Paid staff vacancies
Finance Manager
Citizens Advice Carlisle & Eden is recruiting an experienced Finance Manager, who will report to the Chief Executive Officer.
You will be responsible for providing accurate and timely financial information; assisting with the day-to-day management of budgets; and ensuring compliance with various financial regulatory bodies including Citizens Advice Carlisle & Eden’s own finance management regulations.
You will also play a significant role in the strategic planning for the organisation, where business or entrepreneurial skills would be an advantage.
- Hours: 22.5 hours per week (3 days per week based on FTE at 37.5 hour week)
- Salary: £18,818 (based on FTE at 37.5 hours at £31,364)
- Pension: 8% employer contribution
- Location: Carlisle
- Application deadline: 9am on Monday 22 April 2024
- Interviews: Thursday 25 April 2024
- Start date: May 2024 (or as soon as possible)
How to apply
Please send an up to date copy of your CV to recruitment@ca-ce.org.uk and complete the following forms by 9am on Monday 22 April 2024:
Application guidance notes are available here.
Role Purpose
To ensure that accurate and timely financial information is produced for the Chief Executive Officer and Board of Trustees. Providing a full financial management service to ensure Citizens Advice Carlisle & Eden operate effectively and are compliant with all legal and sector requirements.
Key Tasks
- Manage accounts payable and accounts receivable processes. Ensure QuickBooks accounting system files are accurately maintained on a full accruals basis.
- Take the lead on the annual budgeting process.
- Produce regular updated forecasts of expected out-turn position.
- Identify and account for restricted funds.
- Prepare management accounts and other finance papers to be reported to the Trustee Board on a regular basis.
- Prepare draft statutory accounts for year end audit (compliant with the Charity SORP), including notes to the accounts and financial sections in the trustees annual report; liaise with external auditors as required.
- Regularly review and recommend improvement/update of the written financial procedures to Treasurer, and implement change as agreed.
- Regularly review and recommend improvement/update of internal financial controls to Treasurer, and implement change as agreed.
- Collate information to report on the effectiveness of financial controls.
- Responsibility for ensuring regular reconciliation of all balance sheet accounts (including all bank accounts and petty cash).
- Responsible for cash management and cash flow forecasting
- Responsible for ensuring all budgeted funding is invoiced as appropriate, and responsibility for organisation-wide credit control.
- To input into the development of full cost recovery on projects
- Responsible for ensuring the organisation is compliant for pensions’ auto-enrolment and oversee all pension administration.
- Responsible for accuracy of all payroll administration/reports, and as necessary liaise with outsourced payroll provider re. monthly payroll processing including starters/leavers and changes in hours.
- Be responsible for the completion/submission of VAT returns ensuring these are compliant with HMRC requirements.
- Be responsible for ensuring compliance with Charity and Company law – in particular making sure that accounts are submitted on time
- Responsible for the submission of required funder returns, financial returns to Citizens Advice and due diligence information for potential funders and partner organisations.
- Identify opportunities to claim Gift Aid and to complete Gift Aid Returns to HMRC.
- Responsible for finance element of funding bids.
- Liaise with funders, donors and sponsors as required.
- Prepare quarterly progress reports on grant funded programmes.
Other duties and responsibilities
- Abide by health and safety guidelines and share responsibility for own safety and that of colleagues
- Be at all times a positive ambassador for Citizens Advice Carlisle & Eden
- Participate positively and pro-actively in supervision sessions, team-meetings and organisational-wide activities
- Ensure that work undertaken reflects and supports the Citizens Advice service’s equality and diversity strategy
- Ensure all GDPR and data protection requirements are adhered to in all work for which the post is responsible
- Work from different Citizens Advice Carlisle & Eden locations with prior arrangement
- Any other relevant duties required to ensure the smooth running of the organisation
Person specification
Essential
- Recognised qualification in Accountancy, or actively working towards same
- Experience of using QuickBooks or similar accounting package and Microsoft Excel spreadsheets
- Experience of development and maintenance of accounting processes
- Recent and ongoing experience of drafting management information, and meaningful reporting of variances to Treasurer/Trustee Board
- Recent and ongoing experience of budgeting, particularly project-by-project and contributing to the budgeting processes across the organisation.
- Strong analytical skills and an ability to input and interpret complex data using IT system
- Strong communication skills both orally and in writing
- Self-reliant and able to problem solve independently
- Ability to prioritise workload
- Strong understanding of confidentiality and data protection principles.
- The ability to commit to, and work within, the aims, principles and policies of the Citizens Advice service
Desired
- Recent and ongoing experience of providing a full financial management service in a charity or similar organisation, with experience of meeting deadlines and setting priorities
Volunteering Opportunities
If you’d be interested in volunteering for Citizens Advice Carlisle & Eden, there is information available at: www.cac-e.org.uk/volunteering/