At a Glance
- Tasks: Manage day-to-day finance tasks and support a collaborative team.
- Company: Join Oaklea Trust, a charity making a real difference in communities.
- Benefits: Enjoy 33 days holiday, private healthcare, and professional development opportunities.
- Other info: Flexible hybrid working with a focus on teamwork and personal growth.
- Why this job: Make a meaningful impact while advancing your finance career in a supportive environment.
- Qualifications: Experience in finance roles; AAT qualification is a plus but not essential.
The predicted salary is between 26462 - 26462 € per year.
Oaklea Trust is recruiting for a Finance Officer.
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:
- 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 programme for advice and support.
- Long service award scheme.
- Access to foundation and bespoke training and development.
- Be part of a small, collaborative, and supportive finance team.
- Work for an amazing charity making real change in communities.
- Make a meaningful contribution while developing your finance career.
- A great environment where your ideas and input are valued.
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. It 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).
If you’re ready to bring your finance skills into a role with purpose, we’d love to hear from you.
Finance Officer in Kendal employer: Tribepost Ltd
Oaklea Trust is an exceptional employer, offering a supportive and collaborative work environment in Kendal, Cumbria. With generous benefits such as 33 days of holiday, private healthcare, and opportunities for professional development, employees can thrive both personally and professionally while making a meaningful impact in the community. Join a dedicated finance team where your contributions are valued, and enjoy the flexibility of a hybrid working model that promotes work-life balance.
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 might know someone at Oaklea Trust. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your finance knowledge and understanding Oaklea's mission. Show them you’re not just about numbers but also about making a difference in the community.
✨Tip Number 3
Practice common interview questions related to finance roles. Think about how your previous experience aligns with the responsibilities listed in the job description. We want you to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Oaklea 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 relevant finance experience, especially in banking, purchase ledger, and sales ledger tasks. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with Oaklea Trust and how you can contribute to our finance team. Keep it friendly and professional, just like us!
Showcase Your Skills:Don’t forget to mention your Excel proficiency and any accounting qualifications you have. If you’ve got experience with month-end processes or reconciliations, let us know! We love a quick learner with strong analytical thinking.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands, and we can’t wait to hear from you!
How to prepare for a job interview at Tribepost Ltd
✨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 at Oaklea Trust.
✨Show Your Team Spirit
Since this role involves collaboration with managers and other teams, be ready to share examples of how you've worked effectively in a team before. Highlight your ability to support others while also being independent.
✨Excel at Excel
As a competent Excel user is a must, make sure you can demonstrate your skills. Consider preparing a few examples of how you've used Excel in your previous roles, whether for data analysis or financial reporting.
✨Ask Thoughtful Questions
Prepare some insightful questions about the finance team and the impact of their work within the charity. This shows your genuine interest in the role and helps you understand how you can contribute to making a difference.
