Finance BP

Finance BP

Responsible to: Finance Director

30 hours per week  4 or 5 days 

Epsom 

Salary: FTE £40k-£45k

Role Purpose:

This is a pivotal role ensuring that all income received is correctly reflected in the fundraising CRM system and also in the finance software.

This role supports the Fundraising Director and Fundraising team with their understanding and knowledge of not only how to approach any new fundraising initiatives but also to advise on any Tax/VAT concerns.

Key Responsibilities:

•    Analysis and reconciling of income from the different income platforms including income is captured within the correct entity (charity or the trading company), and with the correct VAT treatment

•    Reconciliation of income between bank statements and Fundraising CRM system (Salesforce) working alongside the Fundraising team

•    Preparing and uploading month-end income journals into Sage Intacct

•    Debt reporting and debt chasing, including producing weekly debtors report with narrative 

•    Supporting the Fundraising team providing financial information; reviewing actuals against budget; supporting with setting budgets/forecasts 

•    Supporting the Finance Assistance with correct coding, entity and VAT for all sales invoices.

•    Upload and/or authorise supplier and staff payments onto the banking system and run reports as and when required from the finance system

•    VAT returns

•    Control of Web Expenses (staff expenses portal)

•    Monthly payroll, year-end payroll (P60’s and P11d returns) using Sage payroll software

Key Skills:

•    AAT Level 4 min 

•    Excel –intermediate/advanced level 

•    Advanced knowledge of an SME accounting and payroll package (Sage preferred) 

•    Excellent inter-personal and communication skills and a good sense of humour

•    Proactive, forward thinking able to liaise with stakeholders from operational to director level, and able to explain complex finance issues to non-financial staff

•    Commitment to four mandatory training/team days per year (including off site, overnight stay for Warwick conference 1st & 2nd of July 2025)

•    Commitment to help at the annual Christmas concert in London 3rd Dec 2025 

Personal Attributes: 

•    Ability to explain financial statements and concepts to non-financial staff

•    Ability to prioritise workload effectively and show initiative where necessary

•    Strong attention to detail

•    Analytical thinker – can work through problems and analyse data

•    Working to tight deadlines

Benefits:

•    Excellent team environment 

•    26 Days Annual Leave (plus bank holidays) – pro rata for part time 

•    Pension Scheme – auto enrolment

•    Healthcare Scheme