Finance Officer (0.4)
You can download a copy of this application pack.
We are looking for an enthusiastic individual who has a strong financial background with excellent attention to detail, a flexible attitude, an ability to work effectively under their own initiative and as part of a small team, together with excellent organisation and administrative skills.
Effective financial control is central to our strategy and operating model. The finance officer plays an essential role in maintaining control over our finances and operations. You will process and monitor financial transactions, liaise with our payroll bureau regarding staff payroll and pensions and support the Head of finance. Green Alliance uses Dynamics 365 Business Central as its accounting system.
This is a part‑time role for two days a week (0.4FTE).
Position in the Organisation
The finance officer will report to the Head of finance. You will also work with all staff on financial matters including personal and credit card expenses, central and project income and expenditure, and processing of payroll by liaising with our external bureau.
Key tasks and responsibilities
To process and monitor financial transactions, perform accounting reconciliations and help ensure that Green Alliance’s finances are accurate and up to date.
- Prepare sales invoices and credit notes on our accounting system and email to customer.
- Record purchase invoices and credit notes on accounting /system and allocate to correct expenditure and project codes. Obtain approval of invoices in line with our finance handbook. Prepare fortnightly invoice payment run and enter to banking system for authorisation.
- Set up new suppliers on accounting system, completing Supplier Information Request forms and undertaking credit checks, where applicable.
- Processing of staff expenses, ensuring compliance with finance handbook, through to payment on banking system.
- Create new customers on accounting system and complete Information Request forms, where applicable.
- Be responsible for collecting funds from members using GoCardless and Stripe where applicable.
- Import credit card transactions to accounting system and prepare expense sheets for cardholders. Once credit card expense sheet completed by credit card holder, agree to receipts and process for payment.
- Process, reconcile and pay monthly payroll run through a bureau.
- Help to prepare quarterly VAT returns, ensuring compliance with HMRC regulations and the agreed formula for recovery.
- Prepare monthly bank reconciliations from bank import including allocation of all income and expenses to account codes.
- Maintain fixed asset register, adding new assets, calculating monthly depreciation and entering relevant journals to accounting system.
- Assist with providing end of year schedules and reconciliations for the annual audit and answering audit queries.
- Be responsible for the individual membership scheme. This involves maintaining a record of monthly membership income by member, whether the member is a UK taxpayer and preparing the annual Gift Aid claim.
- Assist the Senior partnerships officer in raising invoices for the business circle membership and supporting financial information for funding reports.
- Prepare sales invoices and credit notes on our accounting system for the All Party Parliamentary Party for the environment (APPG) and email to customer. Monitor cash receipts for these invoices and prepare management accounts for the APPG.
Other responsibilities:
- Provide any other support, which may reasonably be requested to be undertaken within the scope of this post.
Person specification
Knowledge and experience
Essential:
- AAT level 3 or ACCA qualification
- Experience of using Dynamics 365 Business Central
- Experience of processing all financial transactions to the books of prime entry.
- Ability to act on your own initiative and exercise sound judgment.
- Understanding the nature of income streams within a charity, particularly grant and contract income and knowledge of accounting for restricted and unrestricted funds.
- Knowledge of charity finance/accounting and the relevant issues impacting the sector.
- Understanding the principles of VAT and how to account for VAT.
- Experience of implementing financial processes to achieve efficiencies.
- Confident in using excel and preparing financial reconciliations.
- Excellent attention to detail.
- Good organisational skills and time management, and excellent communication skills.
- Flexible team worker, able to contribute to an inclusive work culture.
Desirable:
- Understanding of project costing.
- Knowledge of payroll and pensions.
Right to work
All applicants must have the right to work in the UK. Unfortunately, we are not able to offer visa sponsorship, so you will be required to provide evidence of your right to work in the UK during the recruitment process. We are unable to sponsor the renewal of work visas for people who have short-term permission to work in the UK.
Terms and conditions
Terms: This post is advertised as a permanent contract. We are happy to consider flexible working arrangements.
Salary band: £ 36,192 to £39,936 (pro rata for 0.4FTE). Starting salary will be commensurate with experience.
Location: Green Alliance's office is in central London and is fully accessible. We support hybrid working, and you will be expected to work from the office regularly. We will provide IT hardware and other equipment needed for working from home; you will need to provide good internet access.
Hours: 14 hours per week (2 days) with some flexibility about when they are worked.
Holiday: 25 days per year (pro rata) in addition to statutory holidays and the period between Christmas and New Year.
Pension: Green Alliance provides an auto‑enrolment pension with Aviva. All employees receive a pension contribution up to 7.5 per cent of gross salary which may be paid into this scheme or another of their choice.
For other staff benefits, please see the Employee benefits and staff wellbeing page on this site.
