Finance Officer – North West Anglia Hospitals’ Charity - Peterborough Peterborough, England
Job description
Previous applicants need not apply
The Trust’s Charitable Funds are administered and monitored by the Financial Services section, with management information as to the status of the Funds being provided on a regular basis to fund managers, the Corporate Trustee and the Charitable Fund Committee. Regular communication with fund raisers and solicitors is also required.
As such, all staff working in this area require a high level of numerate ability, whilst being able to communicate effectively at all levels with staff, patients and the general public.
To have a detailed understanding of all matters relating to Charitable funds
Order Processing
Cash Management including reconciliation of banking's
Purchase Ledger,
Overall administration of the charity
NORTH WEST ANGLIA HOSPITALS CHARITY
North West Anglia NHS Foundation Trust Charity is a linked charity, covering all of our hospital sites. Which exists to raise funds and receive donations for the benefit of the patients and staff of the six hospital sites. By securing donations legacies and sponsorship, our charity provides the things ‘over and above’ the norm that can make a real difference to our patients and staff.
At the beginning of 2022 the Charity was rebranded and relaunched under the new name of ‘North West Anglia Hospitals Charity’,
We now have a Charity Patron, Mr Craig Revel-Horwood, best known as a judge on the BBC’s hugely popular ‘Strictly Come Dancing’.
We are committed to ensure a work-life balance to all our staff by offering full time and part time roles, flexible working hours on a shift pattern to fit around your family life.
We welcome and encourage applications from people of all backgrounds. We particularly encourage applications from disabled, Black, Asian and Minority Ethnic (BAME) and candidates form our local communities.
Benefits to you
- 27 days annual leave for new starters, rising to 29 days after five years of service and 33 days after 10 years of service, plus 8 Bank Holidays (pro-rata for part time staff);
- NHS Pension Scheme:
- Flexible working opportunities;
- Increased hourly rates for unsociable hours e.g. night shifts, weekends, bank holidays;
- Career development and training;
- Wellbeing support and activities;
- In-house physiotherapy Service;
- On-site canteens with subsidised meals;
- Subsidised staff parking (currently free).
- Free Stagecoach Bus Travel to and from work within Cambridgeshire and Peterborough
1. Charitable funds accounting changes
a. To have a detailed understanding of all matters relating to Charitable funds accounting.
b. Ensure a watching brief on Charity Commission publications and newsletters, alerting leadership to any compliance/statutory changes.
c. Assist Financial Services Manager with preparation of Charitable Funds Annual Accounts including compiling reports and working papers to Trial Balance point. Ensuring all narrative information available for inclusion in the Trustee Annual Report and Accounts.
d. Annual completion of reports, documentation and clarification of queries for inclusion in the year end accounts.
2. Accounting processes and keep accurate records
a. Weekly checking and inputting data from collection sheets, including donations.
b. Weekly raising of cheques and remittance advices to settle CF liabilities, ensuring correct authorisation in place, and sufficient balance within CF.
c. Monthly inputting of charitable fund payments.
d. Monthly completion of Oracle and Suspense control accounts reconciliation, ensuring all ledgers balance correctly.
e. Keeping accurate and up to date records for gift aid, legacies, withdrawals and high value donations.
f. Monthly ledger reconciliation and maintenance of full financial records. Monthly closedown and clearance of Oracle & Suspense.
g. Quarterly completion and submission of details of donated fixed assets to Capital Accountant.
h. Quarterly update of Charitable Funds Investment Register (including liaison with the Investment Broker Manager and assist with reconciliations to facilitate production of accounts to the Charity’s Trustee.
i. Ensuring adoption of the correct VAT treatment (either standard rated, VAT reclaimable or zero rated transactions, complete with required supporting documentation).
j. Input CF invoices; ensure income and expenditure through each CF fund is correct and up to date. Action any requested journal transfers of payment from CF to budget.
k. Amend CF database and scheme of delegation for any changes in the Fund Manager or fund, ensuring correct authorisation.
l. Timely and accurate monthly performance of the Charitable Funds bank account reconciliation and designated control accounts.
m. Preparation of Gift aid data for submission to HMRC
n. Prepare paperwork for charitable fund and other associated committees as required.
3. Supporting fund managers and stakeholders
a. Check and process charity orders, in accordance with Scheme of Delegation and checking available fund balances.
b. Monthly issuing statements to fund managers.
c. Daily answering queries, through post, telephone an email, including liaison with fund raisers and solicitors (e.g. advising on suggested wording for legacies in Wills).
4. Wider responsibilities
a. Assist with Financial Services year-end procedures.
b. Any other responsibilities commensurate with the role and grade.
