Job Description

Job Overview

The post-holder will operate the Community transport scheme which is funded by LCC. The office is open from 9am-1pm Monday to Friday to take bookings and meet with volunteer drivers coming to the office. The role will also work with the Charity Manager to manage the finance of the organisation and has a lead role in providing financial advice and information to the Board of Directors. The officer will liaise closely with the Charity Manager to ensure the sustainability and financial accuracy of all transactions relating to The Melton Learning Hub Charity. This post will ideally suit someone with a history of finance management and desirably a working knowledge of Xero. We are a friendly small team and offer a range of benefits.

A key aspect will be preparing payroll each month with the manager. Preparation and chasing of invoices for services provided and reconciling financial records on Xero. The post-holder is responsible for preparing monthly financial updates for the Board and year end records in readiness for the accountant. The post holder will monitor utility costs and research and prepare comparisons for the Manager seeking value for money at every opportunity.

Within the nature of the role and responsibilities of the post detailed above. Any other significant changes will be by negotiation.

Responsibilities

Job Purpose

The post-holder will operate the Community transport scheme which is funded by LCC. The office is open from 9am-1pm Monday to Friday to take bookings and meet with volunteer drivers coming to the office. The role will also work with the Charity Manager to manage the finance of the organisation and has a lead role in providing financial advice and information to the Board of Directors. The officer will liaise closely with the Charity Manager to ensure the sustainability and financial accuracy of all transactions relating to The Melton Learning Hub Charity. This post will ideally suit someone with a history of finance management and desirably a working knowledge of Xero.

A key aspect will be preparing payroll each month with the manager. Preparation and chasing of invoices for services provided and reconciling financial records on Xero. The post-holder is responsible for preparing monthly financial updates for the Board and year end records in readiness for the accountant. The post holder will monitor utility costs and research and prepare comparisons for the Manager seeking value for money at every opportunity.

within the nature of the role and responsibilities of the post detailed above. Any other significant changes will be by negotiation.

Financial Management

Manage all aspects of the day-to-day bookkeeping, including accounts payable, accounts receivable.

Process all financial transactions accurately and in a timely manner, including invoices, payments, expense claims, and grant / donation receipts.

Perform bank reconciliations and ensure the accuracy of all bank accounts and cash balances.

Maintain the fixed asset register.

Oversee and administer the payroll process, ensuring correct and timely payment of salaries, PAYE/tax, and pension contributions.

Lead the month-end close process, ensuring all necessary journals (e.g., accruals, prepayments, depreciation) are posted.

Prepare timely and accurate monthly financial statements and reports for management and the Board.

Coordinate and execute the year-end close procedures, including preparing final reconciliation schedules and supporting documentation.

Track and manage restricted funds, ensuring expenditure is in line with funder requirements and agreements.

Contribute to the review and improvement of financial systems, internal controls, and procedures to enhance efficiency and safeguard assets.

Community Transport Responsibilities

Take bookings via the telephone and email for the scheme

Allocate volunteer drivers to the jobs that have been requested and input onto Flexiroute

Identify areas to promote and develop the scheme

To carry out DBS checks on volunteers and request references for new drivers

Maintain Records of all the volunteer drivers

Recruit new drivers through a variety of methods, press, parish councils, posters and leaflets

Support staff driver and volunteers

Make payments to volunteers

Maintain client records following strict Data Protection guidance

Provide LCC with quarterly monitoring reports and any other information requested.

Write and prepare short reports as requested on the scheme.

Prepare and send out invoices for scheme clients.

Print weekly fuel genie invoice and attach receipts- input onto Xero

Essential Criteria

A minimum of 2 years of experience working in a finance role, preferably within the charity/non-profit sector.

Demonstrable knowledge and competence using accounting software, ideally Xero.

Proficiency with Microsoft Office 365 applications, including Excel skills.

Job Types: Part-time, Permanent

Pay: 15.00 per hour

Expected hours: 25 - 30 per week

Work Location: In person