Posted: 19 April, 2024
Role responsibilities
Financial Administration
• Maintain efficient and accurate computerised financial accounts & bookkeeping records (the organisation currently uses SAGE) including the upkeep of the records management with regular reconciliation activity according to standard processes.
• Receive and process invoices for payments to/ from suppliers.
• Record income from users, supporters, donors, members etc and maintain up to date records of income received.
• Liaising with and responding to enquiries from colleagues, suppliers, and partners.
• Assist with the preparation of monthly reporting, quarterly management accounts, any Gift Aid claims and annual audit.
• Process employee expenditure claims & assisting with the preparation of payroll.
Outcomes: The charity has accurate high quality financial management
records which support the efficiency of operations.
Programme Support
• Administer, track, and record petty cash and staff expenses.
• Support budget monitoring & reconciling of programme expenditures. Answering queries, seeking appropriate clarifications & making inquiries of coded expenditures, and providing up to date information to the wider staff team.
• Assist the Finance Manager in creating financial reports to enable tracking and monitoring of spend, regular budget monitoring and in reporting to funders.
Outcomes: The staff team have the financial information and support centrally
to run effective projects with partners and volunteers, and to report to trustees
and external funders.
Compliance
• Ensuring your work is carried out with excellent attention to detail to the required quality standards and adhering to internal financial management procedures.
• Provide documentation to facilitate programme operations, including grant documents and funder reports.
• Support the Finance Manager in ensuring the charity is compliant with contractual and legal obligations.
Outcomes: The charity is fully complaint with company and charity legislation;
and best practice regarding financial management.
Accountability and relationships
The Finance Officer will be accountable to the Finance Manager and will be a key member of a small finance team (up to 3 people). They will work closely with a core office team and other members in the national Wheels for All network. They will also have a working relationship with suppliers, partners, and volunteers. They will be expected to attend regular staff meetings and supervision sessions.
Note: This job description is subject to amendment based on experience and
consultation with the post holder. It provides a general indication of duties and
may vary over time.
Application Process
Please apply by sending your CV and a covering letter explaining how you meet the requirements of the role to recruiting@wheelsforall.org.uk, including ‘Finance Officer’ in the title. Alternative formats are also welcomed e.g. video or audio.
You don’t need to be a cyclist to apply for this role, but you do need to share our passion to deliver our services and enjoy making a difference to people’s lives.
Closing date for applications: Midnight on Wednesday 15th May 2024
If you have any questions or would like to have an informal discussion about the role, please email recruiting@wheelsforall.org.uk, call 01925 575 628 or visit our contact page.
