At a Glance
- Tasks: Manage day-to-day finance tasks and support a charity making a real social impact.
- Company: Join a friendly charity team dedicated to supporting vulnerable communities in the North of the UK.
- Benefits: Enjoy 33 days holiday, private healthcare, and opportunities for professional development.
- Other info: Flexible hybrid working model with excellent training and growth opportunities.
- Why this job: Make a meaningful contribution while developing your finance career in a supportive environment.
- Qualifications: Experience in finance roles with strong analytical skills; AAT qualifications are a bonus.
The predicted salary is between 26462 - 26462 € per year.
Department: Central Functions
Town/City: Kendal
Salary Details: £26,462.80 pro rata per annum
Advertising End Date: 05th June 2026
Vacancy Type: Permanent
Hours Per Week: 24 hours per week
Are you passionate about numbers and want your work to contribute to real social impact? We're looking for a dedicated Finance Officer to join our friendly finance team at a charity that supports vulnerable people across the North of the UK. The main focus of the role is to perform day-to-day accounting and administrative support within the Finance Department, with a focus on banking, purchase ledger and sales ledger. This is a great opportunity for someone with solid finance experience who wants to make a difference and work in a positive, people-centred environment. This is a hybrid role working flexibly in our head office in Kendal and from home.
Key responsibilities
- Process transactions across cash, sales, and purchase ledgers, ensuring accuracy and timeliness.
- Maintain accurate sales and purchase ledger balances and liaise with external stakeholders where necessary.
- Prepare payment runs and ensure timely authorisation of invoices.
- Assist with the preparation and posting of monthly journals, including accruals and prepayments.
- Assist with monthly Balance Sheet reconciliations.
- Collaborate with managers to ensure accurate document processing.
- Assist with accruals, prepayments, and intercompany transactions.
- Support the Finance Director and Senior Finance Officers in preparing month-end and management accounts.
- Provide general support to the finance team and operational teams with day-to-day duties.
Skills & experience
- Previous experience in a similar finance role undertaking banking, purchase ledger and sales ledger tasks.
- Able to work independently and as part of a team.
- Quick learner with strong analytical thinking.
- Competent Excel user.
- Accounting qualifications (AAT or similar) are a bonus, but not essential.
Training and development opportunities may be offered. An Enhanced DBS will be required for each successful candidate (Paid for by Oaklea, T&C apply).
Why join us?
- Be part of a small, collaborative, and supportive finance team.
- Work for an amazing charity that’s making real change in communities.
- Make a meaningful contribution while developing your finance career.
- A great environment where your ideas and input are valued.
Benefits
- 33 days holiday (pro rata including bank holidays) increasing with long service.
- Pension contributions into NEST Scheme.
- Opportunities to undertake qualifications related to the role.
- Private Health Care scheme funded by Oaklea.
- Free access to round the clock employee assistance program for advice and support.
- Long service award scheme.
- Access to foundation and bespoke training and development.
If you're ready to bring your finance skills into a role with purpose, we'd love to hear from you. Apply now and help us make a difference.
Finance Officer in Kendal employer: Oaklea Trust
Join our dedicated finance team in Kendal, where your passion for numbers will contribute to meaningful social impact. As a Finance Officer at our charity, you'll enjoy a supportive work culture that values your input and offers opportunities for professional growth, alongside generous benefits such as 33 days of holiday, pension contributions, and access to private healthcare. Embrace the chance to make a difference while developing your finance career in a flexible hybrid working environment.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Officer in Kendal
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in charities or similar sectors. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your finance knowledge and understanding the charity sector. We recommend researching the organisation's mission and values so you can show how your skills align with their goals during the interview.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We make it easy for you to showcase your skills and passion for finance, so don’t miss out on the chance to join our amazing team.
We think you need these skills to ace Finance Officer in Kendal
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your finance experience, especially in banking, purchase ledger, and sales ledger tasks. We want to see how your skills align with our mission to support vulnerable people.
Craft a Compelling Cover Letter:Use your cover letter to express your passion for numbers and social impact. Share specific examples of how you've made a difference in previous roles, and let us know why you want to join our friendly finance team.
Showcase Your Skills:Don’t forget to mention your analytical thinking and Excel proficiency. These are key skills for the Finance Officer role, and we’d love to see how you’ve used them in your past experiences.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity to make a real impact.
How to prepare for a job interview at Oaklea Trust
✨Know Your Numbers
Brush up on your finance knowledge, especially around banking, purchase ledger, and sales ledger tasks. Be prepared to discuss your previous experience in these areas and how it relates to the role. This will show that you’re not just passionate about numbers but also have the practical skills to back it up.
✨Show Your Social Impact Passion
Since this role is with a charity, it’s important to convey your passion for making a difference. Think of examples from your past work where you contributed to a positive outcome, especially in a team setting. This will resonate well with the interviewers and highlight your alignment with their mission.
✨Excel Skills Are Key
As a Finance Officer, you'll need to be competent in Excel. Prepare to demonstrate your skills, whether it's through discussing past projects or even doing a quick task during the interview. Familiarise yourself with common functions and formulas that are relevant to finance tasks.
✨Ask Insightful Questions
Prepare some thoughtful questions about the finance team and the charity's goals. This shows your genuine interest in the role and helps you understand how you can contribute effectively. Questions about team dynamics or upcoming projects can also give you valuable insights into the work environment.
