Management Accountant Jobs

Join us in our aim to reduce carbon emissions and fuel poverty across Merseyside and Cheshire. We support around 10,000 households each year in our vision that sustainable energy should be accessible and affordable to everyone.

We are a small charity, employing an average of 30 staff (21 full-time equivalent), with a turnover of c£600,000 per year through a mix of grants and contracted services, and we deliver a range of advice and support projects, some of which include holding grant funds for payment to residents or directly to contractors or utilities on their behalf.

The primary role of the Finance Manager is to oversee and manage the finances of Energy Projects Plus including providing high quality management information and support to the Chief Executive and Trustees to ensure the strong financial performance of the charity.

You will also be responsible for the accurate production of monthly salary calculations, including HMRC payments, quarterly VAT calculations and returns to HMRC, production of annual accounts, and ensuring a fully compliant annual audit.

You will work with and be Line Manager to a part-time finance assistant, who is responsible for day-to-day entries into the charity’s QuickBooks finance system and arranging day-to-day payments to staff and external organisations.

You will be the main point of contact on behalf of the charity for all financial matters, including influencing future strategy and direction, liaising with the Chief Executive.

Your skills will include:

·A relevant accounting qualification e.g. CIMA with minimum 3 years post qualification experience.

·A proven track record in charity management and a good understanding of the environment in which charities operate.

·Strong computer skills, including advanced user standard for mainstream accountancy software and Microsoft suite software

Key Responsibilities and Accountabilities

1. Ensuring the effective running of the day-to-day financial operations in line with the charity’s financial policies and procedures and be the main point of contact for all enquiries regarding finance matters.

2. Income: ensuring timely, accurate recording and classification of all income on the charity’s QuickBooks system (including designated restricted funds); issuing sales invoices, including those for vatable sales; recording remittances, electronic banking transactions; carrying out the credit control function reporting potential bad debts to the Chief Executive.

3. Expenditure: ensuring appropriate authorisation is obtained for all expenditure; counterchecking all expenses claims for compliance with charity policy; ensuring accurate recording of expenditure on QuickBooks including correct cost code allocation; ensuring appropriate records of invoices and claims are filed appropriately.

4. Payroll: Liaising with the payroll service provider on a monthly basis to prepare input to salary calculations (new starters, leavers, adjustments etc) and countercheck payroll details from provider, arrange approval of figures, ensure pension and HMRC payments are made in compliance with requirements.

5. VAT return: calculating (including manual adjustments for irrecoverable VAT) and submitting quarterly VAT records, ensuring payment is made in compliance with requirements.

6. Management accounts: preparing monthly and quarterly management accounts, highlighting variances to budgets, liaising with Chief Executive in presenting to Trustees, and providing other financial information requested to inform strong financial management.

7. Annual accounts: preparing year-end accounts, processing year-end adjustments on QuickBooks, producing all supporting documentation required for annual external audit. Ensuring audited accounts are submitted to Charity Commission and Companies House before required deadlines.

8. Working with the Chief Executive to prepare the Trustees’ Annual Report in good time for approval by Trustees prior to inclusion in Annual Report and Financial Statement.

9. Maintaining and updating periodically the charity’s financial procedures policy.

University of Oxford Development and Alumni Engagement

CRM Learning and Engagement Manager
(known internally as DARS Senior User Engagement Officer)

Location: Oxford – hybrid working may be an option

Salary: Grade 7: £36,024 - £44,263 per annum with possible extension to £48,350.

The University of Oxford is a stimulating work environment, which enjoys an international reputation as a world-class centre of excellence. Our research plays a key role in tackling many global challenges, from reducing our carbon emissions to developing vaccines during a pandemic.

The Development and Alumni Relations System (DARS) team is dedicated to enhancing the University's engagement with its alumni and donors through an advanced constituent relationship management system. Our team focuses on supporting this CRM system to drive fundraising and strengthen alumni relations, ensuring seamless collaboration and continuous improvement in our processes and user support.

About the Role

As a member of the User Engagement team, your role will be integral to supporting and enhancing the University's CRM system for development and alumni engagement. Key responsibilities include:

• User Training and Engagement: Develop and update training courses, create learning materials, and facilitate workshops to ensure effective user engagement with the DARS system.
• Business Process Improvement: Analyse and enhance business processes to optimize the functionality and efficiency of the DARS system.
• Support and Relationship Management: Provide comprehensive support through one-on-one coaching, project assistance, and managing key business partnerships to maintain strong collaborative relationships.

