We are recruiting for a Finance Officer

The Finance Officer is responsible for working within the core Wheels for All team to provide finance team support to the wider programme delivery and national staff team. By working with colleagues to maintain financial systems, accurate record keeping and undertake financial administration they will provide the support required to implement and improve the processes needed to maintain the accurate financial management systems which are crucial to supporting the charity’s mission.

This role would suit someone with at least 2 years’ experience in a charity finance role, who has experience or knowledge of all the core accounts department processes and some understanding of different charity income streams. You might be studying for an accounting qualification (e.g. AAT or ACCA) or be qualified by experience. A training package may be available for an applicable accounting qualification.


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.

• 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.

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