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Finance Officer, United by 2022

  •  West Midlands
  •  Â£25k-30k (pro rata)
  •  Part time
  •  Closes January 2, 2026
  •  Liam Smyth
  •  liam.smyth@unitedby2022.com
  • #Charity

Description

Job Summary

Position type: 4 days part time (20 hours), permanent Reports to: Head of Operations & Governance Salary: £27,000 per annum (FTE), pro-rated to part-time hours

Job Description

Financial Operations & Reporting

  • Process day-to-day financial operations, ensuring accurate and timely recording of transactions.
  • Administer the sales ledgers, working with other managers, to raise timely invoices and credit notes.
  • Maintain strong working relationships with debtors to ensure prompt payment of invoices.
  • Administer the purchase ledgers, supporting other managers, ensuring accurate accounting of invoices/other expenses. Oversee purchase order process. Maintain strong working relationships with key suppliers and internal customers.
  • Maintain regulatory and professional compliance.
  • Maintain robust internal controls, policies, and procedures.
  • Provide administrative support to the month and year end accounts
  • Support auditors with supplying documentation and administrative queries
  • Produce weekly cashflow forecast.

Budgeting & Strategic Support

  • Support with the preparation of annual budgeting and reforecasting processes.
  • Provide financial insight and advice to the management team to inform decision-making.
  • Support funding applications and grant reporting with accurate financial data.

Payroll & People Support

  • Manage relationship with external payroll provider
  • Prepare monthly payroll, pensions & staff expenses for external Payroll provider, ensuring compliance with employment legislation. Staff team of 11 at present.
  • Liaise with HR & external providers to ensure accurate & timely processing.
  • Process PAYE, NI & pension for timely submissions.

Systems & Process Development

  • Operate finance systems (e.g., accounting software, payroll systems) & implement improvements.
  • Ensure financial data is accurate, up-to-date, & secure.
  • Streamline processes to improve efficiency & transparency.
  • Support Governance & Compliance
  • Help with the preparation of reports for the Finance & Audit Committee & Board of Trustees.
  • Ensure adherence to charity finance regulations, SORP & best practice.
  • Act as first point of contact for external auditors & bankers.

Job Requirements

PERSON SPECIFICATION

Qualifications

Required:

Professional qualification (for example, AAT) or qualified by experience.

Desirable:

Relevant Project Management, or Business Administration qualification/s, e.g. PRINCE2.

ACA, ACCA, CIMA, or equivalent.

Skills & Experience

Required:

Proven experience in financial management, ideally within the charity or non-profit sector.

Experience managing payroll and pension schemes.

Excellent IT skills, including accounting software (e.g., Xero, Sage, QuickBooks) and Excel.

Strong analytical, problem-solving, and communication skills.

Ability to work independently and collaboratively with senior leaders and trustees.

Desirable:

Experience in grant reporting and funder compliance.

Knowledge of charity fundraising and trading subsidiaries.

Familiarity with financial management in a growing organisation.

Strong knowledge of charity SORP, VAT, Gift Aid, and relevant regulations.

Job Responsibilities

Personal Qualities

Teamwork & Collaboration

Respects and values diversity; supportive and reliable team player.

Builds strong relationships with colleagues and partners through collaboration and adaptability.

Communication

Clear, confident, and approachable communicator at all levels.

Open and transparent, able to present and contribute effectively while maintaining trust and confidentiality.

Commitment & Results

Demonstrates integrity, ownership, and accountability in delivering high-quality outcomes.

Proactive and resilient, with strong planning, problem-solving, and time management skills.

Commitment & Results

Self-motivated with a positive, can-do attitude.

Professional and committed to the charity's mission and values

Useful Links

How to Apply

Apply via our website: https://unitedby2022.com/join-our-team/

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