To Be Successful You’ll Need:

• Excellent Communication Skills: Ability to clearly convey information and facilitate training sessions, workshops, and presentations.
• Analytical Abilities: Proficiency in analysing business processes and identifying areas for improvement.
• Relationship Management: Experience in managing and nurturing business partnerships or building and maintaining strong collaborative relationships.
• Interpersonal Skills: Excellent interpersonal and customer service skills.
• Technical Proficiency:
  • Proficient in utilising Microsoft Word, Excel, and PowerPoint to create impactful presentations and documents.
  • Proficient in learning management systems (LMS) and various e-learning platforms.
  • Knowledge of the DARS system as used at the University of Oxford; or of other comparable fundraising or relationship management software (such as Blackbaud Raiser's Edge, Microsoft Dynamics, Salesforce
• Project Management: Skills in managing projects, providing project support, and ensuring timely delivery of objectives.
• Training and Development: Proficient in designing and implementing training programs, crafting educational resources, and utilising learning management systems to enhance employee development.

What We Offer:

Your happiness and wellbeing at work matters to us, so we offer a range of family friendly and financial benefits including:

• Flexible hybrid working
• An excellent contributory pension scheme
• days annual leave
• Membership to CASE
• Training and Development opportunities
• A comprehensive range of childcare services
• Family leave schemes
• Cycle loan scheme
• Membership to a variety of social and sports clubs
• Discounted bus travel and Season Ticket travel loans

Application process:

• Click the link to ‘Apply’ and follow the on-screen instructions on our Application portal for Vacancy ID: 173358.
• Applications must include of a CV and a letter of application, in your own words (in PDF format), outlining your motivations to apply for this role, your relevant experience and how you meet the criteria of the person specification.

Only applications received before 12.00 noon on 4 July 2024 can be considered.

Interviews are currently scheduled to take on 19 July 2024, in person in Oxford.

Development and Alumni Engagement is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates from under-represented groups to apply.

About the Finance team

The role will provide support to the Financial Controller in effective stewardship and oversight of all finance functions, with responsibility for ensuring accurate budget holder reporting, project reporting and aid in the production of management accounts.

Working with the Financial Controller and Finance Assistant, this role is essential to the reporting of financial information across the Charity. The Assistant Management Accountant will also support in the delivery of new projects and systems advancements.

About the role

The Assistant Management Accountant is a critical role within the organisation and is being recruited at an exciting time as Kidney Care UK seeks to realise its growth ambitions within its strategy.

The role will provide support to the Financial Controller in effective stewardship and oversight of all finance functions, with responsibility for ensuring accurate budget holder reporting, project reporting and aid in the production of management accounts. This role is essential to the reporting of financial information across the Charity. The Assistant Management Accountant will also support in the delivery of new projects and systems advancements.

In addition the Assistant Management Accountant will help to prepare the Charity’s quarterly VAT returns, ensuring that all transactions have the correct VAT coding. The role will be pivotal in the monthly close down process and ongoing accuracy of the transactions held on the accounting system.

The successful candidate will have excellent communication skills and will be highly organised. The ideal candidate will be able to organise conflicting priorities around the monthly management accounts cycle. They will be flexible and adaptable in their approach to support transformational change in our processes and systems.

Core tasks and responsibilities

• Monthly accounting, budgeting, reporting and analysis:
• Produce monthly budget vs actual variance reports for budget holders.
• Prepare monthly expenditure reports for the patient grants team, reconciling the finance system to the database.
• Prepare and post the weekly income imports from information provided by Fundraising.
• Undertake regular monthly income reconciliations with the Fundraising Team, agreeing the finance system to the database.
• Aid in the month-end closing procedures and prepare the monthly reconciliations required: bank reconciliation, corporate card reconciliations, project reconciliations.
• Ensure that proper procedures are in place and followed for company credit cards, ensure that credit card expenditure is entered and reconciled through the control account and balanced each month.
• Ensure that all transactions are correctly accounted for in respect of VAT.
• Aid in training non-finance staff on ExpenseIn (our expenses management system). Support the Financial Controller in resolving ExpenseIn queries.
• Raise invoices and maintain the sales ledger.
• Covering for the Accounts Assistant on the purchase ledger when required.
• Aid in the monthly payroll process, incorporating a review of the payroll workings and allocation journal prepared by the outsourced payroll function. Ensure that the correct pension deductions are being made and accounted for correctly on the finance system.

Person specification

• Experience of charity accounting and FRS102 SORP requirements
• Knowledge and experience of management accounts
• A good knowledge of VAT
• Robust understanding of financial controls
• Experience of using a range accounting packages
• High degree of proficiency in Microsoft 365
• Excellent written and verbal communication skills. Ability to communicate financial matters to non-financial stakeholders
• Self-motivated individual capable of working on their own and as part of a team
• Ability to manage and prioritise a substantial workload handling issues effectively and efficiently
• Ability to analyse complex problems and interpret information effectively and exercise sound judgement and develop practical and workable solutions as a consequence.
• A strong sense of personal and team accountability coupled to a clear understanding of the boundaries around delegated authority.
• Ability to manage to deadlines and within resources.
• Drive for continuous improvement to produce more effective service delivery and partnerships.
• Able to prioritise; organised self-motivated and flexible.

