Associate Finance Manager

The Associate Finance Manager role is essential for the continued commercial success and growth of the charity. You will work closely with our Head of Finance report directly to her. Your main role and responsibility is to assist with the finance and payroll functions of the charity. This is a broad remit and includes supporting and assisting with the smooth and efficient running of the charity’s finances and compliance obligations. Working closely with our Head of Finance and the wider Finance Team, you will be involved in recording and processing financial information, invoicing, bank reconciliations and the preparation of management accounts. You will have excellent knowledge of SAGE accounting software and also have excellent attention to detail.

The ideal candidate will be AAT qualified (Level 4) but we will consider candidates who are part qualified or working towards a recognised AAT, ACA or ACCA qualification. Experience of working in the charitable sector is desirable but not essential as full training will be given.

We offer a supportive, collegiate and supportive working. You will receive a generous holiday entitlement of 28 days per year (including any Public or Bank Holidays), free on-site parking, pension scheme and death in service at 3 times salary. This role is offered on a part-time / + per week basis. However, there is scope to increase hours in the future.

Overall Job Purpose

The role will primarily involve assistance and support for the accounting and payroll functions of the charity and to include:

• To provide a full finance administration support service to the Finance Department of Changing Lives Together working closely with the Head of Finance.
• To ensure that accurate and timely financial information is recorded and processed using the SAGE accounts system.
• To assist in the provision of the organisation’s financial management service to ensure the charity operates effectively and is compliant with all legal and sector requirements.
• Work closely with the Head of Finance to ensure proper financial management, compliance with internal procedures, legal requirements and charitable accounting compliance.
• Ensure that accurate financial records are maintained.
• Assist with the maintenance of banking, insurance arrangements, salary payments and service agreements.
• Provide relevant information to the Head of Finance to assist with the preparation of financial reports for the Trustee Board, funding applications and funding returns.
• Ensure the raising and payment of invoices, receipts and expenses and associated records are maintained including dealing with queries and credit control.
• Assist in the preparation for annual year-end audit of accounts in conjunction with the Head of Finance and Auditors.
• Process bill payments from bank, and all receipts and record all transactions in a timely and accurate way, using the SAGE accounting system.
• Undertake reconciliation of all bank accounts.
• Assist with financial reports to support funding bids.
• Assist in completing funder returns, returns to the charity and due diligence information for potential funders and partner organisations.
• To assist with ad hoc finance and accounting work and some support for payroll.

4. Usual Accountabilities

• To receive, store and process data (in whatever form or medium such data takes - e.g., electronic and/ or documented)in a confidential manner and in accordance with the Company’s agreed data management policies and accordance with GDPR regulations.
• To develop/attend team and organisational meetings with the Head of Finance.
• To promote the conduct and ethos of the organisation at all times.
• To understand and apply all CLT’s policies and procedures at all times in all areas of your employment.

• Qualifications & Skills

  The ideal individual for this role will:

  Hold a minimum of 5 GCSES's (including Maths and English)

  • Gained a recognised finance qualification. E.g. AAT (Level 3 or 4) or A Level in accounting

  • Have a minimum of 2 years’ experience of working within a finance function
  • Excellent knowledge of SAGE 50 accounting software
  • Charity/public sector experience is desirable but not essential
  • Strong IT skills
  • Excellent written and verbal communication skills
  • Self-organised, confident and able to deal with competing deadlines in a fast paced but supportive environment

  This job description is subject to regular review in accordance with changing organisational needs and consultation.