Job Description

Location

We operate a flexible working policy, including voluntary working from home arrangements. This role will be formally based at Yeoman House, Bath and West Showground, Shepton Mallet BA4 6QN and will typically be expected to work from our Shepton Mallet office at least 1 day per week.

About Somerset Community Foundation

We're a grant-making charity that helps build strong communities where everyone can thrive. We do this by funding local charities and facilitating local giving.

We provide simple, rewarding and impactful ways for donors to give locally, guided by research and our unrivalled local knowledge.

For small, local charities, community groups and social enterprises, we provide vital funding and support to help their organisations flourish. We provide around 4 million of funding to local groups every year. Our turnover in 2024 was nearly 5 million, and we're building an endowment for long-term investment into our communities, which is currently valued at around 11 million.

By inspiring local giving and funding social action, we support local communities to drive change and realise their dreams.

Salary

24,500 - 26,500 pro rata.

The role

You'll bring energy and enthusiasm to the team, ensuring financial processes are carried out efficiently, effectively, accurately and in a timely way, to support the organisation's finance function.

The focus of the role will be maintaining accurate financial records, carrying out financial administrative tasks and supporting the Senior Finance Manager with preparation for monthly management accounts and annual audit and reporting. You'll work closely with the whole team of staff, trustees and volunteers, but you'll work most closely with the Senior Finance Manager.

We're implementing a new version of our Salesforce CRM this year, and you'll play an integral role in this project. You'll be provided with training on this and all our IT systems. The successful applicant will always be expected to observe our values and policies, and to actively engage with continuous professional development.

Key Areas of Responsibility

Monitor our bank account, recording all income and expenditure accurately on our Salesforce database and Sage 50 Accounts

Prepare BACS payments to creditors and grant recipients, and prepare supporting paperwork for authorisation

Banking cheques and cash

Reconcile financial data between Sage, Salesforce and our bank accounts, working with the Senior Finance Manager and team members to spot any errors or inconsistencies

Prepare and track invoices, updating records promptly

Monitor and report on the repayments of loans made under our Social Investment Programme

Provide ad hoc Fund Reports and respond to queries as required.

Assist with production of monthly grants lists working with our Programmes team

Assist with our annual audit process and preparation of the statutory accounts

Assist with preparing financial data for Fund Reports to be shared annually with donors

Administration of donations, including donor thank you letters

Assisting with general finance tasks, reporting, documentation and any other reasonable duties as requested.

Attend our events as requested, including very occasionally, evenings

Person Specification - Skills, Knowledge and Experience

Required

Previous experience working in an administration or finance role

Strong IT skills and experience of accounting software

Experience of working with databases and Microsoft Office, particularly Excel

Excellent interpersonal and communication skills

Able to work under own initiative but also able to request support when necessary

Able to learn systems quickly and to embrace systems changes with a positive attitude

Confident managing a busy and varied workload and able to prioritise effectively

Good problem-solving competencies

Attention to detail and high levels of accuracy

Flexible and adaptable

Please note that our office is in a rural location and that access to a car and a clean UK driving licence are required

Desirable

Experience working with Sage 50 and Salesforce

AAT qualified (or working towards)

Understanding of the role of local charities, voluntary organisations and social enterprises, and the people they help

More about working for us

Our values:

We're a values-driven team and organisation, and they underpin our culture, identity and everything we do.

Diversity, equity and inclusion:

Together we're creating a culture where everyone, from any background, can do their best work and bring their whole self to work. We're also working to ensure the voices of those we support inform everything we do. We would especially welcome applications from minority ethnic people, people with disabilities, younger people, LGBTQ+ people and people with 'lived experience' relevant to our work.?

Flexible working:

Our work is really important to us, but so is the rest of your life. We offer flexible working that means you can choose hours that work for you and choose a blend of working in the office, at home, or out and about.

Pension:

We'll match your pension contributions up to 5% to help you save for your future.

Enhanced Family Leave policies:

We offer an enhanced family leave policy for all employees, including Enhanced Maternity, Paternity, Shared Parental and Adoption Leave.

To apply

To apply, please send your CV and a covering letter explaining how you meet the person specification to apply@somersetcf.org.uk by 5pm on Friday 29 August 2025.

Interviews are likely to take place on Monday 8 September 2025 in person at our office on the Bath and West Showground.

If you'd like to have a chat with us about the role, please email: info@somersetcf.org.uk to book a time to speak with one of our team.

Job Type: Part-time

Pay: 24,500.00-26,500.00 per year

Expected hours: 30 per week

Schedule:

Monday to Friday
Work Location: Hybrid remote in Shepton Mallet BA4 6QN

Application deadline: 29/08/2025