Hybrid Working - Based in one of our regional Hubs: Leeds, Midlands, Wales. 

Ref: MGA-241

Are you a proactive, analytical and collaborative individual with a proven record of control account reconciliations and preparing and coordinating budgets and management accounting reports for an organisation?  Looking for a career-enhancing new opportunity?

If so, St Giles has an exciting opportunity for an experienced Management Accountant to join us and provide vital support to the Financial Controller in managing the management and financial accounts of the Trust, while also managing volunteers.

About St Giles Trust 

An ambitious, well-established charity that helps people facing adversity to find jobs, homes and the right support they need.  Central to our ethos is our belief that people with first-hand experience of successfully overcoming issues such as an offending background, homelessness, addictions and gang involvement, hold the key to positive change in others.

About this key role

This multi-faceted role will see our successful candidate produce monthly management accounts for St Giles Trust with commentary and key performance indicators, monitor and report on budget and prepare financial forecasts and projections, plus prepare monthly schedules such as deferred income, accruals, and prepayment in accordance with accounting policies.

We will also count on you to monitor expenditure and income and support budget holders in managing the delegated budget by providing monthly reports on income, grant, and expenditure and to monitor the organisation’s expenditure and income, as well as supporting managers with the preparation of funders’ monthly or quarterly reports on fund usage.  Coordinating the year-end financial accounts and supporting the Head of Finance to ensure a smooth process and being point of contact for all financial systems related matters are also key aspects of the role.

What we are looking for

• Experience of in-year reporting and monitoring key performance indicators

• Experience of working with non-finance managers on financial issues

• Experience of managing the payroll process

• Experience of preparing management accounts returns for funders, reconciling fundraising figures to budgets/actuals on financial systems

• Strong accounting technical knowledge (debits, credit, accruals, deferred income, etc)

• Ability to use Exchequer or similar financial system and experience of Sage 50 Payroll or similar payroll software

• Ability to explain technical accounting terms to non-finance managers

• Excellent IT, interpersonal and communication skills, verbal and written.

As an organisation that works with children and adults at risk we are committed to safeguarding, protecting and promoting the safety of our clients and successful applicants will require a Basic DBS check.

We actively encourage people with personal experience of the criminal justice system or lived experience of the issues facing this client group to apply for this role.

In return, you can expect a competitive salary, generous leave allowance, staff pension, flexible working, a mentoring programme, an advice and counselling service, clinical therapist sessions, life insurance (4 x annual salary), duvet days, season ticket loan, employee perks programme, eye care voucher and much more.

We are an equity and inclusion confident employer. We welcome all applications and we particularly encourage applications from people of the global majority (black, brown, multi- heritage) and those who identify as disabled, neuroexpansive, neurodiverse, with any protected characteristics and/or social barriers or challenges. We value the empowering and informative impact that all lived experiences and diversity of thought can offer the organisation.

St Giles will guarantee to interview all disabled applicants who meet the minimum criteria set out in the Job Description for the vacancy.

Closing date: 21 July 2024

**Hybrid / Remote**

As our Finance Manager you will be at the heart of the charity’s operations and play a vital role in helping us embark on a new 3-year strategy. Working closely with the Director of Operations and CEO your role and expertise will be pivotal in driving excellence and integrity in financial management and strategic financial decisions. 

Your responsibilities will span the entire financial lifecycle, from budgeting and forecasting to meticulous reporting and process optimisation, you will also lead on management reporting, cashflow planning and the delivery of WellChild’s audit, Annual Report & Accounts.

You will have a detailed knowledge of accounting principles (ideally from within the charity sector), strong analytical skills; be able to demonstrate both operational and strategic thinking and have a proficiency in accounting alongside a relevant finance qualification; (ACA, ACCA, ACMA).

You will also need to have advanced excel skills, experience of charity accounts, SORP and charity VAT and be able to plan, prioritise and organise your work with impeccable attention to detail.

For full details of the role and contact details for a furhter discussion please see the Job description/ person specification and job advert documents.

We look forward to recieveing your application by the 26th June 2024

We’re hiring! 

Female Finance Manager 

• Schedule 9, Paragraph 1 of the Equality Act 2010 applies. 

• This post is exempted from the Rehabilitation of Offenders Act 1974 

Job Title: Finance Manager

Location: Anawim, Balsall Heath, Birmingham, B12 9RJ 

Grade: Anawim Scale Point (ASP) 36-42 

Salary: £35752 - £42,165 per annum 

Hours: 37 hours per week (some flexibility considered) 

Responsible to: CEO & Head of Finance

From our Birmingham centre, Anawim provides trauma informed services including holistic support and advocacy to enable women to reach their potential 

Our Vision statement:  

A world where women are safe, free, valued and equal members of society. 

Our Values: 

1. Anawim believes in the intrinsic value of every person and welcomes each women without judgement

2. We are deeply committed to listening to our women and building services around their needs

3. We help women to navigate the complex challenges they are facing and we do all that we can to support them for as long as they needs us 

4. Anawim empowers women to make positive changes to turn their lives around, helping them, one step at a time – to become independent

5. We want the best for our women and to make sure their basic needs are met.  We won’t rest until we’ve done all we can to keep them safe.

Aim:

We are looking for an experienced finance professional who has worked in the business or charity sector and who is looking to use their skills to make a difference to our charity. Demand for Anawim’s vital services for women is growing and we are looking for a finance manager who is flexible and adaptive while managing the day to day nature of the role. The finance team consists of a Head of Finance and a part time Finance Assistant. 

Anawim’s finances are in good shape but its funding sources are unpredictable. Government procurement is increasingly complex and payment in arrears based on performance measures is increasingly common. Our present Finance Manager has developed management accounting systems that allow excellent monitoring of our financial position, KPIs are in place to give early warning of financial challenges and our audit reports are clean.

For more information, please visit our website to download the Job Description & Person Specification and an External Application Form.We will also accept CVs. 

Deadline: We reserve the right to close this vacancy when the position is filled so we highly recommend you get your application in as early as possible. 

Interview: We will be interviewing as applications come in. 

About MSI

MSI Reproductive Choices is one of the world’s leading providers of sexual and reproductive healthcare. We believe that everyone should have the right to choose. From contraception to safe abortion and life-saving post-abortion care, we are committed to delivering compassionate, affordable, high-quality services for all.

Today, our organisation has over 9,000 team members working in 37 countries across the world. Our success lies in the fact that MSI teams are locally led, entrepreneurial and results-driven, and are passionate about delivering high quality, client-centred care in their own communities. As a social business, we focus on sustainable delivery, efficiency, and funding models that are built to last, so that the women and girls we serve today will have a choice in the future too.

We know that access to reproductive choice is life changing. For some, it can mean the ability to complete an education or start a career. For others, it means being able to look after the family they already have. For everyone, it means the freedom to decide their own future, creating a fairer, more equal world.

About the Role

MSI Reproductive Choices (MSI) is one of the 20 largest charities in the UK; providing family planning & safe abortion services across the globe. MSI operates as a social enterprise, and revenues are split between donor income and revenue from clients that receive our services.

The Global Accounting Team is responsible for core financial accounting, producing consolidated global financial information and preparing the group management accounts, group statutory accounts and Global Support Office management accounts

MSI receives substantial amounts (> £160m p.a.) of funding from a variety of governmental and private donors (including DFID, USAID and Gates Foundation) for its international family planning activities in 37 countries around the world. We are recruiting a talented, experienced and driven accountant to lead restricted income accounting across the organisation

About You

We recruit talented, dynamic people with diverse backgrounds and experiences, all united by a belief in our mission and a focus on delivering measurable results. We’re proud to be an equal opportunities employer and are committed to creating a fully inclusive workplace, where everyone feels able to participate and contribute meaningfully. You must be open-minded, curious, resilient, and solutions-oriented, and committed to promoting equality, and safeguarding the welfare of team members and clients alike.

To perform this role, it is essential that you have the following skills:

• Advanced MS Excel Skills
• Excellent attention to detail
• Commercial understanding
• Ability to work in a diverse and inclusive environment, respecting and collaborating with all individuals equally, and with a commitment to overcome bias and prejudice.
• High levels of numeracy
• Analytical approach to information gathering and dissemination.
• Effective communicator, demonstrated on both financial and narrative reporting

To perform this role, it is essential that you have the following experience:

• Background of analytical, quantitative, and problem solving
• Experience in an analytical/financial role
• Engaging multiple stakeholders across different departments
• Working and prioritising multiple deadlines
• Experience in project accounting and financial management of large international projects and country programmes
• Experience of financial reporting to governmental, private, and institutional donors
• Experience working with financial systems and software (SUN systems preferred) and Q&A
• Experience working in a not-for-profit environment (Preferred) and organisational headquarters.

The following is desirable but not necessary

• A degree in a numerate subject and/or professional finance qualification.
• Studying towards an accountancy qualification – CIMA / ACCA / ACA / ICAEW
• Certified accountant ACA, ACCA, CIMA or equivalent

Personal Attributes:

We seek exceptional individuals who are aligned to MSI’s mission and entrepreneurial mindset. You must be a strong communicator, self-motivated and solutions-seeking, committed to driving social change in an environment that measures sustainable results and impact at an individual and global level. You must be able to work effectively with and across diverse teams and be comfortable with ambiguity. 

