2021

Responsibilities

Finance

  • Responsible for developing, implementing and managing financial systems (manual and computerised) to provide accurate financial records and control systems for OCF
  • Responsible for all banking procedures, including liaison with banks, building societies and cheque signatories
  • Account for all financial transactions and prepare monthly accounts and bank reconciliations using SAGE
  • Prepare monthly management accounts for the CEO and Finance Committee
  • Prepare annual budgets in consultation with all staff
  • Maintain and monitor all OCF-related bank accounts
  • Provide any other financial reports as required for the CEO and Board of Trustees, funders, donors or OCF committees

Grants

  • Update SalesForce (OCF’s CRM system) to ensure funds available for grant making are up to date and accurate
  • Support the Grants Team to ensure there is accurate and efficient recording of grant income, budgeting and payments and that the figures on SalesForce align with Sage
  • Provide reports and analysis as and when required for individual funds

Investments

  • Responsible for the accurate recording of all investment income and payments to enable reporting and control of investments
  • Liaise with OCF’s Investment Fund Managers (currently CCLA and Brompton Asset Management); monitor their performance and work with the Finance Committee to ensure performance is maximised
  • Provide reports and analysis as and when required for donor funds
  • Provide reports and analysis as and when required for the CEO, Finance Committee and Board of Trustees

End of year accounts

  • Responsible for the production of annual accounts in accordance with current legislation and best accounting practice
  • Liaison with auditors and assistance with annual audit
  • Timely management of statutory returns, including Charity Commission Annual Returns and Inland Revenue Gift Aid claims

Governance

  • Responsible for ensuring the Finance Committee is effectively supported to deliver its terms of reference and remit, including: the production of timely reports, following up on actions and ensuring compliance with Charity Commission and other reporting requirements

Other

  • Oversee the monthly payroll for all staff
  • Identify efficiencies within the office’s day-to-day financial processes
  • Co-ordinate the Finance Committee meetings to include drafting of the agenda and minute taking
  • Ensure office and any other insurance and utility contracts are economic and meet organisational requirements
  • Attend training courses and events as required and to remain up to date with specialist technical requirements – eg changes to SORP
  • Undertake other tasks and projects as required in line with the scale and general nature of the post
  • Play an active role in the UKCF network and attend national and regional finance meetings
  • Bring to the early attention of the CEO and Chair of Finance Committee any matters of concern and risk in relation to the finances of OCF
  • Attend team meetings, OCF events and support general office duties as required

Key competencies

  • Educated to degree level with a recognised accountancy qualification and membership of one of the major UK accountancy bodies
  • Experience in SAGE or equivalent with good computer literacy, including MS Excel
  • A proven track record in financial management in a six-figure turnover organisation with understanding of endowments, investments and restricted funds
  • Ability to think strategically in financial matters and identify areas of efficiency
  • Strong teamworking, communication and presentation skills
  • Strong commitment to the values of the community foundation, including equality and diversity
  • Enthusiasm, flexibility and the ability to cope well under pressure
  • Willingness to undertake occasional evening/weekend duties
  • DESIRABLE: Knowledge of the charitable sector SORP requirements, including tax issues and Gift Aid
Additional documents
Finance Manager Job Description (.pdf)
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Mode of transport
Posted on: 14 January 2021
Closing date: 01 February 2021
Job ref: Finance Manager
Tags: Finance, Management

The client requests no contact from agencies or media sales.

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