Finance Officer (Job Share)

Description

III. keeping Trust Accounts during the year, and compiling year-end accounts/audit file annually

V. the development, implementation and ongoing review of financial/administrative systems to ensure efficient and effective working practices.

o budget preparation, monitoring and control

o establishing, maintaining and monitoring financial systems

II. provision of regular financial statements and quarterly forecasts

18. Comply with FHBT’s approved policies and procedures.

o developing financial policies and procedures

o preparing accounts information, preferably for OSCR and/or Companies House

o preparing and presenting financial reports

IV. supporting FHBT grant applications and claims

I. working with the FHBT Manager and others to develop the FHBT budget

• Regular monitoring of Trust finances and preparation of a regular financial statement on Trust activities for the FHBT Manager; plus quarterly updates/forecasts for the FHBT Board/Treasurer.
• Preparation and submission of quarterly VAT returns.
• Liaison with Fife Council Bureau Payroll team to ensure their smooth management of FHBT payroll.
• Day-to-day bookkeeping and reconciliations in XERO to trial balance level.
• RESPONSIBLE TO: FHBT Manager Control of FHBT financial systems and administration, incl. co-ordination of budget setting/monitoring, annual accounts, and project budgets/grant claims.
• Ensuring annual accounts are submitted timeously to OSCR & Companies House, along with other updates required (e.g. trustee changes / annual returns).
• Working with the FHBT Manager to monitor FHBT’s investments and reserves.
• Compiling draft Trust annual accounts and preparing audit file - liaising with the FHBT Manager, Treasurer and Trust external accountant/auditors.
• Adhering to all appropriate financial regulations relating to FHBT activities.
• Working alongside the Holiday Letting & Marketing Officer and FHBT Manager to ensure the sound financial management of Trust holiday lets and business property.
• Management of FHBT insurance with support from FHBT’s specialist broker.
• Processing payments to and from FHBT – invoices, credit card payments, direct debits, online banking, etc.
• Working with colleagues to support project budgets, grant applications and claims. This includes advising and assisting with project budgets and preparing detailed financial information for claims.
• RESPONSIBLE FOR: Control of FHBT financial systems and administration, incl. co-ordination of budget setting/monitoring, annual accounts, and project budgets/grant claims.
• Work with FHBT Administrator to advise on FHBT utility and service accounts – e.g. fuel, water, telecoms, service agreements, etc.
• Working with FHBT Manager and colleagues to prepare and monitor FHBT’s annual budget and longer-term 5-year financial plans, including capital budgets and cashflow projections.
• Comply with FHBT’s Health & Safety at Work Procedures and any relevant legislation, and to ensure that safe systems of work are used at all times.
• Working with the FHBT Manager to implement, review and develop all FHBT financial systems to ensure efficient and effective working practices.
• Liaison with NEST and any other pension scheme to ensure appropriate employer/employee pension contributions made.

Requirements

Ability to work on own initiative.

Professional qualification in CCAB member body preferred.

We are especially looking for a candidate with experience in accountancy and charity finances. This is a varied role with a high level of personal accountability, offering the right candidate the opportunity to make a real contribution to the sound management of FHBT charitable finances, and ultimately to historic buildings and communities across Fife. If you feel you can offer some or all of the attributes listed here, we want to hear from you.

Experienced user of cloud accounting software – or ability to learn.

Working knowledge of online banking systems.

The post is based at the FHBT office in Kinghorn, with some time at FHBT properties/projects across Fife, or to attend in person meeting/training, and some flexibility to work from home.

Experience of recommended accounting practice relating to public bodies and to charities as published by the regulators.

Full driving licence and use of own vehicle.

Experience of working with Xero.

Excellent communication and interpersonal skills to ensure an effective job share arrangement.

Excellent IT skills inc MS Excel, MS Word, video-conferencing, etc.

Experience and strong understanding of preparing charity VAT returns/claims.

Methodical worker with attention to detail.

Excellent verbal and written communication skills.

HNC/HND in Accounting or equivalent experience/qualification.

Ability to maintain confidentiality.

Experience of financial management of grant funding / grant claims.

Ability to work as part of a small team with a positive “can do” approach to provide a friendly and efficient service to internal and external contacts.

Experience of the financial management of social enterprises, e.g. business planning.

• PROFESSIONAL QUALIFICATIONS: HNC/HND in Accounting or equivalent experience/qualification. Professional qualification in CCAB member body preferred.

Benefits

We have a small portfolio of historic properties, which we actively maintain as workspaces and holiday lets.

Our office is in Kinghorn, Fife. We are a small team of staff, volunteers and Board members. We offer the Real Living Wage as a minimum. Find out more at www.fifehistoricbuildings.org.uk

In our education and engagement programme we share and foster conservation practices and skills, as well as helping communities to appreciate their local heritage.

Probation: The successful candidate will be asked to serve a 3-month probationary period to ensure there is a good fit between the organisation and the post holder. Subject to the outcome of a performance review after 3 months, the appointment will be confirmed.

Pension: Auto enrolment in the NEST pension scheme, with an employer contribution of 5%.

We are recruiting a charity finance professional to work as a job share to co-ordinate the financial activities of FHBT. Sound financial control underpins all the great work we do, and this is an opportunity to bring your experience to join a welcoming and high achieving team, and play your part in our work for people and historic places in Fife.

Holidays: 33 days paid leave each year inc public holidays FTE – allocated pro rata based on agreed hours (16-20 hours per week)

• LOCATION: KINGHORN, FIFE & HOMEWORKING The post is based in Fife at the FHBT office at Kinghorn Town Hall – with the opportunity for some flexible homeworking
• SALARY: STATUS: £32,000 FTE - paid pro rata based on agreed hours (16-20 hours per week) Permanent HOURS: This is a job share – 16-20 hours per week. Working pattern – Thursday & Friday plus one other day Mon-Wed for handover with existing job share partner.

Training + Development

Interview process

Visa Sponsorship

Security clearance