For this role, we’re looking for an individual who is:

• Committed to the protection of team members and clients, with a focus on vulnerable groups.
• Able to role-model inclusive and culturally sensitive attitudes and behaviours
• Ability to manage a heavy and fluctuating workload. Results orientated.
• Demonstrates MSI team member behaviours.
• Pro MSI philosophy of social enterprise and cost recovery
• Ability to travel up to 12 weeks a year.
• Pro choice

Please visit our website to view the job framework.

Location: London Support Office (hybrid working) or where any MSI country programme operates.

Full-time: 35 hours a week, Monday to Friday (For UK based team members).

Contract type: Permanent

Salary: £40,000 - £51,000 per annum for UK based candidates. Discretionary bonus + benefits. For all other locations, the salary will be banded within the national context.

Salary band: BG9

Closing date: 28th June 2024 (midnight GMT+1). Interviews may take place before this date for exceptional candidates.

For internal employees applying from an MSI country programme, the role will be positioned within the existing salary structure of the country. Local terms and conditions of the country will apply. 

We're looking for an Assistant Financial Accountant to join our finance team located at our Head Office in Caledonian Road.

£32,500.00 per annum, working 35 hours per week. Benefits include 25 days Annual Leave, pension schemes, staff discounts, healthcare and career progression.

Want to feel like you have an exciting future? You'll feel at home here.

Reporting to the Financial Accountant, the Assistant Financial Accountant will be involved with all financial accounting and treasury activities for the organisation which includes Look Ahead Care & Support and its subsidiaries. Activities include the day to day monitoring and administration of Look Ahead's bank account, posting journals, producing monthly balance sheet reconciliations and assisting with the management of the outsourced payroll function.

All applicants must be legally eligible to work in the UK by the start of employment as Look Ahead are not able to offer sponsorship.

What you'll do:

Assist with the production of the management accountants and annual financial statements for Look Ahead Care & Support (LACS) and its 3 subsidiary companies.
Assist the Financial Accountant with the annual year end audit process for the organisation including liaison with the external auditors.
Prepare the quarterly VAT return for Look Ahead and Look Ahead Developments.
Post all fixed asset journals, reconciling relevant balance sheet accounts monthly.
Prepare and post monthly journals and complete monthly balance sheet reconciliations for other general ledger accounts as required.
Ensure that Look Ahead's bank accounts are reconciled on a daily basis. Prepare and post daily journals for cash receipts, direct debits, and manual payments.
Assist with the preparation of payroll journals and the reconciliation of relevant payroll accounts e.g. payroll control, PAYE, pension, attachment of earnings etc.
Assist with the monthly payroll processing, including processing of overtime and payroll sample checking.
Assist with the administration of Look Ahead's pension scheme, including processing new joiners and leavers.
Assist the Financial Accountant with the development and day to day management of the SUN financial system across the whole finance team in order to achieve efficiencies and continuous improvement.

For the full list please see our website.

This is not an exhaustive list of all the duties and responsibilities that may be required from time to time and is subject to change in accordance with the needs of Look Ahead

About you:

Enjoys social interaction and the company of others, networks in local business community
Approachable and open behaviour
Prefers working as part of a group or team
Is fundamentally calm and resilient, does not let emotion adversely affect them or obscure their judgement
Is assertive and will challenge others
Has a practical and logical mind and is naturally well organised
Thrives on change and enjoys dynamic diverse environments
Demonstrates significant confidence and high levels of self-esteem
Is respectful, articulate and sensitive in style of communication
Is passionate and enthusiastic about his/her career and job experiences
Is motivated towards excellence and improvement of personal performance with a can do attitude

What you'll bring:

Essential:

Good attention to detail with ability to prioritise and manage a varied workload to meet agreed deadlines.
Excellent oral and written communications.
Excellent knowledge of Microsoft Excel.
Proven customer service experience.
Experience of posting journals and working within a general ledger system.
Experience of balance sheet reconciliations.
1 - 2 years relevant accounting experience.

Desirable:

Experience of using Sun Financials.
Experience of using Sage.
Experience of accounting in the social housing sector.
Be studying towards a relevant professional finance qualification (ACCA, CIMA etc.).

About us:

Look Ahead is a leading, not-for-profit care and support provider in London and the South East. Our vision is to build better lives through social care and housing in local communities. As an organisation we deliver over 120 services, providing support to around 6000 customers each year. Our mission is to co-design and deliver services that offer innovative social care solutions and support people to thrive. We work across mental health, homelessness, young people and learning disabilities so there are plenty of opportunities to grow and progress your career with us.

We have a strong social purpose and we live and work by our values:

We focus on Excellence and innovation.
We are Caring and Compassionate.
We are Inclusive and Trusted.
We work in Partnership and are One-Team.
Look Ahead is committed to safeguarding and promoting the welfare of children and adults at risk, and expects all employees, workers and volunteers to share this commitment.

If your application for this role is unsuccessful, but we feel that you would be suitable for another role, we may contact you to discuss alternative opportunities. If this occurs you would not need to submit another application for the alternative role.

