Finance Manager - Morgan Law : Job Details

An Institute established by Royal Charter, is seeking a Finance Manager.

The organisation has income of Approx £1.1 million.

Part-Time Position; 0.5 FTE

Salary; £27,000

£54,000 Full time equivalent

25 days Holiday plus 8 days bank holiday.

This will be a Standalone finance position reporting into the CEO.

The Finance manager who will look after the range of book-keeping, reporting and accounting activities that are essential to its functioning. It is also expected that their advice will be helpful in discussion of existing and new initiatives that will lead to the Institute's further expansion and success.

Summary job description

They liaise with the Director in order to prepare the annual budget for Finance Committee and Council. They also monitor the institute's bank accounts, administer and prepare the Pay Roll, process invoices, maintain the ledgers, prepare and submit the accounts to the Charity Commission, liaise and prepare the institute's accounts for its annual audit, and prepare the relevant summary section for the annual report. Summary duties therefore include to:

• Process payments and receipts, monitor all accounts regularly
• Enter financial transactions on Sage Accounts and reconcile bank statements.
• Issue AIO and some other invoices and send reminders re outstanding invoices
• Keep staff salary information up-to-date, and prepare monthly payroll, work out and upload pension contributions
• Prepare annual accounts for main company and for three Trust Funds, and liaise with auditors
• Prepare annual budgets together with Director and Hon Treasurer
• Prepare quarterly VAT returns and file online
• Prepare and submit quarterly returns to Inland Revenue for VAT, and annual returns to Charity Commission for four charities.
• Organise and attend four annual meetings with investment fund managers and monitor investments
• Assist the Director in all financial and statutory matters, as required
• Grant applications/ reporting: assist staff as required and monitor reporting schedules

The client is reviewing on a rolling basis.