At a Glance
- Tasks: Join our finance team to maintain financial records and support charity operations.
- Company: ShelterBox is a vibrant charity focused on disaster relief and making a real impact.
- Benefits: Enjoy flexible working options and the chance to innovate in a supportive environment.
- Why this job: Be part of a friendly team, contribute to meaningful projects, and develop your finance skills.
- Qualifications: Experience in finance roles; AAT qualification or equivalent experience preferred.
- Other info: This role is based in Cornwall with hybrid working, requiring at least 2 days in the office.
The predicted salary is between 28800 - 43200 £ per year.
Grade: 5 Position type: Fixed Term for 12 months, Full Time, 37.5 hours per week. Flexible working may be considered Responsible to: Financial Controller Direct reports: N/A Location: ShelterBox HQ, Truro, Cornwall (Hybrid working with at least 2 days a week in the office) Role purpose: A key member of the finance and financial accounts teams, supporting colleagues and the wider charity by taking responsibility for maintaining elements of the financial records of the charity. Ensuring compliance with technical and legal requirements, safeguarding the assets of the charity. Generating data that will allow for informed decisions to be made, maximising the impact that the charity can achieve for people effected by disasters. Who are we looking for? Experience in working in a finance team including maintaining nominal ledger and purchase ledger, payroll and reconciliations. The individual may hold AAT qualification or be qualified by experience. We are looking for an experienced finance professional to join our busy team and to help provide a great finance service. You will have excellent attention to detail, good knowledge of finance processes and work well as part of a busy team. Having great organisational skills, you will be able to manage multiple tasks at the same time, work proactively and be a good communicator. We encourage innovation and new ideas and would welcome you sharing your experience with us, to further develop our team. The organisation has ambitious system development plans and would welcome your involvement in this programme. This is an exciting opportunity to join a friendly and vibrant organisation. Duties will include but not be limited to: Maintain Financial Records · As part of the Financial Accounts team (two Finance Officers and the Financial Controller) take a share of the responsibility for maintaining the financial records of the charity, ensuring compliance with processes and technical and legal requirements, and safeguarding the assets of the charity. · Provide support to internal and external stakeholders in operating or using/getting benefits from the outputs from your areas of responsibility. · Areas of responsibility will include: – · Processing and payment of invoices and bank transfers, including foreign and urgent payments. · Processing of donations from journals generated from the CRM system, reconciling to bank receipts, and resolving any queries or discrepancies in collaboration with the Supporter Care team. · Bank and petty cash recording and reconciliation. Including bank account reconciliation on a weekly basis, petty cash and foreign currency. Submission of bank reconciliations for approval by Financial Controller. · Enter expected cash outgoings into weekly cash flow document. · Credit Card and Expense Claims (detailed below) · Process Payroll (detailed below) · Purchase and sale of foreign currency as discussed with Financial Controller. · Monthly gift aid submission including generation of Gift Aid submissions, complete pre-claim checks, submission and reconciliation to receipts from HMRC. Submission of draft gift aid submission for approval by Financial Controller. · Month End – (detailed below) · Year End – As instructed by the Financial Controller generate reports and information to support preparation of annual report and audit file. Answer audit queries provided by the charities auditors. · Maintenance of the organisation’s fixed asset register, posting journals for depreciation, acquisitions and disposals. · Monitoring of finance inbox and support organisation with requests for financial information. · Provide Support to organisation with procurement and purchase ledger system Focal point. · Update projects/funds on Dimensions. · Maintaining accounting records for our subsidiary company, ShelterBox Trading. Credit Card and Expense Claims · Maintenance of the Company Credit cards, submitting requests for new cards, adjusting credit limits and cancelation of cards. · Download credit card transactions and upload to Acloud Expense system and submit to credit card holders for completion of expenses. · Review, approve and post to finance system credit card expenses and claims for expenses using Acloud expense system. · The issuing and reconciliation of cash advances for SRT teams. · Provision of new credit cards for Staff/SRT’s and deal with any issues. Payroll · Processing the monthly payroll with information provided by HR Department using Sage Payroll Software and initiating payment and payslips to staff. · Monthly