We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date.

We are committed to diversity and inclusion at work and are accredited with Silver in the Inclusive Employers Standard 2021. We are a proud member of the Employers Domestic Abuse Covenant and encourage applications from a diverse range of applicants of all backgrounds.

Your new company
Working for a well-renowned and established cross-specialism charity based in Central London. This is a permanent position that offers hybrid working (2 days in the office per week).
Your new role

• Reporting to the Head of Finance Transformation.
• Balance sheet control accounts.
• Bank reconciliations.
• Ensuring the accuracy of the financial accounts.
• Process and reconcile corporate credit card accounts.
• Responding to all as hoc report and enquiry requests relating to financial reporting.

What you'll need to succeed

• Part qualified accountant (AAT, ACCA, CIMA).
• Minimum of 3 years within a finance team.
• Confident and experienced with financial accounting and control.
• Good reconciliation experience.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

The Hardman Trust supports people on long prison sentences to take their next steps in life. As the Finance Manager your role is to help make this a reality through the effective management of our financial processes. You’ll use your experience from other charity finance roles, along with your accountancy / financial management qualifications, to help ensure our approach to financial management is effective, efficient, up-to-date and in line with charity accounting standards. 

You will be well-organised and motivated to support the wider team in their work. Reporting to the CEO and supporting the Treasurer, you will ensure we have up-to-date information on the financial health of the organisation. You will help to ensure we are maximising the use of restricted funding, and that money is spent in line with donors’ wishes. 

You will lead on ensuring we have robust organisational systems and processes in place for effective financial management. This includes the production and sharing of management accounts, ensuring payroll and invoices are paid on time, devising financial reports, and providing budgetary support. You’ll ensure that accurate records are maintained and that we are reporting our accounts in line with SORP guidelines. 

You will lead on the ongoing development and maintenance of our finance systems, policies and procedures, ensuring they are fit for purpose for a growing organisation. 

Read the attached Person Specification for more information.

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Location:  Remote, home-based (or use of London office is available)

Reporting to:  CEO

Hours:  Part-time, 14 hours per week (we can offer flexibility on times/days. We can offer a contracted, salaried role or a day rate for those who prefer freelance work)

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About us:

• Our purpose: We support people on long prison sentences to take their next steps in life so they benefit, their families benefit and the wider community benefits too.

• Our vision: A future where everyone can achieve their potential within and beyond prison.

• Our mission: Specialising in the unique needs of people on long sentences, we provide tailored practical and financial support to help people find belonging, move into work or training, and reach their personal goals.

We have an exciting opportunity for a dynamic, solution focussed finance professional to join our central team as Finance Manager. Used to taking day to day transaction processing in your stride, you’ll use your experience to support preparation of the management accounts and be part of ensuring that we have the business information needed for decision making across the charity. You’ll have space to grow the role, taking on more responsibility as you build your knowledge and experience and improve systems.

Starlight is a small team with a lot to deliver so a can-do attitude is critical; we all roll our sleeves up and do what’s needed to make things happen for our children, families and healthcare professionals. You’ll have a real desire for effective working, enjoy finding ways to improve the efficiency of our financial systems and processes and be experienced in working across an organisation to be a true partner to our passionate, supportive and dedicated Starlight team. You’ll be committed to your own development, both professional and personal; you may be part way towards an accountancy qualification and we’ll support you in achieving that.

The salary range for this role is; £35,000 to £42,000, (up to 39K for part qualified or qualified by experience, up to 42K for qualified)

Full time 37 hours per week
£35,410

We are looking to recruit a Finance Manager to be based full-time at our Dartford office.

The successful applicant will be responsible for leading and supporting the finance team, delivering accurate cash flow analysis and overseeing the financial health of the organisation.

You will need the ability to analyse data and identify risk, the Finance Manager will deliver comprehensive financial controls and pro-actively report to the CEO and Board of Trustees on areas of risk and improvement.

If you are currently studying for a qualification from the Association of Chartered Certified Accountants (ACCA) or the  Institute of Chartered Accountants (ACAEW) then please contact us.

Applications will be assessed upon receipt and we reserve the right to interview and appoint prior to the closing date. An early application is therefore strongly advised.

Closing date for applications: Thursday, 13th June 2024 at 5pm.  Interviews will be held week commencing 17th June.

Role: Finance Manager-Full time 37.5hrs per week (part time considered)

Salary: circa £34,000-£38,000 FTE per annum/pro rata (negotiable)

Work base: Howdon Community Hub (flexible working arrangements will be considered)

Accountability: Chief Executive Officer

The information provided in this job description is given to ensure that the post holder has the best opportunity of understanding what is required to be effective in the post. It is not intended to be prescriptive in every detail and it is expected that the post-holder will be as positive and flexible as possible as the role develops.

