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- Tasks: Manage finance processes, analyse income, and support fundraising efforts.
- Company: Join a well-established charity making a difference across the UK.
- Benefits: Enjoy flexible working hours, generous leave, and health benefits after probation.
- Why this job: Be part of a small, dynamic team with a social purpose and impactful work.
- Qualifications: AAT Level 4 qualified or part-qualified with finance experience required.
- Other info: Office presence is needed daily; applications are reviewed on a rolling basis.
Are you an experienced Finance Officer ready to take ownership of key processes in a dynamic environment? Do you have strong technical skills and the ability to work independently? Are you looking for a varied role with a social purpose, where your work supports people across the UK? If yes, read on!
Robertson Bell is delighted to be supporting a well-established national organisation to recruit a Finance Officer on a part-time, permanent basis. This is a fantastic time to join a small but busy finance team. You will play a key role in managing core finance processes, supporting fundraising income analysis, and helping the charity deliver its vital services.
In this role, you will:
- Take full ownership of the purchase ledger process, managing around 50 invoices per month using a streamlined P2P system.
- Perform detailed income analysis across multiple platforms ensuring accurate classification for financial reporting and Gift Aid.
- Manage monthly Gift Aid claims and develop best practice processes to ensure compliance and efficiency.
- Carry out regular bank reconciliations and support wider finance operations, including Salesforce data analysis.
- Assist with year-end audit preparation, including compiling supplier reports and uploading documentation to the audit portal.
- Collaborate with fundraising and finance colleagues to ensure income is accurately coded and integrated into both the accounts and CRM system.
This is a part-time role, offered at three days per week (22 hours), based in the organisation’s Surrey office. Candidates are welcome to work these hours across three, four or five days. You’ll benefit from a generous annual leave entitlement, access to Westfield Health after probation, and team away days.
The successful candidate will:
- Be AAT Level 4 qualified or part-qualified with a strong understanding of double-entry bookkeeping.
- Bring prior experience from a finance role covering purchase or sales ledger and general accounting duties.
- Be confident with Excel (including PivotTables and VLOOKUPs) and have the aptitude to learn new systems quickly – experience with CRM or finance systems is a bonus.
- Possess excellent attention to detail and the ability to work independently in a small team.
- Be a positive team player with strong communication skills.
Due to the nature of the role, this position requires office presence every day.
Applications are under review on a rolling basis with an interview date set for 30th April. An informal Teams chat will precede the interview stage. Apply now to be considered!
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Part-Time Finance Officer employer: Robertson Bell
Contact Detail:
Robertson Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-Time Finance Officer
✨Tip Number 1
Familiarise yourself with the specific finance processes mentioned in the job description, such as purchase ledger management and Gift Aid claims. This will not only help you understand the role better but also allow you to speak confidently about your relevant experience during the informal Teams chat.
✨Tip Number 2
Brush up on your Excel skills, particularly with PivotTables and VLOOKUPs, as these are crucial for the role. Consider doing a quick online course or tutorial to ensure you're comfortable discussing your proficiency in these areas during your conversation with the hiring team.
✨Tip Number 3
Research the charity's mission and recent projects to demonstrate your genuine interest in their work. Being able to articulate how your skills can contribute to their goals will set you apart from other candidates.
✨Tip Number 4
Prepare some thoughtful questions for the informal Teams chat. This shows your enthusiasm for the role and helps you gauge if the organisation is the right fit for you. Ask about the team dynamics or how they measure success in the finance department.
We think you need these skills to ace Part-Time Finance Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly focusing on your skills in purchase ledger management and income analysis. Use specific examples to demonstrate your technical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the charity's mission. Mention your AAT Level 4 qualification and any relevant experience, emphasising how you can contribute to the finance team and support their vital services.
Highlight Technical Skills: In your application, be sure to mention your proficiency with Excel, including PivotTables and VLOOKUPs. If you have experience with CRM or finance systems, include that as well to strengthen your application.
Prepare for the Informal Chat: Before the informal Teams chat, think about questions you might want to ask regarding the role and the team dynamics. This will show your interest and help you assess if the position is the right fit for you.
How to prepare for a job interview at Robertson Bell
✨Showcase Your Technical Skills
Make sure to highlight your technical skills during the interview, especially your proficiency with Excel and any experience with finance or CRM systems. Be prepared to discuss specific examples of how you've used these skills in previous roles.
✨Demonstrate Attention to Detail
Given the nature of the role, it's crucial to demonstrate your attention to detail. You might want to prepare examples of how you've ensured accuracy in financial reporting or managed complex data sets in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and how you handle financial processes. Think about situations where you've had to manage invoices or conduct income analysis, and be ready to explain your approach.
✨Emphasise Team Collaboration
Since the role involves working closely with fundraising and finance colleagues, be sure to emphasise your teamwork skills. Share examples of how you've successfully collaborated with others to achieve common goals in a finance setting.
