Finance Manager Leeds, England
Job description
JOB DESCRIPTION
FINANCE MANAGER
Hours:
14 per week
Reporting to:
CEO
Project:
Core
MAIN PURPOSE OF POST:
Ø To provide sound financial advice to the Board of Trustees, CEO and Contract Manager.
Ø To provide effective financial management operation for the Charity.
DUTIES:
Ø Work in close co-operation with the CEO and Trustees to ensure that appropriate financial policy frameworks are in place to guide the Charity’s financial decision making.
Ø Create, review and update the Charity’s financial policies and procedures in line with internal processes and legislation.
Ø Ensure the appropriateness of the key assumptions included in the charity’s annual financial plan and budget proposals. Provide advice to CEO and Trustees on these matters.
Ø Contribute as required to the Charity’s strategic/business plan.
Ø Prepare, in association with the CEO and Contract Manager, annual budgets and forecasts.
Ø Provide as required, relevant finance reports, documents and information for CEO & Trustees at the General Council Meetings.
Ø Liaise with internal and external auditors and other compliance visits as appropriate.
Ø Advise the Trustees on major financial issues which arise, and which are outside the agreed boundaries of executive management authority.
Ø Work closely with the CEO to develop risk assessments and to advise on the likely financial consequences of all proposed courses of action.
Ø Maintain records to meet legal and tax requirements and to measure both the inputs and outputs of the Charity’s operations. Provide management information for use by managers in planning and controlling the work of the Charity.
Ø Provide relevant evidence and documentation for contract claims.
Ø In consultation with the CEO provide financial information for funding applications.
Ø Prepare draft statutory annual accounts for adoption by the Trustees.
Ø Plan and manage the cash flow and investment activity, the latter in consultation with the CEO and Trustees.
Ø Ensure, in conjunction with the Charity’s insurance brokers that appropriate and adequate levels of insurance are in place.
Ø Maintain contact with HMRC, the Charity’s bankers, pension advisor and auditors.
Ø In liaison with Contract Manager/CEO, manage and process the input of information for payroll on Sage Payroll 50 and provide accurate information to HMRC, pension and Health Care providers.
Ø Ensure safe storage of bank account debit card and cheque book.
Ø Ensure that for on-line payments dual authorisation processes are followed.
Ø Accurately post all information to the Charity’s appropriate financial systems.
Ø Monitor commitments and pay invoices timely.
Ø Respond to requests from Inland Revenue as they arise.
Ø Ensure that all receipts are, where possible, banked in the most appropriate account to generate income for the Charity.
Ø Keep abreast with financial developments across the voluntary sector.
Ø Ensure that the Charity always acts within legal requirements.
Ø Introduce system improvements where necessary and disseminate these changes to staff.
Ø Attend internal and external meetings as required, occasional out of hours meeting will be required.
PERSON SPECIFICATION
FINANCE MANAGER
Essential
Desirable
How Identified
Qualifications
Ø AAT Qualified or part qualified or other relevant qualification or qualified by experience
Ø Application and evidence of certificates at interview
Experience
Ø Relevant experience in financial management
Ø Experience of operating sage financial systems
Ø Payroll experience – Sage payroll
Ø Previous experience of working in a charity/ third sector organisation
Ø Application & Interview-All points
Skills
Ø Outstanding numeracy skills
Ø Proficient in Sage Line 50 accounts and Sage Payroll software-
Ø Ability to work independently and on own initiative
Ø Excellent written and verbal communication skills
Ø Ability to explain complex financial matters in a clear and understandable manner
Ø Methodical, organised, and good attention detail
Ø Ability to develop, monitor and maintain financial management systems and procedures
Ø Ability to produce clear and detailed financial reports to the Executive Team and Trustees as required
Ø Accurate data entry
Ø Application & Interview-All points
Knowledge
Ø Working knowledge of all Microsoft packages, particularly Excel and SharePoint
Ø Full understanding of all aspects of bookkeeping
Ø Good understanding of systems and controls required to secure sound and effective financial management
Ø Awareness of all payroll, pension and employee benefit law/ legislation
Ø Understanding of GDPR
Ø Application & Interview-All Points
Personal Attributes
Ø Honest and Trustworthy
Ø Flexible and adaptable
Ø Reliable and committed
Ø Enthusiastic
Ø Ability to work under pressure
Ø Effective time management
Ø Ability to work independently
Ø Interview-All points
Job Type: Part-time
Part-time hours: 14 per week
Salary: £12,800.00-£13,600.00 per year
Benefits:
- Casual dress
- Company pension
- Private medical insurance
- Sick pay
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Leeds, LS9 6DJ
Application deadline: 30/01/2023
