At a Glance
- Tasks: Manage day-to-day accounting and support the finance team in a charity setting.
- Company: Join a friendly charity making a real difference in communities across the North of the UK.
- Benefits: Enjoy 33 days holiday, private healthcare, and opportunities for professional development.
- Other info: Flexible hybrid working environment with a supportive team culture.
- Why this job: Use your finance skills to create social impact while growing your career.
- Qualifications: Experience in finance roles and strong analytical skills are essential.
The predicted salary is between 26462 - 26462 £ per year.
Location: Hybrid/Office based in Kendal, Cumbria, LA9 6SA
Salary: £26,462.80 pro rata, per annum
Contract: Permanent
Hours: 24 hours per week
Advertising End Date: Friday 5th June 2026
Benefits - We Are Offering:
- 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.
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.
About the Role:
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 and 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&Cs 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.
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 Staveley employer: The Oaklea Trust
Join our dedicated finance team at Oaklea, where your passion for numbers can contribute to meaningful social impact. Enjoy a supportive work culture in Kendal, with flexible hybrid working options, generous holiday allowances, and opportunities for professional development, all while making a difference in the lives of vulnerable people across the North of the UK.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Officer in Staveley
✨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 aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common finance questions and scenarios. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with banking, purchase ledgers, and sales ledgers.
✨Tip Number 3
Show your passion for making a difference! When you get the chance to speak with potential employers, highlight how your finance skills can contribute to their mission. It’s all about connecting your expertise with their goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Finance Officer in Staveley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant finance experience, especially in banking, purchase ledger, and sales ledger tasks. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for numbers and how you can contribute to our mission. Let us know why you're excited about joining our friendly finance team.
Showcase Your Skills:Don’t forget to mention your analytical thinking and Excel skills. We love quick learners who can work independently and as part of a team, so make sure to highlight these traits in your application.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at The 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 a numbers person, but someone who understands the impact of their work.
✨Show Your Passion for Social Impact
Since this role is with a charity, it’s crucial to convey your passion for making a difference. Think about examples from your past where your work has contributed to positive outcomes, and be ready to share these stories during the interview.
✨Prepare for Practical Questions
Expect questions that assess your analytical thinking and problem-solving skills. You might be asked to explain how you would handle specific financial scenarios or discrepancies. Practise articulating your thought process clearly and confidently.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, training opportunities, or the charity's future goals. This shows your genuine interest in the role and helps you determine if it’s the right fit for you.
