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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 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


  • 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


  • 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: