We are looking for a detail-oriented and proactive Finance Officer to manage our financial operations and administrative processes. This role is essential in maintaining accurate financial records, ensuring compliance with charity regulations, and supporting the wider team with budgeting and financial planning. You should have experience in finance and accounting, proficiency in Xero, and a strong understanding of charity finance. Your responsibilities will include financial reporting, payroll processing, donor CRM integration, and supporting governance and operational administration. Key Responsibilities Financial Record-Keeping & Reporting Accurately record all income and expenses, ensuring timely data entry Maintain xero and up-to-date financial records Complete regular bank reconciliations to ensure alignment between internal records and bank statements Prepare monthly and quarterly financial reports, including Profit & Loss statements, Balance Sheets and Cash Flow statements reporting into the CEO, Treasurer and Finance Committee Assist in financial analysis to support decision-making Track and categorise expenses for accurate financial reporting Accounts Payable & Receivable Process invoices and payments, bills and expenses, ensuring timely settlements Monitor accounts receivable, following up on outstanding payments Ensure adherence to financial policies for expense approvals and reimbursements Payroll & Compliance Collaborate with our accountants to process employee payroll accurately and on time Liaise with external accountants, auditors, and financial consultants Assist the CEO, Treasurer and Finance Committee and external accountants with the preparation of annual accounts and financial statements Grant & Donation Management Be the first point of contact for financial updates on grants and donations Process and manage Gift Aid claims for eligible donations Financial Systems & Controls Maintain financial systems including Xero accounting software and Dext expense software Set up and integrate the financial aspects linked to Beacon, our donor CRM system Implement and maintain robust financial controls and recommend process improvements to enhance efficiency and compliance Budgeting & Forecasting Provide budgeting and forecasting support with the CEO and Finance Committee Additional Responsibilities Our ‘10% Support Commitment’ fosters a collaborative and supportive work environment, where all staff members contribute to the broader organisation if and when needed. Person Specification Essential skills and experience A relevant finance qualification (e.g., AAT, ACCA, CIMA) Proven experience in finance, accounting, or a similar role within the charity sector Knowledge of charity finance regulations and reporting requirements Strong understanding of financial principles, accounting procedures, and best practices Proficiency in Xero accounting software and Excel Excellent analytical and problem-solving skills High attention to detail and accuracy in financial management Ability to work independently and collaboratively with internal and external stakeholders Ability to work independently and as part of a small team Strong communication and organisational skills Employee Benefits 25 days annual leave, plus bank holidays Additional Company Holiday between Christmas and New Year Regular opportunities for learning & development 3% employer pension contribution Regular team and social events Flexible and hybrid working environment