Posted: 4 July, 2024
Title: Finance Officer
Salary: £26,000- £32,000 FTE, dependent on experience
Hours: Full-time, 35 hours per week (1 FTE, will consider PT for the right candidate)
Contract: Permanent
Location: Warrington Head Office / hybrid option being 3 days a week in the Warrington office
Reporting to: Finance Manager
Staff benefits
Wheels for All is committed to the health and wellbeing of our staff. We are proud to offer these benefits to all members of our team:
- Birthday bonus – take an additional day off to celebrate your birthday.
- Volunteering – take a volunteering day each year to support another charity or Wheels for All partner.
- Apparel – we will provide all members of staff with quality clothing to keep them looking and feeling good when out and about.
- Flexible working arrangements - including working from home and flexibility around caring responsibilities.
- Annual leave entitlement of 25 days - in addition to public holidays, increasing by one day each year up to a maximum of 30. (Note: pro-rata for part-time colleagues).
- Employee Assistance Programme - access to a 24/7 confidential helpline, counselling services and online information.
- Healthy and wellbeing - we welcome staff to embed regular exercise into their daily work lives. We provide access to a Cycle to Work scheme (unlocking savings of up to 47% on the cost of a new cycle and accessorises) and yoga classes at our head office.
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.
• Analysing our donations ensuring accurate income allocation and consider any Gift Aid submissions.
• 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.
• Supporting the preparation for the annual audit, e.g. fixed asset records and maintain the fixed asset register
• Supporting colleagues on finance procedures and protocols and advising colleagues on finance queries.
• Liaising with staff and volunteers to process expense claims accurately and timely.
• To support the Finance Manager in reporting back on budget-to-budget holders
• Support departments in providing detailed financial analysis work which aids their work.
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.
Skills/knowledge
• Proven experience in all areas of accounts - purchase and sales ledger, banking and cash management, basic management accounts.
• Excellent numeracy skills.
• Understanding of bank reconciliations, control accounts and other day to day financial management procedures.
• Good knowledge of customer relations management and database software, (for example Salesforce).
• Knowledge of financial management systems/software, ideally Sage.
• Excellent Microsoft Office skills, particularly excel and an ability to quickly learn new systems.
• Good time management and problem-solving skills.
• An accountancy qualification or studying for (e.g. AAT, ACCA), or proven qualification by experience.
• An understanding or awareness of how to manage restricted and unrestricted funds & common charity VAT & taxation issues an advantage.
• Good organisational and time management skills to be able to prioritise workloads effectively, meet deadlines and monitor outcomes.
• Excellent time management
Experience / essential skills
• Bookkeeping, finance, or equivalent role(s).
• Strong communication skills
• Maintaining accurate records and data entry.
• Familiarity of using software packages and strong Microsoft 365 skills (particularly Excel and Outlook).
• Working as part of a team and with managing the delivery of tasks from various colleagues.
• Experience of financial accounting in a small to medium sized organisation, preferably charity sector.
• Experience of dealing with charitable income, restricted grants, and charity taxation (desirable).
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.
NOTE: STRICTLY NO RECRUITMENT AGENCIES PLEASE.
Closing date for applications: Midnight on Tuesday 23rd July 2024
With interviews week commencing: 29th July 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.