Job Description

Part-Time Finance Officer

Location:

working from home with one day in the office (based in Okehampton)

Hours:

15 hours per week (flexible)

Salary:

Starting salary 16,018 (Full time equivalent 37 hours a week 39,500)

Contract:

Permanent (after initial 6-month probation period)

Reporting to:

Charity Manager / Clerk to the Trustees

About Us

Okehampton Foundation (T/A Okehampton United Charities) is a registered charity that supports Okehampton and its Hamlets. Annually, it grants around 350,000 and manages 130 acres of land. The charity has 13 trustees and a small staff team dedicated to enhancing the community.

The Role

We are looking for a proactive and detail-orientated Finance Officer to join our team. This critical post entails managing the day-to-day financial operations of the charity. The ideal candidate will be responsible for maintaining precise financial records, the budgeting processes, and collaborating closely with our external auditors.

Key Responsibilities

To maintain the financial records and fund accounts with monthly bank reconciliations and appropriate supporting documentation for audit purposes. (Current software used is QuickBooks)

To maintain a register of Grant awards by value, charitable category and payments made and to maintain a reconciliation with the grant award records in the Minutes of trustees' meetings.

To ensure that adequate financial records and valuations are maintained of the assets of the charity. (Financial investments and property holdings)

To prepare the Trustees Annual Report and Financial Statements and to co-ordinate their examination by the trustees' external auditors.

To prepare the annual Income Fund Operating Budget.

To prepare and maintain a monthly Income Fund movements summary and Grant Award Registers, and to prepare quarterly full Management Accounts with Balance Sheet.

To operate a payroll in accordance with HMRC regulations. (currently in QuickBooks)

To monitor the charity's Bank account balances and deposit fund balances and to manage the operating cash flow requirements.

To manage the on-line banking facilities and to initiate payments with Charity Manager approval and Trustee authorisation.

To prepare annual evaluation reports of the benefits of the Grants awarded in accordance with the objectives and priorities set by the trustees.

To prepare quarterly and annual reports on the performance of the financial investments against the criteria set in the trustees' Investment Policy and Strategy.

To carry out such duties as may be reasonably requested by the Charity Manager.

To attend Trustee Board meetings (evenings) as required

To attend such courses, seminars, conferences as may be required to assist with the duties of the post.

Person Specification

Essential

; minimum AAT level 3 Advanced Diploma with at least five years experience in an accounting function.

; Numerate and IT literate with a working knowledge of QuickBooks and Microsoft Office software.

Flexible approach to work and task requirements and ability to prioritise as required.

Ability to work proactively without direct supervision and to meet deadlines and timetables as required.

Good communication abilities (verbal and written reports) at Board of Trustee level.

Desirable

Interest in charitable community activities and ideally a local resident of Okehampton.

Experience working in the charity or voluntary sector Understanding of charity SORP

What We Offer

Flexible working hours and hybrid working arrangements 29 days annual leave plus 8 bank holidays (pro rata) Pension, Auto-enrolment with Nest, Charity contributes 8% Supportive and inclusive team culture Laptop / Printer / Phone provided Opportunities for training and professional development
If you would like to discuss the role, please call Karen on 07715 621480

to apply

, please send your CV and a covering letter (maximum 1 side of A4) outlining your suitability for the role to Karen at clerk@okehamptonchariteis.org.uk by 12 noon Monday the 23rd June 2025.

Job Types: Part-time, Temp to perm

Pay: From 16,018.00 per year

Expected hours: 15 per week

Benefits:

Casual dress Company pension Flexitime Sick pay Work from home
Work Location: Hybrid remote in Okehampton EX20 1WW

Application deadline: 23/06/2025
Reference ID: OUC Finance Officer 2025
Expected start date: 01/09/2025