submission of payroll reports to HMRC and process payment of PAYE, NI and student loans to HMRC. · Maintenance of the company pension scheme, uploading details of monthly contributions with Scottish Widows. Dealing with issues and queries around this. · Monthly reconciliation of payroll control accounts. · Providing support to the HR team around pay, pension loans etc Month End · Assist with timely month end process by completing work to meet monthly deadlines. · Calculation of the month end prepayments and accruals, processing the relevant journals, ensuring the reconciliation of balances to Dimensions. · Monthly reconciliation of income between CRM and Dimensions. · Calculate of currency revaluation for foreign currency accounts held on a monthly basis, submit to Financial Controller for approval and post to Access Dimensions. · Produce month end bank reconciliations for approval by Financial Controller. · Calculation and posting to finance system of credit card accrual. · Produce salaries reconciliation for approval by Financial Controller. · Production and distribution of income and expenditure and transaction reports for budget holders. · Assist with roll forward of department forecast templates. Special Projects: – Provide support to the Finance Team Managers, Deputy Director of Finance and Director of Finance including undertaking special projects as requested. · Providing financial team support on cross departmental projects as required. · Carbon footprint work for the organisation · Produce weekly/monthly reports to the SLT team as requested Other responsibilities · Any other duties as required which are deemed appropriate to the level and grade of the post. Please note: This role is Cornwall based with an expectation of office attendance a minimum of two days per week.
Finance Officer employer: ShelterBox
Contact Detail:
ShelterBox Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Officer
✨Tip Number 1
Familiarize yourself with the specific financial software mentioned in the job description, such as Sage Payroll and Acloud Expense. Having hands-on experience or knowledge of these systems can set you apart from other candidates.
✨Tip Number 2
Highlight your experience with compliance and legal requirements in finance. Be prepared to discuss how you've ensured adherence to regulations in your previous roles, as this is crucial for maintaining the charity's financial integrity.
✨Tip Number 3
Showcase your ability to work collaboratively within a team. Since this role involves supporting both internal and external stakeholders, be ready to provide examples of how you've successfully communicated and worked with others in past positions.
✨Tip Number 4
Demonstrate your organizational skills by discussing how you've managed multiple tasks simultaneously in a busy environment. This will reassure us that you can handle the demands of the Finance Officer position effectively.
We think you need these skills to ace Finance Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly in maintaining financial records, processing payroll, and handling reconciliations. Use specific examples that demonstrate your attention to detail and organizational skills.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the organization. Mention how your background aligns with the responsibilities listed in the job description, such as managing financial records and supporting internal stakeholders.
Highlight Relevant Qualifications: If you hold an AAT qualification or have equivalent experience, make sure to mention this prominently in your application. This will show that you meet the qualifications the company is looking for.
Showcase Teamwork and Communication Skills: Since the role involves working as part of a busy team, provide examples of how you've successfully collaborated with others in previous positions. Highlight any experience you have in communicating financial information to non-financial stakeholders.
How to prepare for a job interview at ShelterBox
✨Know Your Financial Processes
Make sure you have a solid understanding of the financial processes mentioned in the job description, such as maintaining nominal and purchase ledgers, payroll processing, and reconciliations. Be prepared to discuss your experience with these tasks and how you've ensured compliance in previous roles.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, come prepared with examples that demonstrate your ability to manage multiple tasks accurately. You might want to share specific instances where your attention to detail made a significant impact on your team's success.
✨Communicate Effectively
As a finance officer, you'll need to communicate with various stakeholders. Practice articulating complex financial information in a clear and concise manner. Think about how you can explain your past experiences in a way that highlights your communication skills.
✨Be Ready to Discuss Innovation
The organization values innovation and new ideas. Prepare to share any suggestions or improvements you've implemented in previous roles that enhanced financial processes or team efficiency. This will show that you're proactive and willing to contribute to the team's development.