Summary:
This is a fantastic opportunity to join a well-established charity dedicated to protecting our environment. With years of experience, the organisation plays a key role in nature recovery and community engagement, managing nature reserves across the region.
The office has a warm and friendly atmosphere, where teamwork is at the heart of everything. You'll be working closely with a supportive finance team in a welcoming environment, making a real impact while being part of something meaningful.
Scope of the Role:
The Sales Ledger Clerk is an important part of the team, making sure all income is recorded, reconciled, and reported accurately. This role involves handling different income streams, keeping records up to date, and supporting the finance team with timely financial reporting to keep everything running smoothly.
This role is office based, and the client offers flexibility in the working pattern. The appointed candidate can choose to work their hours over three full days or five shorter days, with the option to discuss the preferred arrangement.
Key Responsibilities:
Income Processing & Reconciliation
• Accurately record and reconcile income from donations, grants, fundraising activities, and other revenue streams.
• Ensure all income is processed in line with internal controls and financial policies.
• Liaise with fundraising and operational teams to confirm income details and allocations.
• Process Gift Aid claims, ensuring compliance with HMRC regulations.
• Maintain and reconcile Sales Ledger accounts, ensuring accuracy and timely invoicing.
Financial Reporting & Analysis
• Assist in preparing income reports for management, trustees, and external stakeholders.
• Support the production of financial statements related to income.
• Monitor outstanding payments and follow up as required.
• Identify and resolve discrepancies in collaboration with relevant teams.
Systems & Process Management
• Maintain financial records using [Exchequer or relevant finance software].
• Assist in improving financial processes related to income management.
• Ensure compliance with charity sector financial regulations and best practices.
General Support
• Work closely with the finance team to ensure smooth day-to-day operations.
• Provide support for internal and external audits as needed.
• Contribute to the continuous improvement of financial procedures.
• Handle general finance queries and provide support to other teams as required.
Ideal Candidate:
• Experience in a finance role, with a focus on income processing and reconciliation.
• Strong knowledge of Sales Ledger processes and financial controls.
• Excellent numerical skills with keen attention to detail.
• Proficiency in financial software and Microsoft Excel.
• Strong communication skills with a positive and proactive attitude.
Desirable:
• Experience in the charity sector with an understanding of charity finance regulations.
• Knowledge of Exchequer software or similar financial systems.
• Familiarity with Gift Aid processes and HMRC compliance.
This vacancy is being advertised by New Resource Group. The services of New Resource Group are that of an Employment Agency