Finance Manager

People Management

To line manage the Events and Finance Coordinator and, in partnership with the Events Manager, support their development. This may include delivering or identifying training to suit their needs and role.

Financial management

• To improve and oversee financial systems and processes so that they provide appropriate levels of internal control, while supporting colleagues to carry out their responsibilities effectively.
• To oversee and manage the implementation of internal systems and controls, providing training, support and clear communication for colleagues and other key contacts. This is likely to include working with some individuals who lack confidence with financial systems and calculations.
• To work with the Executive Officer to implement recommendations made by our auditors and policy decisions taken by Trustees or Trading Company Directors.
• To be the main point of contact with accountants and auditors, ensuring that audit requirements are understood, coordinated and delivered on time.
• To lead on the use and development of our accounting system (currently QuickBooks Online). This includes liaising with the Events Manager and others to ensure that our systems are as smoothly integrated as possible.
• To monitor cashflow and working capital for the charity and the trading company, escalating identified risks and recommending action where required.

Management Accounting and Reporting

• To work closely with the Executive Officer and other team members to draft annual budgets for both the charity and the trading company.
• To produce quarterly management accounts and, if required, present financial information clearly to Trustees and Quaker Trading Directors.
• To support  medium and long-term financial forecasting, including cashflow forecasting when required.
• To support budget holders in understanding and monitoring the expenditure for which they are responsible. This includes both staff members and Quakers in voluntary roles.
• To monitor restricted and designated charitable funds, ensuring that income and expenditure are recorded, reported and used appropriately.

Financial operations

• To run monthly payroll, ensuring that all staff are paid accurately and on time. This includes all liaison with HMRC and our pension providers, as well as coordination of overtime and other non-standard payments.
• To prepare and file quarterly VAT returns, including partial exemption calculations.
• To claim Gift Aid periodically on all eligible donations.
• To reconcile quarterly investment reports and other information from our investment managers.
• To support the Events Team in issuing invoices for our room bookings business and to oversee and support credit control measures.
• To manage financial aspects of our relationship with residential and commercial tenants.
• To operate the charity and trading subsidiary bank accounts as agreed, including payment processing and ensuring reconciliations are completed at least monthly.

Senior Management Team duties

• To contribute to effective decision making by providing clear financial insight, challenge and practical recommendations to SMT colleagues.
• To work collaboratively with the Events Manager, Facilities and Operations Manager and Executive Officer to identify, develop and implement improvements across all aspects of the charity and trading company’s work.
• To support SMT colleagues by providing a confidential listening space when requested.

 General Duties for all staff members

• To actively participate in training and development, working with your line manager to identify your own training and learning needs.
• To attend team and staff meetings as required.
• To follow all internal policies and procedures, as described in the Staff Handbook or issued in an equivalent format.
• To respond warmly and encouragingly to visitors enquiring about Quakers: giving them basic information; introducing them to others who might speak with more knowledge or depth; and giving them appropriate literature or websites to visit.
• Any other tasks reasonably requested by the Executive Officer.

Candidate requirements are set out below, in three different sections.  Some are described as essential and others as desirable.

• To be appointed to the role as described, you need to meet all of the essential requirements.
• Desirable characteristics are optional but, if we have several candidates who meet all of the essential requirements, we will favour those who also demonstrate that they have the desirable qualities.
• If you don’t quite meet all of the essential requirements but are interested in joining our team, please apply and be honest with us on your form. We are open to considering an adjusted role with additional support and training opportunities. Please note, there will be some initial salary adjustment for an appointment that does not cover all of the responsibilities described.

Essential

• Experience of working across a range of financial operations including accounts payable, accounts receivable, payroll and cashflow
• Experience of bookkeeping.
• Experience of operating accounting software (we use QuickBooks Online)

Desirable

• Accounting or bookkeeping qualification
• Experience of working for a charity or volunteering in a role that allowed you to understand how the charity itself (rather than its services) was run.
• Experience of working in a small finance team.
• Experience of working in a high-transaction sector (eg hospitality, retail or entertainment).

Please tell us about any relevant experience – which can come from paid work or volunteering – in the Experience section of the application form. We may ask you more if you are invited to an interview.

Essential

• Excellent numeracy skills.
• Planning skills, to the level where you can think ahead and identify the steps necessary to complete a task well and on time.
• Organisation and time management skills, so that you can manage your own time and identify which tasks to do when, considering both your own needs and preferences and those of other people who are impacted by your work.
• Strong communication skills, including the ability to effectively get across what you mean in face to face, telephone, email and other written communications, including with people you are contacting for the first time.
• Flexibility and team working skills, to the extent that you can adapt to different situations and work well with different kinds of people.

Desirable

• Excellent ICT skills, to the extent that you can lead on developing and improving the way we use and integrate our accounting and other systems.

Please tell us about how you have gained and demonstrated these qualities (at work, volunteering or in edcuation) in the Skills and abilities section of the application form. We may ask you more if you are invited to an interview.

Essential

• Enthusiasm for the role.
• Willingness to uphold the Quaker values of peace, equality, truth and sustainability in your work.
  Willingness to undertake training as needed.

Desirable

• Ability to remain calm under pressure.

Please tell us about how you have demonstrated these qualities – in any part of your life – in the Personal statement section of the application form.