The Money Charity is the national financial capability charity which helps people across the UK stay on top of their money to help them live happier and more positive lives as a result. We provide financial education, information and advice to young people and adults throughout the UK through workshops and training. We also work with the financial services industry and undertake policy and communications work on relevant issues.
The Finance & Administration Officer will support the Head of Finance & Operations in a range of financial and administrative duties and be responsible for ensuring our office in Clapham runs smoothly. Together this team of two are responsible to the Chief Executive for all financial and governance matters of the charity, including production of management accounts, management of accounts receivable and payable, payroll and VAT, as well as HR, IT, office management and general administration.
The applicant should have book-keeping experience, preferably Quickbooks Online, and excellent organisational, administrative and interpersonal skills. Confidence with numbers, including with spreadsheets, is required and experience as either a book-keeper, finance assistant or office manager is desirable. The applicant should have enthusiasm for supporting our small team to deliver the charity’s aims and objectives. The applicant must be able to deliver tasks to an agreed timescale and have the ability to manage their own workload, as well as working as part of a team. They must be flexible as the role is varied, and may change as the activities of the charity develop.
The position reports to the Head of Finance & Operations, who is part-time. However, the Finance & Administration Officer will also work with other staff in support of their projects, such as assistance with workshop bookings and management of orders of our products.
£22,000 to £26,000 p.a. depending on experience. Additional benefits include 10% non-contributory pension, 25 days holiday plus public holidays plus 3 further discretionary days between Christmas and New Year when the office closes.
Supporting the Head of Finance & Operations with financial work, including :
Book-keeping, using Quickbooks Online, Initially up to bank reconciliation stage for bank accounts and Paypal. Ideally eventually up to trial balance level
Payroll– preparing payroll spreadsheet and reports (using Iris Payroll) for approval
Managing pensions contributions and documentation
Creating invoices for our products and services
Managing accounts payable and accounts receivable
Dealing with external suppliers on accounts matters arising
Preparing analyses and other documents in Word and Excel as needed, such as analysis of expenses, letters to suppliers, petty cash expenditure etc
Dealing with payments received through our website (Paypal), Gift Aid, and correct coding for VAT as the charity is VAT-registered
Sorting incoming financial mail, such as remittance advices, accounts payable and donor cheques, and ensuring these are dealt with as appropriate.
Ensuring all financial procedures are maintained including appropriate sign-offs, confidentiality etc
Keeping spreadsheet records of incoming orders for some of our products, such as the Student Money Manual. Creating and emailing invoices as needed and arranging packing and despatch of orders. Reconciling income from website and invoices to orders spreadsheet and Quickbooks. Following up queries and liaising with other staff.
Responsible for day-to-day IT matters arising.
Responsible for some HR and organisational matters, such as preparing employee contracts, recruitment administration, annual leave, onboarding, staff records on our online HR system, Health & Safety administration etc.
Responsible for administration of Board meetings including arranging meetings, photocopying Board packs etc.
Responsible for timely production of various operational and management information.
Responsible for ensuring the administrative needs of the office are supported, including:
Gate-keeping telephone calls and emails, and handling them appropriately
Meeting and greeting visitors, arranging refreshments
Booking travel and meetings
Managing and ordering stationery, office equipment and other office facilities, such as water and printer ink, to ensure there are always adequate provisions
Keeping the office and kitchen tidy and clean during the day
Providing administrative support for other team members , including, for example, administering workshop bookings, arranging printing or copying of training materials, taking and arranging deliveries and preparing packs for workshops. Taking responsibility for other relevant pieces of work as appropriate
Participating in the corporate life of The Money Charity
Book-keeping experience, preferably with Quickbooks Online
Excellent financial, organisational and administrative skills – able to manage their own workload effectively and work under pressure
Excellent interpersonal skills
Ability to work with numbers, including confidence with spreadsheets.
Ability to work with MS Outlook, Word, Excel and PowerPoint
Experience working in an office before
Able to be self-motivated and take initiative to deliver tasks
A flexible approach to work – able to respond to additional requirements as needed
Ability to work with a team
A willingness to learn and develop in the role
A book-keeping qualification
A degree qualification
Payroll experience, ideally using Iris Payroll
An interest in financial capability
Applications will close when the required number of high quality applications have been received. We are looking to carry out interviews during early June with a view to starting as soon as possible thereafter.
To apply for the role, please email a CV and covering letter (no more than 2 A4 sides) explaining how you are suitable for this role (this should include how you meet the essential & desirable requirements and why you want the role) to the email address indicated.
Due to the high number of expected applicants we will not be able to contact those who we do not shortlist.