To manage and oversee the financial operations of the charity, ensuring accurate reporting, regulatory compliance, and effective stewardship of funds in line with charity law and organisational objectives.
Prepare monthly management accounts and financial reports for senior leadership and trustees.
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Produce annual accounts in compliance with relevant accounting standards (e.g., SORP).
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Manage budgeting and forecasting processes.
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Monitor cash flow and financial performance against budgets.
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Maintain accurate financial records and ledgers.
Compliance & Governance
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Ensure compliance with charity regulations and financial legislation (e.g., reporting to relevant regulators such as the Charity Commission for England and Wales if applicable).
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Prepare and submit VAT returns where required.
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Support the annual audit process and liaise with external auditors.
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Ensure compliance with funder requirements and restricted fund reporting.
Fund Accounting
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Monitor and report on restricted and unrestricted funds.
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Prepare financial reports for grant funders and stakeholders.
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Ensure proper allocation of income and expenditure across projects.
Person SpecificationEssential Qualifications
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Professional accountancy qualification (e.g., ACA, ACCA, CIMA) or equivalent experience.
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Strong knowledge of charity accounting standards and SORP.
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Experience preparing statutory accounts.
Essential Experience
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Experience working within a practise environment and ideally some practise clients
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Experience managing restricted funds and grant reporting.
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Experience preparing budgets and forecasts.
Skills & Competencies
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Excellent analytical and problem-solving skills.
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Strong attention to detail and accuracy.
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Ability to communicate financial information clearly to non-financial stakeholders.
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Strong IT skills, including accounting software and Excel.
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High level of integrity and commitment to the charity’s mission.
Desirable
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Experience working with trustees or charity boards