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Page 5 of 8
Guildford, Surrey (Hybrid)
£43,000–£45,000 FTE (depending on experience)
Part-time (Hours: 16 hours per week (hybrid working, with at least 50% of time in the Guildford office))
Permanent
Job description

Finance Manager (Part-Time)

Hours: 16 hours per week (hybrid working, with at least 50% of time in the Guildford office)
Salary: £43,000–£45,000 FTE (depending on experience)
Reports to: Chief Executive
Direct reports: Finance Administrator

Oakleaf Enterprise is looking for an experienced Finance Manager to join our team. This is a key role within the organisation, working closely with the Chief Executive, Trustees and wider Senior Management Team. You’ll oversee all financial activity, ensure compliance with Charity SORP and relevant regulations, and support the organisation to operate efficiently and responsibly.

About the role

You will lead on all financial reporting, planning and compliance, and ensure financial information is accurate, timely and useful for decision-making. You will also manage one member of staff (Finance Administrator) and work with colleagues across the organisation to support budgeting, forecasting, project costing and grant applications.

Key responsibilities

Board & Leadership

  • Advise the CEO and Board on all financial matters, ensuring all legal and financial requirements are met.
  • Attend Board and relevant sub-committee meetings.
  • Provide financial input for the Strategic Business Plan and other analysis as required.

Reporting

  • Prepare and present monthly management accounts, including variance analysis, restricted/unrestricted funds and balance sheet reporting.
  • Lead the year-end process with external accountants, including audit/independent exam planning, reconciliations, site visits and production of Financial Statements.
  • Work with the CEO and department leads to prepare the annual budget and provide variance analysis for Board approval.
  • Produce a six‑month reforecast.
  • Monitor restricted funds and update the Fundraising and Client Services teams.
  • Track reserves and ensure adherence to the reserves policy.

Tax

  • Prepare and submit quarterly VAT returns, ensuring correct application of partial exemption rules.
  • Review gift aid and GASDS claims to ensure compliance and maximise income.

Payroll

  • Ensure compliance with pensions, NMW and tax regulations.
  • Oversee P11Ds and payrolling of benefits (where applicable).
  • Support and oversee the Finance Administrator with SAGE payroll and keep up to date with relevant tax/employment law changes.
  • Review payroll before submission.

Other responsibilities

  • Manage high‑level cashflow and work with the Finance Administrator on daily cash monitoring.
  • Line-manage the Finance Administrator.
  • Support departments with project budgets, cashflows and grant applications.
  • Develop and update financial systems and controls as the organisation evolves.
  • Manage supplier relationships to ensure cost‑effective purchasing (including IT, utilities and contracts).
  • Contribute to the wider SMT.
  • Maintain the chart of accounts in SAGE and ensure monthly reconciliations and journals are completed.
  • Keep up with CPD requirements.
  • Carry out other duties as required.

Essential criteria

  • Experience working in a charity, with strong knowledge of Charity SORP (old and new).
  • Experience using SAGE 50.
  • Fully qualified accountant (CIMA, ACCA, ACA, CIPFA).

Benefits

  • Stakeholder pension with 4% employer contribution
  • Employee Assistance Programme
  • 32 days’ holiday including statutory leave, plus your birthday off
  • Paid sick leave
Application Instructions

How to apply
To apply for this role, please send us your CV along with a short cover letter explaining your interest in the position and how your experience aligns with the role. We will be reviewing applications on a rolling basis, so early submission is encouraged.

Organisation
Oakleaf Enterprise View profile Organisation type Registered Charity

Transforming lives through the provision of support, training and wellbeing activities, building new futures with adults managing their mental health

Posted on: 12 March 2026
Closing date: 11 April 2026 at 23:30
Tags: Finance, Accounting, Accounts Payable, CRM, Grants, Governance / Management

The client requests no contact from agencies or media sales.