Finance Officer
Location
BenefitsPulled from the full job description
- Casual dress
- Company pension
- Free parking
- On-site parking
Full job description
Job Description and Person Specification
Finance Officer
Please note - all applicants will be required to complete an official application form to be considered for this role
Due to the expansion of the Charity, an exciting opportunity has arisen for a part-time Finance Officer. This role will directly work with the CEO, the Management and Administration Team.
White Gold Cornwall is seeking to appoint a highly motivated and pro-active Finance Officer to work alongside the current management team.
Attention to detail and ability to manage your own workload are essential.
The successful candidate will manage the accounts of the charity and oversee all financial activities.
White Gold had a turnover of £330,000 last year and it is anticipated this will continue to grow. We have 30 staff and engagement workers. The majority of our support comes through funded referrals from schools, colleges and Social Care. In addition, this year we have raised over £20,000 from a variety of sources and we are keen to increase this to enable us to expand our charitable services.
White Gold has recently implemented Xero accounting package and are undertaking major changes with the implementation of a new case management system. The appointed person will be integral to the implementation of that system with regard to all financial activity.
For more information please email Steph Busby, Office Manager, on admin@whitegoldcornwall.co.uk, or visit our website www.whitegoldcornwall.co.uk.
Job Description:
Job title: Finance Officer
Responsible to: CEO and Management Team
Hours of Work: 15 hours per week (flexible working)
Pay Scale: £18.15 per hour
Location: Unit 7D, 15 + 16 Cardrew Way, Redruth, Cornwall
Closing Date: Monday 7th October 2024
Interview Date: Week commencing 14th October 2024
Start Date: To be confirmed
SPECIFIED ROLES
Key responsibilities
· Lead Financial Operations: Manage and oversee all financial activities, ensuring efficiency and accuracy in the charity’s financial operations.
· Strategic Development: Collaborate with the CEO and management team to develop and implement financial strategies that support the charity’s growth and financial stability. Provide insights to drive long-term financial planning.
· Process Improvement: Identify and implement process improvements to streamline accounting operations, enhance reporting accuracy, and improve financial transparency within the organisation.
· Systems and Technology Integration: Play an integral role in implementing and optimising the case management system as it relates to financial activities, ensuring seamless integration with the Xero accounting package.
Main tasks
· Detailed reconciliation of income streams to ensure that all monies due to the charity are received correctly and recorded accurately
· Check and authorise monthly staff expense claims
· Ensure all control accounts are reconciled, and assets and liabilities are correctly recorded
· Reconciling bank accounts
· Preparation of annual budget for approval by the Board
· Preparation of monthly management accounts including updated forecasts
· Reports for Board meetings and attending when required
· Preparation of year-end statutory accounts
· Investigate and query unusual levels of expenditure
· Make best use of the technologies available to ensure efficient and effective working practices
· Raise awareness of cost savings and revenue maximisation
· Invoicing and credit control
· Ensuring sound financial reserves are kept and maintaining financial stability
· Maintain open and effective communication with referrers
· Using our Case Management System (when installed Ensuring suppliers and other entities are paid on time using electronic payment methods
· Carry out any other duties as reasonably requested
The successful candidate will need to evidence:
Essential Criteria:
- · AAT Level 3 minimum
· Experienced in a book-keeping role for 2 years
· Experience with and competent in using the Xero accounting package
· Strong communication, interpersonal, and active listening skills
· Outstanding organisational skills
· Understanding and demonstration of professional standards and accountability
· Excellent IT skills, including spreadsheet, database, word processing and email skills
· Excellent written and oral communication skills to communicate effectively with suppliers and colleagues
· Excellent time management skills
· Comfortable working as part of a team
· Ability to work well under pressure and adapt to changing priorities
· Energetic, creative and driven, with a proactive and positive approach
Desirable Criteria:
· AAT Level 4
· Experience working and linking a Case Management System with Xero
· GDPR trained
· Knowledge and understanding of Charity Accounts
All candidates will be required to complete & submit an official application form to be considered for this role.
Job Types: Part-time, Permanent
Pay: £18.15 per hour
Expected hours: 15 per week
Benefits:
- Casual dress
- Company pension
- Free parking
- On-site parking
Schedule:
- Day shift
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Redruth, TR15 1SS: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Please provide an email address for the official application form to be sent to
Experience:
- Bookkeeping: 2 years (required)
Licence/Certification:
- AAT Level 3 (required)
- AAT Level 4 (preferred)
Work Location: In person
Application deadline: 08/10/2024
Reference ID: Finance Officer