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- Tasks: Manage purchase ledger, process transactions, and support month-end accounts.
- Company: Join a charity dedicated to supporting vulnerable people across the North of the UK.
- Benefits: Enjoy 33 days holiday, private healthcare, and training opportunities.
- Why this job: Make a real social impact while developing your finance career in a supportive team.
- Qualifications: Experience in finance or purchase ledger; AAT qualifications are a bonus.
- Other info: Flexible working options available after initial office period.
The predicted salary is between 20400 - 28400 £ per year.
Location: Kendal, Cumbria, LA9 6SA
Salary: £25,443.60 pro rata, per annum
Contract: Permanent
Hours: 24 hours per week
Advertising End Date: Tuesday 3rd June 2025
Benefits - We Are Offering:
- 33 days holiday (including bank holidays) increasing with long service.
- Pension contributions into NEST Scheme on a salary sacrifice basis meaning NI savings.
- 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.
- Award scheme and recognition at every 5 years.
- Access to foundation and bespoke training and development.
Are you passionate about numbers and want your work to contribute to real social impact? We are 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.
About the Role:
Although the job title is Finance Officer, the main focus of the role is purchase 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.
Key Responsibilities:
- Maintain the purchase ledger and process bank transactions.
- Prepare payment runs and ensure timely authorisation of invoices.
- Collaborate with managers to ensure accurate document processing.
- Assist with accruals, prepayments, and intercompany transactions.
- Support the Finance Manager and Senior Finance Officer in preparing month-end and management accounts.
- Provide general support to the finance team with day-to-day duties.
Skills and Experience:
- Previous experience in a similar finance or purchase ledger role.
- Able to work independently and as part of a team.
- Quick learner with strong analytical thinking.
- Excellent Excel skills.
- 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&Cs apply).
Why join us:
- Be part of a small, collaborative, and supportive finance team.
- Work for an amazing charity that is making real change in communities.
- Make a meaningful contribution while developing your finance career.
- A great environment where your ideas and input are valued.
- Flexibility after the initial 6-month office-based period.
If you are ready to bring your finance skills into a role with purpose, we would love to hear from you. Apply now and help us make a difference.
No agencies please.
Contact Detail:
The Oaklea Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Officer in Kendal
✨Tip Number 1
Familiarise yourself with the charity sector, especially how finance roles contribute to social impact. Understanding the mission of the organisation can help you articulate your passion for the role during interviews.
✨Tip Number 2
Brush up on your Excel skills, as they are crucial for this position. Consider taking a short online course or tutorial to enhance your proficiency, which will demonstrate your commitment to the role.
✨Tip Number 3
Network with professionals in the finance and charity sectors. Attend local events or join online forums to connect with others who may provide insights or even referrals for the Finance Officer position.
✨Tip Number 4
Prepare to discuss your previous experience in purchase ledger roles. Be ready to share specific examples of how you've managed invoices and collaborated with teams, as this will highlight your suitability for the job.
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 relevant experience in finance and purchase ledger roles. Use specific examples that demonstrate your analytical skills and ability to work independently or as part of a team.
Craft a Compelling Cover Letter: Write a cover letter that expresses your passion for numbers and social impact. Mention how your skills align with the responsibilities listed in the job description, particularly in maintaining purchase ledgers and processing transactions.
Highlight Relevant Qualifications: If you have any accounting qualifications like AAT, be sure to mention them. Even if they are not essential, they can strengthen your application and show your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in finance roles.
How to prepare for a job interview at The Oaklea Trust
✨Show Your Passion for Finance
Make sure to express your enthusiasm for finance and how it can contribute to social impact. Share specific examples of how your work in finance has made a difference in previous roles.
✨Demonstrate Your Excel Skills
Since strong Excel skills are essential for this role, be prepared to discuss your experience with Excel. You might even want to mention specific functions or tools you’ve used that relate to purchase ledger tasks.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Think about scenarios where you had to manage tight deadlines or resolve discrepancies in financial records, and be ready to explain your thought process.
✨Highlight Team Collaboration
This role involves working closely with managers and the finance team. Be ready to share examples of how you've successfully collaborated with others in past positions, showcasing your ability to work both independently and as part of a team.
