At a Glance
- Tasks: Join our finance team to manage financial records and support charity operations.
- Company: ShelterBox, a vibrant charity making a difference in disaster relief.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Exciting time to join as we implement new systems and encourage innovative ideas.
- Why this job: Make a real impact while developing your finance skills in a supportive environment.
- Qualifications: Experience in finance, attention to detail, and strong communication skills required.
The predicted salary is between 32850 - 40150 £ per year.
Overview
Position type
Full Time, Permanent, 37.5 hours per week. (Flexible working considered)
Direct reports
None
Location
- Shelter Box 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 affected by disasters.
Who are we looking for?
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.
You will have experience in working in a finance team.
Main core duty will be maintaining the purchase ledger.
Shared tasks will be expected for payroll (training will be given).
The individual may hold AAT qualification or be qualified by experience.
We encourage innovation and new ideas and would welcome you sharing your experience with us, to further develop our team.
This will be an exciting time to join the organisation as we have just implemented new systems, for payroll, expenses and finance.
This is an opportunity to join a friendly and vibrant organisation.
Duties
- 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, Shelter Box 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 Continia 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 Continia expense system.
- The issuing and reconciliation of cash advances for Shelter Box Response teams.
- Provision of new credit cards for Staff/Shelter Box Response team’s and deal with any issues.
- Payroll
- Processing the monthly payroll with information provided by HR Department using 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. 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.
- Monthly reconciliation of income between CRM and Dimensions.
- Produce month end reconciliations for approval by Financial Controller.
- Special Projects
- Provide support to the Finance Team Managers and Director of Finance including undertaking special projects as requested.
- Providing financial team support on cross departmental projects as required.
- Other responsibilities
- Any other duties as required which are deemed appropriate to the level and grade of the post.
- #J-18808-Ljbffr
Finance Officer in Truro employer: ShelterBox
ShelterBox is an exceptional employer that values proactive individuals who are passionate about making a difference. With the flexibility of remote work from anywhere in the UK or a hybrid model from our Truro HQ, we foster a supportive and collaborative work culture that prioritises employee growth and development. Join us to engage with major donors and corporate partners, while enjoying the unique opportunity to contribute to meaningful humanitarian efforts.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Officer in Truro
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like ShelterBox. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Officer in Truro
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to ShelterBox.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on ShelterBox's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at ShelterBox
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with ShelterBox.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at ShelterBox will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former ShelterBox employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
