At a Glance
- Tasks: Manage finances for a charity and its trading arm, ensuring accurate reporting and budgeting.
- Company: Join The Gregynog Trust, a dynamic charity with a focus on financial excellence.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Other info: Collaborative team environment with potential for career advancement.
- Why this job: Make a real difference in the charity sector while honing your finance skills.
- Qualifications: AAT Level 4 or above; experience in finance and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
Reports to: Chief Executive Officer
Job Purpose
- Provide a range of finance functions and is responsible for financial oversight of the two companies within The Gregynog Trust, the charity itself and the trading arm Gregynog Enterprises Ltd, encompassing daily processing and budget management reporting for managers, the CEO and the Board of Trustees.
Direct Reports: Finance Assistant
Location: Gregynog Hall
Working Hours: 35
Contract Type: Full Time, Permanent
Responsibilities
- Preparation and presentation of timely monthly management accounts for 2 companies including group consolidation and narratives. These need to show backward looking performance, budgeting information and projected out turns for forward looking purposes and planning.
- Produce two-weekly & monthly cash flows and forecasting to ensure there are sufficient funds to meet all creditor deadlines.
- Review and oversee the daily processing of transactions, ensuring accurate and timely records.
- Use the in-house booking system (Rezlynx) to obtain financial information to produce the monthly P&L and income forecasting.
- Oversee all prepayments and accruals to ensure they are accurately timed.
- Ensure correct VAT charging and recording is actioned and complete quarterly VAT returns for the VAT group including calculations for partial VAT recovery.
- Review and authorise payment runs.
- Ensure debtor balances are reviewed and appropriate actions taken.
- Create year end accounts and liaise in a timely manner with auditors to provide consolidated statutory accounts to be presented for approval at the Annual General Meeting.
- Provide ad-hoc reports and analysis to assist Trustees and managers in their prioritisation and decisions.
- Implement sound financial controls.
- Preparing payroll details for external payroll provider and managing staff salary payments for both contracted and casual workers.
- Leading and problem solving within the team and suggesting solutions when necessary.
- Fixed asset management – maintain fixed asset register and calculate depreciation.
- Support CEO with business plan and budget creation with 6 monthly reviews.
- Review and lead on all contractual matters i.e suppliers, procurement and energy to ensure we have the best value for money.
- Assist as appropriate in the preparation of applications for grants/funding and keeping detailed records for reconciliation to ensure we stay on track as per agreements.
- Oversee the control of the petty cash account and use of company credit card.
- Managing relations with auditors, professional bodies and payroll services while scrutinising legal and financial documents for accuracy and compliance.
Person Specification
Qualifications
Essential- AAT Level 4 or above
- CIMA – part/fully qualified
Skills, Knowledge & Experience
Essential- Highly computer literate and experienced in Microsoft Office applications including Excel.
- Experienced in Xero.
- Strong analytical skills with a flair for problem solving.
- Ability to communicate clearly and concisely.
- Full understanding of the importance of confidentiality.
- Use of Rezlynx – a PMS system.
Finance Manager employer: The Gregynog Trust
The Gregynog Trust is an exceptional employer, offering a supportive work culture that values collaboration and professional growth. Located at the picturesque Gregynog Hall, employees benefit from a serene environment that fosters creativity and focus, alongside opportunities for meaningful contributions to the charity sector. With a commitment to employee development and a strong emphasis on financial integrity, this role as Finance Manager promises not only a rewarding career but also the chance to make a significant impact within the community.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Manager
✨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 The Gregynog Trust. 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 Manager
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 The Gregynog Trust.
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 The Gregynog Trust'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 The Gregynog Trust
✨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 The Gregynog Trust.
✨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 The Gregynog Trust 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 The Gregynog Trust 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.
