Job Title: Finance Manager
Responsible to: Finance Director
Salary: £37,500.00 - £40,000.00 (full time equivalent)
Hours: 30 per week
Place of Work: The primary location of this role will be at our Head Office, Wilberforce House, York with flexibility for hybrid working.
Purpose of role: The Finance Manager will work alongside the Finance Director and other Finance team members to manage the financial health of the charity, ensuring compliance with legal financial requirements, charitable regulations and Wilberforce Trust policies and procedures. This role involves accounts payable, accounts receivable, payroll, budgeting, financial forecasting and reporting, and management of funds. The role holder will provide strategic financial insight to the management team and ensure sound financial management practices.
Key Responsibilities:
* Accounting and Bookkeeping:
o Processing payments, invoices, income and receipts and entering data into accounting software.
o Draw up monthly reconciliations, financial statements, and all supporting documents.
o Cover execution of payroll if required.
* Financial Governance and Reporting:
o Develop and implement robust financial controls and accounting procedures.
o Assist the Finance Director to prepare and manage annual budgets in line with the charity’s strategic objectives.
o Monitor cash flow, manage reserves, and oversee investments, ensuring financial sustainability.
o Ensure accurate financial reporting and timely submission of annual reports to the board, trustees, management team and external regulators.
o Ensure Finance related policies are in accordance with all latest regulatory requirements.
o Balance sheet reconciliation.
* Compliance and Governance:
o Ensure compliance with financial regulations and charity law, including the Charities Act and SORP (Statement of Recommended Practice) guidelines.
o Preparation of statutory accounts and liaise with external auditors.
o Manage the charity’s tax obligations, Gift Aid, and payroll-related taxes.
* Fundraising and Grants:
o Work closely with the Activities & Events Team to provide financial oversight for fundraising activities, donor reporting, and grant applications.
o Ensure proper allocation of restricted and unrestricted funds.
o Monitor financial performance of grant-funded programs and report on any variances.
* Financial Strategy and Reporting:
o Provide strategic financial input and support to the management team, CEO and Trustees.
o Produce regular financial reports, including management accounts, forecasts, and variance analysis.
o Assist the Finance Director on financial planning and risk management strategies to ensure the charity’s long-term sustainability.
o Suggest continuous improvements to processes and practices along with Charity/Industry Best Practices and IT systems opportunities.
* Team Leadership:
o Supervise and mentor finance staff if required.
o Foster a collaborative working relationship across all teams to ensure alignment with the charity's financial goals.
Qualifications and Experience:
* Professional finance qualification (e.g., ACA, ACCA, CIMA) required.
* Experience in financial management within the charity or not-for-profit sector is desirable but not essential.
* Knowledge of charity finance regulations, including the Charities SORP and legal obligations is desirable but not essential.
* Experience with financial software and budgeting tools (e.g., QuickBooks, Sage, Xero).
* Proven experience in managing complex budgets, restricted and unrestricted funds, and financial reporting.
Skills and Competencies:
* Strong analytical skills with attention to detail.
* Excellent communication and presentation skills.
* Strategic thinking with the ability to assist the Finance Director in financial decision-making processes.
* Knowledge of charity taxation and Gift Aid desirable.
* Ability to work collaboratively and effectively.
* Continuous improvement mindset and approach.
* Team player, effective within Finance structure but able to liaise and help business areas maximise their understanding and adoption of strong accounting and budgeting practices.
Person specification:
* Organised and able to manage their time effectively.
* Develop and maintain good working relations with all Wilberforce Trust staff.
* To have the flexibility to work outside office hours if required.
* To work independently to tight deadlines.
* Proactive individual with a teamwork ethos.
* To represent the Trust as required.
* Work within and demonstrate The Wilberforce Trust’s values which are ‘respect and dignity’, ‘integrity and honesty’, ‘teamwork’, ‘empowerment’ and ‘continuous improvement’.
* Commitment and interest to the overall development of the organisation services.
* To undertake such other duties as the CEO or Trustees may reasonably require from time to time.
Seniority level: Mid-Senior level
Employment type: Part-time
Job function: Finance and Sales
Industries: Hospitals and Health Care
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