Finance Team Leader

Job description

Job Title:        Finance Team Leader

Department:   Finance Team/ Business Support 

Location:         Bristol (with hybrid work available)

Pay Scale:      £33,000 - £36,500k

Contract:         Permanent

Hours:              Full Time - 37.5 hours per week

The Workforce Development Trust

The Workforce Development Trust is a not-for-profit organisation that provides services that support employers to develop skilled, sustainable, and efficient workforces in the UK and abroad. We operate via our four brands; Skills for Health, Skills for Justice, SFJ Awards, iCQ Awards and People 1st International, which deliver specialist, targeted skills interventions to support a variety of frontline public services.

Job summary

This is a Bristol Office based role and a great opportunity for someone looking for a hands-on role within a finance team to gain experience and manage a team.  The post holder’s primary responsibilities will be to manage the transactional finance team, overseeing the accounts receivable, accounts payable, credit control and other controllership team activities such as but not limited to bank reconciliations and income and expenditure contracts. 

The post holder is responsible for the provision of a professional and efficient range of finance support as part of the Finance Team, reporting into the Financial Controller and ensuring that the service requirements are complied with accurately and on time and are delivered in a professional, customer focused way.

The post holder will be responsible for ensuring that financial information is processed in accordance with the Financial Control Framework, providing advice as required.

Key Responsibilities

• Manage the accounts payable, accounts receivable and credit control team for the business.  Overseeing that the functions run smoothly and being the first point of contact for the team and the business in these areas. This is for all the businesses within WDT, involving 2 separate systems. 


• Reviewing Aged Debtors monthly and assisting with credit control and taking ownership for any debts that need to be escalated.   


• Managing that sales invoices are raised accurately and on time. 


• Reviewing regular supplier payment runs, ensuring invoices are processed accurately, are in line with contracts and paid on time. 


• Manage the processing of employee expenses for payroll each month, reviewing to ensure they are inline with policy. 


• Manage the credit cards for the business ensuring they are used within policy and all receipts received. 

• Process FX revaluation in the Finance System each month.


• Oversee bank accounts for the business, reviewing balances and managing transfers.


• Income Contracts – Be the main contact for the raising and issuing of income contracts for the business, responsible for following up with customers for signature and Purchase Order numbers and maintaining an accurate register of all income contracts to ensure all income is being captured and invoiced, working closely with the Sales Team. 


• Expenditure Contracts – Oversee the expenditure contracts process, ensuring contracts are issued timely, comply with IR35 and are always in place where necessary. 


• Feedback any issues to the Financial Controller.


• Cover for other members of the Finance Team as required for leave, etc, for example Accounts Payable/Receivable.

Financial Governance

• Involved with compiling and assisting with the annual audit process.

Please download full JD here and our job pack here or click the link below:

This job requires some days in the office. Please consider if you are willing to relocate before applying.

Please include your CV and cover letter when applying. In your covering letter, please give specific examples of work you’ve done or experiences you’ve had that demonstrate how you meet the requirements of this post and why this role feels like a good fit for you.

Only apply if you currently have a valid right to work in the UK.

Please note, we reserve the right to alter the closing date before the one stated.

Only shortlisted candidates will be contacted

Benefits:

• Generous annual leave entitlement up to a maximum of 28 days, plus public holidays and a potential Christmas closure


• Flexible working - 50% working from home with a dress for your day approach


• Staggered start and finish time


• Employee referral recruitment scheme


• We provide enhanced leave, bereavement, carers, maternity, paternity and sickness leave.


• Health and wellbeing benefits, access to our mental health first aiders, a confidential employee assistance programme, free eye tests and payment for an annual flu jab


• Enhanced pension scheme, with a contribution matching up to a combined 12%, and the option to join the Salary Exchange Pension Scheme along with death in service coverage at three times annual salary.


• Flexible employee benefits, portal including a cycle to work scheme


• Buy annual leave scheme


• Organisational development days and departmental training budgets


• Payroll giving, this is a tax-free way to donate to any charity, good cause or place of worship

The Workforce Development Trust is an equal opportunity employer and welcomes everyone.

If your experience differs a little from what is outlined in the job description, or you are missing a desired qualification, yet you think you can bring value to this role, please apply, we would like to hear more about you.

We strongly encourage people of all gender, religion, ethnic backgrounds, sexual orientation, and individuals with disabilities to apply.

If you need any reasonable adjustments at any point, please let us know. In your application, please feel free to advise on your preferred pronouns, for example she/her, he/him, they/them etc.

The Workforce Development Trust appreciate any applications that include cover letters explaining why they would be suitable for this role.

Closing date: Friday 13th February 2026