Role Information

The Finance Manager is a key strategic role within the organization and will be part of the Senior Leadership Team.  The post holder will work at a strategic level and attend and be answerable to the Board of Trustees in the areas of Finance, Compliance and Risk and undertake the position of GDPR lead on behalf of the organization working within the wider Senior Leadership Team that includes a CEO, Business Development Manager, Training and Development Manager and Operations Manager.

As Family Gateway enters into year 2 of its 3-year strategic plan, this is an exciting time in which the Board of Trustees, Senior Leadership team, staff and volunteers will shape the future of service delivery for the community that it serves in Howdon and Wallsend and as it reaches beyond and across the North East with its Barefoot Professional Model of service delivery with steady growth in mind.  The post holder therefore will be required to have a good understanding of the political and funding landscape and be able to form good stakeholder relationships.

The post holder will manage a small core staff team and will oversee the day-to-day financial operations within the company, including Payroll, Debtors, Creditors, and Banking. The post holder will be responsible for Budgets, Management Accounts, Taxation, and all income streams including Grant Funding. In addition, the postholder will ensure all statutory and regulatory requirements are met, Companies House and the Charity Commission. The post holder will also be the key contact for auditing, and other financial needs as necessary and will track the company’s financial status and performance to identify areas for potential improvement. 

The post holder will also seek out methods for minimizing financial risk to the company and research and analyze financial reports and market trends.  The post holder will also be responsible for the management of Family Gateways assets, IT and quality assurance systems and will ensure Family Gateway is complaint in all areas of risk, governance and business.

Key Accountabilities:

• To be responsible for the oversight of all Financial Services including risk management systems and processes within Family Gateway reporting directly to the CEO.

• The post holder will stay up to date with technological advances and accounting software to be used for financial purposes and oversee all IT and data functions within the organization

• Establish and maintain financial policies and procedures for the company

• Understand and adhere to Statutory and Regulatory financial regulations and legislation, including Companies House and The Charity Commissioners.

• To oversee the day-to-day management of the organizational risk register ensuring it is up to date and prepared for sub committee

• To write and/or contribute to the writing of tenders and grant applications and where appropriate collate information to aid the reporting requirements of funders

• To manage a small core function team as directed by the CEO providing regular supervision, performance management and annual appraisals.

• Be responsible for the maintenance and management of the Contracts Database ensuring all information is uploaded or removed as appropriate and that regular monitoring of this information provides information to the CEO and other managers in order to inform sound project management delivering projects to scale, to time and within budget

• To work in partnership with operations staff and The Senior Leadership Team (SLT) supporting the maintenance of an effective IT and CRM system which in turn will measure project data and produce KPI’s.

• Liaise with IT provider to ensure Cyber Security integrity measures are in place and working effectively. Control and Monitor IT access via Role Permissions and Passwords.

• To Control and Monitor as the GDPR Lead for the organization, keeping up to date with ICO registration and guidance and overseeing a robust Data Breach Register, ensuring all staff are trained annually in line with company policy

• Produce accurate and timely financial management information on a monthly basis to support decision-making and to present information to the Board of Trustees, attending Board meetings as required

• Establish and maintain appropriate, robust and secure financial recording processes for purchasing and payment of items and management of petty cash, including Cash Floats, Fixed Asset Register, Banking, and Taxation including VAT.

• To produce and prepare annual budgets and cost scenarios for the Board of Trustees, CEO and SLT and to host monthly finance reviews with SLT

• To ensure timely payroll data is prepared, checked and processed prior to submission to third party provider and thereafter import to Finance system via journal entry. To oversee appropriate pension and insurance provision is in place on behalf of the company and that legal compliance is followed.

• Prepare ad hoc financial and activity information to support new project development plans as required

• To engage fully in management meetings, supervision and appraisals

• Demonstrate professionalism, tenacity and empathy in their work

• To undertake any reasonable task as requested in line with the senior nature of this role

• Adhere to and work demonstrating Family Gateway values and support development of the Barefoot Professional Model.

This post is subject to a 6-month probationary period, an enhanced DBS check, two satisfactory references, proof of eligibility to work in the UK.

Employment benefits

· Generous AL policy with 25 days

· 1 days Birthday leave

· 1 days additional leave at Christmas (specified)

· 2 health and wellbeing leave days per year

· All Bank holidiays

· 1hr paid each week for wellbeing activities based in and around the Howdon Hub

· Stuck not sick policy

· Two paid wellbeing breaks a day for all staff

· Free secure car parking on site

· Community café on site

· Use of our community gym

· Generous sick leave 

· Employee Assistance Program-confidential 24hrs advice and support, access for both yourself and your family members, access to 6 sessions of counselling(non contractual)

· Cycle to Work scheme

· 4% employer contributory pension scheme

· Regular Supervision and Annual Appriasal with personal and professional development opportunities

· Additional holiday purchase scheme (up to 5 days per year, non contractual)

· Flexible working arrangements

· Emergency loan of up to £500 per year

Closing date: 5pm 28th June 2024

Inteview date: 17th July 2024

Job Title:  Finance Manager

Reporting to:  Director of Operations

Direct reports:  Finance Assistants x 2

Contract type: Fixed term (11 months) 28 or 35 hours a week.

Pay: £40,000 (or FTE if doing 28 hours a week)

To apply to this role you must be a practicing Christian due to the parameters of the role

This post is subject to an occupational requirement that the holder be a practising Christian under Part 1 of Schedule 9 of the Equality Act 2010. 

Key responsibilities – Note the following list is not exhaustive and percentages are indicative only.

Oversight of accounting and cash management

Most of the detailed work in this section is undertaken by the direct reports with the oversight and management being provided by this Finance Manager role

· Appropriate recording, processing, coding, posting of all financial transactions – including but not limited to bank receipts and payments, accounts payable, accounts receivable, conference fee income, invoicing, journal entries.

· Regular timely bank reconciliations.

· Invoicing and credit control

· Chart of accounts structure and department codes

· Gift Aid claims

· VAT returns

· Foreign Speaker returns to HMRC

· Regular reconciliation of balance sheet accounts

· Manage the cash needed by the business, investing excess cash to maximise returns

· Manage fixed assets and related accounting

· Oversight, monitoring and management of key financials within our online event booking system including reconciliation of income recorded on the database to that actually received, with a target of reconciliation within 2 weeks of each month end.

HR Administration and Payroll

· Payroll - administration of and preparation of the payroll (Brightpay), including submissions in respect of HMRC and pensions.

· Management of staff holiday and sickness records

· Support of HR queries

Preparation of budgets and forecasts

· Management and preparation of the annual budget – including for example income (conference fees, product sales, advertising, onsite cafes), running costs (event production costs, team activity costs, honoraria) centralised costs (staff, overheads), departmental budgets (networking, marketing), capital and restricted funds etc.

· Update of forecasts as required with a target of quarterly reporting to Section Head budget managers and Director of Operations.

Reporting

· Management accounts/management information/data for regular quarterly report data as required including reporting on conference and product performance.

· Prepare year end accounts ready for review by Head of Finance.

· Reporting as required to review spending with department heads.

Management of the finance team

· Quarterly Reviews

· Day-to-day support

Oversight of financial management at conferences

· Systems with appropriate controls for the money arrangements at the gates, cafes sales and customer services (for eg Day tickets, programmes, coffee etc)

· Conference collections – counting, processing (Credit cards & Gift Aid), recording & banking

· Preparation of honoraria payments systems.

· Liaison with team leaders about their budgets

· Manage day to day requirements in the office on site

· Conference petty cash

· Oversee day to day requirements in the office on site

· Daily takings (cash & credit cards)  – counting, reconciling, recording and banking

Other

• Work well with all members of the wider staff team
• Attend and sometimes lead at staff prayers and other staff meetings.
• Responding to queries from Trustees, Operational Director and budget managers as required.

Applicants for a job with New Wine will need to demonstrate that they have the necessary skills, experience and attributes relevant to this advertised vacancy.  All applicants should be committed to New Wine’s mission and values.  

This job description is intended to summarise the primary responsibilities and qualifications for this position. The job description is intended to include only some duties an individual in this position might be asked to perform or all qualifications that may be required now or in the future.  New Wine reserves the right to revise the duties outlined in this job description at its discretion.   
 
 

Why join our team? 

One team: We care about you and invest in our team with training opportunities, quarterly reviews, and flexible working. We are keen for you to flourish here at New Wine, so if you see something you’d like to learn or a skill you’d like to develop, let your manager know! 

Workspace: We have moved our office to Work.Life, with our main base being the Liverpool Street branch.  Within the building, there are fantastic spaces for meeting, networking and coworking, as well as free coffee and events, breakfasts, and well-being activities for us as members.

Healthcare: We are pleased to have recently launched Vitality Healthcare for team members who work more than 15 hours a week.

Events: Joining New Wine has exciting opportunities as we head to our two main events, the New Wine Leadership Conference and the New Wine Summer Festival.  Depending on your job role, there may be other opportunities to head to site, but you will be invited, and arrangements would be made in advance.  Specifically, at our two main events, we will make sure to look after you so you can do your job to the best of your ability.  We also make sure TOIL is accrued so that you can rest to the best of your ability too! 

Prayer Days: Your physical, mental, and spiritual health are incredibly important to us.  While onsite at our events and throughout the year, we make sure to honour Prayer Days. 

Pension: After completing three months and passing your probation, you will be automatically enrolled in the New Wine pension scheme. As part of the scheme, we will contribute 10% of your salary. This scheme does not require any contributions from you. However, if you would like to make additional contributions, you can arrange this.